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Empirical Asset Management

Latest statistics and disclosures from Empirical Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, SGOL, NVDA, IYW, and represent 16.08% of Empirical Asset Management's stock portfolio.
Added to shares of these 10 stocks: SPY, ILS, SGOL, TPL, SDCI, NFLX, INCY, SLV, PWB, JPME.
Started 19 new stock positions in TER, VTV, WBD, ILS, XLV, EXPE, IWLG, AVEM, FDS, SPMO. JAVA, SMCI, INCY, AXP, VTI, EVTR, SCHF, BWZ, DDWM.
Reduced shares in these 10 stocks: RMIF, SHY, AAPL, LRCX, QLC, RECS, CDNS, JOET, HPE, UTWO.
Sold out of its positions in AMAT, AXON, CDNS, CRWD, QBTS, FTA, TDTT, AJG, JKHY, HPE.
Empirical Asset Management was a net seller of stock by $-7.6M.
Empirical Asset Management has $355M in assets under management (AUM), dropping by -1.55%.
Central Index Key (CIK): 0001926596

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Portfolio Holdings for Empirical Asset Management

Empirical Asset Management holds 356 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.1	$18M	-5%	89k	204.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.4	$16M	+35%	23k	681.92	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	2.4	$8.5M	+21%	206k	41.08	View chart
NVIDIA Corporation (NVDA)	2.2	$7.8M	-6%	59k	131.51	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.0	$7.1M		36k	199.68	View chart
Ishares Silver Tr Ishares (SLV)	1.8	$6.5M	+16%	100k	64.42	View chart
Microsoft Corporation (MSFT)	1.8	$6.4M		60k	106.30	View chart
Amazon (AMZN)	1.4	$5.0M		47k	106.37	View chart
Meta Platforms Cl A (META)	1.4	$5.0M	+2%	22k	222.85	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	1.3	$4.7M	+32%	212k	22.03	View chart
JPMorgan Chase & Co. (JPM)	1.3	$4.5M	-3%	18k	243.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$4.4M	-5%	14k	313.00	View chart
Home Depot (HD)	1.1	$4.0M		16k	255.82	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$3.8M	-2%	36k	106.18	View chart
Eli Lilly & Co. (LLY)	1.0	$3.6M	-2%	3.4k	1074.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.9	$3.1M	-6%	69k	45.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$3.1M	-5%	18k	173.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$2.9M	-3%	4.3k	684.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$2.6M		5.6k	473.29	View chart
Etf Opportunities Trust Brookmont Catast (ILS)	0.7	$2.6M	NEW	131k	19.98	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.7	$2.4M	-10%	57k	41.66	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$2.4M	+12%	14k	168.77	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.7	$2.3M		36k	65.10	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.3M	-3%	37k	61.89	View chart
Wal-Mart Stores (WMT)	0.6	$2.3M		24k	97.53	View chart
McDonald's Corporation (MCD)	0.6	$2.2M	+4%	10k	213.37	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$2.2M	+34%	55k	40.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.2M		8.9k	246.15	View chart
Visa Com Cl A (V)	0.6	$2.2M	+4%	17k	131.77	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$2.1M	-17%	86k	25.08	View chart
Kla Corp Com New (KLAC)	0.6	$2.1M		10k	201.97	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.6	$2.1M	+31%	76k	27.26	View chart
Procter & Gamble Company (PG)	0.6	$2.0M		38k	53.40	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.6	$2.0M	+59%	16k	127.11	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.6	$2.0M	+40%	12k	159.87	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$1.9M	+12%	25k	74.88	View chart
Texas Pacific Land Corp (TPL)	0.5	$1.9M	+203%	6.6k	287.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.9M	+2%	8.9k	212.08	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.5	$1.8M	+56%	52k	35.21	View chart
Qualcomm (QCOM)	0.5	$1.8M	+4%	125k	14.38	View chart
CECO Environmental (CECO)	0.5	$1.8M		30k	59.85	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.5	$1.8M	+62%	16k	110.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$1.8M		12k	148.84	View chart
Chevron Corporation (CVX)	0.5	$1.8M		23k	76.36	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.5	$1.8M	+63%	16k	108.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.8M	-9%	20k	89.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.8M	-43%	21k	82.82	View chart
Arista Networks Com Shs (ANET)	0.5	$1.7M	-7%	13k	131.03	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.5	$1.7M	+64%	19k	91.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.7M		40k	43.30	View chart
Tesla Motors (TSLA)	0.5	$1.7M		3.8k	449.78	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$1.7M		16k	105.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.7M	-24%	22k	76.24	View chart
Monolithic Power Systems (MPWR)	0.5	$1.6M	+5%	1.8k	906.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$1.6M	+4%	19k	87.16	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.5	$1.6M	+63%	17k	96.12	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.4	$1.6M	+67%	35k	44.47	View chart
Cisco Systems (CSCO)	0.4	$1.5M		58k	26.76	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.4	$1.5M	+57%	19k	79.45	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.4	$1.5M		28k	52.41	View chart
Victory Portfolios Ii Vctryshs Intl Mo (UIVM)	0.4	$1.5M	+57%	23k	64.53	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$1.5M	+57%	40k	36.98	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.4	$1.5M	+55%	35k	41.22	View chart
Gilead Sciences (GILD)	0.4	$1.4M	+38%	12k	122.74	View chart
New Jersey Resources Corporation (NJR)	0.4	$1.4M		30k	46.12	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.4	$1.4M	-3%	41k	33.51	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.4M		12k	114.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.3M	-4%	14k	96.27	View chart
Ishares Tr Us Industrials (IYJ)	0.4	$1.3M	-4%	8.9k	148.17	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.3M	-7%	55k	23.37	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.4	$1.3M	+3%	45k	28.56	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.4	$1.3M	+10%	40k	31.84	View chart
Goldman Sachs (GS)	0.4	$1.3M	-16%	4.3k	293.90	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$1.2M		9.6k	129.16	View chart
Ge Aerospace Com New (GE)	0.3	$1.2M		16k	76.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M		19k	66.00	View chart
Wells Fargo & Company (WFC)	0.3	$1.2M	-3%	13k	93.20	View chart
Bank of America Corporation (BAC)	0.3	$1.2M		50k	23.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.2M	-5%	9.5k	123.27	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$1.2M	+15%	20k	57.85	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.3	$1.2M	+41%	42k	27.33	View chart
Garmin SHS (GRMN)	0.3	$1.1M	-15%	5.6k	202.83	View chart
United Therapeutics Corporation (UTHR)	0.3	$1.1M		2.3k	487.25	View chart
Medpace Hldgs (MEDP)	0.3	$1.1M	-8%	2.0k	561.65	View chart
Netflix (NFLX)	0.3	$1.1M	+1157%	12k	93.76	View chart
3M Company (MMM)	0.3	$1.1M		6.6k	160.10	View chart
Newmont Mining Corporation (NEM)	0.3	$1.0M	+4%	10k	99.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.0M		11k	91.92	View chart
InterDigital (IDCC)	0.3	$1.0M	+4%	3.2k	318.36	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.0M	+22%	1.8k	570.85	View chart
Fox Corp Cl A Com (FOXA)	0.3	$1.0M	+29%	14k	73.07	View chart
Merck & Co (MRK)	0.3	$1.0M		13k	81.92	View chart
Oracle Corporation (ORCL)	0.3	$1.0M		7.0k	145.37	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.0M	-2%	2.9k	349.99	View chart
Ea Series Trust Cambria Global (GEW)	0.3	$1.0M		20k	51.40	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.3	$991k	+15%	44k	22.53	View chart
Charles Schwab Corporation (SCHW)	0.3	$990k	+8%	29k	34.24	View chart
Arm Holdings Sponsored Ads (ARM)	0.3	$984k	-2%	9.0k	109.31	View chart
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM)	0.3	$983k	+54%	34k	29.13	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$975k	+53%	23k	41.62	View chart
Johnson & Johnson (JNJ)	0.3	$974k	-3%	9.3k	104.97	View chart
Southern Copper Corporation (SCCO)	0.3	$969k		29k	33.77	View chart
Incyte Corporation (INCY)	0.3	$966k	NEW	9.8k	98.77	View chart
Broadcom (AVGO)	0.3	$934k		8.7k	107.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$933k		9.7k	96.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$932k	+101%	6.5k	143.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.3	$927k		29k	31.85	View chart
C H Robinson Worldwide Com New (CHRW)	0.3	$920k		5.7k	160.75	View chart
CBOE Holdings (CBOE)	0.3	$917k	+23%	3.7k	251.01	View chart
Ge Vernova (GEV)	0.3	$901k		8.1k	111.78	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$889k	+4%	6.9k	128.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$889k		25k	36.04	View chart
Pepsi (PEP)	0.2	$885k		6.2k	143.53	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.2	$881k	+14%	14k	64.40	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$877k	-7%	8.6k	102.39	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$853k		8.3k	102.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$837k	-15%	5.0k	167.96	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$823k	+15%	11k	78.42	View chart
Caterpillar (CAT)	0.2	$818k		2.7k	306.94	View chart
Zoom Communications Cl A (ZM)	0.2	$818k	-14%	9.5k	86.29	View chart
RBB Us Treasr 10 Yr (UTEN)	0.2	$803k	-9%	121k	6.64	View chart
Raymond James Financial (RJF)	0.2	$803k	+33%	5.0k	160.59	View chart
Msci (MSCI)	0.2	$802k		1.4k	573.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$799k		9.3k	86.25	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$798k	-6%	18k	44.05	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$794k		20k	40.24	View chart
Expeditors International of Washington (EXPD)	0.2	$785k		5.3k	149.02	View chart
W.R. Berkley Corporation (WRB)	0.2	$769k	+23%	11k	70.12	View chart
Starboard Invt Tr Rh Tactical Outl (RHTX)	0.2	$760k		41k	18.71	View chart
Abbvie (ABBV)	0.2	$757k		10k	73.73	View chart
UnitedHealth (UNH)	0.2	$752k	-4%	5.6k	133.72	View chart
Automatic Data Processing (ADP)	0.2	$750k	-18%	9.0k	83.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$749k		10k	74.19	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$747k	-13%	11k	67.22	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$743k	-20%	9.6k	77.34	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$742k	-5%	12k	60.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$737k	-9%	1.5k	502.65	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$735k	-47%	15k	48.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$725k	-6%	6.0k	120.19	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.2	$722k	+35%	30k	23.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$722k	-33%	3.6k	198.64	View chart
Advanced Micro Devices (AMD)	0.2	$719k	+19%	3.4k	214.15	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$717k		13k	56.81	View chart
Dropbox Cl A (DBX)	0.2	$716k	-2%	26k	27.80	View chart
Wright Express (WEX)	0.2	$714k		4.8k	148.98	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$713k	+100%	6.0k	119.42	View chart
Astronics Corporation (ATRO)	0.2	$711k	-10%	13k	54.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$710k	-2%	15k	48.60	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$690k		5.7k	121.94	View chart
Costco Wholesale Corporation (COST)	0.2	$689k		40k	17.41	View chart
Deckers Outdoor Corporation (DECK)	0.2	$687k	-5%	6.6k	103.67	View chart
Frontdoor (FTDR)	0.2	$681k		12k	57.69	View chart
Dell Technologies CL C (DELL)	0.2	$681k	-4%	5.4k	125.88	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$674k	-41%	18k	38.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$667k	-23%	8.4k	79.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$666k	-15%	11k	59.28	View chart
Fortinet (FTNT)	0.2	$663k	-42%	8.3k	79.41	View chart
Verisign (VRSN)	0.2	$655k	-7%	2.7k	242.99	View chart
ResMed (RMD)	0.2	$653k	-11%	2.7k	240.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$637k	NEW	8.2k	77.50	View chart
Synopsys (SNPS)	0.2	$634k	-13%	1.4k	469.72	View chart
Williams-Sonoma (WSM)	0.2	$633k		3.5k	178.59	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$631k	-6%	27k	23.03	View chart
Lululemon Athletica (LULU)	0.2	$631k	-2%	3.0k	207.81	View chart
T. Rowe Price (TROW)	0.2	$629k		6.1k	102.37	View chart
Grand Canyon Education (LOPE)	0.2	$627k	-3%	3.8k	166.31	View chart
Viking Holdings Ord Shs (VIK)	0.2	$620k	-3%	8.7k	71.41	View chart
FactSet Research Systems (FDS)	0.2	$612k	NEW	2.1k	290.22	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.2	$611k	-47%	29k	21.15	View chart
New York Life Invts Active E Nyli Winslow Lar (IWLG)	0.2	$600k	NEW	11k	54.20	View chart
Fastenal Company (FAST)	0.2	$591k	-10%	17k	34.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$586k		2.8k	211.79	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$578k	-21%	6.5k	89.43	View chart
Copart (CPRT)	0.2	$578k	-7%	15k	39.15	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$574k	-45%	12k	48.11	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$573k		46k	12.38	View chart
Zoetis Cl A (ZTS)	0.2	$569k	-6%	5.9k	96.82	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$567k	-7%	1.9k	303.89	View chart
Paychex (PAYX)	0.2	$567k	-27%	5.1k	112.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.2	$565k		7.2k	78.49	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$559k	+95%	12k	45.35	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$554k	-24%	16k	34.76	View chart
Starbucks Corporation (SBUX)	0.2	$550k	-12%	7.6k	72.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$547k	-6%	12k	46.54	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$546k	-3%	7.0k	77.68	View chart
Micron Technology (MU)	0.2	$545k	+7%	1.9k	285.44	View chart
Enterprise Products Partners (EPD)	0.2	$542k		17k	32.06	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$539k		16k	33.45	View chart
Coca-Cola Company (KO)	0.2	$539k	+8%	25k	21.46	View chart
State Street Corporation (STT)	0.2	$537k		4.2k	129.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$537k	+14%	20k	26.91	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.2	$534k	-3%	3.5k	153.96	View chart
EOG Resources (EOG)	0.1	$531k	-23%	5.1k	105.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$523k		9.3k	56.08	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$522k	-62%	6.4k	80.99	View chart
Lowe's Companies (LOW)	0.1	$520k		8.3k	62.77	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$515k	-22%	11k	46.22	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$501k	-62%	12k	40.84	View chart
Steel Dynamics (STLD)	0.1	$500k		2.9k	169.43	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$491k	-5%	9.3k	52.77	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$488k		4.5k	108.36	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$486k	-22%	3.0k	160.97	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$485k		5.5k	88.08	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.1	$482k	-54%	21k	23.06	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.1	$476k	-62%	11k	42.00	View chart
Arcbest (ARCB)	0.1	$470k		6.3k	74.19	View chart
M&T Bank Corporation (MTB)	0.1	$468k	-6%	2.3k	201.50	View chart
Autodesk (ADSK)	0.1	$464k	-28%	1.6k	296.01	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$462k	-2%	9.7k	47.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$459k	-18%	6.4k	71.42	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$455k	-18%	4.8k	95.21	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	0.1	$455k	-10%	12k	39.39	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$455k	-13%	7.4k	61.13	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$454k	-5%	8.4k	54.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$453k	-4%	5.6k	81.17	View chart
Union Pacific Corporation (UNP)	0.1	$453k	-4%	2.0k	231.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$451k		12k	38.80	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$447k		1.4k	322.97	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$447k		5.5k	80.75	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$444k		9.1k	48.68	View chart
Palantir Technologies Cl A (PLTR)	0.1	$437k	+2%	18k	24.27	View chart
Helen Of Troy (HELE)	0.1	$437k	+13%	21k	21.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$432k		7.9k	54.71	View chart
International Business Machines (IBM)	0.1	$429k		3.6k	118.43	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.1	$427k	-10%	9.6k	44.55	View chart
Nike CL B (NKE)	0.1	$426k	-32%	7.7k	55.19	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$414k	-4%	861.00	480.30	View chart
SYSCO Corporation (SYY)	0.1	$411k		5.6k	73.68	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$411k	-57%	14k	30.11	View chart
Progressive Corporation (PGR)	0.1	$387k	-30%	1.7k	227.75	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$387k		14k	27.21	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$378k	-14%	8.0k	47.42	View chart
Abbott Laboratories (ABT)	0.1	$377k	-2%	6.1k	61.68	View chart
Analog Devices (ADI)	0.1	$376k		1.4k	271.15	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$374k	-22%	6.4k	58.67	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$371k	NEW	14k	27.41	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$367k	-32%	15k	24.23	View chart
Public Service Enterprise (PEG)	0.1	$358k		4.5k	80.29	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$357k	+5%	15k	24.37	View chart
Amgen (AMGN)	0.1	$355k		1.1k	327.19	View chart
NVR (NVR)	0.1	$350k	-2%	48.00	7292.77	View chart
Raytheon Technologies Corp (RTX)	0.1	$350k	+2%	5.0k	69.24	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$349k		3.7k	94.19	View chart
Nucor Corporation (NUE)	0.1	$348k	+2%	2.1k	163.12	View chart
General Dynamics Corporation (GD)	0.1	$347k		1.0k	336.65	View chart
Martin Marietta Materials (MLM)	0.1	$346k		556.00	622.46	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$344k	-10%	2.1k	162.03	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$340k	-2%	10k	32.75	View chart
salesforce (CRM)	0.1	$338k	+5%	1.3k	264.97	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$336k	-64%	2.7k	125.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$334k	-13%	6.2k	53.76	View chart
Teradyne (TER)	0.1	$329k	NEW	1.7k	193.56	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$326k		541.00	603.27	View chart
CF Industries Holdings (CF)	0.1	$326k	-35%	4.2k	77.34	View chart
Ecolab (ECL)	0.1	$325k	-26%	1.2k	262.59	View chart
Vulcan Materials Company (VMC)	0.1	$321k		1.1k	285.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcap 400 (QVMM)	0.1	$319k	-62%	10k	30.78	View chart
Stride (LRN)	0.1	$314k	-19%	4.8k	64.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$313k	-13%	1.2k	252.90	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$310k	-62%	5.5k	56.26	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$307k	-33%	11k	27.55	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$301k		13k	23.41	View chart
Charles River Laboratories (CRL)	0.1	$301k		1.5k	199.48	View chart
Tractor Supply Company (TSCO)	0.1	$300k		6.0k	50.01	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$300k	-3%	12k	25.94	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$299k	-4%	12k	25.75	View chart
Erie Indty Cl A (ERIE)	0.1	$296k	-36%	1.0k	286.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$292k		5.1k	57.03	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$289k	NEW	6.6k	43.54	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$286k	-7%	4.4k	64.79	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$285k		266.00	1069.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$282k		6.3k	44.41	View chart
Applovin Corp Com Cl A (APP)	0.1	$282k	-20%	418.00	673.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$276k		1.3k	219.70	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$275k	-19%	11k	25.91	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$271k		5.7k	47.73	View chart
Etf Ser Solutions Lha Risk Manage (RMIF)	0.1	$268k	-90%	11k	24.79	View chart
McKesson Corporation (MCK)	0.1	$267k	+23%	326.00	820.26	View chart
At&t (T)	0.1	$265k		29k	9.23	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$260k		6.1k	42.94	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$260k	NEW	1.7k	154.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$257k	-9%	2.3k	110.19	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$253k	-7%	2.5k	99.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$251k	-26%	5.0k	50.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$251k	NEW	2.1k	119.35	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$247k	-61%	6.7k	36.82	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$245k	+3%	2.4k	101.30	View chart
Expedia Group Com New (EXPE)	0.1	$245k	NEW	866.00	283.31	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$245k	-18%	2.9k	85.37	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.1	$243k	-63%	4.9k	49.62	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$241k		2.6k	92.80	View chart
Goldman Sachs Etf Tr Activebeta Wrld	0.1	$241k	-62%	4.2k	57.73	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.1	$241k	-12%	8.1k	29.79	View chart
TJX Companies (TJX)	0.1	$240k	-8%	1.6k	153.61	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$238k		9.5k	25.10	View chart
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS)	0.1	$237k	-65%	5.5k	43.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$236k	NEW	3.1k	77.02	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.1	$236k	-61%	1.6k	143.26	View chart
Citigroup Com New (C)	0.1	$233k		19k	12.46	View chart
Verizon Communications (VZ)	0.1	$232k	-16%	30k	7.69	View chart
American Express Company (AXP)	0.1	$229k	NEW	2.6k	89.49	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.1	$228k	-50%	8.5k	26.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$228k	+2%	5.0k	45.21	View chart
Intuit (INTU)	0.1	$224k	-69%	339.00	661.80	View chart
Honeywell International (HON)	0.1	$222k	-7%	1.1k	195.14	View chart
Oklo Com Cl A (OKLO)	0.1	$221k	+21%	3.1k	71.76	View chart
Pfizer (PFE)	0.1	$221k	-12%	11k	20.54	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$218k	NEW	7.5k	28.82	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$215k	+2%	2.3k	91.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$215k		62k	3.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.1	$214k	-2%	7.4k	29.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$212k	NEW	8.8k	24.04	View chart
Waste Management (WM)	0.1	$212k	+2%	963.00	219.70	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$211k	-15%	6.3k	33.30	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$210k	-46%	8.6k	24.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$210k	-9%	2.2k	96.29	View chart
Super Micro Computer Com New (SMCI)	0.1	$209k	NEW	7.2k	29.27	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$209k	-14%	2.2k	93.32	View chart
Uber Technologies (UBER)	0.1	$209k		75k	2.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$209k	NEW	7.1k	29.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$209k	-12%	4.1k	50.58	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$209k	-59%	3.7k	55.80	View chart
Apa Corporation (APA)	0.1	$208k		8.5k	24.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$207k		2.9k	70.63	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$207k	-24%	5.6k	36.99	View chart
Servicenow (NOW)	0.1	$205k	+277%	1.3k	153.19	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$205k	-9%	5.3k	38.56	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$203k	NEW	3.9k	51.50	View chart
Blackrock Science & Technolo SHS (BST)	0.1	$203k		5.0k	40.54	View chart
Hca Holdings (HCA)	0.1	$202k	-9%	433.00	466.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$202k		6.2k	32.62	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$200k	NEW	2.8k	71.72	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$174k		15k	11.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$157k	-5%	28k	5.52	View chart
Vanguard World Financials Etf (VFH)	0.0	$148k		26k	5.60	View chart
Nextera Energy (NEE)	0.0	$143k		12k	12.09	View chart
Boeing Company (BA)	0.0	$143k		23k	6.19	View chart
Marriott Intl Cl A (MAR)	0.0	$132k		48k	2.77	View chart
Walt Disney Company (DIS)	0.0	$128k	-6%	13k	10.07	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$117k		20k	5.72	View chart
Barings Bdc (BBDC)	0.0	$102k	+2%	11k	9.18	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$95k	-35%	12k	7.90	View chart
Vanguard World Industrial Etf (VIS)	0.0	$84k		10k	8.17	View chart
Cronos Group (CRON)	0.0	$66k		25k	2.63	View chart
Akebia Therapeutics (AKBA)	0.0	$56k	+75%	35k	1.61	View chart
Realty Income (O)	0.0	$52k		12k	4.27	View chart
Bank of New York Mellon Corporation (BK)	0.0	$48k		21k	2.26	View chart
Hexcel Corporation (HXL)	0.0	$41k		29k	1.44	View chart
Emerson Electric (EMR)	0.0	$39k		13k	2.92	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$32k		20k	1.64	View chart
Vanguard World Health Car Etf (VHT)	0.0	$26k		21k	1.26	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$18k		18k	1.00	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$16k		16k	1.00	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$16k		16k	1.00	View chart
Paramount Skydance Corp Com Cl B (PSKY)	0.0	$14k		11k	1.20	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$12k		12k	1.00	View chart

Past Filings by Empirical Asset Management

SEC 13F filings are viewable for Empirical Asset Management going back to 2022

Empirical Asset Management 2025 Q4 filed Feb. 6, 2026
Empirical Asset Management 2025 Q3 filed Nov. 12, 2025
Empirical Asset Management 2025 Q2 filed July 29, 2025
Empirical Asset Management 2025 Q1 filed May 12, 2025
Empirical Asset Management 2024 Q4 filed Jan. 15, 2025
Empirical Asset Management 2024 Q3 filed Oct. 11, 2024
Empirical Asset Management 2024 Q2 filed Aug. 12, 2024
Empirical Asset Management 2024 Q1 filed May 10, 2024
Empirical Asset Management 2023 Q4 filed Jan. 12, 2024
Empirical Asset Management 2023 Q3 filed Nov. 1, 2023
Empirical Asset Management 2023 Q2 filed Aug. 1, 2023
Empirical Asset Management 2023 Q1 filed April 18, 2023
Empirical Asset Management 2022 Q4 filed Jan. 31, 2023
Empirical Asset Management 2022 Q3 filed Oct. 19, 2022
Empirical Asset Management 2022 Q2 filed July 18, 2022
Empirical Asset Management 2021 Q4 filed May 6, 2022

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