BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 23 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SWK STANLEY BLACK & DECKER INC Industrials 5,349.0 $380K 0.02% $71.06 +5.5%
442 RVTY REVVITY INC Healthcare 4,260.0 $373K 0.02% $87.61 +8.2%
443 GEN GEN DIGITAL INC Technology 19,593.0 $369K 0.02% $18.83 +32.0%
444 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,710.0 $358K 0.02% $209.08 +16.4%
445 SJM SMUCKER J M CO Consumer Defensive 3,706.0 $357K 0.02% $96.44 +4.2%
446 HSIC SCHEIN HENRY INC Healthcare 4,756.0 $351K 0.02% -24.0 -0.5% $73.70 -0.3%
447 GNRC GENERAC HLDGS INC Industrials 1,788.0 $349K 0.02% $195.33 +26.9%
448 NDSN NORDSON CORP Industrials 1,302.0 $346K 0.02% $266.06 +7.8%
449 NWSA NEWS CORP NEW Communication Services 13,419.0 $335K 0.02% $24.93 +5.3%
450 CSGP COSTAR GROUP INC Real Estate 8,225.0 $332K 0.02% $40.34 -15.9%
451 SOLV SOLVENTUM CORP Healthcare 4,900.0 $320K 0.01% $65.30 +16.6%
452 EMN EASTMAN CHEM CO Basic Materials 4,183.0 $319K 0.01% -57.0 -1.3% $76.32 -4.1%
453 WYNN WYNN RESORTS LTD Consumer Cyclical 3,138.0 $319K 0.01% $101.55 -3.4%
454 DVA DAVITA INC Healthcare 2,039.0 $313K 0.01% -12.0 -0.6% $153.69 +29.3%
455 MOS MOSAIC CO Basic Materials 11,909.0 $304K 0.01% $25.50 -14.0%
456 SWKS SKYWORKS SOLUTIONS INC Technology 5,612.0 $301K 0.01% $53.55 +38.8%
457 BAX BAXTER INTL INC Healthcare 17,562.0 $295K 0.01% $16.80 +13.3%
458 AOS SMITH A O CORP Industrials 4,456.0 $294K 0.01% $65.94 -13.3%
459 VST VISTRA CORP Utilities 1,933.0 $291K 0.01% +107.0 +5.9% $150.33 -4.2%
460 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,569.0 $283K 0.01% $43.06 -0.7%
Page 23 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%