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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 2 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 21,265.0 $2.6M 0.70% -2K -9.5% $124.28 -5.7%
22 CVX CHEVRON CORPORATION Energy 11,863.0 $2.5M 0.65% -11K -48.5% $206.90 -15.4%
23 IGOV ISHARES TR 58,817.0 $2.4M 0.64% +2K +3.1% $41.06 -0.1%
24 CTA SIMPLIFY EXCHANGE TRADED FUN 79,657.0 $2.4M 0.64% +4K +4.8% $30.22 -10.8%
25 IWF ISHARES TR 5,543.0 $2.4M 0.62% -33.0 -0.6% $426.42 -71.4%
26 IBB ISHARES TR 13,997.0 $2.4M 0.62% $168.85 +4.8%
27 XLRE SELECT SECTOR SPDR TR 57,489.0 $2.3M 0.62% +3K +5.0% $40.83 +7.8%
28 IWM ISHARES TR 9,179.0 $2.3M 0.60% +296.0 +3.3% $247.99 +20.2%
29 MCD MCDONALDS CORP Consumer Cyclical 7,197.0 $2.2M 0.59% -3K -31.0% $310.79 -13.1%
30 IYH ISHARES TR 35,470.0 $2.2M 0.58% -396.0 -1.1% $61.64 +2.5%
31 SCHR SCHWAB STRATEGIC TR 87,498.0 $2.2M 0.57% +2K +2.2% $24.91 -1.4%
32 QCOM QUALCOMM INC Technology 16,013.0 $2.1M 0.54% -109K -87.2% $128.78 +72.3%
33 PG PROCTER & GAMBLE CO Consumer Defensive 14,060.0 $2.0M 0.54% -24K -62.6% $144.43 +2.3%
34 MRK MERCK & CO INC Healthcare 16,535.0 $2.0M 0.52% +4K +32.5% $120.29 -4.0%
35 AGG ISHARES TR 24,200.0 $1.9M 0.50% +2K +10.5% $78.01 +26.4%
36 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,960.0 $1.9M 0.49% -3K -39.7% $474.55 -23.9%
37 IVE ISHARES TR 8,829.0 $1.9M 0.49% $211.16 +7.4%
38 PWB INVESCO EXCHANGE TRADED FD T 14,782.0 $1.9M 0.49% -781.0 -5.0% $125.93 +33.8%
39 FTC FIRST TR EXCHANGE-TRADED ALP 12,045.0 $1.9M 0.49% -287.0 -2.3% $154.15 +25.9%
40 SUN SUNOCO LP/SUNOCO FIN CORP Energy 28,020.0 $1.8M 0.48% -385.0 -1.4% $64.97 -3.4%
Page 2 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%