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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 1 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 76,556.0 $19.4M 5.12% -12K -13.5% $253.79 +17.0%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 19,140.0 $12.4M 3.28% -4K -16.1% $650.35 +14.4%
3 SDCI USCF ETF TR 355,968.0 $9.7M 2.56% +144K +67.6% $27.24 -2.7%
4 SGOL ETFS GOLD TR Financial Services 211,594.0 $9.4M 2.49% +6K +2.7% $44.62 -10.6%
5 NVDA NVIDIA CORPORATION Technology 38,915.0 $6.8M 1.79% -20K -34.0% $174.40 +19.6%
6 SLV ISHARES SILVER TR Financial Services 97,719.0 $6.7M 1.75% -3K -2.7% $68.14 -13.5%
7 IYW ISHARES TR 35,364.0 $6.4M 1.69% -289.0 -0.8% $181.42 +39.6%
8 META META PLATFORMS INC Communication Services 9,241.0 $5.3M 1.39% -13K -58.5% $572.10 -1.4%
9 MSFT MICROSOFT CORP Technology 13,847.0 $5.1M 1.35% -46K -77.0% $370.18 -0.8%
10 JPM JPMORGAN CHASE & CO Financial Services 13,692.0 $4.0M 1.06% -5K -25.1% $294.15 +12.7%
11 AMZN AMAZON COM INC Consumer Cyclical 19,120.0 $4.0M 1.05% -28K -59.6% $208.27 +11.8%
12 GLD SPDR GOLD TR Financial Services 9,237.0 $4.0M 1.05% -26K -74.0% $430.29 -10.6%
13 HD HOME DEPOT INC Consumer Cyclical 11,679.0 $3.8M 1.01% -4K -26.2% $328.89 -0.7%
14 XOM EXXON MOBIL CORP Energy 18,949.0 $3.2M 0.85% -18K -49.0% $169.66 -18.8%
15 LLY ELI LILLY & CO Healthcare 3,409.0 $3.1M 0.83% +20.0 +0.6% $919.84 +20.0%
16 RSPT INVESCO EXCHANGE TRADED FD T 68,612.0 $3.1M 0.82% $45.26 +42.6%
17 GOOGL ALPHABET INC Communication Services 10,666.0 $3.1M 0.81% -3K -24.4% $287.56 +21.6%
18 ILS ETF OPPORTUNITIES TRUST 154,486.0 $3.1M 0.81% +24K +18.2% $19.79 +1.1%
19 GOOG ALPHABET INC Communication Services 10,046.0 $2.9M 0.76% -8K -43.8% $286.86 +21.6%
20 IVV ISHARES TR 4,302.0 $2.8M 0.74% +38.0 +0.9% $653.28 +14.5%
Page 1 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%