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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 19 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IRIDIUM COMMUNICATIONS INC 4,547.0 $249K 0.06% NEW $54.85
362 AMKR AMKOR TECHNOLOGY INC Technology 2,882.0 $248K 0.06% NEW $86.22 -43.9%
363 SPTL SPDR SERIES TRUST 9,472.0 $248K 0.06% NEW $26.23 -3.1%
364 SYK STRYKER CORPORATION Healthcare 789.0 $248K 0.06% NEW $314.73 +4.7%
365 AEM AGNICO EAGLE MINES LTD Basic Materials 1,593.0 $247K 0.06% NEW $155.13 +38.0%
366 OGN ORGANON & CO Healthcare 18,165.0 $246K 0.06% NEW $13.54 +1.7%
367 DGRS WISDOMTREE TR 4,141.0 $246K 0.06% -238.0 -5.4% $59.35 +1.1%
368 WAFD WAFD INC Financial Services 6,388.0 $245K 0.06% NEW $38.37 -5.6%
369 GGOV BLACKROCK ETF TRUST II 4,872.0 $245K 0.06% NEW $50.29 +0.1%
370 TJX TJX COS INC NEW Consumer Cyclical 1,614.0 $245K 0.06% +61.0 +3.9% $151.50 -9.7%
371 VONG VANGUARD SCOTTSDALE FDS 1,898.0 $243K 0.06% NEW $127.81 -1.9%
372 SCHF SCHWAB STRATEGIC TR 8,744.0 $242K 0.06% $27.70 +2.7%
373 JJSF J & J SNACK FOODS CORP Consumer Defensive 3,292.0 $242K 0.05% NEW $73.45 +20.8%
374 HWM HOWMET AEROSPACE INC Industrials 898.0 $242K 0.05% NEW $268.96 +0.1%
375 GDXJ VANECK ETF TRUST 2,453.0 $241K 0.05% NEW $98.26 +35.2%
376 PWR QUANTA SVCS INC Industrials 334.0 $241K 0.05% -717.0 -68.2% $720.19 -14.4%
377 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,394.0 $241K 0.05% NEW $21.11 -19.0%
378 SPG SIMON PPTY GROUP INC NEW Real Estate 1,063.0 $238K 0.05% NEW $223.56 -2.9%
379 EXR EXTRA SPACE STORAGE INC Real Estate 1,635.0 $237K 0.05% NEW $145.26 -0.8%
380 VZ VERIZON COMMUNICATIONS INC Communication Services 5,557.0 $235K 0.05% -4K -43.5% $42.34 +18.5%
Page 19 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%