Empirical Asset Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$379.3M
Q ending 2026-03-31
Prior quarter
$354.5M
Q ending 2025-12-31
Change
+7.0% QoQ · +29.3% YoY
Positions
396
reported holdings

Largest positions

Top 100 of 396 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$19.4M77K
State Str Spdr S&P 500 Etf TSPYShares$12.4M19K
Uscf Etf TrSDCIShares$9.7M356K
Etfs Gold TrSGOLShares$9.4M212K
Nvidia CorporationNVDAShares$6.8M39K
Ishares Silver TrSLVShares$6.7M98K
Ishares TrIYWShares$6.4M35K
Meta Platforms IncMETAShares$5.3M9K
Microsoft CorpMSFTShares$5.1M14K
Jpmorgan Chase & CoJPMShares$4.0M14K
Amazon Com IncAMZNShares$4.0M19K
Spdr Gold TrGLDShares$4.0M9K
Home Depot IncHDShares$3.8M12K
Exxon Mobil CorpXOMShares$3.2M19K
Eli Lilly & CoLLYShares$3.1M3K
Invesco Exchange Traded Fd TRSPTShares$3.1M69K
Alphabet IncGOOGLShares$3.1M11K
Etf Opportunities TrustILSShares$3.1M154K
Alphabet IncGOOGShares$2.9M10K
Ishares TrIVVShares$2.8M4K
Walmart IncWMTShares$2.6M21K
Chevron CorporationCVXShares$2.5M12K
Ishares TrIGOVShares$2.4M59K
Simplify Exchange Traded FunCTAShares$2.4M80K
Ishares TrIWFShares$2.4M6K
Ishares TrIBBShares$2.4M14K
Select Sector Spdr TrXLREShares$2.3M57K
Ishares TrIWMShares$2.3M9K
Mcdonalds CorpMCDShares$2.2M7K
Ishares TrIYHShares$2.2M35K
Schwab Strategic TrSCHRShares$2.2M87K
Qualcomm IncQCOMShares$2.1M16K
Procter & Gamble CoPGShares$2.0M14K
Merck & Co IncMRKShares$2.0M17K
Ishares TrAGGShares$1.9M24K
Texas Pacific Land CorporatiTPLShares$1.9M4K
Ishares TrIVEShares$1.9M9K
Invesco Exchange Traded Fd TPWBShares$1.9M15K
First Tr Exchange-Traded AlpFTCShares$1.9M12K
Sunoco Lp/Sunoco Fin CorpSUNShares$1.8M28K
Ceco Environmental CorpCECOShares$1.8M30K
Ishares TrSMLFShares$1.8M24K
Ishares TrIEFAShares$1.8M20K
Ishares TrSHYShares$1.8M21K
Oracle CorpORCLShares$1.7M12K
Pacer Fds TrCOWGShares$1.7M52K
J P Morgan Exchange Traded FJPMEShares$1.7M15K
Invesco Exchange Traded Fd TCZAShares$1.7M15K
Invesco Exch Traded Fd Tr IiRWLShares$1.7M15K
New Jersey Res CorpNJRShares$1.7M31K
Vanguard Index FdsVVShares$1.7M12K
Goldman Sachs Group IncGSShares$1.7M2K
First Tr Exchange-Traded AlpFNYShares$1.6M18K
Arista Networks IncANETShares$1.6M13K
Invesco Qqq TrQQQShares$1.6M3K
Kla CorpKLACShares$1.6M1K
Cisco Sys IncCSCOShares$1.6M20K
Gilead Sciences IncGILDShares$1.6M11K
Invesco Exch Trd Slf Idx FdOMFSShares$1.5M34K
Spdr Series TrustSPYMShares$1.5M20K
Lattice Strategies TrRODMShares$1.5M38K
Ishares TrTLTShares$1.5M17K
First Tr Exch Trd Alphdx FdFDTShares$1.5M17K
IntuitINTUShares$1.5M3K
Victory Portfolios IiUIVMShares$1.5M22K
First Tr Exchange-Traded AlpFYCShares$1.5M15K
Dbx Etf TrDBAWShares$1.5M34K
Intuitive Surgical IncISRGShares$1.5M3K
New York Life Investments EtQAIShares$1.5M43K
Ishares TrIWRShares$1.4M15K
Tesla IncTSLAShares$1.4M4K
Arm Holdings PlcARMShares$1.4M9K
Palantir Technologies IncPLTRShares$1.3M9K
Mckesson CorpMCKShares$1.3M2K
Visa IncVShares$1.3M4K
Schwab Strategic TrSCHZShares$1.3M57K
Johnson & JohnsonJNJShares$1.3M5K
Ishares TrIGVShares$1.3M16K
Ishares TrIYJShares$1.3M9K
Micron Technology IncMUShares$1.3M4K
Trust For Professional ManagCLSEShares$1.3M45K
Dbx Etf TrDBEMShares$1.2M37K
Boston Scientific CorpBSXShares$1.2M19K
Atmos Energy CorpATOShares$1.2M7K
Ishares TrIJHShares$1.2M18K
Ge Vernova IncGEVShares$1.2M1K
Starboard Invt TrAGOXShares$1.2M45K
Dell Technologies IncDELLShares$1.2M7K
Ishares TrIGMShares$1.2M10K
Invesco Qqq TrPut$1.2M2K
Ge AerospaceGEShares$1.1M4K
Schwab Charles CorpSCHWShares$1.1M12K
Ishares IncEMGFShares$1.1M19K
Caterpillar IncCATShares$1.1M2K
Wisdomtree TrAGGYShares$1.1M25K
Wells Fargo & CoWFCShares$1.1M14K
Ishares TrIVWShares$1.1M10K
Monolithic Pwr Sys IncMPWRShares$1.1M973
Ishares TrEFAShares$1.0M11K
Wisdomtree TrHYZDShares$1.0M46K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.