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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.31B
$1.53 Billion 0.47% of portfolio
28,505
Q1 2025 Reduced 0.7%
$0
$1.49 Billion 0.46% of portfolio
2,696
Q2 2025 Added 13.47%
$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
$0
$1.47 Billion 0.45% of portfolio
26,135
Q2 2025 Added 4.0%
Arm Holdings PLC
-
$1.43 Billion 0.44% of portfolio
-
Q1 2025 Added 3.52%
$0
$1.34 Billion 0.42% of portfolio
57,829
Q2 2025 Reduced 13.32%
$684B
$1.35 Billion 0.42% of portfolio
6,193
Q2 2025 Added 26.8%
$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%
$1.21T
$1.29 Billion 0.4% of portfolio
7,320
Q2 2025 Added 1.75%
$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%
$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%
$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%
$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
$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%
$608B
$1.18 Billion 0.36% of portfolio
1,513
Q2 2025 Reduced 0.13%
$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%
$302B
$1.09 Billion 0.34% of portfolio
13,543
Q2 2025 Added 0.77%
$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%
$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
29,780
Q2 2025 Reduced 3.56%
$0
$878 Million 0.27% of portfolio
2,003
Q2 2025 Reduced 0.99%

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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