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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 20 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EEMV ISHARES INC 3,118.0 $235K 0.05% $75.28 +0.1%
382 PSTL POSTAL REALTY TRUST INC Real Estate 9,483.0 $234K 0.05% NEW $24.64 -3.3%
383 VTV VANGUARD INDEX FDS 1,070.0 $233K 0.05% -6K -84.9% $217.97 +4.1%
384 IREN IREN LIMITED Financial Services 5,100.0 $233K 0.05% NEW $45.73 -13.4%
385 CHRD CHORD ENERGY CORPORATION Energy 2,039.0 $233K 0.05% $114.30 +22.6%
386 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,026.0 $233K 0.05% NEW $115.02 +2.8%
387 VB VANGUARD INDEX FDS 759.0 $230K 0.05% -2K -74.1% $303.12 +0.3%
388 SEG SEAPORT ENTMT GROUP INC Real Estate 8,600.0 $229K 0.05% NEW $26.60 +1.6%
389 FLQS FRANKLIN TEMPLETON ETF TR 4,658.0 $227K 0.05% -175.0 -3.6% $48.79 +2.3%
390 VCYT VERACYTE INC Healthcare 3,867.0 $227K 0.05% NEW $58.73 -24.6%
391 LVHI LEGG MASON ETF INVT 5,554.0 $225K 0.05% -378.0 -6.4% $40.58 +6.1%
392 NVR NVR INC Consumer Cyclical 33.0 $225K 0.05% -4.0 -10.8% $6813.39 -6.5%
393 MS MORGAN STANLEY Financial Services 1,072.0 $224K 0.05% NEW $209.10 +2.4%
394 JAVA J P MORGAN EXCHANGE TRADED F 2,814.0 $223K 0.05% $79.41 +4.9%
395 FXZ FIRST TR EXCHANGE-TRADED FD 2,811.0 $223K 0.05% -37.0 -1.3% $79.43 +9.7%
396 TEAM ATLASSIAN CORPORATION Technology 2,857.0 $222K 0.05% NEW $77.79 +116.6%
397 GSWO GOLDMAN SACHS ETF TR 3,469.0 $220K 0.05% -248.0 -6.7% $63.45 +3.3%
398 VIGI VANGUARD WHITEHALL FDS 2,349.0 $219K 0.05% $93.38 +5.5%
399 EXPE EXPEDIA GROUP INC Consumer Cyclical 850.0 $218K 0.05% NEW $255.89 +30.3%
400 NWSA NEWS CORP NEW Communication Services 8,728.0 $217K 0.05% -2K -16.0% $24.83 +24.7%
Page 20 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%