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

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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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 21 of 33

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Arthur J. Gallagher & Co.

AJG|363576109

Shares:991

Value:$342.1K

% of Portfolio:0.0% ($342.1K/$3.2B)

OWENS & MINOR INC/VA/

OMI|690732102

Shares:37.7K

Value:$340.1K

% of Portfolio:0.0% ($340.1K/$3.2B)

CROWN CASTLE INC.

CCI|22822V101

Shares:3.3K

Value:$339.9K

% of Portfolio:0.0% ($339.9K/$3.2B)

Howmet Aerospace Inc.

HWM|443201108

Shares:2.6K

Value:$338.7K

% of Portfolio:0.0% ($338.7K/$3.2B)

TRIMBLE INC.

TRMB|896239100

Shares:5.1K

Value:$336.5K

% of Portfolio:0.0% ($336.5K/$3.2B)

808524789

Shares:14.6K

Value:$335.5K

% of Portfolio:0.0% ($335.5K/$3.2B)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:5.8K

Value:$330.7K

% of Portfolio:0.0% ($330.7K/$3.2B)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:4.1K

Value:$330.1K

% of Portfolio:0.0% ($330.1K/$3.2B)

TransDigm Group INC

TDG|893641100

Shares:238

Value:$329.2K

% of Portfolio:0.0% ($329.2K/$3.2B)

TE Connectivity plc

TEL|G87052109

Shares:2.3K

Value:$328.9K

% of Portfolio:0.0% ($328.9K/$3.2B)

81369Y407

Shares:1.7K

Value:$327.3K

% of Portfolio:0.0% ($327.3K/$3.2B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:21.8K

Value:$327.2K

% of Portfolio:0.0% ($327.2K/$3.2B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.5K

Value:$326.6K

% of Portfolio:0.0% ($326.6K/$3.2B)

IDT CORP

IDT|448947507

Shares:6.4K

Value:$326.4K

% of Portfolio:0.0% ($326.4K/$3.2B)

SEI INVESTMENTS CO

SEIC|784117103

Shares:4.2K

Value:$324.9K

% of Portfolio:0.0% ($324.9K/$3.2B)

464287812

Shares:4.5K

Value:$321.6K

% of Portfolio:0.0% ($321.6K/$3.2B)

46434V621

DGRO|46434V621

Shares:5.2K

Value:$318.7K

% of Portfolio:0.0% ($318.7K/$3.2B)

Inhibrx Biosciences, Inc.

INBX|45720N103

Shares:22.6K

Value:$316.0K

% of Portfolio:0.0% ($316.0K/$3.2B)

Constellation Energy Corp

CEG|21037T109

Shares:1.6K

Value:$315.2K

% of Portfolio:0.0% ($315.2K/$3.2B)

Extra Space Storage Inc.

EXR|30225T102

Shares:2.1K

Value:$314.8K

% of Portfolio:0.0% ($314.8K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arthur J. Gallagher & Co.(AJGcusip363576109)	991	QoQ NEW(+991) YoY +7.71% (+71)	All Managers (Combined)	$342.1K	0.0% ($342.1K/$3.2B)	QoQ NEW(+$342.1K) YoY +48.72% (+$112.1K)
OWENS & MINOR INC/VA/(OMIcusip690732102)	37.7K	QoQ +45.34% (+11.8K) YoY NEW(+37.7K)	All Managers (Combined)	$340.1K	0.0% ($340.1K/$3.2B)	QoQ +0.41% (+$1.4K) YoY NEW(+$340.1K)
CROWN CASTLE INC.(CCIcusip22822V101)	3.3K	QoQ +14.46% (+412) YoY NEW(+3.3K)	All Managers (Combined)	$339.9K	0.0% ($339.9K/$3.2B)	QoQ +31.45% (+$81.3K) YoY NEW(+$339.9K)
Howmet Aerospace Inc.(HWMcusip443201108)	2.6K	QoQ -33.43% (-1.3K) YoY NEW(+2.6K)	All Managers (Combined)	$338.7K	0.0% ($338.7K/$3.2B)	QoQ -21.03% (-$90.2K) YoY NEW(+$338.7K)
TRIMBLE INC.(TRMBcusip896239100)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$336.5K	0.0% ($336.5K/$3.2B)	QoQ NEW(+$336.5K) YoY NEW(+$336.5K)
(cusip808524789)✕	14.6K	QoQ -12.63% (-2.1K) YoY +199.93% (+9.7K)	All Managers (Combined)	$335.5K	0.0% ($335.5K/$3.2B)	QoQ -13.57% (-$52.7K) YoY +4.15% (+$13.4K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$330.7K	0.0% ($330.7K/$3.2B)	QoQ -3.50% (-$12.0K) YoY +4.91% (+$15.5K)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$330.1K	0.0% ($330.1K/$3.2B)	QoQ NEW(+$330.1K) YoY NEW(+$330.1K)
TransDigm Group INC(TDGcusip893641100)	238	QoQ -10.52% (-28) YoY -11.52% (-31)	All Managers (Combined)	$329.2K	0.0% ($329.2K/$3.2B)	QoQ -2.33% (-$7.9K) YoY -0.62% (-$2.1K)
TE Connectivity plc(TELcusipG87052109)	2.3K	QoQ -5.86% (-145) YoY NEW(+2.3K)	All Managers (Combined)	$328.9K	0.0% ($328.9K/$3.2B)	QoQ -6.95% (-$24.6K) YoY NEW(+$328.9K)
(cusip81369Y407)✕	1.7K	QoQ -2.98% (-51) YoY -25.89% (-579)	All Managers (Combined)	$327.3K	0.0% ($327.3K/$3.2B)	QoQ -14.61% (-$56.0K) YoY -20.41% (-$84.0K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	21.8K	QoQ +3.87% (-813) YoY -13.51% (-3.4K)	All Managers (Combined)	$327.2K	0.0% ($327.2K/$3.2B)	QoQ -4.17% (-$14.2K) YoY -6.94% (-$24.4K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.5K	QoQ +6.96% (+161) YoY +17.93% (-376)	All Managers (Combined)	$326.6K	0.0% ($326.6K/$3.2B)	QoQ +15.23% (+$43.2K) YoY -8.73% (-$31.3K)
IDT CORP(IDTcusip448947507)	6.4K	QoQ +25.01% (+1.3K) YoY NEW(+6.4K)	All Managers (Combined)	$326.4K	0.0% ($326.4K/$3.2B)	QoQ +34.99% (+$84.6K) YoY NEW(+$326.4K)
SEI INVESTMENTS CO(SEICcusip784117103)	4.2K	QoQ -19.34% (-1.0K) YoY +1.62% (+67)	All Managers (Combined)	$324.9K	0.0% ($324.9K/$3.2B)	QoQ -24.08% (-$103.1K) YoY +9.73% (+$28.8K)
(cusip464287812)✕	4.5K	QoQ -3.87% (-181) YoY -5.74% (-274)	All Managers (Combined)	$321.6K	0.0% ($321.6K/$3.2B)	QoQ +4.89% (-$15.0K) YoY -0.25% (-$827)
(DGROcusip46434V621)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$318.7K	0.0% ($318.7K/$3.2B)	QoQ NEW(+$318.7K) YoY NEW(+$318.7K)
Inhibrx Biosciences, Inc.(INBXcusip45720N103)	22.6K	QoQ 0.00% (-0) YoY NEW(+22.6K)	All Managers (Combined)	$316.0K	0.0% ($316.0K/$3.2B)	QoQ -9.15% (-$31.8K) YoY NEW(+$316.0K)
Constellation Energy Corp(CEGcusip21037T109)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$315.2K	0.0% ($315.2K/$3.2B)	QoQ NEW(+$315.2K) YoY NEW(+$315.2K)
Extra Space Storage Inc.(EXRcusip30225T102)	2.1K	QoQ 0.00% (-0) YoY -7.62% (-175)	All Managers (Combined)	$314.8K	0.0% ($314.8K/$3.2B)	QoQ -0.74% (-$2.4K) YoY -6.68% (-$22.6K)