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Portfolio (Quarterly) Guide ↗

Empirical Asset Management, LLC

· CIK 0001926596
13F Portfolio $379M AUM 396 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 109 Added 139 Reduced 49 Exited
Page 16 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FISR SSGA ACTIVE TR 11,257.0 $290K 0.08% +627.0 +5.9% $25.72 -0.7%
302 RPD RAPID7 INC Technology 51,258.0 $282K 0.07% NEW $5.51 +22.5%
303 T AT&T INC Communication Services 9,732.0 $282K 0.07% -19K -66.1% $28.99 -20.9%
304 WDC WESTERN DIGITAL CORP Technology 1,041.0 $282K 0.07% NEW $270.49 +146.5%
305 SPMO INVESCO EXCH TRADED FD TR II 2,491.0 $279K 0.07% +391.0 +18.6% $112.13 +37.3%
306 RSPD INVESCO EXCHANGE TRADED FD T 5,116.0 $274K 0.07% $53.53 +2.7%
307 IMFL INVESCO EXCH TRD SLF IDX FD 8,648.0 $274K 0.07% +573.0 +7.1% $31.64 +6.4%
308 VRE VERIS RESIDENTIAL INC Real Estate 14,472.0 $273K 0.07% NEW $18.87 +0.6%
309 FLQM FRANKLIN TEMPLETON ETF TR 4,934.0 $271K 0.07% -572.0 -10.4% $54.93 +3.9%
310 VIG VANGUARD SPECIALIZED FUNDS 1,260.0 $271K 0.07% $215.02 +8.9%
311 AOM ISHARES TR 5,677.0 $269K 0.07% $47.37 +4.5%
312 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,909.0 $268K 0.07% -87.0 -1.4% $45.30 -33.9%
313 HON HONEYWELL INTL INC Industrials 1,172.0 $265K 0.07% +36.0 +3.2% $226.11 -2.2%
314 EOS EATON VANCE ENHANCED EQUITY Financial Services 12,945.0 $265K 0.07% +69.0 +0.5% $20.46 +5.1%
315 FLSP FRANKLIN TEMPLETON ETF TR 9,736.0 $265K 0.07% +1K +14.7% $27.20 +1.0%
316 ACWX ISHARES TR 3,832.0 $262K 0.07% NEW $68.47 +9.4%
317 GSIE GOLDMAN SACHS ETF TR 6,054.0 $261K 0.07% $43.13 +5.9%
318 CRL CHARLES RIV LABS INTL INC Healthcare 1,508.0 $260K 0.07% $172.50 +7.9%
319 QQQM INVESCO EXCH TRADED FD TR II 1,093.0 $260K 0.07% -145.0 -11.7% $237.70 +23.6%
320 NWSA NEWS CORP NEW Communication Services 10,392.0 $259K 0.07% NEW $24.93 +0.0%
Page 16 of 20  ·  396 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 28.8%
Financial Services 26.2%
Healthcare 8.6%
Consumer Cyclical 7.4%
Energy 7.1%
Industrials 6.4%
Communication Services 6.2%
Consumer Defensive 4.8%
Utilities 2.3%
Basic Materials 1.8%