Empirical Asset Management, LLC Portfolio Holdings

Empirical Asset Management, LLC

  • $323 Billion
  • Q2 2025

Empirical Asset Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.9B, Spdr S&P 500 ETF Trust with a value of $9.97B, Nvidia Corp with a value of $7.07B, Microsoft Corp with a value of $6.55B, and Ishares Dj Us Tech ETF with a value of $6.44B.

Examining the 13F form we can see an increase of $30.1B in the current position value, from $293B to 323B.

Below you can find more details about Empirical Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $323 Billion
ETFs: $148 Billion
Technology: $50.6 Billion
Financial Services: $26.9 Billion
Consumer Cyclical: $18.5 Billion
Industrials: $13.3 Billion
Communication Services: $13 Billion
Healthcare: $12.7 Billion
Energy: $9.53 Billion
Other: $12.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$15.9 Billion 4.91% of portfolio
77,411
Q2 2025 Reduced 0.95%
$456B
$7.07 Billion 2.19% of portfolio
44,773
Q2 2025 Reduced 10.79%
$3.95T
$6.55 Billion 2.02% of portfolio
13,167
Q2 2025 Reduced 8.76%
$1.78T
$5.42 Billion 1.67% of portfolio
7,338
Q2 2025 Added 1.02%
-
$4.51 Billion 1.39% of portfolio
-
Q2 2025 Added 3.88%
$405B
$4.44 Billion 1.37% of portfolio
12,098
Q2 2025 Reduced 1.9%
-
$4.31 Billion 1.33% of portfolio
-
Q2 2025 Added 4.6%
$859B
$4.06 Billion 1.26% of portfolio
14,018
Q2 2025 Added 0.37%
$2.26T
$4.03 Billion 1.25% of portfolio
18,361
Q2 2025 Reduced 16.55%
$6.61B
$2.55 Billion 0.79% of portfolio
2,414
Q2 2025 Added 0.04%
$1.24T
$2.47 Billion 0.76% of portfolio
13,942
Q2 2025 Reduced 21.75%
$368B
$2.27 Billion 0.7% of portfolio
14,262
Q2 2025 Reduced 0.32%
$442B
$2.25 Billion 0.7% of portfolio
20,876
Q2 2025 Added 6.48%
$133B
$2.1 Billion 0.65% of portfolio
2,340
Q2 2025 Added 73.46%
$254B
$2.05 Billion 0.63% of portfolio
2,891
Q2 2025 Added 11.32%
$222B
$2.01 Billion 0.62% of portfolio
6,891
Q2 2025 Added 0.25%
$545B
$1.83 Billion 0.57% of portfolio
1,368
Q2 2025 Added 7.38%
$29.2B
$1.72 Billion 0.53% of portfolio
5,109
Q1 2025 Added 0.18%
$302B
$1.65 Billion 0.51% of portfolio
11,521
Q2 2025 Added 0.24%
$551B
$1.63 Billion 0.5% of portfolio
4,580
Q2 2025 Added 10.18%
$4.31B
$1.53 Billion 0.47% of portfolio
28,505
Q1 2025 Reduced 0.7%
$124B
$1.48 Billion 0.46% of portfolio
4,797
Q2 2025 Reduced 7.27%
$32.1B
$1.49 Billion 0.46% of portfolio
10,298
Q2 2025 New
$684B
$1.35 Billion 0.42% of portfolio
6,193
Q2 2025 Added 26.8%
$1.21T
$1.29 Billion 0.4% of portfolio
7,320
Q2 2025 Added 1.75%
$548B
$1.27 Billion 0.39% of portfolio
2,258
Q2 2025 Added 14.91%
$293B
$1.23 Billion 0.38% of portfolio
17,679
Q2 2025 Reduced 14.8%
$152B
$1.19 Billion 0.37% of portfolio
4,273
Q2 2025 Added 288.1%
$1.08T
$1.21 Billion 0.37% of portfolio
3,815
Q2 2025 Added 3.0%
$16.8B
$1.15 Billion 0.36% of portfolio
3,328
Q2 2025 New
$608B
$1.18 Billion 0.36% of portfolio
1,513
Q2 2025 Reduced 0.13%
$302B
$1.09 Billion 0.34% of portfolio
13,543
Q2 2025 Added 0.77%
$26.5B
$1.05 Billion 0.33% of portfolio
8,321
Q2 2025 Added 18.35%
$61.9B
$1.03 Billion 0.32% of portfolio
9,750
Q2 2025 Reduced 6.31%
$48.7B
$989 Million 0.31% of portfolio
6,801
Q2 2025 Reduced 34.88%
$87.3B
$1.02 Billion 0.31% of portfolio
6,675
Q2 2025 Added 0.86%
$150B
$1.02 Billion 0.31% of portfolio
9,170
Q2 2025 Added 25.82%
$306B
$968 Million 0.3% of portfolio
3,761
Q2 2025 Added 0.13%
$55.2B
$967 Million 0.3% of portfolio
1,813
Q2 2025 Added 16.97%
$381B
$935 Million 0.29% of portfolio
19,764
Q2 2025 Added 1.98%
$142B
$939 Million 0.29% of portfolio
2,372
Q2 2025 Added 4.4%
$94.5B
$936 Million 0.29% of portfolio
1,866
Q2 2025 Added 13.5%
$157B
$949 Million 0.29% of portfolio
2,453
Q2 2025 Added 26.51%
$203B
$934 Million 0.29% of portfolio
11,805
Q2 2025 Added 18.67%
$33.7B
$896 Million 0.28% of portfolio
14,306
Q2 2025 Added 34.53%
$27.9B
$891 Million 0.28% of portfolio
3,086
Q2 2025 Added 33.54%
$61.9B
$906 Million 0.28% of portfolio
3,386
Q2 2025 Added 1.38%
$21.5B
$903 Million 0.28% of portfolio
2,875
Q2 2025 Added 6.28%
$0
$869 Million 0.27% of portfolio
30,709
Q2 2024 Added 43.86%

Summary

  • Portfolio
  • No. of Stocks 313
  • Current Value $323 Billion
  • Prior Value $293 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 167 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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