Empirical-Finance

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GTES",
  "AX",
  "MPWR",
  "MTCH",
  "NVR",
  "QRVO",
  "POOL",
  "TROW",
  "RJF",
  "AES",
  "ARW",
  "MOS",
  "AAL",
  "AKAM",
  null,
  "HUM",
  "PCG",
  "RF",
  "ALSN",
  "AMR",
  "ATKR",
  "MU",
  "LBRT",
  "KBH",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "ASO",
  "AXP",
  "AIG",
  null,
  "T",
  "BLK",
  null,
  "EC",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  "KMX",
  "WRB",
  "BSX",
  "HRB",
  "COF",
  "CMI",
  "DUK",
  "D",
  "EBAY",
  "RL",
  "EOG",
  "URBN",
  "EXPE",
  "EXPD",
  "FFIV",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "CAAP",
  "INTU",
  "BEN",
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "AGM",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "PKBK",
  null,
  null,
  "SWK",
  "IQV",
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "L",
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "PODD",
  "APA",
  "MSFT",
  "MDLZ",
  "CNR",
  null,
  "MS",
  "TMUS",
  "ENPH",
  "NDAQ",
  "EQT",
  "EXC",
  "EVRG",
  "FIS",
  "FTV",
  "GE",
  "GPC",
  "NTRS",
  "NI",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  null,
  null,
  "OXY",
  "ILMN",
  "OMC",
  "ODFL",
  "ORLY",
  "EMN",
  "ADM",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "LDOS",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "ROK",
  "SPGI",
  "NOW",
  "SHW",
  "ROP",
  "SRE",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UTHR",
  "UPS",
  "NEM",
  "MET",
  "SM",
  "VOE",
  "MRNA",
  "SCHW",
  "MNST",
  "PNW",
  "LKQ",
  "JBL",
  null,
  "TRGP",
  "TXT",
  "TSCO",
  "ULTA",
  "SKX",
  "MTD",
  "GL",
  "IT",
  "GPN",
  "RMD",
  "ETR",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "VRSK",
  "ANF",
  "AGCO",
  "GPK",
  "MEDP",
  "PVH",
  "MAT",
  "PBF",
  "ATO",
  "ALGN",
  "ADSK",
  "THC",
  "AEE",
  "GM",
  "HAL",
  "TMHC",
  "TEX",
  "TOL",
  "AVY",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  "WEC",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "HSIC",
  "EFX",
  "IR",
  "AIZ",
  "CAH",
  "AEP",
  "BKR",
  "ES",
  "GPRK",
  "OMAB",
  "IPG",
  "IFF",
  "INSW",
  "IDXX",
  "IEX",
  "AOS",
  "PEG",
  "FDS",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "TTWO",
  "CMS",
  "HCA",
  "PFG",
  "LUV",
  "DKS",
  "HII",
  "NWSA",
  "HBAN",
  "DKNG",
  "USB",
  "VLO",
  "VXUS",
  "VOO",
  "VLTO",
  "VRSN",
  "VTRS",
  "V",
  "WFRD",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WCC",
  "WDC",
  "WFC",
  "WST",
  "WSM",
  "WMB",
  "WYNN",
  "XEL",
  "XYL",
  "ZBRA",
  "SOLV",
  "LNT",
  "DTE",
  "OC",
  "FOXA",
  "MTB",
  "GEN",
  "ET",
  "BIIB",
  "JBHT",
  "LW",
  "LEA",
  "MSCI",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KEY",
  "LUMN",
  "NDSN",
  "LH",
  "MOH",
  "KDP",
  "MGM",
  "CVI",
  "TER",
  "SO",
  "ON",
  "UFPI",
  "SJM",
  "TRMB",
  "PPL",
  "OTIS",
  "SW",
  "PSX",
  "ROL",
  "CRM",
  "SWKS",
  "RVTY",
  "SIG",
  "TDY",
  "SYY",
  "TFX",
  "DINO",
  "LYV",
  "LYB",
  "UHS",
  "GEV",
  "ZBH",
  "MCK",
  "GWW",
  "NTAP",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  "AME",
  "STLA",
  "MKTX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BBWI",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "TECH",
  "BA",
  "BWA",
  "BMY",
  "BF-B",
  "BR",
  "BG",
  "CHRW",
  "CRC",
  "CPB",
  "CDNS",
  "CARR",
  "CRI",
  "CBOE",
  "CE",
  "CBRE",
  "CDW",
  "CCS",
  "CNC",
  "CNP",
  "CF",
  "CRL",
  "CVX",
  "CHTR",
  "CINF",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CME",
  null,
  "KO",
  "CMA",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CROX",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DVA",
  "DAY",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  "DSGR",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 504
Total Value: 1656032167
Accession Number: 0001572838-25-000006
Form Type: 13F-HR
CIK: empirical-finance
Manager Name: Empirical-Finance

Data Enrichment

96% identified

484 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

504 positions • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NETFLIX INC

NFLX|64110L106

Shares:15.1K

Value:$14.1M

% of Portfolio:0.8% ($14.1M/$1.7B)

PROCTER & GAMBLE Co

PG|742718109

Shares:82.1K

Value:$14.0M

% of Portfolio:0.8% ($14.0M/$1.7B)

Walmart Inc.

WMT|931142103

Shares:146.5K

Value:$12.9M

% of Portfolio:0.8% ($12.9M/$1.7B)

HOME DEPOT, INC.

HD|437076102

Shares:35.0K

Value:$12.8M

% of Portfolio:0.8% ($12.8M/$1.7B)

AbbVie Inc.

ABBV|00287Y109

Shares:60.9K

Value:$12.8M

% of Portfolio:0.8% ($12.8M/$1.7B)

02072L201

Shares:438.6K

Value:$11.2M

% of Portfolio:0.7% ($11.2M/$1.7B)

CHEVRON CORP

CVX|166764100

Shares:60.9K

Value:$10.2M

% of Portfolio:0.6% ($10.2M/$1.7B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:241.1K

Value:$10.1M

% of Portfolio:0.6% ($10.1M/$1.7B)

COCA COLA CO

KO|191216100

Shares:134.4K

Value:$9.6M

% of Portfolio:0.6% ($9.6M/$1.7B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:154.6K

Value:$9.5M

% of Portfolio:0.6% ($9.5M/$1.7B)

02072L409

Shares:160.2K

Value:$9.5M

% of Portfolio:0.6% ($9.5M/$1.7B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:127.2K

Value:$9.1M

% of Portfolio:0.6% ($9.1M/$1.7B)

Salesforce, Inc.

CRM|79466L302

Shares:33.2K

Value:$8.9M

% of Portfolio:0.5% ($8.9M/$1.7B)

AT&T INC.

T|00206R102

Shares:304.9K

Value:$8.6M

% of Portfolio:0.5% ($8.6M/$1.7B)

Philip Morris International Inc.

PM|718172109

Shares:53.5K

Value:$8.5M

% of Portfolio:0.5% ($8.5M/$1.7B)

ABBOTT LABORATORIES

ABT|002824100

Shares:60.3K

Value:$8.0M

% of Portfolio:0.5% ($8.0M/$1.7B)

Merck & Co., Inc.

MRK|58933Y105

Shares:88.1K

Value:$7.9M

% of Portfolio:0.5% ($7.9M/$1.7B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:31.3K

Value:$7.8M

% of Portfolio:0.5% ($7.8M/$1.7B)

GENERAL ELECTRIC CO

GE|369604301

Shares:37.6K

Value:$7.5M

% of Portfolio:0.5% ($7.5M/$1.7B)

PEPSICO INC

PEP|713448108

Shares:47.5K

Value:$7.1M

% of Portfolio:0.4% ($7.1M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	15.1K	QoQ +1.16% (+173) YoY -5.36% (-855)	All Managers (Combined)	$14.1M	0.8% ($14.1M/$1.7B)	QoQ +5.83% (+$775.1K) YoY +45.30% (-$4.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	82.1K	QoQ +1.16% (+946) YoY -5.10% (-4.4K)	All Managers (Combined)	$14.0M	0.8% ($14.0M/$1.7B)	QoQ +2.83% (+$386.0K) YoY -0.33% (-$46.5K)
Walmart Inc.(WMTcusip931142103)	146.5K	QoQ +1.19% (-1.7K) YoY -4.21% (-6.4K)	All Managers (Combined)	$12.9M	0.8% ($12.9M/$1.7B)	QoQ -1.67% (-$218.4K) YoY +39.75% (-$3.7M)
HOME DEPOT, INC.(HDcusip437076102)	35.0K	QoQ +1.15% (-399) YoY -5.83% (-2.2K)	All Managers (Combined)	$12.8M	0.8% ($12.8M/$1.7B)	QoQ -4.69% (-$631.4K) YoY -10.03% (-$1.4M)
AbbVie Inc.(ABBVcusip00287Y109)	60.9K	QoQ +1.20% (+727) YoY -4.39% (-2.8K)	All Managers (Combined)	$12.8M	0.8% ($12.8M/$1.7B)	QoQ +19.33% (+$2.1M) YoY +10.00% (-$1.2M)
(cusip02072L201)✕	438.6K	QoQ -20.11% (-110.4K) YoY -25.64% (-151.2K)	All Managers (Combined)	$11.2M	0.7% ($11.2M/$1.7B)	QoQ -15.06% (-$2.0M) YoY -29.60% (-$4.7M)
CHEVRON CORP(CVXcusip166764100)	60.9K	QoQ +1.16% (+699) YoY -6.92% (-4.5K)	All Managers (Combined)	$10.2M	0.6% ($10.2M/$1.7B)	QoQ +16.84% (+$1.5M) YoY -1.29% (-$133.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	241.1K	QoQ +1.13% (-2.7K) YoY -5.62% (-14.4K)	All Managers (Combined)	$10.1M	0.6% ($10.1M/$1.7B)	QoQ -3.96% (-$415.8K) YoY +3.85% (-$373.3K)
COCA COLA CO(KOcusip191216100)	134.4K	QoQ +1.25% (+1.7K) YoY -4.41% (-6.2K)	All Managers (Combined)	$9.6M	0.6% ($9.6M/$1.7B)	QoQ +16.47% (+$1.4M) YoY +11.89% (-$1.0M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	154.6K	QoQ +1.11% (+1.7K) YoY +3.22% (+4.8K)	All Managers (Combined)	$9.5M	0.6% ($9.5M/$1.7B)	QoQ +5.40% (+$488.7K) YoY +27.62% (+$2.1M)
(cusip02072L409)✕	160.2K	QoQ -21.87% (-44.9K) YoY -23.24% (-48.5K)	All Managers (Combined)	$9.5M	0.6% ($9.5M/$1.7B)	QoQ -27.64% (-$3.6M) YoY -22.87% (-$2.8M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	127.2K	QoQ +1.08% (+1.4K) YoY -7.65% (-10.5K)	All Managers (Combined)	$9.1M	0.6% ($9.1M/$1.7B)	QoQ +3.31% (+$293.0K) YoY +14.37% (-$1.1M)
Salesforce, Inc.(CRMcusip79466L302)	33.2K	QoQ +1.20% (-395) YoY -4.12% (-1.4K)	All Managers (Combined)	$8.9M	0.5% ($8.9M/$1.7B)	QoQ -18.76% (-$2.1M) YoY -14.56% (-$1.5M)
AT&T INC.(Tcusip00206R102)	304.9K	QoQ +1.16% (+3.5K) YoY +18.66% (+48.0K)	All Managers (Combined)	$8.6M	0.5% ($8.6M/$1.7B)	QoQ +25.64% (+$1.8M) YoY +90.67% (+$4.1M)
Philip Morris International Inc.(PMcusip718172109)	53.5K	QoQ +1.30% (+692) YoY -4.54% (-2.5K)	All Managers (Combined)	$8.5M	0.5% ($8.5M/$1.7B)	QoQ +33.61% (+$2.1M) YoY +65.37% (-$3.4M)
ABBOTT LABORATORIES(ABTcusip002824100)	60.3K	QoQ +1.26% (+754) YoY -4.71% (-3.0K)	All Managers (Combined)	$8.0M	0.5% ($8.0M/$1.7B)	QoQ +18.76% (+$1.3M) YoY +11.21% (-$806.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	88.1K	QoQ +1.23% (-1.1K) YoY -4.18% (-3.9K)	All Managers (Combined)	$7.9M	0.5% ($7.9M/$1.7B)	QoQ -8.65% (-$749.0K) YoY -34.82% (-$4.2M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	31.3K	QoQ +1.30% (+404) YoY -4.38% (-1.4K)	All Managers (Combined)	$7.8M	0.5% ($7.8M/$1.7B)	QoQ +14.59% (+$990.0K) YoY +24.50% (-$1.5M)
GENERAL ELECTRIC CO(GEcusip369604301)	37.6K	QoQ +1.26% (+469) YoY -4.24% (-1.7K)	All Managers (Combined)	$7.5M	0.5% ($7.5M/$1.7B)	QoQ +21.51% (+$1.3M) YoY +9.19% (-$633.4K)
PEPSICO INC(PEPcusip713448108)	47.5K	QoQ +1.30% (-610) YoY -4.51% (-2.2K)	All Managers (Combined)	$7.1M	0.4% ($7.1M/$1.7B)	QoQ -0.11% (-$8.0K) YoY -18.19% (-$1.6M)