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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 1 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 71,730.0 $20.8M 4.67% -5K -6.3% $289.36 +8.3%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,611.0 $11.7M 2.63% -4K -18.4% $746.76 +2.6%
3 NVDA NVIDIA CORPORATION Technology 49,426.0 $9.9M 2.23% +11K +27.0% $200.09 +4.8%
4 SGOL ETFS GOLD TR Financial Services 231,691.0 $8.9M 2.00% +20K +9.5% $38.23 +14.4%
5 IYW ISHARES TR 32,446.0 $8.2M 1.84% -3K -8.2% $252.23 -2.2%
6 MU MICRON TECHNOLOGY INC Technology 6,072.0 $7.0M 1.58% +2K +59.8% $1154.36 -18.7%
7 LLY ELI LILLY & CO Healthcare 4,661.0 $5.6M 1.26% +1K +36.7% $1199.45 -0.8%
8 SDCI USCF ETF TR 206,224.0 $5.5M 1.23% -150K -42.1% $26.44 +12.3%
9 GOOGL ALPHABET INC Communication Services 14,815.0 $5.3M 1.19% +4K +38.9% $357.36 -4.3%
10 AMZN AMAZON COM INC Consumer Cyclical 18,878.0 $4.5M 1.01% -242.0 -1.3% $238.35 +9.2%
11 MSFT MICROSOFT CORP Technology 11,857.0 $4.4M 1.00% -2K -14.4% $373.02 +33.1%
12 JPM JPMORGAN CHASE & CO Financial Services 13,153.0 $4.3M 0.97% -539.0 -3.9% $327.33 +8.9%
13 RSPT INVESCO EXCHANGE TRADED FD T 62,304.0 $4.0M 0.91% -6K -9.2% $64.50 -0.8%
14 HD HOME DEPOT INC Consumer Cyclical 11,293.0 $4.0M 0.90% -386.0 -3.3% $352.66 -5.1%
15 ILS ETF OPPORTUNITIES TRUST 202,430.0 $4.0M 0.90% +48K +31.0% $19.67 +2.4%
16 CSCO CISCO SYS INC Technology 33,743.0 $4.0M 0.89% +13K +64.6% $117.46 -4.3%
17 GOOG ALPHABET INC 11,031.0 $3.9M 0.88% +985.0 +9.8% $353.34
18 SLV ISHARES SILVER TR Financial Services 67,443.0 $3.6M 0.81% -30K -31.0% $53.47 +15.2%
19 META META PLATFORMS INC Communication Services 6,013.0 $3.4M 0.76% -3K -34.9% $563.30 +2.3%
20 GLD SPDR GOLD TR Financial Services 8,318.0 $3.1M 0.69% -919.0 -9.9% $368.38 +14.4%
Page 1 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%