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

AI_NATIVE detailed information: This accession holds the following tickers:[
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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

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CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:2.1K

Value:$314.3K

% of Portfolio:0.0% ($314.3K/$3.2B)

Embecta Corp.

EMBC|29082K105

Shares:24.5K

Value:$312.3K

% of Portfolio:0.0% ($312.3K/$3.2B)

General Motors Co

GM|37045V100

Shares:6.6K

Value:$311.2K

% of Portfolio:0.0% ($311.2K/$3.2B)

ASML HOLDING NV

ASML|N07059210

Shares:468

Value:$310.1K

% of Portfolio:0.0% ($310.1K/$3.2B)

26923N108

Shares:7.2K

Value:$309.6K

% of Portfolio:0.0% ($309.6K/$3.2B)

46137V597

Shares:8.2K

Value:$309.1K

% of Portfolio:0.0% ($309.1K/$3.2B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:3.8K

Value:$307.6K

% of Portfolio:0.0% ($307.6K/$3.2B)

GULFPORT ENERGY CORP

GPOR|402635502

Shares:1.7K

Value:$306.6K

% of Portfolio:0.0% ($306.6K/$3.2B)

Green Brick Partners, Inc.

GRBK|392709101

Shares:5.2K

Value:$304.7K

% of Portfolio:0.0% ($304.7K/$3.2B)

464287473

IWS|464287473

Shares:2.4K

Value:$304.3K

% of Portfolio:0.0% ($304.3K/$3.2B)

SYNOPSYS INC

SNPS|871607107

Shares:706

Value:$302.8K

% of Portfolio:0.0% ($302.8K/$3.2B)

UDR, Inc.

UDR|902653104

Shares:6.7K

Value:$300.7K

% of Portfolio:0.0% ($300.7K/$3.2B)

TARGET CORP

TGT|87612E106

Shares:2.9K

Value:$299.5K

% of Portfolio:0.0% ($299.5K/$3.2B)

RIO TINTO PLC

RIO|767204100

Shares:5.0K

Value:$298.4K

% of Portfolio:0.0% ($298.4K/$3.2B)

78464A300

Shares:3.8K

Value:$296.9K

% of Portfolio:0.0% ($296.9K/$3.2B)

UNILEVER PLC

UL|904767704

Shares:5.0K

Value:$296.2K

% of Portfolio:0.0% ($296.2K/$3.2B)

315912808

Shares:4.3K

Value:$294.5K

% of Portfolio:0.0% ($294.5K/$3.2B)

STEEL DYNAMICS INC

STLD|858119100

Shares:2.4K

Value:$294.2K

% of Portfolio:0.0% ($294.2K/$3.2B)

MERCADOLIBRE INC

MELI|58733R102

Shares:150

Value:$292.6K

% of Portfolio:0.0% ($292.6K/$3.2B)

46429B663

Shares:2.4K

Value:$288.3K

% of Portfolio:0.0% ($288.3K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	2.1K	QoQ +40.92% (+618) YoY NEW(+2.1K)	All Managers (Combined)	$314.3K	0.0% ($314.3K/$3.2B)	QoQ +44.86% (+$97.4K) YoY NEW(+$314.3K)
Embecta Corp.(EMBCcusip29082K105)	24.5K	QoQ NEW(+24.5K) YoY NEW(+24.5K)	All Managers (Combined)	$312.3K	0.0% ($312.3K/$3.2B)	QoQ NEW(+$312.3K) YoY NEW(+$312.3K)
General Motors Co(GMcusip37045V100)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$311.2K	0.0% ($311.2K/$3.2B)	QoQ NEW(+$311.2K) YoY NEW(+$311.2K)
ASML HOLDING NV(ASMLcusipN07059210)	468	QoQ +16.41% (+66) YoY +7.58% (-33)	All Managers (Combined)	$310.1K	0.0% ($310.1K/$3.2B)	QoQ +11.30% (+$31.5K) YoY -26.54% (-$112.0K)
(cusip26923N108)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$309.6K	0.0% ($309.6K/$3.2B)	QoQ NEW(+$309.6K) YoY NEW(+$309.6K)
(cusip46137V597)✕	8.2K	QoQ -17.91% (-1.8K) YoY -4.83% (-415)	All Managers (Combined)	$309.1K	0.0% ($309.1K/$3.2B)	QoQ -25.31% (-$104.8K) YoY -8.27% (-$27.9K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$307.6K	0.0% ($307.6K/$3.2B)	QoQ NEW(+$307.6K) YoY NEW(+$307.6K)
GULFPORT ENERGY CORP(GPORcusip402635502)	1.7K	QoQ +30.38% (+388) YoY NEW(+1.7K)	All Managers (Combined)	$306.6K	0.0% ($306.6K/$3.2B)	QoQ +30.34% (+$71.4K) YoY NEW(+$306.6K)
Green Brick Partners, Inc.(GRBKcusip392709101)	5.2K	QoQ +8.78% (+422) YoY NEW(+5.2K)	All Managers (Combined)	$304.7K	0.0% ($304.7K/$3.2B)	QoQ +12.28% (+$33.4K) YoY NEW(+$304.7K)
(IWScusip464287473)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$304.3K	0.0% ($304.3K/$3.2B)	QoQ NEW(+$304.3K) YoY NEW(+$304.3K)
SYNOPSYS INC(SNPScusip871607107)	706	QoQ -3.41% (-25) YoY +19.86% (-117)	All Managers (Combined)	$302.8K	0.0% ($302.8K/$3.2B)	QoQ -14.66% (-$52.0K) YoY -10.05% (-$33.8K)
UDR, Inc.(UDRcusip902653104)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$300.7K	0.0% ($300.7K/$3.2B)	QoQ NEW(+$300.7K) YoY NEW(+$300.7K)
TARGET CORP(TGTcusip87612E106)	2.9K	QoQ -15.23% (-516) YoY -18.37% (-646)	All Managers (Combined)	$299.5K	0.0% ($299.5K/$3.2B)	QoQ -34.56% (-$158.2K) YoY -51.93% (-$323.6K)
RIO TINTO PLC(RIOcusip767204100)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$298.4K	0.0% ($298.4K/$3.2B)	QoQ NEW(+$298.4K) YoY NEW(+$298.4K)
(cusip78464A300)✕	3.8K	QoQ -2.92% (-114) YoY +6.46% (+230)	All Managers (Combined)	$296.9K	0.0% ($296.9K/$3.2B)	QoQ -12.76% (-$43.5K) YoY +0.58% (+$1.7K)
UNILEVER PLC(ULcusip904767704)	5.0K	QoQ +34.90% (+1.3K) YoY NEW(+5.0K)	All Managers (Combined)	$296.2K	0.0% ($296.2K/$3.2B)	QoQ +41.68% (+$87.1K) YoY NEW(+$296.2K)
(cusip315912808)✕	4.3K	QoQ -0.73% (-32) YoY -0.20% (-9)	All Managers (Combined)	$294.5K	0.0% ($294.5K/$3.2B)	QoQ -11.16% (-$37.0K) YoY +5.46% (-$15.3K)
STEEL DYNAMICS INC(STLDcusip858119100)	2.4K	QoQ -91.40% (-25.0K) YoY -88.65% (-18.4K)	All Managers (Combined)	$294.2K	0.0% ($294.2K/$3.2B)	QoQ -90.57% (-$2.8M) YoY -90.43% (-$2.8M)
MERCADOLIBRE INC(MELIcusip58733R102)	150	QoQ -5.66% (-9) YoY -64.11% (-268)	All Managers (Combined)	$292.6K	0.0% ($292.6K/$3.2B)	QoQ +8.23% (-$22.3K) YoY -53.69% (-$339.4K)
(cusip46429B663)✕	2.4K	QoQ -36.51% (-1.4K) YoY -33.63% (-1.2K)	All Managers (Combined)	$288.3K	0.0% ($288.3K/$3.2B)	QoQ -31.51% (-$132.6K) YoY -27.06% (-$106.9K)