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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AMERICAN EXPRESS CO

AXP|025816109

Shares:20.4K

Value:$5.5M

% of Portfolio:0.3% ($5.5M/$1.7B)

ServiceNow, Inc.

NOW|81762P102

Shares:6.7K

Value:$5.3M

% of Portfolio:0.3% ($5.3M/$1.7B)

S&P Global Inc.

SPGI|78409V104

Shares:10.5K

Value:$5.3M

% of Portfolio:0.3% ($5.3M/$1.7B)

MORGAN STANLEY

MS|617446448

Shares:44.8K

Value:$5.2M

% of Portfolio:0.3% ($5.2M/$1.7B)

UNION PACIFIC CORP

UNP|907818108

Shares:21.4K

Value:$5.1M

% of Portfolio:0.3% ($5.1M/$1.7B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:49.7K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

CONOCOPHILLIPS

COP|20825C104

Shares:47.4K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

PFIZER INC

PFE|717081103

Shares:196.0K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:69.9K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

LOWES COMPANIES INC

LOW|548661107

Shares:20.9K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:23.0K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:43.4K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:39.9K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

T-Mobile US, Inc.

TMUS|872590104

Shares:18.0K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.7B)

CITIGROUP INC

C|172967424

Shares:67.3K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.7B)

BlackRock, Inc.

BLK|09290D101

Shares:5.0K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.7B)

QUALCOMM INC/DE

QCOM|747525103

Shares:30.3K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.7B)

DANAHER CORP /DE/

DHR|235851102

Shares:22.6K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.7B)

FISERV INC

FI|337738108

Shares:20.7K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.7B)

Elevance Health, Inc.

ELV|036752103

Shares:10.4K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN EXPRESS CO(AXPcusip025816109)	20.4K	QoQ +1.25% (-253) YoY -6.76% (-1.5K)	All Managers (Combined)	$5.5M	0.3% ($5.5M/$1.7B)	QoQ -8.20% (-$490.8K) YoY +10.17% (-$506.9K)
ServiceNow, Inc.(NOWcusip81762P102)	6.7K	QoQ +1.41% (-93) YoY -2.88% (-198)	All Managers (Combined)	$5.3M	0.3% ($5.3M/$1.7B)	QoQ -23.83% (-$1.7M) YoY +1.41% (-$74.3K)
S&P Global Inc.(SPGIcusip78409V104)	10.5K	QoQ +1.49% (+154) YoY -3.39% (-368)	All Managers (Combined)	$5.3M	0.3% ($5.3M/$1.7B)	QoQ +3.54% (+$182.0K) YoY +15.36% (-$707.8K)
MORGAN STANLEY(MScusip617446448)	44.8K	QoQ +1.26% (-562) YoY -7.28% (-3.5K)	All Managers (Combined)	$5.2M	0.3% ($5.2M/$1.7B)	QoQ -6.02% (-$335.2K) YoY +14.87% (-$677.7K)
UNION PACIFIC CORP(UNPcusip907818108)	21.4K	QoQ +1.38% (+292) YoY -5.67% (-1.3K)	All Managers (Combined)	$5.1M	0.3% ($5.1M/$1.7B)	QoQ +5.02% (+$242.0K) YoY -9.39% (-$524.1K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	49.7K	QoQ +1.43% (+701) YoY -3.04% (-1.6K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ +14.55% (+$637.4K) YoY +42.81% (-$1.5M)
CONOCOPHILLIPS(COPcusip20825C104)	47.4K	QoQ +1.35% (+634) YoY -4.67% (-2.3K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ +7.33% (+$340.1K) YoY -21.34% (-$1.4M)
PFIZER INC(PFEcusip717081103)	196.0K	QoQ +1.38% (-2.7K) YoY -9.41% (-20.4K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ -3.16% (-$162.4K) YoY -17.28% (-$1.0M)
NEXTERA ENERGY INC(NEEcusip65339F101)	69.9K	QoQ +1.44% (+992) YoY -3.33% (-2.4K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ +0.30% (+$15.2K) YoY +7.22% (-$333.9K)
LOWES COMPANIES INC(LOWcusip548661107)	20.9K	QoQ +1.29% (-268) YoY -8.24% (-1.9K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ -4.27% (-$218.1K) YoY -15.98% (-$929.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	23.0K	QoQ +1.39% (-316) YoY -5.51% (-1.3K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ -4.95% (-$254.4K) YoY -2.52% (-$126.3K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	43.4K	QoQ +1.49% (+641) YoY -4.53% (-2.1K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ +23.12% (+$913.1K) YoY +46.03% (-$1.5M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	39.9K	QoQ +1.37% (+541) YoY -5.09% (-2.1K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ +2.20% (+$104.8K) YoY +13.97% (-$595.5K)
T-Mobile US, Inc.(TMUScusip872590104)	18.0K	QoQ +1.39% (+247) YoY -7.68% (-1.5K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.7B)	QoQ +22.51% (+$882.8K) YoY +50.84% (-$1.6M)
CITIGROUP INC(Ccusip172967424)	67.3K	QoQ +1.33% (+888) YoY -5.73% (-4.1K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.7B)	QoQ +2.20% (+$102.9K) YoY +5.81% (-$262.4K)
BlackRock, Inc.(BLKcusip09290D101)	5.0K	QoQ +1.46% (-72) YoY NEW(+5.0K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.7B)	QoQ -6.31% (-$318.5K) YoY NEW(+$4.7M)
QUALCOMM INC/DE(QCOMcusip747525103)	30.3K	QoQ +1.86% (+554) YoY -3.01% (-942)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.7B)	QoQ +1.85% (+$84.8K) YoY -12.00% (-$635.5K)
DANAHER CORP /DE/(DHRcusip235851102)	22.6K	QoQ +1.39% (-312) YoY -3.94% (-931)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.7B)	QoQ -9.44% (-$484.3K) YoY -21.14% (-$1.2M)
FISERV INC(FIcusip337738108)	20.7K	QoQ +1.41% (+288) YoY -4.22% (-913)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.7B)	QoQ +9.01% (+$377.9K) YoY +32.33% (-$1.1M)
Elevance Health, Inc.(ELVcusip036752103)	10.4K	QoQ +1.33% (+138) YoY +21.07% (+1.8K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.7B)	QoQ +19.48% (+$740.4K) YoY +1.56% (+$69.8K)