Titelia

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

857 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.9 % of the equity sleeve

Sector breakdown

  • Funds 18.2 %
  • Technology 15.6 %
  • Communication 3.3 %
  • Financials 3.2 %
  • Consumer discretionary 2.9 %
  • Industrials 2.7 %
  • Health care 2.1 %
  • Consumer staples 2.1 %
  • Energy 0.6 %
  • Utilities 0.5 %
  • Materials 0.4 %
  • Real estate 0.1 %
  • Unattributed 48.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.2 %
  • GB 0.1 %
  • NL 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • ES 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • KR 0.0 %
  • MX 0.0 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US8095.4B $99.49 %
2TW38.5M $0.16 %
3GB114.8M $0.09 %
4NL42.7M $0.05 %
5JP52.3M $0.04 %
6AU21.8M $0.03 %
7ES21.6M $0.03 %
8IN51.5M $0.03 %
9BR41M $0.02 %
10KR2906.2K $0.02 %
11MX2721.1K $0.01 %
12DE1604.9K $0.01 %

Positions

RankCompanySharesValueWeight
301Unum Group 14,5891.1M $
302Synchrony Financial 15,6561.1M $
303BHP Group Ltd 14,4651.1M $
304Photronics Inc 25,9561M $
305iShares J.P. Morgan USD Emerging Markets Bond ETF 11,1531M $
306HP Inc 54,2221M $
307Cadence Design Systems Inc 3,7431M $
308First Trust Exchange-Traded Fund III 54,3921M $
309Ciena Corp 2,6371M $
310DuPont de Nemours Inc 22,3451M $
311Phibro Animal Health Corp 18,4971M $
312iShares Trust 3,1111M $
313State Street SPDR S&P Dividend ETF 6,9561M $
314Ameren Corp 9,2031M $
315CF Industries Holdings Inc 7,7521M $
316Jack Henry & Associates Inc 6,3591M $
317Intuit Inc 2,303995.8K $
318Box Inc 42,110995.5K $
319Expedia Group Inc 4,260983.6K $
320Crowdstrike Holdings Inc 2,519983.4K $
321CVS Health Corp 13,690983.2K $
322Boston Scientific Corp 15,599978.8K $
323Williams-Sonoma Inc 5,341973.8K $
324iShares MSCI International Value Factor ETF 24,425969.2K $
325Salesforce Inc 5,176966.2K $
326Energy Transfer LP 49,507955.5K $
327Monster Beverage Corp 13,096949K $
328PTC Therapeutics Inc 13,851943.7K $
329Cirrus Logic Inc 6,521943.1K $
330Marathon Petroleum Corp 3,856941.6K $
331NIKE Inc 17,581928.6K $
332Cencora Inc 2,947925.8K $
333iShares Trust 4,371922.9K $
334ACM Research Inc 23,427921.9K $
335Freeport-McMoRan Inc 15,551914.1K $
336Bloom Energy Corp 6,703908.2K $
337iShares Core U.S. Aggregate Bond ETF 9,026896K $
338Oruka Therapeutics Inc 18,229894.1K $
339Veralto Corp 10,105893.5K $
340M&T Bank Corp 4,304889.7K $
341Ameriprise Financial Inc 1,985882.3K $
342eBay Inc 9,683881.3K $
343A O Smith Corp 13,348880.2K $
344iShares Trust 8,990874.1K $
345Airbnb Inc 6,832862.7K $
346Banco Santander SA 76,335861.1K $
347Takeda Pharmaceutical Co Ltd 45,942850.8K $
348ARM Holdings PLC 5,608848.4K $
349iShares Expanded Tech Sector ETF 7,147847K $
350PIMCO 0-5 Year High Yield Corp 9,066845.6K $
351Ingredion Inc 7,486843.4K $
352Ethan Allen Interiors Inc 37,583836.6K $
353Omega Healthcare Investors Inc 18,944830.1K $
354Eversource Energy 11,864821.9K $
355AMETEK Inc 3,832821.4K $
356Westinghouse Air Brake Technologies Corp 3,275818.3K $
357Shell PLC 8,705809.6K $
358Marriott International Inc/MD 2,472808.4K $
359Invesco RAFI US 1000 ETF 16,977806.9K $
360Rambus Inc 9,346804K $
361Ulta Beauty Inc 1,533801.3K $
362NNN REIT Inc 18,889793.9K $
363Clean Harbors Inc 2,754789.7K $
364Cigna Group/The 2,945785.6K $
365Marsh & McLennan Cos Inc 4,520784K $
366InterDigital Inc 2,595783.7K $
367Yum! Brands Inc 5,022780.8K $
368Woodward Inc 2,157772.1K $
369Preferred Bank/Los Angeles CA 8,510771.7K $
370Teradyne Inc 2,601771.1K $
371Crown Holdings Inc 7,641766K $
372Essex Property Trust Inc 3,087747K $
37310X Genomics Inc 35,174746.7K $
374Curtiss-Wright Corp 1,096746.5K $
375Dimensional International Smal 18,870744.2K $
376Alibaba Group Holding Ltd 5,927743.6K $
377Nucor Corp 4,394743K $
378Casey's General Stores Inc 1,018741K $
379State Street SPDR Portfolio Developed World ex-US ETF 16,168738.1K $
380VanEck ETF Trust 15,874737K $
381Five Below Inc 3,216734.8K $
382Phillips 66 4,022732.8K $
383Woodside Energy Group Ltd 30,480727.9K $
384EastGroup Properties Inc 3,924726.3K $
385Elevance Health Inc 2,480725.9K $
386Vanguard Extended Market ETF 3,504721.1K $
387JB Hunt Transport Services Inc 3,381716.4K $
388Banco Bilbao Vizcaya Argentaria SA 33,075716.4K $
389Carrier Global Corp 12,705715.4K $
390Citizens Financial Group Inc 11,896713.4K $
391Ross Stores Inc 3,293713.4K $
392Axcelis Technologies Inc 7,654712.4K $
393Allison Transmission Holdings Inc 6,068710.3K $
394Lamar Advertising Co 5,586707.5K $
395Illumina Inc 5,735706.9K $
396Garrett Motion Inc 38,895706.7K $
397Old Dominion Freight Line Inc 3,606704.6K $
398Evergy Inc 8,542699.8K $
399ITT Inc 3,652695.8K $
400EPR Properties 13,855692.2K $