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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 13 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DAL DELTA AIR LINES INC Industrials 21,723.0 $1.4M 0.07% $66.48 +13.8%
242 MSCI MSCI INC Financial Services 2,676.0 $1.4M 0.07% $539.01 +8.0%
243 JBL JABIL INC Technology 5,405.0 $1.4M 0.07% +31.0 +0.6% $265.63 +34.2%
244 DHI D R HORTON INC Consumer Cyclical 10,442.0 $1.4M 0.07% $137.22 +5.0%
245 HIG HARTFORD INSURANCE GROUP INC Financial Services 10,559.0 $1.4M 0.07% $135.23 +0.6%
246 FITB FIFTH THIRD BANCORP Financial Services 30,556.0 $1.4M 0.07% +7K +31.2% $46.46 +5.8%
247 CBRE CBRE GROUP INC Real Estate 10,453.0 $1.4M 0.07% $135.46 -3.3%
248 SLB SLB LIMITED Energy 27,535.0 $1.4M 0.07% $51.39 +11.5%
249 ROK ROCKWELL AUTOMATION INC Industrials 3,923.0 $1.4M 0.07% $358.88 +21.6%
250 SNX TD SYNNEX CORPORATION Technology 8,299.0 $1.4M 0.07% $168.71 +36.7%
251 MAS MASCO CORP Industrials 23,133.0 $1.4M 0.07% $60.37 +11.2%
252 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,870.0 $1.4M 0.07% $157.28 -3.7%
253 STT STATE STR CORP Financial Services 11,001.0 $1.4M 0.07% $126.56 +21.7%
254 CRUS CIRRUS LOGIC INC Technology 9,607.0 $1.4M 0.07% $144.62 +15.2%
255 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 16,983.0 $1.4M 0.07% $80.95 -3.1%
256 MPWR MONOLITHIC PWR SYS INC Technology 1,256.0 $1.4M 0.07% $1093.35 +42.8%
257 EBAY EBAY INC. Consumer Cyclical 14,979.0 $1.4M 0.06% $91.02 +28.7%
258 ED CONSOLIDATED EDISON INC Utilities 11,830.0 $1.3M 0.06% $113.18 -5.1%
259 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,293.0 $1.3M 0.06% $72.69 +6.1%
260 ROP ROPER TECHNOLOGIES INC Industrials 3,598.0 $1.3M 0.06% $353.86 -7.1%
Page 13 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%