Empirical-Financial-Services-Llc-Dba-Empirical-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "O",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "DY",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "BA",
  null,
  "BMY",
  "BOX",
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  "CX",
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  "CB",
  "CMG",
  "CSCO",
  "C",
  "CLNE",
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  "KO",
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  "ED",
  "CTRA",
  "COST",
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  "CVS",
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  null,
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  "GOOG",
  "XOM",
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  "PM",
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  null,
  "AWK",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 646
Total Value: 3181438112
Accession Number: 0001085146-25-002824
Form Type: 13F-HR
CIK: empirical-financial-services-llc-dba-empirical-wealth-management
Manager Name: Empirical-Financial-Services-Llc-Dba-Empirical-Wealth-Management

Data Enrichment

76% identified

493 identified153 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

646 positions • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 33

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46435G193

Shares:40.2K

Value:$928.0K

% of Portfolio:0.0% ($928.0K/$3.2B)

464287671

IUSG|464287671

Shares:7.3K

Value:$921.7K

% of Portfolio:0.0% ($921.7K/$3.2B)

ICU MEDICAL INC/DE

ICUI|44930G107

Shares:6.4K

Value:$894.8K

% of Portfolio:0.0% ($894.8K/$3.2B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.8K

Value:$890.6K

% of Portfolio:0.0% ($890.6K/$3.2B)

808524763

FNDA|808524763

Shares:32.0K

Value:$877.7K

% of Portfolio:0.0% ($877.7K/$3.2B)

67092P805

Shares:27.3K

Value:$869.5K

% of Portfolio:0.0% ($869.5K/$3.2B)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:11.3K

Value:$858.9K

% of Portfolio:0.0% ($858.9K/$3.2B)

78464A763

SDY|78464A763

Shares:6.3K

Value:$857.7K

% of Portfolio:0.0% ($857.7K/$3.2B)

PIPER SANDLER COMPANIES

PIPR|724078100

Shares:3.4K

Value:$850.2K

% of Portfolio:0.0% ($850.2K/$3.2B)

COMCAST CORP

CMCSA|20030N101

Shares:22.7K

Value:$838.2K

% of Portfolio:0.0% ($838.2K/$3.2B)

PACCAR INC

PCAR|693718108

Shares:8.4K

Value:$819.5K

% of Portfolio:0.0% ($819.5K/$3.2B)

922908629

VO|922908629

Shares:3.1K

Value:$806.3K

% of Portfolio:0.0% ($806.3K/$3.2B)

09789C788

Shares:16.0K

Value:$804.4K

% of Portfolio:0.0% ($804.4K/$3.2B)

464288661

Shares:6.8K

Value:$803.8K

% of Portfolio:0.0% ($803.8K/$3.2B)

Confluent, Inc.

CFLT|20717M103

Shares:34.1K

Value:$799.6K

% of Portfolio:0.0% ($799.6K/$3.2B)

09789C861

Shares:16.1K

Value:$798.8K

% of Portfolio:0.0% ($798.8K/$3.2B)

464287499

IWR|464287499

Shares:9.3K

Value:$793.2K

% of Portfolio:0.0% ($793.2K/$3.2B)

464288257

Shares:6.7K

Value:$781.8K

% of Portfolio:0.0% ($781.8K/$3.2B)

ECOLAB INC.

ECL|278865100

Shares:3.1K

Value:$779.3K

% of Portfolio:0.0% ($779.3K/$3.2B)

464287408

IVE|464287408

Shares:4.1K

Value:$775.7K

% of Portfolio:0.0% ($775.7K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G193)✕	40.2K	QoQ +1.02% (+408) YoY +21.33% (+7.1K)	All Managers (Combined)	$928.0K	0.0% ($928.0K/$3.2B)	QoQ +2.53% (+$23.0K) YoY +21.71% (+$165.5K)
(IUSGcusip464287671)	7.3K	QoQ +0.42% (-31) YoY NEW(+7.3K)	All Managers (Combined)	$921.7K	0.0% ($921.7K/$3.2B)	QoQ -8.41% (-$84.7K) YoY NEW(+$921.7K)
ICU MEDICAL INC/DE(ICUIcusip44930G107)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$894.8K	0.0% ($894.8K/$3.2B)	QoQ NEW(+$894.8K) YoY NEW(+$894.8K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.8K	QoQ +165.84% (+1.1K) YoY +46.84% (+586)	All Managers (Combined)	$890.6K	0.0% ($890.6K/$3.2B)	QoQ +220.05% (+$612.3K) YoY +70.31% (+$367.7K)
(FNDAcusip808524763)	32.0K	QoQ +8.85% (+2.6K) YoY +52.38% (-11.0K)	All Managers (Combined)	$877.7K	0.0% ($877.7K/$3.2B)	QoQ +0.38% (+$3.4K) YoY -26.81% (-$321.6K)
(cusip67092P805)✕	27.3K	QoQ -1.79% (-500) YoY -2.36% (-660)	All Managers (Combined)	$869.5K	0.0% ($869.5K/$3.2B)	QoQ +4.04% (-$33.8K) YoY +0.09% (-$787)
MUELLER INDUSTRIES INC(MLIcusip624756102)	11.3K	QoQ +9.94% (+1.0K) YoY +57.35% (+4.1K)	All Managers (Combined)	$858.9K	0.0% ($858.9K/$3.2B)	QoQ +5.47% (+$44.6K) YoY +122.16% (+$472.3K)
(SDYcusip78464A763)	6.3K	QoQ +12.67% (+711) YoY +7.53% (+443)	All Managers (Combined)	$857.7K	0.0% ($857.7K/$3.2B)	QoQ +15.71% (+$116.5K) YoY +11.16% (+$86.2K)
PIPER SANDLER COMPANIES(PIPRcusip724078100)	3.4K	QoQ +33.78% (+867) YoY +214.08% (+2.3K)	All Managers (Combined)	$850.2K	0.0% ($850.2K/$3.2B)	QoQ +10.46% (+$80.5K) YoY +291.89% (+$633.3K)
COMCAST CORP(CMCSAcusip20030N101)	22.7K	QoQ -68.42% (-49.2K) YoY -57.49% (-30.7K)	All Managers (Combined)	$838.2K	0.0% ($838.2K/$3.2B)	QoQ -68.95% (-$1.9M) YoY -63.82% (-$1.5M)
PACCAR INC(PCARcusip693718108)	8.4K	QoQ -11.41% (-1.1K) YoY -15.90% (-1.6K)	All Managers (Combined)	$819.5K	0.0% ($819.5K/$3.2B)	QoQ -17.07% (-$168.7K) YoY -33.90% (-$420.3K)
(VOcusip922908629)	3.1K	QoQ -24.00% (-985) YoY -47.19% (-2.8K)	All Managers (Combined)	$806.3K	0.0% ($806.3K/$3.2B)	QoQ -25.59% (-$277.3K) YoY -45.34% (-$669.0K)
(cusip09789C788)✕	16.0K	QoQ NEW(+16.0K) YoY NEW(+16.0K)	All Managers (Combined)	$804.4K	0.0% ($804.4K/$3.2B)	QoQ NEW(+$804.4K) YoY NEW(+$804.4K)
(cusip464288661)✕	6.8K	QoQ +18.22% (+1.0K) YoY +42.82% (+2.0K)	All Managers (Combined)	$803.8K	0.0% ($803.8K/$3.2B)	QoQ +20.85% (+$138.7K) YoY +45.68% (+$252.1K)
Confluent, Inc.(CFLTcusip20717M103)	34.1K	QoQ -24.48% (-11.1K) YoY -32.01% (-16.1K)	All Managers (Combined)	$799.6K	0.0% ($799.6K/$3.2B)	QoQ -36.69% (-$463.5K) YoY -47.78% (-$731.7K)
(cusip09789C861)✕	16.1K	QoQ NEW(+16.1K) YoY NEW(+16.1K)	All Managers (Combined)	$798.8K	0.0% ($798.8K/$3.2B)	QoQ NEW(+$798.8K) YoY NEW(+$798.8K)
(IWRcusip464287499)	9.3K	QoQ 0.00% (-0) YoY NEW(+9.3K)	All Managers (Combined)	$793.2K	0.0% ($793.2K/$3.2B)	QoQ -3.76% (-$31.0K) YoY NEW(+$793.2K)
(cusip464288257)✕	6.7K	QoQ -0.22% (-15) YoY +21.50% (+1.2K)	All Managers (Combined)	$781.8K	0.0% ($781.8K/$3.2B)	QoQ -1.16% (-$9.2K) YoY +28.41% (+$173.0K)
ECOLAB INC.(ECLcusip278865100)	3.1K	QoQ +3.60% (+107) YoY +66.70% (+1.2K)	All Managers (Combined)	$779.3K	0.0% ($779.3K/$3.2B)	QoQ +12.09% (+$84.1K) YoY +82.99% (+$353.5K)
(IVEcusip464287408)	4.1K	QoQ +7.44% (+282) YoY +9.14% (+341)	All Managers (Combined)	$775.7K	0.0% ($775.7K/$3.2B)	QoQ +7.27% (+$52.6K) YoY +11.34% (+$79.0K)