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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 21 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PTEN PATTERSON-UTI ENERGY INC Energy 23,595.0 $217K 0.05% NEW $9.18 +28.0%
402 WM WASTE MGMT INC DEL Industrials 968.0 $216K 0.05% +9.0 +0.9% $222.94 -0.8%
403 QWLD SPDR INDEX SHS FDS 1,419.0 $216K 0.05% -48.0 -3.3% $151.87 +4.8%
404 ACLS AXCELIS TECHNOLOGIES INC Technology 1,123.0 $213K 0.05% NEW $189.45 -36.5%
405 VWO VANGUARD INTL EQUITY INDEX F 3,561.0 $213K 0.05% NEW $59.69 +1.6%
406 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 3,040.0 $212K 0.05% NEW $69.74 -12.0%
407 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,433.0 $212K 0.05% NEW $87.05 +11.5%
408 EXI ISHARES TR 1,055.0 $212K 0.05% NEW $200.50 +0.8%
409 RSPS INVESCO EXCHANGE TRADED FD T 7,020.0 $210K 0.05% -340.0 -4.6% $29.98 +5.6%
410 BLCR BLACKROCK ETF TRUST 4,164.0 $210K 0.05% NEW $50.37 -2.0%
411 IBDS ISHARES TR 8,632.0 $209K 0.05% $24.22 -0.0%
412 T AT&T INC Communication Services 10,020.0 $207K 0.05% +288.0 +3.0% $20.70 +25.0%
413 POWL POWELL INDS INC Industrials 723.0 $207K 0.05% NEW $286.21 -33.0%
414 LILAK LIBERTY LATIN AMERICA LTD Communication Services 26,555.0 $207K 0.05% NEW $7.79 +10.0%
415 VST VISTRA CORP Utilities 1,302.0 $207K 0.05% NEW $158.65 -11.7%
416 MET METLIFE INC Financial Services 2,431.0 $206K 0.05% NEW $84.60 +14.1%
417 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 1,561.0 $205K 0.05% -2K -52.2% $131.61 -5.6%
418 AMRIZE LTD 3,840.0 $205K 0.05% NEW $53.30
419 VXUS VANGUARD STAR FDS 2,385.0 $204K 0.05% NEW $85.49 +2.7%
420 EVTR MORGAN STANLEY ETF TRUST 4,019.0 $204K 0.05% +48.0 +1.2% $50.71 -0.7%
Page 21 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%