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CIK: 0001926596
Total reported value
$444.0M
$444.0M
445 檔
10.3%
As reported in its official Q4 2024 Form 13F filing, Empirical Asset Management, LLC's tracked investment portfolio stood at $444.0M with 445 total positions.
In Q4 2024, Empirical Asset Management, LLC displayed an active expansion posture, initiating 14 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 445 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.60% | -0.45% | +111.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.61% | -0.65% | +0.62% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | +0.44% | +1398.80% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.94% | +0.15% | -0.67% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.35% | +256.31% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.63% | +478.26% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | -0.11% | +105.56% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.53% | -0.50% | -1.05% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.04% | +360.95% | |
| 10 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 1.26% | -0.03% | +6.48% | |
| 11 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 1.13% | -0.04% | +6.09% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.09% | +862.78% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.12% | +719.99% | |
| 14 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | +0.09% | — | |
| 15 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.88% | -0.25% | -2.86% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.09% | +34.54% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.08% | +136.72% | |
| 18 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.79% | -0.04% | +3.49% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.36% | +0.30% | |
| 20 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.77% | -0.01% | -4.88% | |
| 21 | QLC | Flexshares US Quality Lg Cap | ETF-Other | 0.76% | -0.01% | -4.28% | |
| 22 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.76% | -0.01% | -4.02% | |
| 23 | RMIF | Lha Risk Managed Income ETF | ETF-Other | 0.74% | -0.01% | +6.25% | |
| 24 | PPTY | US Diversified Real Estate E | ETF-Other | 0.74% | -0.01% | +0.02% | |
| 25 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.73% | -0.07% | -3.98% | |
| 26 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.73% | -0.06% | +0.38% | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 0.73% | -0.95% | +0.96% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.47% | +49.72% | |
| 29 | IGOV | Ishares International Treasu | ETF-Other | 0.66% | -0.04% | +3.06% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.17% | +41.55% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.03% | +4.97% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | +0.02% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.60% | -0.02% | -6.32% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.22% | +30.72% | |
| 35 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.59% | -0.01% | +8.17% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.21% | +374.08% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.04% | +509.07% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.56% | -0.07% | — | |
| 39 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.54% | -0.01% | -9.07% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | -0.01% | +2457.35% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.53% | -0.01% | -0.62% | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.52% | -0.06% | — | |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.52% | -0.01% | -5.49% | |
| 44 | QVMM | Invesco S&p Midcap 400 Qvm M | ETF-Other | 0.52% | -0.01% | -5.33% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.47% | +39.64% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.04% | +16.88% | |
| 47 | GRMN | Garmin Ltd. | Stock-Tech | 0.50% | -0.07% | +57.18% | |
| 48 | SUN | Sunoco LP | Stock-Other | 0.49% | -0.07% | -14.34% | |
| 49 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.48% | -0.01% | -8.65% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.47% | -0.07% | -1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +0.6% | NEW | New buy |
| 2 | FTNT | Fortinet Inc | +0.5% | NEW | New buy |
| 3 | MA | Mastercard Inc - A | +0.4% | NEW | New buy |
| 4 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
| 5 | ADSK | Autodesk Inc | +0.3% | NEW | New buy |
| 6 | LYV | Live Nation Entertainment In | +0.3% | NEW | New buy |
| 7 | KKR | Kkr & Co Inc | +0.3% | +59.16% | Add |
| 8 | CAH | Cardinal Health Inc | +0.3% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.3% | +1398.80% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +478.26% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 12 | GRMN | Garmin Ltd. | +0.2% | +57.18% | Add |
| 13 | NOW | Servicenow Inc | +0.2% | NEW | New buy |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +34.54% | Add |
| 15 | DECK | Deckers Outdoor CORP | +0.2% | +127.14% | Add |
| 16 | NFLX | Netflix Inc | +0.2% | +7872.55% | Add |
| 17 | ALL | Allstate CORP | +0.2% | NEW | New buy |
| 18 | PAYX | Paychex Inc | +0.2% | +32.40% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.2% | +21.69% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +2457.35% | Add |
| 21 | TSLA | Tesla Inc | +0.2% | +1739.13% | Add |
| 22 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 23 | IPG | Interpublic Group Of Cos Inc | +0.1% | NEW | New buy |
| 24 | ROL | Rollins Inc | +0.1% | NEW | New buy |
| 25 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +11714.00% | Add |
| 27 | AAPL | Apple Inc | +0.1% | +111.25% | Add |
| 28 | TPL | Texas Pacific Land CORP | +0.1% | -2.86% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +862.78% | Add |
| 30 | NTAP | Netapp Inc | -0.1% | EXIT | Sold out |
| 31 | MSI | Motorola Solutions Inc | -0.1% | EXIT | Sold out |
| 32 | CDNS | Cadence Design Sys Inc | -0.1% | -12.15% | Trim |
| 33 | PSX | Phillips 66 | -0.1% | +47.67% | Add |
| 34 | APH | Amphenol Corp-cl A | -0.2% | EXIT | Sold out |
| 35 | CPRT | Copart Inc | -0.2% | -35.58% | Trim |
| 36 | MCO | Moody's CORP | -0.2% | +44.78% | Add |
| 37 | BBY | Best Buy Co Inc | -0.2% | EXIT | Sold out |
| 38 | FICO | Fair Isaac CORP | -0.2% | -73.25% | Trim |
| 39 | SNA | Snap-on Inc | -0.2% | EXIT | Sold out |
| 40 | PEP | Pepsico Inc | -0.2% | +0.36% | Add |
| 41 | OC | Owens Corning | -0.2% | EXIT | Sold out |
| 42 | V | Visa Inc-class A Shares | -0.3% | +128.05% | Add |
| 43 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | +3381.37% | Add |
| 44 | INTU | Intuit Inc | -0.3% | EXIT | Sold out |
| 45 | FSLR | First Solar Inc | -0.3% | EXIT | Sold out |
| 46 | HD | Home Depot Inc | -0.3% | +105.56% | Add |
| 47 | CMG | Chipotle Mexican Grill Inc | -0.3% | +237.18% | Add |
| 48 | SNPS | Synopsys Inc | -0.4% | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | -0.6% | +256.31% | Add |
| 50 | ANETEUR | Arista Networks Inc | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Empirical Asset Management, LLC reported a total U.S. public equity portfolio value of $444.0M across 445 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, NVDA) accounted for 10.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $1.7M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $1.7M
During Q4 2024, Empirical Asset Management, LLC's top holdings by market value included AAPL (6.6%)、SPY (2.6%)、NVDA (2.3%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q4 2024, Empirical Asset Management, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 22 positions, trimming 4 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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