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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 5 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISRG INTUITIVE SURGICAL INC Healthcare 11,795.0 $5.4M 0.26% $460.99 -4.6%
82 ADI ANALOG DEVICES INC Technology 16,902.0 $5.4M 0.25% $318.14 +20.8%
83 PFE PFIZER INC Healthcare 190,481.0 $5.3M 0.25% $28.08 -7.6%
84 LMT LOCKHEED MARTIN CORP Industrials 8,778.0 $5.3M 0.25% $604.39 -13.5%
85 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,241.0 $5.2M 0.25% $4210.32 -96.2%
86 NEM NEWMONT CORP Basic Materials 48,223.0 $5.2M 0.24% $108.25 +0.1%
87 DE DEERE & CO Industrials 9,020.0 $5.1M 0.24% $563.30 -5.7%
88 APH AMPHENOL CORP Technology 40,067.0 $5.1M 0.24% $126.35 -1.2%
89 HON HONEYWELL INTL INC Industrials 22,359.0 $5.1M 0.24% $226.03 -1.0%
90 UNP UNION PAC CORP Industrials 20,767.0 $5.0M 0.24% $242.62 +9.6%
91 IMOM EA SERIES TRUST 121,049.0 $4.8M 0.23% NEW $39.83 +12.6%
92 LOW LOWES COS INC Consumer Cyclical 20,321.0 $4.8M 0.23% $236.28 -8.0%
93 GM GENERAL MTRS CO Consumer Cyclical 63,625.0 $4.7M 0.22% $74.50 +3.6%
94 BLK BLACKROCK INC Financial Services 4,853.0 $4.7M 0.22% $961.71 +10.6%
95 SCHW SCHWAB CHARLES CORP Financial Services 49,137.0 $4.6M 0.22% $93.98 -4.1%
96 VXUS VANGUARD STAR FDS 57,025.0 $4.4M 0.21% $77.11 +9.7%
97 CMCSA COMCAST CORP NEW Communication Services 152,664.0 $4.4M 0.21% $28.71 -12.6%
98 SPGI S&P GLOBAL INC Financial Services 10,171.0 $4.3M 0.20% $425.34 -2.0%
99 MPC MARATHON PETE CORP Energy 17,683.0 $4.3M 0.20% $244.18 +1.7%
100 BMY BRISTOL-MYERS SQUIBB CO Healthcare 70,485.0 $4.3M 0.20% $60.65 -1.8%
Page 5 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%