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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 12 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ENTERGY CORP NEW 14,229.0 $1.6M 0.07% $112.36
222 CARR CARRIER GLOBAL CORPORATION Industrials 28,161.0 $1.6M 0.07% $56.31 +10.4%
223 AMP AMERIPRISE FINL INC Financial Services 3,530.0 $1.6M 0.07% $444.40 +1.4%
224 OXY OCCIDENTAL PETE CORP Energy 24,116.0 $1.6M 0.07% $65.00 -9.5%
225 CF CF INDUSTRIES HOLD Basic Materials 12,069.0 $1.6M 0.07% $129.84 -6.3%
226 OSK OSHKOSH CORP Industrials 10,513.0 $1.5M 0.07% $147.21 -13.6%
227 URBN URBAN OUTFITTERS INC Consumer Cyclical 24,340.0 $1.5M 0.07% $63.35 +13.1%
228 F FORD MTR CO Consumer Cyclical 133,095.0 $1.5M 0.07% $11.54 +18.5%
229 MET METLIFE INC Financial Services 21,700.0 $1.5M 0.07% $70.72 +19.2%
230 BDX BECTON DICKINSON & CO Healthcare 9,749.0 $1.5M 0.07% $157.23 -7.0%
231 RSG REPUBLIC SVCS INC Industrials 6,990.0 $1.5M 0.07% $219.02 -3.1%
232 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24,543.0 $1.5M 0.07% $61.35 -14.7%
233 WAB WABTEC Industrials 5,989.0 $1.5M 0.07% $249.91 +3.7%
234 MOOD EA SERIES TRUST 36,370.0 $1.5M 0.07% NEW $41.01 +5.6%
235 TER TERADYNE INC Technology 4,993.0 $1.5M 0.07% $296.46 +16.2%
236 XEL XCEL ENERGY INC Utilities 18,598.0 $1.5M 0.07% $79.44 +0.5%
237 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 45,934.0 $1.5M 0.07% $32.01 +2.5%
238 NOV NOV INC Energy 77,936.0 $1.5M 0.07% $18.81 +10.9%
239 NUE NUCOR CORP Basic Materials 8,631.0 $1.5M 0.07% $169.10 +33.9%
240 M MACYS INC Consumer Cyclical 79,844.0 $1.4M 0.07% $18.09 +14.0%
Page 12 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%