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Portfolio (Quarterly) Guide ↗

Empirical Asset Management, LLC

· CIK 0001926596
13F Portfolio $444M AUM 448 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 139 Added 142 Reduced 62 Exited
Page 15 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HOMETRUST BANCSHARES INC 7,299.0 $364K 0.08% NEW $49.89
282 SCHO SCHWAB STRATEGIC TR 14,885.0 $359K 0.08% +145.0 +1.0% $24.14 -0.2%
283 ECL ECOLAB INC Basic Materials 1,279.0 $356K 0.08% +40.0 +3.2% $278.62 +4.3%
284 APA APA CORPORATION Energy 10,937.0 $356K 0.08% +2K +28.6% $32.57 +26.5%
285 AVEM AMERICAN CENTY ETF TR 3,691.0 $356K 0.08% -1K -24.2% $96.48 -2.0%
286 IMFL INVESCO EXCH TRD SLF IDX FD 10,359.0 $356K 0.08% +2K +19.8% $34.34 +2.3%
287 TLH ISHARES TR 3,528.0 $354K 0.08% +173.0 +5.2% $100.34 -2.6%
288 IALT BLACKROCK ETF TRUST 12,365.0 $347K 0.08% NEW $28.05 +3.1%
289 NOW SERVICENOW INC Technology 3,487.0 $346K 0.08% NEW $99.28 +26.7%
290 CRL CHARLES RIV LABS INTL INC Healthcare 1,515.0 $344K 0.08% $226.79 +30.1%
291 BSX BOSTON SCIENTIFIC CORP Healthcare 8,030.0 $343K 0.08% -11K -58.8% $42.68 +12.9%
292 SMH VANECK ETF TRUST 520.0 $341K 0.08% NEW $655.89 -15.3%
293 XTEN BONDBLOXX ETF TRUST 7,419.0 $338K 0.08% -4K -36.5% $45.58 -2.0%
294 VMC VULCAN MATLS CO Basic Materials 1,126.0 $332K 0.07% $294.90 -7.2%
295 FNX FIRST TR EXCHANGE-TRADED ALP 2,266.0 $332K 0.07% -116.0 -4.9% $146.33 -0.4%
296 QQQM INVESCO EXCH TRADED FD TR II 1,087.0 $329K 0.07% -6.0 -0.6% $302.90 -3.3%
297 MLM MARTIN MARIETTA MATLS INC Basic Materials 571.0 $329K 0.07% +17.0 +3.1% $576.27 -7.7%
298 APH AMPHENOL CORP Technology 1,828.0 $322K 0.07% NEW $176.30 -8.5%
299 PBI PITNEY BOWES INC Industrials 18,350.0 $321K 0.07% -3K -14.1% $17.52 -2.9%
300 BMO BANK MONTREAL MEDIUM Financial Services 1,793.0 $317K 0.07% NEW $176.68 -2.1%
Page 15 of 23  ·  448 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Financial Services 22.1%
Healthcare 9.5%
Industrials 7.4%
Consumer Cyclical 6.7%
Energy 5.2%
Consumer Defensive 4.5%
Communication Services 4.1%
Utilities 2.0%
Basic Materials 1.8%