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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Energy Transfer LP

ET|29273V100

Shares:240.4K

Value:$4.5M

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

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:72.6K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.7B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:14.3K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.7B)

DEERE & CO

DE|244199105

Shares:9.3K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.7B)

02072L516

Shares:49.5K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.7B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:8.9K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.7B)

STRYKER CORP

SYK|863667101

Shares:11.6K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.7B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:29.3K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.7B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:17.1K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.7B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:66.9K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$1.7B)

Cigna Group

CI|125523100

Shares:12.0K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$1.7B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:50.2K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$1.7B)

STARBUCKS CORP

SBUX|855244109

Shares:39.7K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$1.7B)

CVS HEALTH Corp

CVS|126650100

Shares:53.4K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$1.7B)

ANALOG DEVICES INC

ADI|032654105

Shares:17.4K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.7B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:7.8K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.7B)

SOUTHERN CO

SO|842587107

Shares:37.5K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.7B)

LAM RESEARCH CORP

LRCX|512807306

Shares:46.4K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.7B)

69374H303

Shares:47.4K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.7B)

BOEING CO

BA|097023105

Shares:19.7K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Energy Transfer LP(ETcusip29273V100)	240.4K	QoQ NEW(+240.4K) YoY NEW(+240.4K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.7B)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	72.6K	QoQ +1.40% (+1.0K) YoY -5.99% (-4.6K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.7B)	QoQ +9.35% (+$378.7K) YoY +5.72% (-$239.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	14.3K	QoQ +1.44% (+205) YoY -4.91% (-742)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.7B)	QoQ +5.88% (+$243.7K) YoY +16.32% (-$615.1K)
DEERE & CO(DEcusip244199105)	9.3K	QoQ +1.40% (+129) YoY -6.77% (-676)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.7B)	QoQ +12.33% (+$479.1K) YoY +6.52% (-$267.3K)
(cusip02072L516)✕	49.5K	QoQ +2.60% (+1.3K) YoY +291.58% (+36.8K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.7B)	QoQ +3.08% (+$130.2K) YoY +308.54% (+$3.3M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	8.9K	QoQ +1.50% (+133) YoY -4.13% (-386)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.7B)	QoQ +22.20% (+$788.2K) YoY +11.18% (-$436.3K)
STRYKER CORP(SYKcusip863667101)	11.6K	QoQ +1.48% (+170) YoY -3.67% (-443)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.7B)	QoQ +4.92% (+$202.7K) YoY +0.19% (-$8.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	29.3K	QoQ +1.35% (-393) YoY -6.41% (-2.0K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.7B)	QoQ -9.55% (-$449.4K) YoY -34.14% (-$2.2M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	17.1K	QoQ +1.52% (+258) YoY -4.62% (-831)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.7B)	QoQ +16.64% (+$596.6K) YoY +12.99% (-$480.8K)
ALTRIA GROUP, INC.(MOcusip02209S103)	66.9K	QoQ +1.63% (+1.1K) YoY +58.23% (+24.6K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$1.7B)	QoQ +16.65% (+$573.2K) YoY +117.72% (+$2.2M)
Cigna Group(CIcusip125523100)	12.0K	QoQ +1.50% (+177) YoY +7.29% (-814)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$1.7B)	QoQ +20.93% (+$681.6K) YoY -2.80% (-$113.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	50.2K	QoQ +1.71% (+848) YoY -3.66% (-1.9K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$1.7B)	QoQ +7.58% (+$277.2K) YoY +4.24% (-$160.2K)
STARBUCKS CORP(SBUXcusip855244109)	39.7K	QoQ +1.46% (+573) YoY -4.93% (-2.1K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$1.7B)	QoQ +9.06% (+$324.1K) YoY +2.03% (-$77.9K)
CVS HEALTH Corp(CVScusip126650100)	53.4K	QoQ +1.60% (+846) YoY +14.33% (-6.7K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$1.7B)	QoQ +53.35% (+$1.3M) YoY -2.88% (-$107.4K)
ANALOG DEVICES INC(ADIcusip032654105)	17.4K	QoQ +1.53% (-264) YoY -6.20% (-1.2K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.7B)	QoQ -3.61% (-$131.8K) YoY -4.36% (-$160.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	7.8K	QoQ +1.48% (-114) YoY -7.29% (-614)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.7B)	QoQ -6.71% (-$250.8K) YoY -8.95% (-$343.0K)
SOUTHERN CO(SOcusip842587107)	37.5K	QoQ +1.64% (+609) YoY -3.51% (-1.4K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.7B)	QoQ +13.54% (+$411.5K) YoY +23.66% (-$660.2K)
LAM RESEARCH CORP(LRCXcusip512807306)	46.4K	QoQ +1.48% (+679) YoY NEW(+46.4K)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.7B)	QoQ +2.14% (+$70.9K) YoY NEW(+$3.4M)
(cusip69374H303)✕	47.4K	QoQ -6.03% (-3.0K) YoY -15.03% (-8.4K)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.7B)	QoQ -9.85% (-$367.6K) YoY -12.15% (-$465.3K)
BOEING CO(BAcusip097023105)	19.7K	QoQ +1.95% (-378) YoY -2.16% (-437)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.7B)	QoQ -1.76% (-$60.2K) YoY -13.54% (-$526.7K)