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
$14.7B
$543 Million 0.17% of portfolio
5,658
Q2 2025 Added 17.65%
$306B
$560 Million 0.17% of portfolio
7,917
Q2 2025 Added 2.75%
$32.4B
$538 Million 0.17% of portfolio
5,907
Q2 2025 Added 16.33%
$152B
$537 Million 0.17% of portfolio
2,422
Q2 2025 Reduced 0.12%
$68.2B
$524 Million 0.16% of portfolio
16,906
Q2 2025 Added 2.82%
$12.4B
$511 Million 0.16% of portfolio
1,754
Q2 2025 Added 17.72%
$33B
$482 Million 0.15% of portfolio
2,486
Q2 2025 Added 0.2%
$182B
$488 Million 0.15% of portfolio
11,271
Q2 2025 Added 1.94%
$210B
$499 Million 0.15% of portfolio
1,693
Q2 2025 Added 78.4%
$1.77B
$491 Million 0.15% of portfolio
6,379
Q1 2025 Reduced 4.52%
$1.27T
$447 Million 0.14% of portfolio
1,972
Q2 2025 Reduced 6.27%
$135B
$455 Million 0.14% of portfolio
1,976
Q2 2025 Reduced 2.61%
$40.9B
$441 Million 0.14% of portfolio
4,150
Q2 2025 Reduced 0.1%
$178B
$421 Million 0.13% of portfolio
3,653
Q1 2025 Reduced 29.34%
$40.9B
$421 Million 0.13% of portfolio
5,552
Q1 2025 Reduced 90.01%
$229B
$426 Million 0.13% of portfolio
3,136
Q2 2025 Reduced 27.97%
$23.9B
$373 Million 0.12% of portfolio
12,270
Q1 2025 Reduced 3.16%
$54.9B
$381 Million 0.12% of portfolio
460
Q1 2025 Reduced 90.5%
$282B
$377 Million 0.12% of portfolio
2,654
Q2 2025 Added 0.76%
$93.6B
$395 Million 0.12% of portfolio
776
Q2 2025 Reduced 36.34%
$43.8B
$373 Million 0.12% of portfolio
4,433
Q2 2025 Reduced 4.69%
$232B
$376 Million 0.12% of portfolio
1,379
Q2 2025 Reduced 57.76%
$86.2B
$348 Million 0.11% of portfolio
1,192
Q2 2025 Added 0.59%
$0
$309 Million 0.1% of portfolio
12,757
Q2 2025 Added 0.47%
$6.58B
$312 Million 0.1% of portfolio
5,909
Q2 2025 Reduced 0.02%
$78.8B
$331 Million 0.1% of portfolio
1,227
Q1 2025 Reduced 0.41%
$25.6B
$332 Million 0.1% of portfolio
45
Q2 2025 Added 32.35%
$150B
$332 Million 0.1% of portfolio
1,111
Q2 2025 New
$119B
$330 Million 0.1% of portfolio
1,386
Q2 2025 Added 1.24%
$38.4B
$304 Million 0.09% of portfolio
554
Q1 2025 Reduced 76.07%
$146B
$302 Million 0.09% of portfolio
1,298
Q2 2025 Reduced 1.74%
$38.8B
$294 Million 0.09% of portfolio
1,128
Q1 2025 Reduced 52.74%
$203B
$292 Million 0.09% of portfolio
10,081
Q2 2025 Added 2.85%
$314B
$281 Million 0.09% of portfolio
1,180
Q2 2025 Added 31.26%
$162B
$293 Million 0.09% of portfolio
1,599
Q2 2025 New
$138B
$263 Million 0.08% of portfolio
10,838
Q2 2025 Added 2.52%
$78.6B
$262 Million 0.08% of portfolio
3,526
Q2 2025 New
$229B
$247 Million 0.08% of portfolio
1,694
Q2 2025 Added 2.23%
$36.3B
$269 Million 0.08% of portfolio
2,076
Q2 2025 Reduced 0.05%
$1.17B
$256 Million 0.08% of portfolio
5,000
Q2 2025 New
$133B
$272 Million 0.08% of portfolio
3,708
Q1 2025 New
$207B
$274 Million 0.08% of portfolio
2,211
Q2 2025 Reduced 63.0%
$182B
$248 Million 0.08% of portfolio
2,653
Q2 2025 New
$95.6B
$215 Million 0.07% of portfolio
940
Q2 2025 Reduced 1.26%
$172B
$221 Million 0.07% of portfolio
215
Q2 2025 Reduced 43.72%
$7.77B
$229 Million 0.07% of portfolio
1,506
Q1 2025 Added 6.06%
-
$223 Million 0.07% of portfolio
-
Q2 2025 New
$79.5B
$223 Million 0.07% of portfolio
1,293
Q2 2025 Added 16.49%
$259M
$225 Million 0.07% of portfolio
3,079
Q1 2024 New

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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