Empirical Finance, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 504Value: $1.7BLatest: 2025Q1

Empirical Finance, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 504 holdings worth $1.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 26

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Apple Inc.

AAPL|037833100

Shares:513.2K

Value:$114.0M

% of Portfolio:6.9% ($114.0M/$1.7B)

MICROSOFT CORP

MSFT|594918104

Shares:250.4K

Value:$94.0M

% of Portfolio:5.7% ($94.0M/$1.7B)

NVIDIA CORP

NVDA|67066G104

Shares:836.3K

Value:$90.6M

% of Portfolio:5.5% ($90.6M/$1.7B)

AMAZON COM INC

AMZN|023135106

Shares:321.1K

Value:$61.1M

% of Portfolio:3.7% ($61.1M/$1.7B)

Meta Platforms, Inc.

META|30303M102

Shares:76.8K

Value:$44.3M

% of Portfolio:2.7% ($44.3M/$1.7B)

Alphabet Inc.

GOOGL|02079K305

Shares:203.9K

Value:$31.5M

% of Portfolio:1.9% ($31.5M/$1.7B)

Alphabet Inc.

GOOG|02079K107

Shares:181.8K

Value:$28.4M

% of Portfolio:1.7% ($28.4M/$1.7B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:50.8K

Value:$27.0M

% of Portfolio:1.6% ($27.0M/$1.7B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:100.9K

Value:$24.8M

% of Portfolio:1.5% ($24.8M/$1.7B)

Broadcom Inc.

AVGO|11135F101

Shares:143.1K

Value:$24.0M

% of Portfolio:1.4% ($24.0M/$1.7B)

ELI LILLY & Co

LLY|532457108

Shares:27.5K

Value:$22.7M

% of Portfolio:1.4% ($22.7M/$1.7B)

Tesla, Inc.

TSLA|88160R101

Shares:81.8K

Value:$21.2M

% of Portfolio:1.3% ($21.2M/$1.7B)

02072L102

Shares:444.4K

Value:$19.0M

% of Portfolio:1.1% ($19.0M/$1.7B)

EXXON MOBIL CORP

XOM|30231G102

Shares:156.4K

Value:$18.6M

% of Portfolio:1.1% ($18.6M/$1.7B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:32.2K

Value:$16.9M

% of Portfolio:1.0% ($16.9M/$1.7B)

Mastercard Inc

MA|57636Q104

Shares:28.9K

Value:$15.8M

% of Portfolio:1.0% ($15.8M/$1.7B)

VISA INC.

V|92826C839

Shares:44.5K

Value:$15.6M

% of Portfolio:0.9% ($15.6M/$1.7B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:15.3K

Value:$14.4M

% of Portfolio:0.9% ($14.4M/$1.7B)

922908769

VTI|922908769

Shares:52.4K

Value:$14.4M

% of Portfolio:0.9% ($14.4M/$1.7B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:85.1K

Value:$14.1M

% of Portfolio:0.9% ($14.1M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	513.2K	QoQ +1.01% (-5.2K) YoY -6.25% (-34.3K)	All Managers (Combined)	$114.0M	6.9% ($114.0M/$1.7B)	QoQ -10.39% (-$13.2M) YoY +21.42% (-$20.1M)
MICROSOFT CORP(MSFTcusip594918104)	250.4K	QoQ -3.35% (-8.7K) YoY -4.48% (-11.8K)	All Managers (Combined)	$94.0M	5.7% ($94.0M/$1.7B)	QoQ -13.92% (-$15.2M) YoY -14.77% (-$16.3M)
NVIDIA CORP(NVDAcusip67066G104)	836.3K	QoQ -3.43% (-29.8K) YoY +848.07% (+748.1K)	All Managers (Combined)	$90.6M	5.5% ($90.6M/$1.7B)	QoQ -22.06% (-$25.7M) YoY +13.71% (+$10.9M)
AMAZON COM INC(AMZNcusip023135106)	321.1K	QoQ +0.43% (-1.4K) YoY +0.76% (+2.4K)	All Managers (Combined)	$61.1M	3.7% ($61.1M/$1.7B)	QoQ -12.90% (-$9.1M) YoY +6.27% (+$3.6M)
Meta Platforms, Inc.(METAcusip30303M102)	76.8K	QoQ -3.26% (-2.6K) YoY -6.27% (-5.1K)	All Managers (Combined)	$44.3M	2.7% ($44.3M/$1.7B)	QoQ -4.77% (-$2.2M) YoY +11.25% (-$4.5M)
Alphabet Inc.(GOOGLcusip02079K305)	203.9K	QoQ -3.28% (-6.9K) YoY -4.89% (-10.5K)	All Managers (Combined)	$31.5M	1.9% ($31.5M/$1.7B)	QoQ -20.99% (-$8.4M) YoY -2.56% (-$828.5K)
Alphabet Inc.(GOOGcusip02079K107)	181.8K	QoQ -0.13% (-240) YoY -4.43% (-8.4K)	All Managers (Combined)	$28.4M	1.7% ($28.4M/$1.7B)	QoQ -18.07% (-$6.3M) YoY -1.94% (-$563.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	50.8K	QoQ +1.53% (+770) YoY -1.85% (-961)	All Managers (Combined)	$27.0M	1.6% ($27.0M/$1.7B)	QoQ +19.30% (+$4.4M) YoY +24.29% (-$5.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	100.9K	QoQ +1.05% (+1.1K) YoY -5.14% (-5.5K)	All Managers (Combined)	$24.8M	1.5% ($24.8M/$1.7B)	QoQ +3.41% (+$816.7K) YoY +16.17% (-$3.4M)
Broadcom Inc.(AVGOcusip11135F101)	143.1K	QoQ +1.22% (-1.7K) YoY +871.41% (+128.3K)	All Managers (Combined)	$24.0M	1.4% ($24.0M/$1.7B)	QoQ -26.89% (-$8.8M) YoY +22.71% (+$4.4M)
ELI LILLY & Co(LLYcusip532457108)	27.5K	QoQ +1.11% (+302) YoY -4.18% (-1.2K)	All Managers (Combined)	$22.7M	1.4% ($22.7M/$1.7B)	QoQ +8.17% (+$1.7M) YoY +1.72% (-$384.7K)
Tesla, Inc.(TSLAcusip88160R101)	81.8K	QoQ +1.36% (-1.1K) YoY +4.54% (+3.6K)	All Managers (Combined)	$21.2M	1.3% ($21.2M/$1.7B)	QoQ -34.95% (-$11.4M) YoY +54.12% (+$7.4M)
(cusip02072L102)✕	444.4K	QoQ -18.54% (-101.2K) YoY -19.06% (-104.7K)	All Managers (Combined)	$19.0M	1.1% ($19.0M/$1.7B)	QoQ -22.17% (-$5.4M) YoY -23.18% (-$5.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	156.4K	QoQ +1.10% (+1.7K) YoY +2.50% (+3.8K)	All Managers (Combined)	$18.6M	1.1% ($18.6M/$1.7B)	QoQ +11.78% (+$2.0M) YoY +4.88% (+$865.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	32.2K	QoQ +1.11% (+356) YoY -4.22% (-1.4K)	All Managers (Combined)	$16.9M	1.0% ($16.9M/$1.7B)	QoQ +4.69% (+$755.7K) YoY +1.39% (-$231.7K)
Mastercard Inc(MAcusip57636Q104)	28.9K	QoQ +1.13% (+323) YoY -5.69% (-1.7K)	All Managers (Combined)	$15.8M	1.0% ($15.8M/$1.7B)	QoQ +5.26% (+$792.5K) YoY +7.33% (-$1.1M)
VISA INC.(Vcusip92826C839)	44.5K	QoQ +1.63% (+715) YoY -2.69% (-1.2K)	All Managers (Combined)	$15.6M	0.9% ($15.6M/$1.7B)	QoQ +12.70% (+$1.8M) YoY +22.18% (-$2.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	15.3K	QoQ +1.19% (+181) YoY -4.37% (-698)	All Managers (Combined)	$14.4M	0.9% ($14.4M/$1.7B)	QoQ +4.45% (+$616.5K) YoY +23.45% (-$2.7M)
(VTIcusip922908769)	52.4K	QoQ -5.26% (-2.9K) YoY -5.39% (-3.0K)	All Managers (Combined)	$14.4M	0.9% ($14.4M/$1.7B)	QoQ -10.16% (-$1.6M) YoY +0.04% (-$6.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	85.1K	QoQ +1.14% (+963) YoY -7.20% (-6.6K)	All Managers (Combined)	$14.1M	0.9% ($14.1M/$1.7B)	QoQ +15.98% (+$1.9M) YoY -2.71% (-$394.1K)