Fund Holdings — Empirical Finance, LLC

Total Portfolio Value
$2.13B
Total Bought
$266.26M
Total Sold
$248.13M
Net Transaction
+$18.13M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ALPHABET INC(GOOG)0197,426+197,426056,7722.67%+56,772
VANGUARD INDEX FDS055,050+55,050017,6610.83%+17,661
EA SERIES TRUST
ALPHA ARCHITECT
0187,063+187,063016,9780.80%+16,978
TAIWAN SEMICONDUCTOR MANUFAC(TSM)51,07295,230+44,15815,52032,1831.51%+16,663
ENERGY TRANSFER L P(ET)752,0451,404,756+652,71112,40127,1121.27%+14,711
CAPITAL SOUTHWEST CORP(CSWC)0618,866+618,866013,6890.64%+13,689
GRUPO AEROPORTUNARIO DEL PAC(PAC)30,07674,607+44,5317,92918,4180.87%+10,489
EA SERIES TRUST
INTL QUAN VALUE
0294,873+294,873010,0140.47%+10,014
WESTERN MIDSTREAM PARTNERS L(WES)236,768442,189+205,4219,35218,2050.86%+8,853
GRUPO AEROPORTUARIO DEL CENT(OMAB)96,419168,343+71,92410,48719,3140.91%+8,826
EA SERIES TRUST
ALPHA ARCHITECT
0264,140+264,14008,2800.39%+8,280
SPROUTS FMRS MKT INC(SFM)5,000105,287+100,2873988,1210.38%+7,722
GRUPO AEROPORTUARIO DEL SURE022,868+22,86807,6870.36%+7,687
EXXON MOBIL CORP151,773151,381-39218,26425,6831.21%+7,419
AXOS FINANCIAL INC(AX)95,566178,281+82,7158,23415,1700.71%+6,936
PACER FDS TR
TRENDPILOT INTL
0193,079+193,07906,2790.30%+6,279
MPLX LP(MPLX)116,567217,494+100,9276,22112,4120.58%+6,191
EA SERIES TRUST
INTL QUAN MOMNTM
0121,049+121,04904,8210.23%+4,821
CHEVRON CORPORATION(CVX)76,01075,841-16911,58515,6920.74%+4,107
EA SERIES TRUST
US QUAN MOMENTUM
052,382+52,38203,5780.17%+3,578
PACER FDS TR
TRENDPILOT 100
047,352+47,35203,4550.16%+3,455
JOHNSON & JOHNSON(JNJ)82,57682,435-14117,08920,1500.95%+3,061
ALPHABET INC(GOOG)204,666233,926+29,26064,22467,1043.15%+2,880
TERNIUM SA(TX)95,129161,171+66,0423,6336,4710.30%+2,838
CATERPILLAR INC(CAT)19,12819,081-4710,95813,5180.64%+2,560
VANGUARD INDEX FDS013,181+13,18102,4290.11%+2,429
APPLIED MATLS INC28,47928,415-647,3199,7120.46%+2,393
EA SERIES TRUST
ALPHA ARCH 1-3
020,382+20,38202,3700.11%+2,370
FEDERAL AGRIC MTG CORP(AGM)22,37541,592+19,2173,9286,1700.29%+2,242
MEDPACE HLDGS INC(MEDP)6,99612,663+5,6673,9296,0810.29%+2,151
COSTCO WHOLESALE CORPORATION(COST)14,87714,854-2312,82914,8010.70%+1,972
MICRON TECHNOLOGY INC(MU)36,97936,970-910,55412,4900.59%+1,936
LAM RESEARCH CORP(LRCX)45,11945,013-1067,7239,6170.45%+1,894
CENTURY COMMUNITIES INC(CCS)39,35573,394+34,0392,3364,2110.20%+1,876
GE VERNOVA INC(GEV)8,3918,375-165,4847,3110.34%+1,826
WALMART INC(WMT)142,577142,431-14615,88517,7010.83%+1,817
CONOCOPHILLIPS(COP)45,95045,840-1104,3016,0510.28%+1,750
PARKE BANCORP INC(PKBK)55,446103,454+48,0081,3882,9380.14%+1,550
VERIZON COMMUNICATIONS INC(VZ)162,435162,216-2196,6168,1430.38%+1,527
EA SERIES TRUST
RELA SEN TAC ETF
036,370+36,37001,4910.07%+1,491
MARATHON PETE CORP(MPC)17,75817,683-752,8884,3180.20%+1,430
SANDISK CORP(SNDK)3,5113,535+248332,2460.11%+1,412
VALERO ENERGY CORP(VLO)16,64816,614-342,7104,1050.19%+1,395
MERCK & CO INC(MRK)91,15190,944-2079,59510,9400.51%+1,345
CORNING INC(GLW)26,17626,127-492,2923,5520.17%+1,261
KLA CORP(KLAC)4,6694,658-115,6736,8580.32%+1,185
AT&T INC(T)280,030279,605-4256,9568,1060.38%+1,150
WESTERN DIGITAL CORP(WDC)10,92110,915-61,8812,9520.14%+1,071
LOCKHEED MARTIN CORP(LMT)8,8038,778-254,2585,3050.25%+1,048
INTEL CORP(INTC)141,952141,930-225,2386,2630.29%+1,025
KROGER CO(KR)96,12296,062-606,0066,9510.33%+945
DEERE & CO(DE)9,0379,020-174,2075,0810.24%+874
NEXTERA ENERGY INC(NEE)67,99867,931-675,4596,3090.30%+851
PHILLIPS 66(PSX)14,97114,930-411,9322,7200.13%+788
COCA COLA CO(KO)130,633130,419-2149,1339,9180.47%+786
ANALOG DEVICES INC(ADI)16,93816,902-364,5945,3770.25%+784
EOG RES INC(EOG)19,51219,469-432,0492,8150.13%+766
NEXTPOWER INC22,39022,39001,9502,6990.13%+749
PONCE FINANCIAL GROUP INC(PDLB)207,213247,389+40,1763,3884,1340.19%+746
GILEAD SCIENCES INC(GILD)42,21042,134-765,1815,8720.28%+691
BAKER HUGHES COMPANY(BKR)44,28044,232-482,0172,7000.13%+684
HONEYWELL INTL INC(HON)22,40222,359-434,3705,0540.24%+683
CF INDUSTRIES HOLD(CF)12,08812,069-199351,5670.07%+632
TEXAS INSTRS INC(TXN)30,58730,534-535,3075,9280.28%+621
QUANTA SVCS INC4,8774,873-42,0582,6750.13%+617
PFIZER INC(PFE)190,758190,481-2774,7505,3490.25%+599
PERMIAN RESOURCES CORP(PR)78,86978,86901,1071,6810.08%+575
OCCIDENTAL PETE CORP(OXY)24,14024,116-249931,5680.07%+575
NORTHROP GRUMMAN CORP(NOC)4,8724,861-112,7783,3160.16%+538
PEPSICO INC(PEP)46,19446,126-686,6307,1630.34%+533
EA SERIES TRUST
ALPHA ARCHITECT
05,000+5,00005260.02%+526
FEDEX CORP(FDX)7,8687,851-172,2732,7960.13%+524
TERADYNE INC(TER)5,0014,993-89681,4800.07%+512
ALTRIA GROUP INC(MO)61,06460,977-873,5214,0240.19%+503
ALCOA CORP(AA)37,31937,31901,9832,4750.12%+492
BRISTOL-MYERS SQUIBB CO(BMY)70,63570,485-1503,8104,2750.20%+465
KEYSIGHT TECHNOLOGIES INC(KEYS)5,8895,877-121,1971,6590.08%+463
DOW HLDGS INC(DOW)24,12024,088-325641,0030.05%+439
AMGEN INC(AMGN)18,27018,241-295,9806,4180.30%+438
RTX CORPORATION(RTX)47,28847,180-1088,6739,1010.43%+428
ROSS STORES INC(ROST)11,63311,607-262,0962,5140.12%+419
DUKE ENERGY CORP NEW(DUK)30,28730,253-343,5503,9610.19%+411
NEWMONT CORP(NEM)48,18948,223+344,8125,2200.25%+408
AMERICAN CENTY ETF TR05,260+5,26004080.02%+408
CORTEVA INC(CTVA)24,08824,036-521,6152,0120.09%+397
KINDER MORGAN INC DEL(KMI)66,11766,010-1071,8182,2130.10%+396
FREEPORT MCMORAN INC(FCX)48,46248,372-902,4612,8430.13%+382
TARGET CORP(TGT)15,72815,702-261,5371,9030.09%+366
SLB LIMITED(SLB)27,53527,53501,0571,4150.07%+358
WILLIAMS COS INC(WMB)27,44127,406-351,6491,9950.09%+345
UNITED THERAPEUTICS CORP DEL(UTHR)3,2103,21001,5641,9030.09%+339
SOUTHERN CO(SO)36,55336,507-463,1873,5240.17%+336
L3HARRIS TECHNOLOGIES INC(LHX)6,5646,553-111,9272,2620.11%+335
FIFTH THIRD BANCORP(FITB)23,28530,556+7,2711,0901,4200.07%+330
HOWMET AEROSPACE INC(HWM)12,95412,942-122,6562,9830.14%+327
AIR PRODUCTS AND CHEMICALS I7,5317,520-111,8602,1840.10%+324
CSX CORP(CSX)69,26169,042-2192,5112,8340.13%+323
HALLIBURTON CO(HAL)30,36530,302-638581,1810.06%+323
NETFLIX INC.(NFLX)146,531146,215-31613,73914,0590.66%+320
EMCOR GROUP INC(EME)2,2412,260+191,3711,6690.08%+298
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Empirical Finance, LLC — 13F Holdings — Q1 2026 | TickerTrail