Empirical-Asset-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "MTCH", "NVR", null, "POOL", null, null, null, "TROW", "RJF", "AR", "ARM", "BKE", "ARCB", "MMM", "ABT", "ABBV", null, "ADBE", "GOOGL", "AXP", "T", "CAT", "AVGO", "LOW", null, "BBDC", "WRB", "DBEF", null, "RL", "EOG", null, "FFIV", null, null, "VIK", "GD", "AKBA", "GILD", "HON", "HD", "MCD", "INTU", null, null, null, null, null, "UNP", null, null, "QCOM", null, "GSIE", null, null, "META", null, "NEN", null, "IVW", "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MA", "PODD", "BMI", "MSFT", "TMUS", "DBX", "EXPO", "GE", "NTRS", null, null, "IGD", "DLN", "AMP", "FAST", "IJR", "EFG", "ANET", null, "KKR", "KLAC", null, "ORCL", "EOS", "PAYX", "EEM", "IWF", null, "PANW", "PEP", "PGR", "IEMG", null, "IVV", null, null, "UNH", "AAPL", "SPY", "EFAV", "ECL", "NVDA", "GS", "PFE", "PG", "MRK", "VZ", null, null, "AMGN", "FNDX", null, null, "IEFA", "SCHX", null, null, null, "NOW", "SHOP", "RTX", "SPDW", "GLD", null, null, "SPLG", null, "IBM", "STLD", "SYK", "SBUX", "TD", "TDG", "TRV", "VO", "MET", "VV", "MNST", "SUN", "VWO", null, null, null, null, "NJR", null, null, null, "VIG", null, null, "TSCO", null, "IWO", "XLB", "GGG", null, "TSM", "EW", "LOPE", "MEDP", "QLYS", "ADSK", "ACGL", "AXON", "AMD", "FI", "DECK", "WM", "FTNT", "IWR", "WEX", null, null, "SGOL", null, "AOS", "PEG", "FDS", null, "AMZN", "IVE", null, "TPL", null, null, null, "VGT", "VUG", "VEA", null, "VGLT", "VBR", "VOO", "VRSN", "V", "WMT", "WFC", null, null, null, null, null, null, "IUSG", null, "GRMN", "MTB", "ET", "MSCI", "JKHY", "CRM", "SYY", "DIA", null, null, "LNTH", "IUSV", null, "GEV", "OLED", "ZM", null, "SPYV", null, "SYF", "NUE", "STM", null, "ADP", "BALL", "BAC", "BRK-B", null, "MHD", "BMY", "CHRW", "CVNA", "CECO", "SAVA", "CRL", "CVX", "CMG", "CSCO", "COKE", "KO", "CPRT", "COST", "CROX", "CRWD", "CVS", "RSP", "EWJ", "EFA", "ADI", "MCO", "VMC", "NKE", "MAR", "STT", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", null, "MLM", "XLK", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 301
- Total Value
- 293384889
- Accession Number
- 0001951757-25-000538
- Form Type
- 13F-HR
- Manager Name
- Empirical-Asset-Management
Data Enrichment
68% identified205 identified96 unidentified
Holdings
301 positions • $293.4M total value
Manager:
Search and click to pin securities to the top
Page 2 of 16
26922A511
Shares:74.3K
Value:$2.3M
% of Portfolio:0.8% ($2.3M/$293.4M)
464288117
Shares:59.1K
Value:$2.3M
% of Portfolio:0.8% ($2.3M/$293.4M)
92790A504
Shares:62.8K
Value:$2.3M
% of Portfolio:0.8% ($2.3M/$293.4M)
33939L746
Shares:35.6K
Value:$2.3M
% of Portfolio:0.8% ($2.3M/$293.4M)
19761L706
Shares:68.2K
Value:$2.3M
% of Portfolio:0.8% ($2.3M/$293.4M)
464287762
Shares:37.0K
Value:$2.3M
% of Portfolio:0.8% ($2.3M/$293.4M)
97717W125
Shares:58.5K
Value:$2.0M
% of Portfolio:0.7% ($2.0M/$293.4M)
464287556
Shares:13.6K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$293.4M)
464287226
Shares:16.9K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$293.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.5K | All Managers (Combined) | $2.5M | 0.9% ($2.5M/$293.4M) | |||
| 14.3K | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$293.4M) | |||
(cusip26922A511)✕ | 74.3K | YoY NEW(+74.3K) | All Managers (Combined) | $2.3M | 0.8% ($2.3M/$293.4M) | YoY NEW(+$2.3M) |
EXXON MOBIL CORP(XOMcusip30231G102) | 19.6K | All Managers (Combined) | $2.3M | 0.8% ($2.3M/$293.4M) | ||
(cusip464288117)✕ | 59.1K | All Managers (Combined) | $2.3M | 0.8% ($2.3M/$293.4M) | ||
(cusip92790A504)✕ | 62.8K | YoY NEW(+62.8K) | All Managers (Combined) | $2.3M | 0.8% ($2.3M/$293.4M) | YoY NEW(+$2.3M) |
(cusip33939L746)✕ | 35.6K | QoQ +2.41% (-840)YoY NEW(+35.6K) | All Managers (Combined) | $2.3M | 0.8% ($2.3M/$293.4M) | YoY NEW(+$2.3M) |
(cusip19761L706)✕ | 68.2K | YoY NEW(+68.2K) | All Managers (Combined) | $2.3M | 0.8% ($2.3M/$293.4M) | YoY NEW(+$2.3M) |
(cusip464287762)✕ | 37.0K | All Managers (Combined) | $2.3M | 0.8% ($2.3M/$293.4M) | ||
MCDONALDS CORP(MCDcusip580135101) | 6.9K | All Managers (Combined) | $2.1M | 0.7% ($2.1M/$293.4M) | ||
(cusip97717W125)✕ | 58.5K | All Managers (Combined) | $2.0M | 0.7% ($2.0M/$293.4M) | ||
| 5.4K | QoQ +1.34% (+71)YoY NEW(+5.4K) | All Managers (Combined) | $1.9M | 0.7% ($1.9M/$293.4M) | YoY NEW(+$1.9M) | |
CHEVRON CORP(CVXcusip166764100) | 11.5K | All Managers (Combined) | $1.9M | 0.7% ($1.9M/$293.4M) | ||
Walmart Inc.(WMTcusip931142103) | 20.3K | All Managers (Combined) | $1.8M | 0.6% ($1.8M/$293.4M) | ||
(cusip464287556)✕ | 13.6K | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$293.4M) | ||
(cusip464287226)✕ | 16.9K | YoY NEW(+16.9K) | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$293.4M) | YoY NEW(+$1.7M) |
| 28.5K | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$293.4M) | |||
| 21.4K | All Managers (Combined) | $1.6M | 0.6% ($1.6M/$293.4M) | |||
PAYCHEX INC(PAYXcusip704326107) | 10.4K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$293.4M) | ||
| 5.2K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$293.4M) |