BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RODM LATTICE STRATEGIES TR 38,443.0 $1.5M 0.40% -1K -3.1% $39.42 +4.1%
62 TLT ISHARES TR 17,415.0 $1.5M 0.40% -1K -5.7% $86.69 -0.7%
63 FDT FIRST TR EXCH TRD ALPHDX FD 17,336.0 $1.5M 0.40% -1K -7.5% $86.93 +14.8%
64 INTU INTUIT Technology 3,462.0 $1.5M 0.40% +3K +921.2% $432.37 -40.4%
65 UIVM VICTORY PORTFOLIOS II 21,909.0 $1.5M 0.39% -1K -4.9% $68.28 +7.6%
66 FYC FIRST TR EXCHANGE-TRADED ALP 15,276.0 $1.5M 0.39% -1K -8.2% $96.98 +25.0%
67 DBAW DBX ETF TR 34,361.0 $1.5M 0.39% -1K -3.0% $42.69 +15.1%
68 ISRG INTUITIVE SURGICAL INC Healthcare 3,168.0 $1.5M 0.39% NEW $460.99 -12.6%
69 QAI NEW YORK LIFE INVESTMENTS ET 42,777.0 $1.5M 0.39% +2K +4.3% $34.12 +7.8%
70 IWR ISHARES TR 14,838.0 $1.4M 0.38% +896.0 +6.4% $97.23 +12.2%
71 TSLA TESLA INC Consumer Cyclical 3,843.0 $1.4M 0.38% +40.0 +1.1% $371.80 +8.9%
72 ARM ARM HOLDINGS PLC Technology 9,100.0 $1.4M 0.36% +100.0 +1.1% $151.28 +169.5%
73 PLTR PALANTIR TECHNOLOGIES INC Technology 9,176.0 $1.3M 0.35% -9K -49.1% $146.28 -18.3%
74 MCK MCKESSON CORP Healthcare 1,540.0 $1.3M 0.35% +1K +372.4% $865.44 -13.9%
75 V VISA INC Financial Services 4,380.0 $1.3M 0.35% -12K -73.5% $302.23 +8.3%
76 SCHZ SCHWAB STRATEGIC TR 56,858.0 $1.3M 0.35% +2K +3.8% $23.22 -0.7%
77 JNJ JOHNSON & JOHNSON Healthcare 5,384.0 $1.3M 0.35% -4K -42.0% $244.46 -5.4%
78 IGV ISHARES TR 16,206.0 $1.3M 0.34% +100.0 +0.6% $80.05 +9.1%
79 IYJ ISHARES TR 8,726.0 $1.3M 0.34% -136.0 -1.5% $147.54 +10.3%
80 MU MICRON TECHNOLOGY INC Technology 3,800.0 $1.3M 0.34% +2K +99.2% $337.88 +258.5%
Page 4 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%