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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, NVDA, MSFT, IYW, and represent 14.58% of Empirical Asset Management's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$5.8M), SDCI, META, AAPL, AMZN, GLD, SCHR, SHY, NVDA, ANET.
Started 89 new stock positions in HPE, HCA, MAR, PWB, ATRO, HELE, SHLD, OKLO, QBTS, BA.
Reduced shares in these 10 stocks: UTWO, GCC, CVNA, GSG, STX, QLC, RECS, JOET, PPTY, WTMF.
Sold out of its positions in AMP, AR, BMI, BKE, CVNA, SAVA, CINF, CROX, EW, EXPO.
Empirical Asset Management was a net buyer of stock by $69M.
Empirical Asset Management has $360M in assets under management (AUM), dropping by 11.33%.
Central Index Key (CIK): 0001926596

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Portfolio Holdings for Empirical Asset Management

Empirical Asset Management holds 368 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.1	$18M	+21%	94k	195.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$11M	+4%	17k	666.17	View chart
NVIDIA Corporation (NVDA)	2.4	$8.5M	+40%	63k	135.01	View chart
Microsoft Corporation (MSFT)	2.1	$7.4M	+364%	61k	120.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.0	$7.1M	-2%	36k	195.86	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.7	$6.2M	-14%	169k	36.81	View chart
Meta Platforms Cl A (META)	1.4	$5.2M	+196%	22k	237.65	View chart
Home Depot (HD)	1.4	$4.9M	+33%	16k	303.14	View chart
Amazon (AMZN)	1.3	$4.8M	+158%	48k	101.64	View chart
JPMorgan Chase & Co. (JPM)	1.3	$4.6M	+34%	19k	241.04	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	1.0	$3.7M	NEW	161k	23.00	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$3.7M	+256%	36k	101.15	View chart
Ishares Silver Tr Ishares (SLV)	1.0	$3.7M	-7%	87k	42.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.6M	+103%	15k	243.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.9	$3.3M	-2%	73k	44.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$3.1M	+364%	38k	82.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$3.0M		4.4k	669.30	View chart
Etf Ser Solutions Lha Risk Manage (RMIF)	0.8	$2.9M	+10%	117k	24.99	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.8	$2.7M	+5%	64k	42.60	View chart
Eli Lilly & Co. (LLY)	0.7	$2.6M	+129%	3.5k	762.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.6M	+35%	19k	140.17	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.7	$2.6M	NEW	104k	25.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$2.6M	+3%	5.5k	468.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.4M	+68%	29k	82.30	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.3M	+84%	39k	59.94	View chart
Procter & Gamble Company (PG)	0.6	$2.2M	+166%	38k	58.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.2M		8.9k	241.96	View chart
Wal-Mart Stores (WMT)	0.6	$2.1M	+16%	24k	90.38	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.6	$2.1M		36k	58.72	View chart
Arista Networks Com Shs (ANET)	0.6	$2.1M	NEW	14k	145.71	View chart
McDonald's Corporation (MCD)	0.6	$2.1M	+44%	9.9k	207.59	View chart
Texas Pacific Land Corp (TPL)	0.6	$2.0M	-10%	2.2k	933.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.9M		22k	87.31	View chart
Visa Com Cl A (V)	0.5	$1.9M	+244%	16k	118.09	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$1.8M		16k	115.01	View chart
Chevron Corporation (CVX)	0.5	$1.8M	+101%	23k	78.21	View chart
Goldman Sachs (GS)	0.5	$1.8M	+77%	5.1k	351.53	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$1.8M	-4%	12k	144.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.8M		8.6k	206.51	View chart
Kla Corp Com New (KLAC)	0.5	$1.7M	+340%	10k	168.68	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$1.7M	NEW	41k	42.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$1.7M	+114%	12k	144.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.7M	+1381%	40k	42.43	View chart
Tesla Motors (TSLA)	0.5	$1.7M		3.8k	444.66	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$1.7M	+19%	23k	74.35	View chart
Garmin SHS (GRMN)	0.5	$1.6M	+122%	6.6k	246.23	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.4	$1.6M	NEW	58k	27.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.6M	+208%	18k	89.37	View chart
Monolithic Power Systems (MPWR)	0.4	$1.6M	NEW	1.7k	920.65	View chart
CECO Environmental (CECO)	0.4	$1.5M	-3%	30k	51.20	View chart
Oracle Corporation (ORCL)	0.4	$1.5M	+13%	7.0k	209.36	View chart
New Jersey Resources Corporation (NJR)	0.4	$1.5M	+80%	30k	48.15	View chart
Automatic Data Processing (ADP)	0.4	$1.4M	+129%	11k	131.43	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.4	$1.4M	+10%	42k	33.63	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.4	$1.4M		28k	50.01	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.4M		15k	96.55	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$1.4M	NEW	8.8k	160.65	View chart
RBB Us Treasy 2 Yr (UTWO)	0.4	$1.4M	-69%	29k	48.56	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.4M	+2%	59k	23.47	View chart
Cisco Systems (CSCO)	0.4	$1.4M	+226%	58k	23.75	View chart
Ishares Tr Us Industrials (IYJ)	0.4	$1.4M		9.3k	145.87	View chart
RBB Us Treasr 10 Yr (UTEN)	0.4	$1.3M	+35%	133k	10.12	View chart
Flexshares Tr Us Quality Cap (QLC)	0.4	$1.3M	-52%	17k	77.96	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.4	$1.3M	+2%	43k	30.70	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$1.3M	-52%	33k	40.35	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.3M		12k	110.66	View chart
Arm Holdings Sponsored Ads (ARM)	0.4	$1.3M	+4%	9.2k	141.49	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.4	$1.3M	-52%	30k	43.01	View chart
Fortinet (FTNT)	0.3	$1.2M	+49%	15k	84.08	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$1.2M		9.7k	125.95	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$1.2M	NEW	9.7k	125.42	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.3	$1.2M	NEW	34k	36.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.2M	-6%	10k	120.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M		19k	65.26	View chart
Ge Aerospace Com New (GE)	0.3	$1.2M	+328%	16k	74.74	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.3	$1.2M	-60%	55k	21.39	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.3	$1.1M	-49%	30k	37.88	View chart
Wells Fargo & Company (WFC)	0.3	$1.1M		14k	83.82	View chart
Netflix (NFLX)	0.3	$1.1M	-31%	943.00	1198.92	View chart
Medpace Hldgs (MEDP)	0.3	$1.1M	+9%	2.2k	514.16	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.3	$1.1M	+19%	36k	30.86	View chart
Bank of America Corporation (BAC)	0.3	$1.1M	+149%	49k	21.93	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.3	$1.1M	NEW	9.8k	109.86	View chart
InterDigital (IDCC)	0.3	$1.1M	NEW	3.1k	345.26	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$1.1M	NEW	9.9k	108.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.1M	-9%	5.5k	194.49	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.3	$1.1M	NEW	12k	91.61	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.3	$1.1M	-60%	46k	22.97	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.0M	+21%	3.0k	352.75	View chart
3M Company (MMM)	0.3	$1.0M		6.7k	155.17	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$1.0M	-39%	22k	46.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.0M	+462%	11k	90.03	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.3	$988k	-58%	32k	30.99	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$984k	+22%	17k	56.58	View chart
Ea Series Trust Cambria Global	0.3	$984k	NEW	20k	50.36	View chart
United Therapeutics Corporation (UTHR)	0.3	$981k	NEW	2.3k	419.21	View chart
Lam Research Corp Com New (LRCX)	0.3	$980k	NEW	7.3k	133.89	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$970k		5.9k	164.55	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$954k	+11%	9.2k	103.36	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$952k	-48%	7.6k	125.41	View chart
Gilead Sciences (GILD)	0.3	$944k	-7%	8.5k	111.00	View chart
Johnson & Johnson (JNJ)	0.3	$929k	+80%	9.6k	96.95	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.3	$920k	NEW	10k	90.72	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.3	$917k	NEW	21k	43.99	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$917k		12k	76.10	View chart
Zoom Communications Cl A (ZM)	0.3	$916k	+38%	11k	82.50	View chart
Qualcomm (QCOM)	0.3	$905k	+2356%	120k	7.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$904k		3.2k	281.90	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$899k	NEW	12k	75.37	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.2	$898k	NEW	23k	39.41	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.2	$896k	NEW	25k	35.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$895k	+8%	9.6k	93.37	View chart
Stride (LRN)	0.2	$894k	NEW	6.0k	148.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$893k	+2020%	25k	36.17	View chart
Victory Portfolios Ii Vctryshs Intl Mo (UIVM)	0.2	$893k	NEW	15k	61.08	View chart
Paychex (PAYX)	0.2	$883k	+2%	7.0k	126.76	View chart
UnitedHealth (UNH)	0.2	$882k	+142%	5.9k	149.45	View chart
Broadcom (AVGO)	0.2	$876k	+258%	8.7k	100.85	View chart
Ge Vernova (GEV)	0.2	$875k	+498%	8.1k	107.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$875k	+3%	11k	79.93	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$862k	+10%	20k	44.27	View chart
Grand Canyon Education (LOPE)	0.2	$859k	+10%	3.9k	219.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$859k		29k	29.39	View chart
Pepsi (PEP)	0.2	$858k		6.1k	140.43	View chart
Southern Copper Corporation (SCCO)	0.2	$856k	NEW	29k	29.54	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.2	$856k	+6%	38k	22.48	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$842k	-8%	13k	65.92	View chart
Mastercard Incorporated Cl A (MA)	0.2	$842k	-34%	1.5k	569.00	View chart
Newmont Mining Corporation (NEM)	0.2	$840k	NEW	10k	84.31	View chart
ResMed (RMD)	0.2	$839k	NEW	3.1k	273.76	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$838k	+2%	6.6k	126.64	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcap 400 (QVMM)	0.2	$837k	-51%	28k	30.31	View chart
Merck & Co (MRK)	0.2	$834k	+7%	13k	65.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$831k		8.3k	99.95	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$827k	-50%	15k	56.45	View chart
Fastenal Company (FAST)	0.2	$822k	+32%	19k	42.42	View chart
Verisign (VRSN)	0.2	$819k	-5%	2.9k	279.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$813k		1.6k	502.74	View chart
Cadence Design Systems (CDNS)	0.2	$813k	NEW	2.3k	351.26	View chart
Costco Wholesale Corporation (COST)	0.2	$804k	+4700%	40k	20.29	View chart
Frontdoor (FTDR)	0.2	$804k	NEW	12k	67.29	View chart
Dropbox Cl A (DBX)	0.2	$802k	+2%	27k	30.21	View chart
Dell Technologies CL C (DELL)	0.2	$799k		5.6k	141.77	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$798k	+38%	20k	39.81	View chart
Abbvie (ABBV)	0.2	$792k	+206%	10k	76.31	View chart
Msci (MSCI)	0.2	$790k	+16%	1.4k	567.36	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$785k		9.3k	84.83	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$783k	NEW	30k	26.04	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.2	$778k	+10%	12k	65.14	View chart
Synopsys (SNPS)	0.2	$773k	NEW	1.6k	493.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$771k	+295%	10k	76.10	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$768k	+56%	13k	57.52	View chart
Wright Express (WEX)	0.2	$767k	+17%	4.9k	157.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$765k		6.4k	118.84	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$764k		13k	59.20	View chart
C H Robinson Worldwide Com New (CHRW)	0.2	$763k		5.8k	132.40	View chart
Intuit (INTU)	0.2	$757k	NEW	1.1k	683.07	View chart
EOG Resources (EOG)	0.2	$744k	+286%	6.6k	112.12	View chart
Starboard Invt Tr Rh Tactical Outl (RHTX)	0.2	$740k		41k	18.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$735k	+9%	8.3k	88.95	View chart
Charles Schwab Corporation (SCHW)	0.2	$735k	NEW	27k	27.54	View chart
Nike CL B (NKE)	0.2	$726k	+7%	11k	63.44	View chart
CBOE Holdings (CBOE)	0.2	$726k	NEW	3.0k	245.25	View chart
Zoetis Cl A (ZTS)	0.2	$722k	+53%	6.3k	114.77	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$716k	+8%	9.1k	79.00	View chart
Copart (CPRT)	0.2	$715k	+32%	16k	44.97	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$714k	+2%	3.0k	239.65	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$708k		21k	33.62	View chart
Hewlett Packard Enterprise (HPE)	0.2	$708k	NEW	29k	24.56	View chart
Deckers Outdoor Corporation (DECK)	0.2	$708k	NEW	7.0k	101.37	View chart
Williams-Sonoma (WSM)	0.2	$703k		3.6k	195.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$699k	+38%	15k	46.89	View chart
Autodesk (ADSK)	0.2	$698k	NEW	2.2k	317.67	View chart
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS)	0.2	$694k	-46%	16k	43.95	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$689k	+7%	12k	55.33	View chart
Caterpillar (CAT)	0.2	$684k	+79%	2.7k	256.17	View chart
Fox Corp Cl A Com (FOXA)	0.2	$684k	NEW	11k	63.06	View chart
W.R. Berkley Corporation (WRB)	0.2	$682k	-22%	8.9k	76.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$679k	+13%	29k	23.12	View chart
Astronics Corporation (ATRO)	0.2	$667k	NEW	15k	45.61	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$666k	-46%	13k	49.98	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$666k	+9%	14k	46.63	View chart
Insulet Corporation (PODD)	0.2	$651k	-26%	2.1k	308.73	View chart
Raymond James Financial (RJF)	0.2	$647k	-33%	3.7k	172.62	View chart
Expeditors International of Washington (EXPD)	0.2	$644k	+3%	5.2k	122.59	View chart
Starbucks Corporation (SBUX)	0.2	$641k	+12%	8.6k	74.44	View chart
T. Rowe Price (TROW)	0.2	$637k	+4%	6.2k	102.64	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.2	$628k	-52%	11k	56.97	View chart
News Corp Cl A (NWSA)	0.2	$624k	NEW	20k	30.71	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$622k	NEW	15k	40.73	View chart
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM)	0.2	$610k	NEW	22k	27.87	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$608k	-52%	18k	34.75	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$608k	+64%	3.8k	160.60	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.2	$607k	-52%	4.3k	140.44	View chart
Progressive Corporation (PGR)	0.2	$600k	+9%	2.4k	246.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$596k	+36%	46k	12.87	View chart
CF Industries Holdings (CF)	0.2	$589k	+4%	6.6k	89.70	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$588k	-19%	13k	46.71	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$580k	+6%	3.9k	148.61	View chart
Hims & Hers Health Com Cl A (HIMS)	0.2	$579k	NEW	10k	56.72	View chart
Moody's Corporation (MCO)	0.2	$577k	-35%	1.2k	476.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$577k		2.8k	208.71	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$571k		7.3k	78.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.2	$568k	-3%	7.3k	77.78	View chart
Spdr Series Trust S&p Biotech (XBI)	0.2	$567k	-17%	5.7k	100.21	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$566k		6.3k	89.63	View chart
Viking Holdings Ord Shs (VIK)	0.2	$561k		9.0k	62.16	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$561k	+4%	5.9k	95.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$561k		2.0k	279.30	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.2	$557k	NEW	1.9k	297.16	View chart
Lululemon Athletica (LULU)	0.2	$551k	NEW	3.1k	177.93	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$544k		16k	33.68	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$542k		22k	24.30	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.2	$541k	NEW	22k	24.27	View chart
Lowe's Companies (LOW)	0.1	$540k	+241%	8.3k	65.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$534k	-17%	7.9k	67.83	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$533k		3.6k	148.21	View chart
Enterprise Products Partners (EPD)	0.1	$529k		17k	31.27	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$529k	-64%	9.3k	56.86	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$527k		21k	25.19	View chart
Jack Henry & Associates (JKHY)	0.1	$527k	NEW	3.5k	148.93	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$526k	+2%	9.9k	53.24	View chart
Intuitive Surgical Com New (ISRG)	0.1	$526k	-26%	1.2k	447.23	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$516k	+16%	8.6k	60.26	View chart
Erie Indty Cl A (ERIE)	0.1	$515k	-51%	1.6k	318.16	View chart
Verizon Communications (VZ)	0.1	$515k	+221%	36k	14.22	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	0.1	$505k	+4%	13k	39.21	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$497k		4.5k	110.90	View chart
M&T Bank Corporation (MTB)	0.1	$491k		2.5k	197.62	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$488k	+70%	5.6k	87.03	View chart
Union Pacific Corporation (UNP)	0.1	$484k	+3%	2.0k	236.37	View chart
State Street Corporation (STT)	0.1	$484k		4.2k	116.01	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.1	$480k	+12%	11k	44.56	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$474k		10k	47.52	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$472k	+15%	8.2k	57.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$470k	+1218%	9.3k	50.74	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$464k	+18%	17k	27.76	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$463k		8.9k	52.06	View chart
Ecolab (ECL)	0.1	$461k	+37%	1.7k	273.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$458k		17k	26.34	View chart
SYSCO Corporation (SYY)	0.1	$458k		5.6k	82.34	View chart
Advanced Micro Devices (AMD)	0.1	$456k	+6%	2.8k	161.78	View chart
Helen Of Troy (HELE)	0.1	$455k	NEW	18k	25.20	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.1	$452k	-61%	17k	26.52	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$449k	-4%	9.1k	49.19	View chart
Arcbest (ARCB)	0.1	$446k		6.4k	69.87	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$445k	+26%	9.4k	47.51	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$443k		1.4k	319.95	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$438k		5.5k	80.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$433k	+416%	12k	37.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$427k		5.9k	72.77	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$423k		4.2k	100.70	View chart
Abbott Laboratories (ABT)	0.1	$423k	+99%	6.3k	67.50	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$421k	+11%	7.9k	53.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$418k		900.00	463.86	View chart
Steel Dynamics (STLD)	0.1	$411k		3.0k	139.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$399k	+1070%	9.1k	43.93	View chart
International Business Machines (IBM)	0.1	$396k	+111%	3.6k	110.79	View chart
NVR (NVR)	0.1	$394k	+8%	49.00	8034.65	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$392k		16k	24.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$391k	+6%	7.2k	54.18	View chart
Coca-Cola Company (KO)	0.1	$382k	+192%	23k	16.50	View chart
Palantir Technologies Cl A (PLTR)	0.1	$381k	NEW	18k	21.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$378k		14k	26.30	View chart
Applovin Corp Com Cl A (APP)	0.1	$377k	NEW	525.00	718.54	View chart
Public Service Enterprise (PEG)	0.1	$372k		4.5k	83.46	View chart
Victory Portfolios Ii Victoryshs Emerg (UEVM)	0.1	$361k	-53%	6.5k	55.49	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$358k	NEW	2.4k	150.87	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$356k		11k	33.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$355k	+14%	1.4k	247.20	View chart
General Dynamics Corporation (GD)	0.1	$349k	-14%	1.0k	340.95	View chart
Martin Marietta Materials (MLM)	0.1	$349k		554.00	630.08	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$349k	+11%	6.8k	51.23	View chart
Vulcan Materials Company (VMC)	0.1	$347k		1.1k	307.48	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.1	$346k	-53%	15k	22.52	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$342k	-16%	13k	26.05	View chart
Analog Devices (ADI)	0.1	$341k		1.4k	245.70	View chart
Tractor Supply Company (TSCO)	0.1	$339k		6.0k	56.87	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$338k	-2%	12k	28.26	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$338k		14k	24.40	View chart
Axon Enterprise (AXON)	0.1	$337k	+2%	470.00	717.64	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$335k	NEW	4.8k	70.24	View chart
Vistra Energy (VST)	0.1	$333k	NEW	1.7k	195.89	View chart
Servicenow (NOW)	0.1	$327k	+65%	355.00	920.28	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$322k		540.00	595.84	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$316k	-21%	12k	25.85	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$315k	+5%	3.4k	91.76	View chart
At&t (T)	0.1	$311k	+189%	29k	10.67	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$307k		13k	23.93	View chart
Amgen (AMGN)	0.1	$306k	-74%	1.1k	282.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$302k	+191%	4.9k	61.03	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$296k		3.7k	79.94	View chart
Micron Technology (MU)	0.1	$296k	NEW	1.8k	167.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$295k		5.1k	57.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$288k	+8%	2.6k	111.49	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$286k	-62%	12k	24.33	View chart
salesforce (CRM)	0.1	$286k	-12%	1.2k	236.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$284k		5.6k	50.73	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$284k		9.8k	28.90	View chart
Oklo Com Cl A (OKLO)	0.1	$283k	NEW	2.5k	111.63	View chart
Nucor Corporation (NUE)	0.1	$281k		2.1k	135.42	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$277k		7.4k	37.35	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$276k	+13%	2.7k	100.69	View chart
D-wave Quantum (QBTS)	0.1	$275k	NEW	14k	19.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$271k		1.3k	215.79	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$271k	+27%	6.3k	42.79	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$269k	NEW	3.5k	76.45	View chart
Palo Alto Networks (PANW)	0.1	$268k	NEW	1.3k	203.62	View chart
Pfizer (PFE)	0.1	$266k	+13%	12k	21.59	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$266k		5.6k	47.58	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$262k		271.00	968.09	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$258k	+11%	10k	25.71	View chart
Honeywell International (HON)	0.1	$258k	-5%	1.2k	210.55	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.1	$256k	+17%	9.3k	27.68	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$256k	NEW	7.5k	34.16	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$250k		6.1k	41.11	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$249k		7.3k	33.89	View chart
TJX Companies (TJX)	0.1	$247k	NEW	1.7k	144.53	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$243k		2.6k	93.75	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$243k	+13%	2.5k	97.98	View chart
Uber Technologies (UBER)	0.1	$241k	+2745%	76k	3.19	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$239k	NEW	2.6k	90.99	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$239k	+18%	9.5k	25.10	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$239k	NEW	4.7k	50.78	View chart
Charles River Laboratories (CRL)	0.1	$237k		1.5k	156.46	View chart
Walt Disney Company (DIS)	0.1	$235k	+516%	14k	17.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$230k	+2%	2.4k	95.20	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$222k	NEW	5.9k	37.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.1	$221k		7.6k	29.23	View chart
New England Rlty Assoc Ltd P Depositry Rcpt (NEN)	0.1	$221k		3.1k	71.75	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$214k		2.6k	83.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$213k	NEW	62k	3.42	View chart
Eaton Corp SHS (ETN)	0.1	$213k	+797%	5.0k	42.15	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$211k	-4%	4.9k	42.96	View chart
Applied Materials (AMAT)	0.1	$209k	-36%	1.0k	204.78	View chart
Waste Management (WM)	0.1	$207k		939.00	220.75	View chart
Blackrock Science & Technolo SHS (BST)	0.1	$207k	NEW	5.0k	41.36	View chart
Apa Corporation (APA)	0.1	$206k	NEW	8.5k	24.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$205k		2.3k	89.57	View chart
Hca Holdings (HCA)	0.1	$205k	NEW	481.00	426.60	View chart
McKesson Corporation (MCK)	0.1	$205k	NEW	265.00	772.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$204k	NEW	2.9k	69.64	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$203k	+109%	2.3k	87.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$201k	NEW	6.3k	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$198k	NEW	30k	6.62	View chart
Citigroup Com New (C)	0.1	$192k	NEW	19k	10.31	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$175k		15k	11.75	View chart
Boeing Company (BA)	0.0	$154k	NEW	23k	6.68	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$152k	-2%	19k	8.20	View chart
Vanguard World Financials Etf (VFH)	0.0	$146k	NEW	26k	5.52	View chart
Nextera Energy (NEE)	0.0	$136k	NEW	12k	11.54	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$121k		20k	5.93	View chart
Marriott Intl Cl A (MAR)	0.0	$116k	NEW	48k	2.43	View chart
Barings Bdc (BBDC)	0.0	$94k	+3%	11k	8.76	View chart
Vanguard World Industrial Etf (VIS)	0.0	$84k	NEW	10k	8.12	View chart
Cronos Group (CRON)	0.0	$70k	NEW	25k	2.78	View chart
Realty Income (O)	0.0	$56k	NEW	12k	4.54	View chart
Akebia Therapeutics (AKBA)	0.0	$55k	NEW	20k	2.73	View chart
Bank of New York Mellon Corporation (BK)	0.0	$46k	NEW	21k	2.16	View chart
Hexcel Corporation (HXL)	0.0	$39k	NEW	29k	1.37	View chart
Emerson Electric (EMR)	0.0	$38k	NEW	13k	2.85	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$32k	NEW	20k	1.64	View chart
Vanguard World Health Car Etf (VHT)	0.0	$26k	NEW	21k	1.24	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$18k	NEW	18k	1.00	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$16k	NEW	16k	1.00	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$16k	NEW	16k	1.00	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$12k	NEW	12k	1.00	View chart
Paramount Skydance Corp Com Cl B (PSKY)	0.0	$11k	NEW	11k	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 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
Empirical Asset Management 2022 Q1 filed May 6, 2022

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