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
$0
$869 Million 0.27% of portfolio
30,709
Q2 2024 Added 43.86%
$36.2B
$868 Million 0.27% of portfolio
5,661
Q2 2025 Added 24.61%
$0
$886 Million 0.27% of portfolio
5,893
Q2 2025 Reduced 0.15%
$112B
$863 Million 0.27% of portfolio
2,978
Q2 2025 New
$169B
$866 Million 0.27% of portfolio
1,593
Q2 2025 New
$0
$838 Million 0.26% of portfolio
13,964
Q2 2025 Added 26.54%
$0
$855 Million 0.26% of portfolio
8,310
Q2 2025 Added 28.32%
$0
$842 Million 0.26% of portfolio
10,589
Q2 2025 Reduced 1.74%
$0
$850 Million 0.26% of portfolio
12,042
Q2 2025 Reduced 36.09%
$18.6B
$848 Million 0.26% of portfolio
11,540
Q2 2025 Reduced 12.26%
$439B
$818 Million 0.25% of portfolio
826
Q2 2025 Added 2.35%
$24.1B
$824 Million 0.25% of portfolio
5,533
Q2 2025 New
$452B
$810 Million 0.25% of portfolio
5,302
Q2 2025 Added 0.38%
$202B
$812 Million 0.25% of portfolio
6,147
Q2 2025 Reduced 1.21%
$621B
$795 Million 0.25% of portfolio
1,637
Q2 2025 Reduced 1.5%
$0
$798 Million 0.25% of portfolio
35,660
Q2 2025 Added 1.22%
$0
$808 Million 0.25% of portfolio
3,190
Q2 2025 Reduced 2.92%
$0
$791 Million 0.24% of portfolio
8,852
Q2 2025 Added 17.09%
$0
$782 Million 0.24% of portfolio
6,466
Q2 2025 Added 0.08%
$173B
$779 Million 0.24% of portfolio
4,891
Q2 2025 Reduced 8.48%
$76.5B
$770 Million 0.24% of portfolio
506
Q2 2025 Added 22.52%
$0
$787 Million 0.24% of portfolio
8,315
Q1 2025 Reduced 97.08%
$75.3B
$785 Million 0.24% of portfolio
2,200
Q2 2025 New
$0
$767 Million 0.24% of portfolio
17,591
Q2 2025 Added 26.48%
$0
$778 Million 0.24% of portfolio
9,258
Q2 2025 Added 0.14%
$0
$772 Million 0.24% of portfolio
1,164
Q1 2025 Reduced 93.51%
$61.1B
$736 Million 0.23% of portfolio
2,299
Q2 2025 New
$0
$759 Million 0.23% of portfolio
31,326
Q2 2025 Added 2.25%
$7.82B
$743 Million 0.23% of portfolio
25,974
Q2 2025 Added 47.89%
$0
$757 Million 0.23% of portfolio
14,461
Q2 2025 Added 0.29%
$94.4B
$759 Million 0.23% of portfolio
10,681
Q2 2025 Added 14.24%
$0
$737 Million 0.23% of portfolio
14,160
Q2 2025 Added 1.12%
$0
$739 Million 0.23% of portfolio
14,097
Q2 2025 Added 1.14%
$245B
$760 Million 0.23% of portfolio
2,436
Q2 2025 Added 93.33%
$4.58B
$749 Million 0.23% of portfolio
16,716
Q2 2025 Added 0.92%
$0
$702 Million 0.22% of portfolio
6,421
Q2 2025 Reduced 3.04%
$0
$706 Million 0.22% of portfolio
33,349
Q2 2025 Added 1.21%
$0
$727 Million 0.22% of portfolio
15,728
Q2 2025 Reduced 24.16%
$47.6B
$699 Million 0.22% of portfolio
8,938
Q2 2025 Added 22.98%
$0
$699 Million 0.22% of portfolio
10,793
Q2 2025 Added 3.8%
$0
$717 Million 0.22% of portfolio
2,562
Q2 2025 Added 0.04%
$5.63B
$714 Million 0.22% of portfolio
2,917
Q2 2025 Added 21.04%
$108B
$700 Million 0.22% of portfolio
7,645
Q2 2025 Added 220.14%
Ge Vernova Inc
-
$717 Million 0.22% of portfolio
-
Q2 2025 Added 0.15%
$6.17B
$671 Million 0.21% of portfolio
3,550
Q2 2025 Added 20.67%
$0
$683 Million 0.21% of portfolio
41,046
Q2 2025 Reduced 0.75%
$0
$691 Million 0.21% of portfolio
12,691
Q2 2025 Added 6.93%
$6.6B
$689 Million 0.21% of portfolio
4,463
Q2 2025 Added 26.72%
$0
$673 Million 0.21% of portfolio
8,120
Q2 2025 Reduced 2.43%

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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