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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 14 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,129.0 $1.3M 0.06% $588.68 -8.6%
262 WEC WEC ENERGY GROUP INC Utilities 10,758.0 $1.2M 0.06% $115.77 -4.4%
263 VMC VULCAN MATLS CO Basic Materials 4,549.0 $1.2M 0.06% $272.30 -3.3%
264 ATNI ATN INTL INC Communication Services 45,343.0 $1.2M 0.06% -21K -31.4% $27.22 +0.1%
265 YETI YETI HLDGS INC Consumer Cyclical 33,280.0 $1.2M 0.06% $36.59 +22.1%
266 SYY SYSCO CORP Consumer Defensive 17,060.0 $1.2M 0.06% $71.33 +5.8%
267 PRU PRUDENTIAL FINL INC Financial Services 12,448.0 $1.2M 0.06% $97.69 +5.7%
268 MCHP MICROCHIP TECHNOLOGY INC. Technology 18,421.0 $1.2M 0.06% $64.61 +41.0%
269 HAL HALLIBURTON CO Energy 30,302.0 $1.2M 0.06% $38.99 +7.6%
270 MTCH MATCH GROUP INC NEW Communication Services 38,149.0 $1.2M 0.06% $30.71 +16.1%
271 FANG DIAMONDBACK ENERGY INC Energy 5,920.0 $1.2M 0.06% $197.79 +1.6%
272 NXST NEXSTAR MEDIA GROUP INC Communication Services 6,419.0 $1.2M 0.06% $180.83 +4.8%
273 REGN REGENERON PHARMACEUTICALS Healthcare 1,501.0 $1.2M 0.05% -15.0 -1.0% $772.64 -15.9%
274 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,903.0 $1.2M 0.05% $195.40 +6.3%
275 NRG NRG ENERGY INC Utilities 7,849.0 $1.1M 0.05% $146.14 -6.3%
276 A AGILENT TECHNOLOGIES INC Healthcare 10,040.0 $1.1M 0.05% $113.98 +0.7%
277 FISV FISERV INC Technology 19,974.0 $1.1M 0.05% $55.80 +0.0%
278 RMD RESMED INC Healthcare 4,960.0 $1.1M 0.05% $224.48 -6.5%
279 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,465.0 $1.1M 0.05% $96.47 +2.3%
280 MTB M & T BK CORP Financial Services 5,285.0 $1.1M 0.05% $206.72 +2.7%
Page 14 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%