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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

All holdings · as of Dec 31, 2025

891 positions

CompanyClassValueShares% of portfolio
Markel Group Inc—$730.9K3400.0%
TAKEDA PHARMACEUTICAL CO LTDTAKADR$730.6K46,8620.0%
TE Connectivity PLC—$727.6K3,1980.0%
SPDR INDEX SHS FDS—$724.9K16,3230.0%
MetLife Inc—$723.4K9,1640.0%
CVS HEALTH Corp—$718.3K9,0510.0%
Credo Technology Group Holding Ltd—$717.6K4,9870.0%
M&T BANK CORP—$714.7K3,5470.0%
BANCO SANTANDER SA—$713.1K60,7970.0%
SUN LIFE FINANCIAL INC.—$711.4K11,4010.0%
International Seaways, Inc.—$709.5K14,6130.0%
TEEKAY TANKERS LTD—$708.1K13,2640.0%
LOCKHEED MARTIN CORP—$703.6K1,4550.0%
RAMBUS INC—$700.7K7,6250.0%
iShares MSCI UAE ETF—$697.6K4,6910.0%
Alkermes plc.—$694.3K24,8140.0%
Trane Technologies plc—$694.3K1,7840.0%
TIDAL TRUST I—$691.6K15,9950.0%
iShares MSCI UAE ETF—$688.1K9,1550.0%
NUCOR CORP—$682.9K4,1870.0%
Marathon Petroleum Corp—$681.3K4,1890.0%
SPDR SERIES TRUST—$676.8K3,8550.0%
Phibro Animal Health Corp—$666.6K17,8420.0%
Synchrony Financial—$663.2K7,9490.0%
Axon Enterprise Inc—$661.2K1,1640.0%
PINTEREST, INC.—$660.7K25,5210.0%
Garrett Motion Inc.GTXCommon Stock$660.6K37,9000.0%
POWELL INDUSTRIES INC—$659.9K2,0700.0%
ISHARES TR—$657.8K5,9850.0%
ASE Technology Holding Co., Ltd.ASXADR$656.1K40,7540.0%
Medtronic plc—$656.1K6,8300.0%
Energy Transfer LPETMLP$654.4K39,6860.0%
MICROCHIP TECHNOLOGY INC—$653.9K10,2620.0%
FIDELITY COVINGTON TRUST—$649.4K2,8910.0%
DuPont de Nemours, Inc.—$644.2K16,0240.0%
Elevance Health Inc—$635.7K1,8130.0%
Quest Diagnostics Inc—$634.9K3,6590.0%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$633.8K2,9690.0%
VANGUARD INDEX FDS—$633.2K3,0280.0%
KINDER MORGAN, INC.—$632.5K23,0090.0%
First BanCorp/Puerto Rico—$632.0K30,4890.0%
Ethan Allen Interiors Inc—$628.1K27,4990.0%
Monster Beverage Corp—$627.8K8,1880.0%
EVERSOURCE ENERGY—$622.3K9,2420.0%
Preferred Bank/Los Angeles CA—$621.5K6,5820.0%
CROWN HOLDINGS, INC.—$617.6K5,9980.0%
Yum! Brands Inc—$617.0K4,0790.0%
BANCO BILBAO VIZCAYA ARGENTA—$615.7K26,4150.0%
CAMECO CORP—$614.9K6,7210.0%
MGIC INVESTMENT CORP—$614.9K21,0430.0%
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