Fund Holdings — Empirical Asset Management, LLC

Total Portfolio Value
$378.17M
Total Bought
$55.84M
Total Sold
$47.19M
Net Transaction
+$8.66M
Filing Period:
Securities
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SharesValue ($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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USCF ETF TR
SUMMERHAVEN K1
212,418355,968+143,5504,6809,6972.56%+5,017
APPLE INC(AAPL)88,47376,556-11,91718,10819,4295.14%+1,322
INTUIT(INTU)3393,462+3,1232241,4970.40%+1,273
BOSTON SCIENTIFIC CORP(BSX)019,483+19,48301,2230.32%+1,223
ATMOS ENERGY CORP(ATO)06,561+6,56101,2120.32%+1,212
INTUITIVE SURGICAL INC2,1003,168+1,0682511,4600.39%+1,210
MCKESSON CORP(MCK)3261,540+1,2142671,3330.35%+1,065
ETFS GOLD TR(SGOL)205,971211,594+5,6238,4619,4412.50%+980
MERCK & CO INC(MRK)12,48116,535+4,0541,0221,9890.53%+967
EXXON MOBIL CORP37,18118,949-18,2322,3013,2150.85%+914
PALANTIR TECHNOLOGIES INC(PLTR)18,0169,176-8,8404371,3420.35%+905
PALO ALTO NETWORKS INC(PANW)05,608+5,60808990.24%+899
VALERO ENERGY CORP(VLO)03,542+3,54208750.23%+875
INSULET CORP(PODD)04,112+4,11208630.23%+863
EATON CORP PLC(ETN)02,353+2,35308420.22%+842
COCA COLA CONS INC(COKE)04,320+4,32008280.22%+828
SPDR SERIES TRUST
ST STR P500ETF
9,60420,448+10,8447431,5390.41%+796
THE TRADE DESK INC(TTD)034,079+34,07907730.20%+773
UBER TECHNOLOGIES INC(UBER)75,43313,615-61,8182099790.26%+770
TRAVELERS COMPANIES INC(TRV)02,598+2,59807580.20%+758
MICRON TECHNOLOGY INC(MU)1,9083,800+1,8925451,2840.34%+739
ORACLE CORP(ORCL)7,03011,836+4,8061,0221,7410.46%+719
AMERIPRISE FINL INC(AMP)01,593+1,59307080.19%+708
MONSTER BEVERAGE CORP NEW(MNST)09,692+9,69207020.19%+702
CHEVRON CORPORATION(CVX)23,04211,863-11,1791,7602,4540.65%+695
CONOCOPHILLIPS(COP)05,261+5,26106940.18%+694
APPLIED MATLS INC02,003+2,00306850.18%+685
TRANE TECHNOLOGIES PLC(TT)01,577+1,57706570.17%+657
YUM BRANDS INC(YUM)03,986+3,98606200.16%+620
GENERAL DYNAMICS CORP(GD)1,0302,764+1,7343479490.25%+602
ALLSTATE CORP(ALL)02,873+2,87305960.16%+596
QUANTA SVCS INC01,051+1,05105770.15%+577
LAM RESEARCH CORP(LRCX)02,406+2,40605140.14%+514
VEEVA SYS INC(VEEV)02,884+2,88405070.13%+507
DELL TECHNOLOGIES INC(DELL)5,4077,185+1,7786811,1790.31%+499
ARCH CAP GROUP LTD
ORD
05,188+5,18804980.13%+498
CROWDSTRIKE HLDGS INC(CRWD)01,262+1,26204930.13%+493
AMERICAN EXPRESS CO(AXP)2,5552,257-2982296830.18%+454
S&P GLOBAL INC(SPGI)01,065+1,06504530.12%+453
ETF OPPORTUNITIES TRUST
BROO CATA BD ETF
130,695154,486+23,7912,6123,0570.81%+445
CADENCE DESIGN SYSTEM INC(CDNS)01,499+1,49904170.11%+417
GOLDMAN SACHS GROUP INC(GS)4,2981,967-2,3311,2631,6640.44%+400
ARM HOLDINGS PLC9,0009,100+1009841,3770.36%+393
DIREXION SHARES ETF TRUST
DAI GOL BUL ETF
02,000+2,00003770.10%+377
APPLOVIN CORP(APP)4181,647+1,2292826560.17%+374
DIAMONDBACK ENERGY INC(FANG)01,883+1,88303720.10%+372
WILLIAMS COS INC(WMB)05,065+5,06503690.10%+369
MARATHON PETE CORP(MPC)01,489+1,48903640.10%+364
WALMART INC(WMT)23,49321,265-2,2282,2912,6430.70%+352
FIDELITY COVINGTON TRUST05,878+5,87803470.09%+347
JOHNSON & JOHNSON(JNJ)9,2835,384-3,8999741,3160.35%+342
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
75,97679,657+3,6812,0712,4070.64%+336
SALESFORCE INC(CRM)1,2753,587+2,3123386700.18%+332
SUNOCO LP/SUNOCO FIN CORP(SUN)28,40528,020-3851,4891,8200.48%+332
CF INDUSTRIES HOLD(CF)4,2115,059+8483266570.17%+331
ACCENTURE PLC IRELAND
SHS CLASS A
2,4222,903+4812455760.15%+330
META PLATFORMS INC(META)22,2509,241-13,0094,9585,2871.40%+328
OR ROYALTIES INC.(OR)08,591+8,59103270.09%+327
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
11,81714,609+2,7921,3531,6790.44%+326
UNIVERSAL INS HLDGS INC(UVE)09,282+9,28203170.08%+317
RUSH ENTERPRISES INC(RUSHA)04,923+4,92303170.08%+317
ONEOK INC NEW(OKE)03,462+3,46203130.08%+313
MONARCH CASINO & RESORT INC(MCRI)03,266+3,26603120.08%+312
YORK WTR CO(YORW)010,165+10,16503100.08%+310
WHEATON PRECIOUS METALS CORP(WPM)02,351+2,35103080.08%+308
UNUM GROUP(UNM)04,195+4,19503060.08%+306
UNITIL CORP(UTL)05,825+5,82503040.08%+304
GE VERNOVA INC(GEV)8,0591,378-6,6819011,2030.32%+302
CHIRON REAL ESTATE INC(XRN)08,961+8,96102960.08%+296
APARTMENT INVT & MGMT CO(AIV)072,697+72,69702960.08%+296
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0754+75402950.08%+295
MOOG INC(MOG-A)01,004+1,00402940.08%+294
WISDOMTREE TR(WT)18,12125,105+6,9847981,0910.29%+293
CHORD ENERGY CORPORATION(CHRD)02,039+2,03902900.08%+290
CATERPILLAR INC(CAT)2,6641,556-1,1088181,1030.29%+285
RAPID7 INC(RPD)051,258+51,25802820.07%+282
WESTERN DIGITAL CORP(WDC)01,041+1,04102820.07%+282
ISHARES TR
US TREAS BD ETF
27,40639,800+12,3946319120.24%+281
NEW JERSEY RES CORP(NJR)30,40730,514+1071,4021,6760.44%+274
VERIS RESIDENTIAL INC014,472+14,47202730.07%+273
ISHARES TR03,832+3,83202620.07%+262
VERIZON COMMUNICATIONS INC(VZ)30,1139,832-20,2812324940.13%+262
QUALCOMM INC(QCOM)125,25016,013-109,2371,8012,0620.55%+261
NEWS CORP NEW(NWS)010,392+10,39202590.07%+259
TOOTSIE ROLL INDS INC(TR)06,018+6,01802570.07%+257
DEVON ENERGY CORP NEW(DVN)05,029+5,02902530.07%+253
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
07,674+7,67402470.07%+247
NET LEASE OFFICE PROPERTIES(NLOP)021,036+21,03602420.06%+242
RADIAN GROUP INC(RDN)07,205+7,20502380.06%+238
SILICON LABORATORIES INC(SLAB)01,144+1,14402380.06%+238
PITNEY BOWES INC(PBI)021,368+21,36802360.06%+236
INTERNATIONAL MONEY EXPRESS(IMXI)014,917+14,91702360.06%+236
SIMPLY GOOD FOODS CO(SMPL)016,325+16,32502340.06%+234
ISHARES TR0709+70902330.06%+233
NEXSTAR MEDIA GROUP INC(NXST)01,285+1,28502320.06%+232
VANGUARD BD INDEX FDS03,001+3,00102320.06%+232
TIC SOLUTIONS INC(TIC)034,880+34,88002300.06%+230
PHILLIPS 66(PSX)01,237+1,23702250.06%+225
ISHARES TR21,90424,200+2,2961,6701,8880.50%+218
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
02,848+2,84802170.06%+217
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Empirical Asset Management, LLC — 13F Holdings — Q1 2026 | TickerTrail