Empirical Asset Management, LLC

Position in HELE — Helen Of Troy Ltd

CIK 1926596 WELLESLEY, MA

Position in HELE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$602,911

+$311,051 QoQ

Shares Held

20,740

+2.5% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#90

of 199 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Empirical Asset Management, LLC holds $2,712,256 across 3 Household & Personal Products names. HELE ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	13,999	$2,052,813
2	HELE	Helen Of Troy Ltd This page	20,740	$602,911
3	NUS	Nu Skin Enterprises, Inc.	10,707	$56,532

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,911	20,740	+2.5%	Shares	Sole	2026-08-10
2026-03-31	$291,860	20,240	-1.5%	Shares	Sole	2026-05-11
2025-12-31	$436,560	20,544	+13.8%	Shares	Sole	2026-02-06
2025-09-30	$455,086	18,059	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.