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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.97 Billion 3.08% of portfolio
16,130
Q2 2025 Added 12.21%
$0
$6.44 Billion 1.99% of portfolio
37,154
Q2 2025 Reduced 0.42%
$4.64B
$6.22 Billion 1.92% of portfolio
197,065
Q2 2025 Added 1.13%
$106B
$3.11 Billion 0.96% of portfolio
10,207
Q2 2025 Added 3.72%
$0
$3.06 Billion 0.95% of portfolio
75,040
Q3 2024 Reduced 0.73%
$18B
$3.06 Billion 0.95% of portfolio
93,230
Q2 2025 Added 3.06%
$96.4M
$2.74 Billion 0.85% of portfolio
137,848
Q2 2025 Added 0.48%
$0
$2.73 Billion 0.84% of portfolio
4,391
Q2 2025 Reduced 1.77%
$0
$2.61 Billion 0.81% of portfolio
60,644
Q2 2025 Added 2.6%
$0
$2.6 Billion 0.8% of portfolio
63,496
Q2 2025 Added 1.14%
$0
$2.54 Billion 0.79% of portfolio
69,125
Q2 2025 Added 1.37%
$0
$2.57 Billion 0.79% of portfolio
36,066
Q2 2025 Added 1.38%
$1.71B
$2.53 Billion 0.78% of portfolio
114,908
Q2 2025 Added 4.1%
$0
$2.34 Billion 0.72% of portfolio
76,899
Q2 2025 Added 3.43%
$0
$2.28 Billion 0.7% of portfolio
5,366
Q1 2025 Added 1.34%
$0
$2.11 Billion 0.65% of portfolio
59,627
Q2 2025 Added 1.85%
$0
$1.9 Billion 0.59% of portfolio
8,819
Q2 2025 Added 13.62%
$0
$1.79 Billion 0.55% of portfolio
21,454
Q2 2025 Added 0.14%
$0
$1.76 Billion 0.54% of portfolio
16,030
Q2 2025 Added 0.07%
$0
$1.71 Billion 0.53% of portfolio
17,217
Q2 2025 Added 1.94%
$0
$1.69 Billion 0.52% of portfolio
14,716
Q2 2025 Added 1.48%
$0
$1.65 Billion 0.51% of portfolio
13,039
Q2 2025 Reduced 3.95%
$0
$1.66 Billion 0.51% of portfolio
8,499
Q2 2025 Added 2.71%
$0
$1.62 Billion 0.5% of portfolio
29,809
Q2 2025 Added 1.25%
$0
$1.62 Billion 0.5% of portfolio
56,526
Q2 2025 Added 1.64%
$0
$1.6 Billion 0.49% of portfolio
36,467
Q2 2025 Added 2.56%
$0
$1.56 Billion 0.48% of portfolio
5,485
Q1 2025 Added 338.1%
$0
$1.49 Billion 0.46% of portfolio
2,696
Q2 2025 Added 13.47%
$0
$1.47 Billion 0.45% of portfolio
26,135
Q2 2025 Added 4.0%
$0
$1.34 Billion 0.42% of portfolio
57,829
Q2 2025 Reduced 13.32%
$0
$1.31 Billion 0.41% of portfolio
9,218
Q2 2025 Added 0.61%
$0
$1.34 Billion 0.41% of portfolio
14,540
Q2 2025 Added 0.04%
$0
$1.28 Billion 0.4% of portfolio
18,885
Q2 2025 Added 1.06%
$0
$1.27 Billion 0.39% of portfolio
23,186
Q2 2025 Added 0.91%
$0
$1.25 Billion 0.39% of portfolio
42,315
Q2 2025 Added 0.6%
$0
$1.23 Billion 0.38% of portfolio
11,795
Q2 2025 Reduced 1.42%
$0
$1.24 Billion 0.38% of portfolio
38,318
Q2 2025 Added 2.28%
$0
$1.23 Billion 0.38% of portfolio
9,125
Q2 2025 Added 1.61%
$0
$1.22 Billion 0.38% of portfolio
29,587
Q2 2025 Added 0.77%
$0
$1.21 Billion 0.37% of portfolio
37,224
Q2 2025 Added 1.46%
$0
$1.18 Billion 0.36% of portfolio
10,695
Q2 2025 Added 0.27%
$0
$1.15 Billion 0.36% of portfolio
24,704
Q2 2025 Added 0.58%
$0
$1.13 Billion 0.35% of portfolio
18,293
Q2 2025 Added 1.35%
$0
$1.09 Billion 0.34% of portfolio
9,731
Q1 2025 Reduced 76.48%
$0
$1.11 Billion 0.34% of portfolio
6,046
Q2 2025 Added 7.73%
$0
$1.08 Billion 0.33% of portfolio
44,670
Q2 2025 Added 6.37%
$0
$869 Million 0.27% of portfolio
29,780
Q2 2025 Reduced 3.56%
$0
$878 Million 0.27% of portfolio
2,003
Q2 2025 Reduced 0.99%
$0
$886 Million 0.27% of portfolio
5,893
Q2 2025 Reduced 0.15%

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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