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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 16 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NTRS NORTHERN TR CORP Financial Services 7,075.0 $987K 0.05% $139.57 +19.7%
302 CCK CROWN HLDGS INC Consumer Cyclical 9,769.0 $979K 0.05% $100.25 -3.8%
303 UBER UBER TECHNOLOGIES INC Technology 13,566.0 $976K 0.05% +585.0 +4.5% $71.93 +3.7%
304 MTD METTLER TOLEDO INTERNATIONAL Healthcare 772.0 $974K 0.05% $1261.20 -13.5%
305 AEE AMEREN CORP Utilities 8,855.0 $973K 0.05% $109.92 -0.1%
306 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,885.0 $965K 0.04% $197.50 +19.8%
307 PPL PPL CORP Utilities 25,248.0 $964K 0.04% $38.20 -7.2%
308 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13,462.0 $958K 0.04% $71.18 -9.6%
309 EIX EDISON INTL Utilities 13,083.0 $957K 0.04% $73.18 -3.9%
310 VRSK VERISK ANALYTICS INC Industrials 5,031.0 $955K 0.04% $189.75 -10.1%
311 CFG CITIZENS FINL GROUP INC Financial Services 15,891.0 $953K 0.04% $59.97 +4.7%
312 CPRT COPART INC Industrials 28,340.0 $941K 0.04% $33.20 +3.6%
313 BIIB BIOGEN INC Healthcare 5,070.0 $929K 0.04% $183.33 +3.3%
314 TDY TELEDYNE TECHNOLOGIES INC Technology 1,536.0 $929K 0.04% $605.01 +1.5%
315 DG DOLLAR GEN CORP Consumer Defensive 7,801.0 $926K 0.04% $118.73 -11.5%
316 FIS FIDELITY NATL INFORMATION SV Technology 19,544.0 $917K 0.04% $46.91 -7.0%
317 FE FIRSTENERGY CORP Utilities 18,092.0 $917K 0.04% $50.66 -10.2%
318 ULTA ULTA BEAUTY INC Consumer Cyclical 1,745.0 $912K 0.04% $522.71 -5.7%
319 MMS MAXIMUS INC Industrials 14,190.0 $910K 0.04% $64.10 -4.2%
320 UHS UNIVERSAL HLTH SVCS INC Healthcare 5,080.0 $909K 0.04% $178.97 -8.2%
Page 16 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%