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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 7 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRWD CROWDSTRIKE HLDGS INC Technology 1,225.0 $935K 0.21% -37.0 -2.9% $190.80 -0.8%
122 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 9,683.0 $931K 0.21% $96.12 -50.3%
123 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,938.0 $926K 0.21% +271.0 +16.3% $477.68 -12.6%
124 RSPH INVESCO EXCHANGE TRADED FD T 27,830.0 $924K 0.21% -1K -3.7% $33.19 +14.0%
125 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,896.0 $922K 0.21% -556.0 -10.2% $188.35 -19.4%
126 IUSV ISHARES TR 8,283.0 $912K 0.20% $110.15 +4.6%
127 FTDR FRONTDOOR INC Consumer Cyclical 11,543.0 $896K 0.20% +309.0 +2.8% $77.59 +7.8%
128 IJR ISHARES TR 5,961.0 $884K 0.20% $148.31 -1.0%
129 IUSG ISHARES TR 4,662.0 $877K 0.20% $188.09 +0.8%
130 XBI SPDR SERIES TRUST 5,418.0 $857K 0.19% -239.0 -4.2% $158.26 +6.4%
131 VLO VALERO ENERGY CORP Energy 3,289.0 $857K 0.19% -253.0 -7.1% $260.42 +33.6%
132 TER TERADYNE INC Technology 1,765.0 $854K 0.19% -33.0 -1.8% $484.02 -25.0%
133 VO VANGUARD INDEX FDS 10,592.0 $853K 0.19% +499.0 +4.9% $80.57 +3.2%
134 STM STMICROELECTRONICS N V Technology 11,305.0 $847K 0.19% -250.0 -2.2% $74.89 -33.7%
135 TRV TRAVELERS COMPANIES INC Financial Services 2,563.0 $846K 0.19% -35.0 -1.4% $330.14 +12.4%
136 TDTF FLEXSHARES TR 35,369.0 $841K 0.19% +4K +13.5% $23.77 -1.6%
137 GRMN GARMIN LTD Technology 3,533.0 $839K 0.19% -642.0 -15.4% $237.56 +21.7%
138 VIKING HOLDINGS LTD 7,819.0 $818K 0.18% -2K -23.1% $104.67
139 JBL JABIL INC Technology 2,120.0 $817K 0.18% NEW $385.52 -19.4%
140 EFAV ISHARES TR 9,280.0 $814K 0.18% $87.71 +7.6%
Page 7 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%