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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 9 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYE ISHARES TR 10,245.0 $664K 0.17% +517.0 +5.3% $64.77 -10.7%
162 UNH UNITEDHEALTH GROUP INC Healthcare 2,450.0 $663K 0.17% -3K -56.4% $270.59 +51.2%
163 DGRW WISDOMTREE TR 7,544.0 $663K 0.17% +1K +16.7% $87.84 +7.8%
164 VGT VANGUARD WORLD FD 948.0 $662K 0.17% -24K -96.2% $697.84 -83.4%
165 TT TRANE TECHNOLOGIES PLC Industrials 1,577.0 $657K 0.17% NEW $416.87 +13.8%
166 ET ENERGY TRANSFER L P Energy 34,035.0 $657K 0.17% -12K -26.5% $19.30 -0.4%
167 CF CF INDUSTRIES HOLD Basic Materials 5,059.0 $657K 0.17% +848.0 +20.1% $129.84 -21.3%
168 FOXA FOX CORP Communication Services 11,229.0 $656K 0.17% -3K -20.2% $58.40 -16.5%
169 APP APPLOVIN CORP Technology 1,647.0 $656K 0.17% +1K +294.0% $398.00 +17.3%
170 IDCC INTERDIGITAL INC Technology 2,143.0 $647K 0.17% -1K -34.0% $302.06 -7.6%
171 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,538.0 $645K 0.17% $182.31 +24.0%
172 EPD ENTERPRISE PRODS PARTNERS L Energy 16,994.0 $643K 0.17% $37.84 -1.9%
173 LOPE GRAND CANYON ED INC Consumer Defensive 3,779.0 $643K 0.17% $170.03 -15.8%
174 DYNF BLACKROCK ETF TRUST 10,916.0 $635K 0.17% -1K -10.5% $58.18 +14.5%
175 ARCB ARCBEST CORP Industrials 6,329.0 $623K 0.16% $98.36 +46.1%
176 XLY SELECT SECTOR SPDR TR 5,701.0 $621K 0.16% -272.0 -4.5% $108.99 +4.4%
177 MTGP WISDOMTREE TR 14,041.0 $621K 0.16% +4K +46.4% $44.20 -0.0%
178 IEMG ISHARES INC 8,895.0 $620K 0.16% -2K -19.9% $69.75 +16.6%
179 YUM YUM BRANDS INC Consumer Cyclical 3,986.0 $620K 0.16% NEW $155.48 -2.5%
180 XLB SELECT SECTOR SPDR TR 12,319.0 $616K 0.16% $49.97 +1.8%
Page 9 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%