Empirical Asset Management, LLC Portfolio Holdings

Empirical Asset Management, LLC

  • $360 Billion
  • Q3 2025

Empirical Asset Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $360 Billion distributed in 368 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.3B, Spdr S&P 500 ETF Trust with a value of $11.2B, Nvidia Corp with a value of $8.49B, Microsoft Corp with a value of $7.4B, and Ishares Dj Us Tech ETF with a value of $7.12B.

Examining the 13F form we can see an increase of $36.6B in the current position value, from $323B to 360B.

Below you can find more details about Empirical Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $360 Billion
ETFs: $165 Billion
Technology: $61.1 Billion
Financial Services: $21.3 Billion
Consumer Cyclical: $19.9 Billion
Communication Services: $16 Billion
Healthcare: $13.6 Billion
Industrials: $12.8 Billion
Consumer Defensive: $9.66 Billion
Other: $16.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$954 Million 0.26% of portfolio
9,229
Q3 2025 Added 11.06%
$156B
$944 Million 0.26% of portfolio
8,508
Q3 2025 Reduced 7.22%
$0
$952 Million 0.26% of portfolio
7,588
Q3 2025 Reduced 48.44%
$40.4B
$883 Million 0.25% of portfolio
6,962
Q3 2025 Added 2.37%
$0
$896 Million 0.25% of portfolio
25,224
Q3 2025 New
$0
$917 Million 0.25% of portfolio
20,853
Q3 2025 New
$0
$898 Million 0.25% of portfolio
22,783
Q3 2025 New
$187B
$905 Million 0.25% of portfolio
120,144
Q3 2025 Added 2,356.43%
$0
$917 Million 0.25% of portfolio
12,051
Q3 2025 Added 0.07%
$0
$893 Million 0.25% of portfolio
24,681
Q3 2025 Added 2,020.36%
$2.76B
$894 Million 0.25% of portfolio
6,004
Q3 2025 New
$0
$899 Million 0.25% of portfolio
11,923
Q3 2025 New
$0
$904 Million 0.25% of portfolio
3,206
Q3 2025 Added 0.5%
$0
$895 Million 0.25% of portfolio
9,589
Q3 2025 Added 8.33%
$0
$893 Million 0.25% of portfolio
14,614
Q3 2025 New
$21.1B
$916 Million 0.25% of portfolio
11,108
Q3 2025 Added 38.99%
$5.23B
$859 Million 0.24% of portfolio
3,914
Q3 2025 Added 10.25%
$0
$861 Million 0.24% of portfolio
19,459
Q3 2025 Added 10.62%
$0
$875 Million 0.24% of portfolio
10,943
Q3 2025 Added 3.34%
$139B
$875 Million 0.24% of portfolio
8,681
Q3 2025 Added 258.42%
$0
$856 Million 0.24% of portfolio
38,070
Q3 2025 Added 6.76%
$0
$858 Million 0.24% of portfolio
29,210
Q3 2025 Reduced 1.91%
$204B
$858 Million 0.24% of portfolio
6,107
Q3 2025 Reduced 0.65%
$300B
$882 Million 0.24% of portfolio
5,901
Q3 2025 Added 142.24%
$101B
$856 Million 0.24% of portfolio
28,975
Q3 2025 New
$512B
$842 Million 0.23% of portfolio
1,479
Q3 2025 Reduced 34.5%
$23.2B
$822 Million 0.23% of portfolio
19,383
Q3 2025 Added 32.75%
$35.8B
$839 Million 0.23% of portfolio
3,066
Q3 2025 New
$0
$827 Million 0.23% of portfolio
14,656
Q3 2025 Reduced 50.83%
$235B
$834 Million 0.23% of portfolio
12,703
Q3 2025 Added 7.61%
$0
$831 Million 0.23% of portfolio
8,315
Q1 2025 Reduced 97.08%
$86.4B
$812 Million 0.23% of portfolio
2,313
Q3 2025 New
$26.8B
$819 Million 0.23% of portfolio
2,929
Q3 2025 Reduced 5.09%
$0
$838 Million 0.23% of portfolio
6,616
Q3 2025 Added 2.32%
$0
$837 Million 0.23% of portfolio
27,615
Q3 2025 Reduced 51.15%
$69.1B
$840 Million 0.23% of portfolio
9,960
Q3 2025 New
$0
$842 Million 0.23% of portfolio
12,780
Q3 2025 Reduced 8.48%
$662B
$813 Million 0.23% of portfolio
1,617
Q3 2025 Reduced 1.22%
$414B
$792 Million 0.22% of portfolio
10,372
Q3 2025 Added 206.32%
$34.7B
$799 Million 0.22% of portfolio
5,633
Q3 2025 Added 1.08%
$404B
$804 Million 0.22% of portfolio
39,649
Q3 2025 Added 4,700.12%
$8.69B
$802 Million 0.22% of portfolio
26,538
Q3 2025 Added 2.17%
$4.17B
$804 Million 0.22% of portfolio
11,942
Q3 2025 New
$0
$798 Million 0.22% of portfolio
20,038
Q3 2025 Added 38.57%
Trust For Professional Manag
-
$783 Million 0.22% of portfolio
-
Q3 2025 New
$0
$785 Million 0.22% of portfolio
9,258
Q2 2025 Added 0.14%
$0
$777 Million 0.22% of portfolio
11,936
Q3 2025 Added 10.59%
$45.2B
$790 Million 0.22% of portfolio
1,392
Q3 2025 Added 16.1%
$0
$764 Million 0.21% of portfolio
12,906
Q3 2025 Added 1.69%

Summary

  • Portfolio
  • No. of Stocks 368
  • Current Value $360 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 89 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
Track This Portfolio

Track Empirical Asset Management, LLC Portfolio

Follow Empirical Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email