Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Empirical Asset Management

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

Top 5 stock holdings are AAPL, SPY, SDCI, SGOL, NVDA, and represent 15.24% of Empirical Asset Management's stock portfolio.
Added to shares of these 10 stocks: SDCI, ISRG, INTU, BSX, ATO, Powershares Qqq Etf Put Opt 01/19 154.0 put, MCK, PANW, VLO, PODD.
Started 89 new stock positions in OR, TIC, PANW, PODD, ALL, BVS, MGY, RDN, MPC, FANG.
Reduced shares in these 10 stocks: COST (-$39M), QQQ (-$21M), MSFT (-$17M), VGT (-$17M), QCOM (-$14M), KLAC (-$14M), GLD (-$11M), META (-$7.4M), AMZN (-$5.9M), GEV (-$5.8M).
Sold out of its positions in AMLP, OKLO, ADSK, BK, BST, BA, CPRT, DECK, DIS, DBX.
Empirical Asset Management was a net seller of stock by $-198M.
Empirical Asset Management has $379M in assets under management (AUM), dropping by 7.00%.
Central Index Key (CIK): 0001926596

Tip: Access up to 7 years of quarterly data

Positions held by Empirical Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Empirical Asset Management

Empirical Asset Management holds 396 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.1	$19M	-13%	77k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.3	$12M	-16%	19k	650.35	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	2.6	$9.7M	+67%	356k	27.24	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	2.5	$9.4M	+2%	212k	44.62	View chart
NVIDIA Corporation (NVDA)	1.8	$6.8M	-34%	39k	174.40	View chart
Ishares Silver Tr Ishares (SLV)	1.8	$6.7M	-2%	98k	68.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$6.4M		35k	181.42	View chart
Meta Platforms Cl A (META)	1.4	$5.3M	-58%	9.2k	572.10	View chart
Microsoft Corporation (MSFT)	1.4	$5.1M	-76%	14k	370.18	View chart
JPMorgan Chase & Co. (JPM)	1.1	$4.0M	-25%	14k	294.15	View chart
Amazon (AMZN)	1.0	$4.0M	-59%	19k	208.27	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$4.0M	-74%	9.2k	430.29	View chart
Home Depot (HD)	1.0	$3.8M	-26%	12k	328.89	View chart
Exxon Mobil Corporation (XOM)	0.8	$3.2M	-49%	19k	169.66	View chart
Eli Lilly & Co. (LLY)	0.8	$3.1M		3.4k	919.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.8	$3.1M		69k	45.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.1M	-24%	11k	287.56	View chart
Etf Opportunities Trust Brookmont Catast (ILS)	0.8	$3.1M	+18%	155k	19.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$2.9M	-43%	10k	286.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.8M		4.3k	653.28	View chart
Wal-Mart Stores (WMT)	0.7	$2.6M	-9%	21k	124.28	View chart
Chevron Corporation (CVX)	0.6	$2.5M	-48%	12k	206.90	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.6	$2.4M	+3%	59k	41.06	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.6	$2.4M	+4%	80k	30.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.4M		5.5k	426.42	View chart
Ishares Tr Ishares Biotech (IBB)	0.6	$2.4M		14k	168.85	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$2.3M	+5%	58k	40.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.3M	+3%	9.2k	247.99	View chart
McDonald's Corporation (MCD)	0.6	$2.2M	-31%	7.2k	310.79	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.6	$2.2M		36k	61.64	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$2.2M	+2%	88k	24.91	View chart
Qualcomm (QCOM)	0.5	$2.1M	-87%	16k	128.78	View chart
Procter & Gamble Company (PG)	0.5	$2.0M	-62%	14k	144.43	View chart
Merck & Co (MRK)	0.5	$2.0M	+32%	17k	120.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.9M	+10%	24k	78.01	View chart
Texas Pacific Land Corp (TPL)	0.5	$1.9M	-39%	4.0k	474.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.9M		8.8k	211.16	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.5	$1.9M	-5%	15k	125.93	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.5	$1.9M	-2%	12k	154.15	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.5	$1.8M		28k	64.97	View chart
CECO Environmental (CECO)	0.5	$1.8M		30k	59.58	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$1.8M	-7%	24k	75.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.8M		20k	90.53	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.8M		21k	82.57	View chart
Oracle Corporation (ORCL)	0.5	$1.7M	+68%	12k	147.11	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.5	$1.7M		52k	33.74	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.4	$1.7M	-7%	15k	114.53	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.4	$1.7M	-4%	15k	110.15	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.7M	+23%	15k	114.91	View chart
New Jersey Resources Corporation (NJR)	0.4	$1.7M		31k	54.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.7M		12k	141.33	View chart
Goldman Sachs (GS)	0.4	$1.7M	-54%	2.0k	845.78	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.4	$1.6M	-5%	18k	90.49	View chart
Arista Networks Com Shs (ANET)	0.4	$1.6M		13k	122.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.6M	-93%	2.8k	577.17	View chart
Kla Corp Com New (KLAC)	0.4	$1.6M	-89%	1.1k	1471.95	View chart
Cisco Systems (CSCO)	0.4	$1.6M	-64%	21k	77.59	View chart
Gilead Sciences (GILD)	0.4	$1.6M	-5%	11k	139.37	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.4	$1.5M	-2%	34k	45.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$1.5M	+112%	20k	75.25	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$1.5M	-3%	38k	39.42	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.5M	-5%	17k	86.69	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.4	$1.5M	-7%	17k	86.93	View chart
Intuit (INTU)	0.4	$1.5M	+921%	3.5k	432.37	View chart
Victory Portfolios Ii Vctryshs Intl Mo (UIVM)	0.4	$1.5M	-4%	22k	68.28	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.4	$1.5M	-8%	15k	96.98	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.4	$1.5M	-3%	34k	42.69	View chart
Intuitive Surgical Com New (ISRG)	0.4	$1.5M	NEW	3.2k	460.99	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.4	$1.5M	+4%	43k	34.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.4M	+6%	15k	97.23	View chart
Tesla Motors (TSLA)	0.4	$1.4M		3.8k	371.80	View chart
Arm Holdings Sponsored Ads (ARM)	0.4	$1.4M		9.1k	151.28	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.3M	-49%	9.2k	146.28	View chart
McKesson Corporation (MCK)	0.4	$1.3M	+372%	1.5k	865.44	View chart
Visa Com Cl A (V)	0.3	$1.3M	-73%	4.4k	302.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.3M	+3%	57k	23.22	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M	-42%	5.4k	244.46	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$1.3M		16k	80.05	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$1.3M		8.7k	147.54	View chart
Micron Technology (MU)	0.3	$1.3M	+99%	3.8k	337.88	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.3	$1.3M	+4%	45k	28.14	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.3	$1.2M	-7%	37k	34.13	View chart
Boston Scientific Corporation (BSX)	0.3	$1.2M	NEW	20k	62.75	View chart
Atmos Energy Corporation (ATO)	0.3	$1.2M	NEW	6.6k	184.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M	-3%	18k	67.53	View chart
Ge Vernova (GEV)	0.3	$1.2M	-82%	1.4k	872.96	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.3	$1.2M		45k	26.62	View chart
Dell Technologies CL C (DELL)	0.3	$1.2M	+32%	7.2k	164.13	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$1.2M	+2%	9.9k	118.51	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.3	$1.2M	NEW	2.0k	577.18	View chart
Ge Aerospace Com New (GE)	0.3	$1.1M	-75%	4.0k	283.75	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.1M	-58%	12k	93.98	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$1.1M	-6%	19k	60.43	View chart
Caterpillar (CAT)	0.3	$1.1M	-41%	1.6k	708.65	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$1.1M	+38%	25k	43.45	View chart
Wells Fargo & Company (WFC)	0.3	$1.1M	+4%	14k	79.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M		9.6k	113.11	View chart
Monolithic Power Systems (MPWR)	0.3	$1.1M	-45%	973.00	1093.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.0M	+8%	11k	97.13	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.3	$1.0M	+3%	46k	22.01	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$988k	-2%	23k	43.20	View chart
Bank of America Corporation (BAC)	0.3	$986k	-59%	20k	48.75	View chart
Ea Series Trust Cambria Global (GEW)	0.3	$985k		20k	50.43	View chart
Uber Technologies (UBER)	0.3	$979k	-81%	14k	71.93	View chart
Garmin SHS (GRMN)	0.3	$969k	-25%	4.2k	232.00	View chart
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM)	0.3	$964k	-7%	31k	31.01	View chart
Pepsi (PEP)	0.3	$960k		6.2k	155.29	View chart
3M Company (MMM)	0.3	$959k		6.6k	145.22	View chart
General Dynamics Corporation (GD)	0.3	$949k	+168%	2.8k	343.21	View chart
Advanced Micro Devices (AMD)	0.2	$931k	+36%	4.6k	203.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$929k		11k	82.40	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$912k	+45%	40k	22.91	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$910k	+2%	8.8k	103.43	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.2	$906k	+3%	14k	63.72	View chart
C H Robinson Worldwide In Com New (CHRW)	0.2	$905k	-4%	5.5k	166.06	View chart
Palo Alto Networks (PANW)	0.2	$899k	NEW	5.6k	160.32	View chart
Newmont Mining Corporation (NEM)	0.2	$885k	-21%	8.2k	108.24	View chart
Valero Energy Corporation (VLO)	0.2	$875k	NEW	3.5k	247.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$872k		29k	30.19	View chart
Insulet Corporation (PODD)	0.2	$863k	NEW	4.1k	209.84	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$849k		8.3k	102.25	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$847k		9.3k	91.37	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$844k	+3%	11k	77.66	View chart
Eaton Corp SHS (ETN)	0.2	$842k	NEW	2.4k	357.68	View chart
CBOE Holdings (CBOE)	0.2	$837k	-18%	3.0k	281.06	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.2	$828k	NEW	4.3k	191.72	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$823k		7.0k	117.66	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$823k	-4%	6.2k	132.90	View chart
Broadcom (AVGO)	0.2	$797k	-70%	2.6k	309.50	View chart
Adobe Systems Incorporated (ADBE)	0.2	$793k	+12%	3.3k	243.08	View chart
Costco Wholesale Corporation (COST)	0.2	$789k	-98%	791.00	996.88	View chart
The Trade Desk Com Cl A (TTD)	0.2	$773k	NEW	34k	22.69	View chart
Travelers Companies (TRV)	0.2	$758k	NEW	2.6k	291.63	View chart
Starboard Invt Tr Rh Tactical Outl (RHTX)	0.2	$753k		41k	18.52	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.2	$751k	+3%	31k	24.11	View chart
Viking Holdings Ord Shs (VIK)	0.2	$747k	+16%	10k	73.48	View chart
Abbvie (ABBV)	0.2	$744k	-66%	3.4k	217.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$742k		10k	73.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$742k	+5%	1.5k	479.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$741k		6.0k	124.31	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$738k	+4%	19k	39.69	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$729k		15k	48.28	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.2	$726k	+5%	30k	23.94	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$726k	-6%	4.7k	155.10	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$723k		5.7k	127.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$720k		15k	49.73	View chart
Ameriprise Financial (AMP)	0.2	$708k	NEW	1.6k	444.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$706k	-27%	14k	49.37	View chart
RBB Us Treasr 10 Yr (UTEN)	0.2	$704k	-86%	16k	43.60	View chart
Monster Beverage Corp (MNST)	0.2	$702k	NEW	9.7k	72.46	View chart
ConocoPhillips (COP)	0.2	$695k	NEW	5.3k	132.00	View chart
Incyte Corporation (INCY)	0.2	$694k	-24%	7.4k	94.12	View chart
Fastenal Company (FAST)	0.2	$693k	-13%	15k	46.40	View chart
W.R. Berkley Corporation (WRB)	0.2	$688k	-5%	10k	66.28	View chart
Applied Materials (AMAT)	0.2	$685k	NEW	2.0k	341.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$684k		3.6k	191.82	View chart
American Express Company (AXP)	0.2	$683k	-11%	2.3k	302.46	View chart
salesforce (CRM)	0.2	$670k	+181%	3.6k	186.67	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.2	$669k		21k	32.25	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$667k		8.4k	79.27	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.2	$664k	+5%	10k	64.77	View chart
UnitedHealth (UNH)	0.2	$663k	-56%	2.5k	270.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$663k	+16%	7.5k	87.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$662k	-96%	948.00	697.84	View chart
Trane Technologies SHS (TT)	0.2	$657k	NEW	1.6k	416.87	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$657k	-26%	34k	19.30	View chart
CF Industries Holdings (CF)	0.2	$657k	+20%	5.1k	129.84	View chart
Fox Corp Cl A Com (FOXA)	0.2	$656k	-20%	11k	58.40	View chart
Applovin Corp Com Cl A (APP)	0.2	$656k	+294%	1.6k	398.00	View chart
InterDigital (IDCC)	0.2	$647k	-34%	2.1k	302.06	View chart
Williams-Sonoma (WSM)	0.2	$645k		3.5k	182.31	View chart
Enterprise Products Partners (EPD)	0.2	$643k		17k	37.84	View chart
Grand Canyon Education (LOPE)	0.2	$643k		3.8k	170.03	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$635k	-10%	11k	58.18	View chart
Arcbest (ARCB)	0.2	$623k		6.3k	98.36	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$621k	-4%	5.7k	108.99	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.2	$621k	+46%	14k	44.20	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$621k	-19%	8.9k	69.75	View chart
Yum! Brands (YUM)	0.2	$620k	NEW	4.0k	155.48	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$616k		12k	49.97	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.2	$610k		3.5k	175.92	View chart
Netflix (NFLX)	0.2	$603k	-47%	6.3k	96.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$603k	-77%	1.9k	320.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$601k		2.8k	217.25	View chart
Allstate Corporation (ALL)	0.2	$596k	NEW	2.9k	207.37	View chart
Frontdoor (FTDR)	0.2	$594k	-4%	11k	52.86	View chart
ResMed (RMD)	0.2	$585k	-3%	2.6k	224.49	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$583k		16k	35.94	View chart
Automatic Data Processing (ADP)	0.2	$582k	-68%	2.9k	203.21	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$581k		7.1k	81.98	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$579k	+6%	13k	46.19	View chart
Quanta Services (PWR)	0.2	$577k	NEW	1.1k	549.02	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$577k	-2%	12k	49.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$576k	+19%	2.9k	198.26	View chart
T. Rowe Price (TROW)	0.2	$575k	+3%	6.4k	90.14	View chart
Starbucks Corporation (SBUX)	0.2	$573k	-15%	6.4k	89.59	View chart
Medpace Hldgs (MEDP)	0.1	$565k	-41%	1.2k	480.19	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$563k	-10%	1.7k	337.87	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$558k	+3%	17k	33.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$539k		9.4k	57.43	View chart
Steel Dynamics (STLD)	0.1	$536k		3.0k	179.98	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$536k	+4%	12k	45.86	View chart
Amgen (AMGN)	0.1	$535k	+40%	1.5k	351.80	View chart
Teradyne (TER)	0.1	$533k	+5%	1.8k	296.52	View chart
New York Life Invts Active E Nyli Winslow Lar (IWLG)	0.1	$528k		11k	47.72	View chart
State Street Corporation (STT)	0.1	$527k		4.2k	126.56	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$525k		4.5k	116.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$521k	-46%	2.7k	192.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$516k		20k	25.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.1	$514k		7.2k	71.39	View chart
Lam Research Corp Com New (LRCX)	0.1	$514k	NEW	2.4k	213.62	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$507k	NEW	2.9k	175.66	View chart
Fortinet (FTNT)	0.1	$502k	-26%	6.1k	81.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$499k	+11%	8.8k	56.79	View chart
Arch Cap Group Ord (ACGL)	0.1	$498k	NEW	5.2k	95.99	View chart
Coca-Cola Company (KO)	0.1	$495k	-74%	6.5k	76.05	View chart
Verizon Communications (VZ)	0.1	$494k	-67%	9.8k	50.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$493k	NEW	1.3k	390.44	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$492k		5.5k	89.33	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$491k		9.5k	51.93	View chart
Lowe's Companies (LOW)	0.1	$490k	-74%	2.1k	236.28	View chart
FactSet Research Systems (FDS)	0.1	$489k	+6%	2.3k	217.00	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$488k	+7%	5.1k	94.95	View chart
Union Pacific Corporation (UNP)	0.1	$484k		2.0k	242.59	View chart
M&T Bank Corporation (MTB)	0.1	$482k		2.3k	206.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$481k	-2%	5.5k	88.16	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$463k		5.5k	84.45	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$457k	+2%	7.6k	60.12	View chart
S&p Global (SPGI)	0.1	$453k	NEW	1.1k	425.52	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$451k	-10%	5.8k	78.16	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$451k	+32%	8.4k	53.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$449k	-79%	2.3k	191.93	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$445k		9.3k	47.98	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$444k	+18%	9.5k	46.83	View chart
Analog Devices (ADI)	0.1	$440k		1.4k	318.03	View chart
SYSCO Corporation (SYY)	0.1	$439k	+10%	6.2k	71.33	View chart
Astronics Corporation (ATRO)	0.1	$436k	-50%	6.5k	66.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$435k		1.4k	313.77	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	0.1	$433k	-5%	11k	39.60	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$428k	-10%	11k	38.98	View chart
Cadence Design Systems (CDNS)	0.1	$417k	NEW	1.5k	277.87	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$415k	+4%	897.00	463.07	View chart
Progressive Corporation (PGR)	0.1	$412k	+22%	2.1k	198.21	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$409k	-42%	7.2k	56.58	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.1	$407k	-10%	10k	40.03	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$402k	-2%	13k	30.11	View chart
Mastercard Incorporated Cl A (MA)	0.1	$399k	-55%	799.00	499.83	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$399k		12k	34.55	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$397k	+8%	15k	26.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$395k		14k	27.85	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$393k		8.4k	46.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$392k	+58%	4.9k	80.58	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$384k	+7%	3.2k	118.62	View chart
International Business Machines (IBM)	0.1	$381k	-56%	1.6k	242.34	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$379k	-28%	1.5k	250.64	View chart
Erie Indty Cl A (ERIE)	0.1	$379k	+45%	1.5k	251.30	View chart
Direxion Shares Etf Trust Daily Gold Miner (NUGT)	0.1	$377k	NEW	2.0k	188.25	View chart
Diamondback Energy (FANG)	0.1	$372k	NEW	1.9k	197.79	View chart
Williams Companies (WMB)	0.1	$369k	NEW	5.1k	72.78	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$367k		15k	24.24	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$366k	+16%	5.2k	70.84	View chart
Marathon Petroleum Corp (MPC)	0.1	$364k	NEW	1.5k	244.16	View chart
Apa Corporation (APA)	0.1	$361k		8.5k	42.44	View chart
Public Service Enterprise (PEG)	0.1	$360k		4.4k	80.95	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$358k		15k	24.27	View chart
Nucor Corporation (NUE)	0.1	$354k		2.1k	169.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$352k	+2%	11k	32.95	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$347k	NEW	5.9k	59.07	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$346k		3.7k	93.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$345k	-27%	4.6k	74.36	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$345k		261.00	1320.83	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$338k	+15%	7.7k	44.11	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$335k		542.00	617.20	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$332k	+31%	3.4k	98.88	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$330k	+39%	13k	25.04	View chart
Ecolab (ECL)	0.1	$330k		1.2k	265.95	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$328k	+10%	13k	25.62	View chart
Or Royalties Com Shs (OR)	0.1	$327k	NEW	8.6k	38.02	View chart
Martin Marietta Materials (MLM)	0.1	$326k		554.00	588.49	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$325k	+29%	6.5k	50.04	View chart
Universal Insurance Holdings (UVE)	0.1	$317k	NEW	9.3k	34.16	View chart
Rush Enterprises CL B (RUSHB)	0.1	$317k	NEW	4.9k	64.35	View chart
Oneok (OKE)	0.1	$313k	NEW	3.5k	90.40	View chart
Monarch Casino & Resort (MCRI)	0.1	$312k	NEW	3.3k	95.60	View chart
York Water Company (YORW)	0.1	$310k	NEW	10k	30.45	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$308k	NEW	2.4k	131.01	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$307k	+5%	6.7k	45.65	View chart
Unum (UNM)	0.1	$306k	NEW	4.2k	73.03	View chart
Abbott Laboratories (ABT)	0.1	$306k	-51%	3.0k	102.66	View chart
Vulcan Materials Company (VMC)	0.1	$306k		1.1k	272.19	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$306k	-10%	2.4k	128.24	View chart
Unitil Corporation (UTL)	0.1	$304k	NEW	5.8k	52.24	View chart
Chiron Real Estate Com New (XRN)	0.1	$296k	NEW	9.0k	33.08	View chart
Apartment Invt & Mgmt Cl A (AIV)	0.1	$296k	NEW	73k	4.07	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$295k	NEW	754.00	391.76	View chart
Etf Ser Solutions Lha Risk Manage (RMIF)	0.1	$294k	+12%	12k	24.21	View chart
Moog Cl A (MOG.A)	0.1	$294k	NEW	1.0k	292.64	View chart
Helen Of Troy (HELE)	0.1	$292k		20k	14.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcap 400 (QVMM)	0.1	$292k	-11%	9.2k	31.70	View chart
Chord Energy Corporation Com New (CHRD)	0.1	$290k	NEW	2.0k	142.18	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$290k	+5%	11k	25.72	View chart
Rapid7 (RPD)	0.1	$282k	NEW	51k	5.51	View chart
At&t (T)	0.1	$282k	-66%	9.7k	28.99	View chart
Western Digital (WDC)	0.1	$282k	NEW	1.0k	270.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$279k	+18%	2.5k	112.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$274k		5.1k	53.53	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.1	$274k	+7%	8.6k	31.64	View chart
Mack-Cali Realty (VRE)	0.1	$273k	NEW	15k	18.87	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$271k	-10%	4.9k	54.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$271k		1.3k	215.02	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$269k		5.7k	47.37	View chart
Tractor Supply Company (TSCO)	0.1	$268k		5.9k	45.30	View chart
Honeywell International (HON)	0.1	$265k	+3%	1.2k	226.11	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$265k		13k	20.46	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.1	$265k	+14%	9.7k	27.20	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$262k	NEW	3.8k	68.47	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$261k		6.1k	43.13	View chart
Charles River Laboratories (CRL)	0.1	$260k		1.5k	172.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$260k	-11%	1.1k	237.70	View chart
News Corp Cl A (NWSA)	0.1	$259k	NEW	10k	24.93	View chart
Tootsie Roll Industries (TR)	0.1	$257k	NEW	6.0k	42.72	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$255k		2.3k	108.98	View chart
Devon Energy Corporation (DVN)	0.1	$253k	NEW	5.0k	50.32	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$252k	+2%	1.7k	146.60	View chart
Pfizer (PFE)	0.1	$250k	-17%	8.9k	28.08	View chart
TJX Companies (TJX)	0.1	$248k		1.6k	159.71	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$247k	+16%	2.6k	94.73	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.1	$247k	NEW	7.7k	32.15	View chart
NVR (NVR)	0.1	$244k	-22%	37.00	6589.84	View chart
NET Lease Office Properties (NLOP)	0.1	$242k	NEW	21k	11.52	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$242k		5.0k	48.93	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$241k	-11%	5.9k	40.54	View chart
Raymond James Financial (RJF)	0.1	$240k	-66%	1.7k	144.80	View chart
Radian (RDN)	0.1	$238k	NEW	7.2k	33.08	View chart
Silicon Laboratories (SLAB)	0.1	$238k	NEW	1.1k	208.15	View chart
EOG Resources (EOG)	0.1	$236k	-67%	1.6k	144.54	View chart
Pitney Bowes (PBI)	0.1	$236k	NEW	21k	11.05	View chart
International Money Express (IMXI)	0.1	$236k	NEW	15k	15.80	View chart
Simply Good Foods (SMPL)	0.1	$234k	NEW	16k	14.35	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$233k	NEW	709.00	328.66	View chart
Nexstar Media Group Common Stock (NXST)	0.1	$232k	NEW	1.3k	180.83	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.1	$232k	-10%	4.4k	52.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$232k	NEW	3.0k	77.19	View chart
Acuren Corporation (TIC)	0.1	$230k	NEW	35k	6.58	View chart
Citigroup Com New (C)	0.1	$227k	-89%	2.0k	113.44	View chart
Phillips 66 (PSX)	0.1	$225k	NEW	1.2k	182.19	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$221k		2.6k	84.52	View chart
Expeditors International of Washington (EXPD)	0.1	$221k	-70%	1.5k	143.27	View chart
Waste Management (WM)	0.1	$220k		959.00	229.73	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$219k	+5%	5.9k	37.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.1	$217k		7.4k	29.50	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.1	$217k	NEW	2.8k	76.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$217k		8.8k	24.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$215k		7.1k	30.45	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$214k	+2%	6.5k	32.95	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$214k	NEW	8.4k	25.51	View chart
Brinker International (EAT)	0.1	$213k	NEW	1.5k	142.77	View chart
Antero Res (AR)	0.1	$212k	NEW	5.0k	42.44	View chart
Tyson Foods Cl A (TSN)	0.1	$212k	NEW	3.3k	64.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$211k		2.9k	71.90	View chart
Xpel (XPEL)	0.1	$210k	NEW	4.7k	44.26	View chart
Spdr Index Shs Fds State Street Spd (QWLD)	0.1	$210k	-10%	1.5k	143.13	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GSWO)	0.1	$209k	-10%	3.7k	56.30	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$209k		8.6k	24.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$208k		2.3k	88.46	View chart
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS)	0.1	$206k	-11%	4.8k	42.68	View chart
Digitalocean Hldgs (DOCN)	0.1	$205k	NEW	2.4k	85.78	View chart
Bristol Myers Squibb (BMY)	0.1	$204k	NEW	3.4k	60.65	View chart
Zoom Communications Cl A (ZM)	0.1	$204k	-73%	2.5k	80.39	View chart
Apollo Global Mgmt (APO)	0.1	$204k	NEW	1.8k	111.42	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$203k		2.8k	71.75	View chart
Centessa Pharmaceuticals Sponsored Ads (CNTA)	0.1	$202k	NEW	5.1k	39.72	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$202k	NEW	3.1k	64.73	View chart
Magnolia Oil & Gas Corp Cl A (MGY)	0.1	$202k	NEW	6.4k	31.57	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$202k		4.0k	50.75	View chart
Kkr Real Estate Finance Trust (KREF)	0.1	$201k	NEW	33k	6.12	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$201k	+4%	5.5k	36.22	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$169k	NEW	16k	10.88	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$168k		15k	11.28	View chart
Bioventus Com Cl A (BVS)	0.0	$161k	NEW	18k	9.13	View chart
Infosys Sponsored Adr (INFY)	0.0	$143k	NEW	11k	13.51	View chart
Payoneer Global (PAYO)	0.0	$133k	NEW	28k	4.83	View chart
Suncoke Energy (SXC)	0.0	$130k	NEW	20k	6.51	View chart
Sfl Corporation SHS (SFL)	0.0	$120k	NEW	11k	10.79	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.0	$116k	NEW	13k	9.32	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$116k		20k	5.70	View chart
Nextdecade Corp (NEXT)	0.0	$114k	NEW	15k	7.66	View chart
Navient Corporation equity (NAVI)	0.0	$111k	NEW	14k	8.18	View chart
Octave Specialty Group Com New (OSG)	0.0	$109k	NEW	23k	4.65	View chart
Hillman Solutions Corp (HLMN)	0.0	$97k	NEW	12k	8.32	View chart
Barings Bdc (BBDC)	0.0	$94k	+3%	11k	8.23	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$94k		12k	7.68	View chart
Aveanna Healthcare Hldgs (AVAH)	0.0	$86k	NEW	13k	6.44	View chart
Bloomin Brands (BLMN)	0.0	$85k	NEW	16k	5.40	View chart
Cronos Group (CRON)	0.0	$63k		25k	2.51	View chart
Akebia Therapeutics (AKBA)	0.0	$49k		35k	1.39	View chart

Past Filings by Empirical Asset Management

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

Empirical Asset Management 2026 Q1 filed May 11, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z