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Portfolio (Quarterly) Guide ↗

Empirical Finance, LLC

· CIK 0001572838
13F Portfolio $2.1B AUM 483 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 34 Added 29 Reduced 20 Exited
Page 10 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GLD SPDR GOLD TR Financial Services 4,945.0 $2.1M 0.10% -2K -33.6% $430.29 -3.1%
182 TDG TRANSDIGM GROUP INC Industrials 1,825.0 $2.1M 0.10% $1158.96 +3.4%
183 WBD WARNER BROS DISCOVERY INC Communication Services 75,323.0 $2.1M 0.10% -836.0 -1.1% $27.46 -0.1%
184 SRE SEMPRA Utilities 21,168.0 $2.1M 0.10% $97.17 -5.9%
185 TFC TRUIST FINL CORP Financial Services 44,624.0 $2.1M 0.10% $45.97 +4.4%
186 AFL AFLAC INC Financial Services 18,650.0 $2.0M 0.10% $109.71 +7.4%
187 PCAR PACCAR INC Industrials 17,610.0 $2.0M 0.10% $115.50 -5.3%
188 CTVA CORTEVA INC Basic Materials 24,036.0 $2.0M 0.10% $83.71 -5.6%
189 WMB WILLIAMS COS INC Energy 27,406.0 $2.0M 0.09% $72.78 +7.0%
190 CTAS CINTAS CORP Industrials 11,652.0 $2.0M 0.09% $169.14 +1.9%
191 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,210.0 $1.9M 0.09% $592.98 -4.9%
192 TGT TARGET CORP Consumer Defensive 15,702.0 $1.9M 0.09% $121.20 +0.9%
193 SNA SNAP ON INC Industrials 5,237.0 $1.9M 0.09% $363.22 -0.9%
194 ALL ALLSTATE CORP Financial Services 9,113.0 $1.9M 0.09% $207.34 +3.4%
195 FOXA FOX CORP Communication Services 32,311.0 $1.9M 0.09% -5K -13.4% $58.40 +10.0%
196 CAH CARDINAL HEALTH INC Healthcare 8,730.0 $1.8M 0.09% $211.31 -5.1%
197 ZTS ZOETIS INC Healthcare 15,513.0 $1.8M 0.09% $118.21 -32.6%
198 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 25,247.0 $1.8M 0.09% $72.46 +19.1%
199 AIG AMERICAN INTL GROUP INC Financial Services 24,262.0 $1.8M 0.09% $75.25 +4.5%
200 FSLR FIRST SOLAR INC Energy 9,255.0 $1.8M 0.09% $197.26 +26.2%
Page 10 of 25  ·  483 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 30.4%
Financial Services 12.1%
Communication Services 11.3%
Industrials 9.9%
Consumer Cyclical 9.6%
Healthcare 9.2%
Energy 7.1%
Consumer Defensive 5.9%
Utilities 2.6%
Basic Materials 1.9%