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CIK: 0001926596
Total reported value
$444.0M
$444.0M
301 檔
9.5%
According to the latest 13F quarterly dataset, Empirical Asset Management, LLC managed an equity portfolio of $444.0M at the end of Q1 2025, spanning 301 distinct U.S. exchange-listed positions.
In Q1 2025, Empirical Asset Management, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 301 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.92% | -0.45% | -87.20% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.74% | -0.65% | +7.20% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.98% | -0.50% | +5.73% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.44% | -93.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.35% | -96.67% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.79% | +0.15% | +1.82% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.11% | -82.96% | |
| 8 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 1.48% | -0.03% | +13.18% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.63% | -96.42% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.04% | -91.96% | |
| 11 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 1.40% | -0.04% | +16.63% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.09% | -93.41% | |
| 13 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.09% | -0.25% | +0.21% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 0.97% | -0.36% | -36.90% | |
| 15 | SLV | Ishares Silver Trust | ETF-Commodities | 0.96% | -0.95% | +8.62% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.12% | -87.46% | |
| 17 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.92% | -0.04% | +7.87% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | +0.09% | — | |
| 19 | RMIF | Lha Risk Managed Income ETF | ETF-Other | 0.86% | -0.01% | +14.23% | |
| 20 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.86% | -0.06% | +9.41% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.09% | +0.93% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.08% | -83.80% | |
| 23 | PPTY | US Diversified Real Estate E | ETF-Other | 0.80% | -0.01% | +7.69% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.47% | -55.32% | |
| 25 | IGOV | Ishares International Treasu | ETF-Other | 0.79% | -0.04% | +13.53% | |
| 26 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.78% | -0.01% | +2.11% | |
| 27 | QLC | Flexshares US Quality Lg Cap | ETF-Other | 0.77% | -0.01% | +2.42% | |
| 28 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.77% | -0.01% | +2.48% | |
| 29 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.77% | -0.07% | -2.40% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.17% | -81.82% | |
| 31 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.68% | -0.01% | +15.83% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | +1.34% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.21% | -90.95% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.22% | -22.28% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.59% | -0.02% | -1.14% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.04% | +7.76% | |
| 37 | SUN | Sunoco LP | Stock-Other | 0.56% | -0.07% | -0.70% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.04% | -84.19% | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.55% | — | -30.85% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | -0.01% | -83.83% | |
| 41 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.54% | -0.01% | +2.32% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.07% | +11.55% | |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.53% | -0.01% | +2.25% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.03% | -8.66% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | -0.04% | +11.71% | |
| 46 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.52% | -0.01% | +1.78% | |
| 47 | GRMN | Garmin Ltd. | Stock-Tech | 0.52% | -0.07% | -3.86% | |
| 48 | QVMM | Invesco S&p Midcap 400 Qvm M | ETF-Other | 0.51% | -0.01% | +2.59% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.05% | -96.35% | |
| 50 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.49% | — | +10.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOL | Abrdn Physical Gold Shares | +0.5% | +5.73% | Add |
| 2 | VV | Vanguard Large-cap ETF | +0.4% | +338.10% | Add |
| 3 | GS | Goldman Sachs Group Inc | +0.3% | -94.22% | Trim |
| 4 | MET | Metlife Inc | +0.3% | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | +0.3% | -96.35% | Trim |
| 6 | UTEN | F/m US Treasury 10 Year Note | +0.3% | +16.63% | Add |
| 7 | SYK | Stryker CORP | +0.3% | -95.58% | Trim |
| 8 | PODD | Insulet CORP | +0.2% | NEW | New buy |
| 9 | SYF | Synchrony Financial | +0.2% | NEW | New buy |
| 10 | NTRS | Northern Trust CORP | +0.2% | -78.49% | Trim |
| 11 | CRM | Salesforce Inc | +0.2% | -92.24% | Trim |
| 12 | SLV | Ishares Silver Trust | +0.2% | +8.62% | Add |
| 13 | KLAC | Kla CORP | +0.2% | +217.41% | Add |
| 14 | RJF | Raymond James Financial Inc | +0.2% | NEW | New buy |
| 15 | UTWO | F/m US Treasury 2 Year Note | +0.2% | +13.18% | Add |
| 16 | TPL | Texas Pacific Land CORP | +0.2% | +0.21% | Add |
| 17 | PGR | Progressive CORP | +0.2% | NEW | New buy |
| 18 | JKHY | Jack Henry & Associates Inc | +0.2% | NEW | New buy |
| 19 | GLD | Spdr Gold Shares | +0.2% | -36.90% | Trim |
| 20 | RL | Ralph Lauren CORP | +0.2% | NEW | New buy |
| 21 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | NEW | New buy |
| 22 | POOL | Pool CORP | +0.2% | NEW | New buy |
| 23 | HIMU | Ishares High Yild Muni A ETF | +0.2% | NEW | New buy |
| 24 | BALL | Ball CORP | +0.2% | NEW | New buy |
| 25 | AOS | Smith (a.o.) CORP | +0.2% | NEW | New buy |
| 26 | TROW | T Rowe Price Group Inc | +0.2% | NEW | New buy |
| 27 | MRK | Merck & Co. Inc. | +0.2% | -92.46% | Trim |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.1% | -97.74% | Trim |
| 29 | CF | Cf Industries Holdings Inc | -0.1% | EXIT | Sold out |
| 30 | IPG | Interpublic Group Of Cos Inc | -0.1% | EXIT | Sold out |
| 31 | IYW | Ishares Ustechnology ETF | -0.2% | +1.82% | Add |
| 32 | ALL | Allstate CORP | -0.2% | EXIT | Sold out |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -96.01% | Trim |
| 34 | FTNT | Fortinet Inc | -0.2% | -47.25% | Trim |
| 35 | TXN | Texas Instruments Inc | -0.2% | EXIT | Sold out |
| 36 | DECK | Deckers Outdoor CORP | -0.2% | -42.25% | Trim |
| 37 | MPC | Marathon Petroleum CORP | -0.2% | EXIT | Sold out |
| 38 | ANET | Arista Networks Inc | -0.3% | -58.21% | Trim |
| 39 | CAH | Cardinal Health Inc | -0.3% | EXIT | Sold out |
| 40 | ROST | Ross Stores Inc | -0.3% | EXIT | Sold out |
| 41 | AIZ | Assurant Inc | -0.3% | EXIT | Sold out |
| 42 | PYPL | Paypal Holdings Inc | -0.3% | EXIT | Sold out |
| 43 | LYV | Live Nation Entertainment In | -0.3% | EXIT | Sold out |
| 44 | CB | Chubb Limited | -0.3% | EXIT | Sold out |
| 45 | TJX | Tjx Companies Inc | -0.3% | EXIT | Sold out |
| 46 | META | Meta Platforms Inc-class A | -0.3% | -96.42% | Trim |
| 47 | NVDA | Nvidia CORP | -0.4% | -93.30% | Trim |
| 48 | HIG | Hartford Insurance Group Inc | -0.4% | EXIT | Sold out |
| 49 | ISRG | Intuitive Surgical Inc | -0.4% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -0.7% | -87.20% | Trim |
According to official SEC Form 13F filings, Empirical Asset Management, LLC reported a total U.S. public equity portfolio value of $444.0M across 301 disclosed positions in Q1 2025.
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, SGOL) accounted for 9.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MET
市值: $796.5K
Top Position Liquidated / Trimmed
ISRG
前期市值: $1.3M
During Q1 2025, Empirical Asset Management, LLC's top holdings by market value included AAPL (5.9%)、SPY (2.7%)、SGOL (2.0%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q1 2025, Empirical Asset Management, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 8 positions, trimming 15 holdings, and fully liquidating 14 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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