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CIK: 0001926596
Total reported value
$444.0M
$444.0M
396 檔
13.0%
During the Q1 2026 filing period, Empirical Asset Management, LLC (CIK: 0001926596) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $444.0M across 396 reported positions.
In Q1 2026, Empirical Asset Management, LLC displayed an active expansion posture, initiating 79 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 396 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.12% | -0.45% | -13.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.28% | -0.65% | -16.13% | |
| 3 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 2.56% | -1.33% | +67.58% | |
| 4 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.49% | -0.50% | +2.73% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.44% | -34.01% | |
| 6 | SLV | Ishares Silver Trust | ETF-Commodities | 1.76% | -0.95% | -2.68% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.69% | +0.15% | -0.81% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.63% | -58.47% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.35% | -76.98% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.09% | -25.10% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.04% | -59.60% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.36% | -74.04% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.11% | -26.19% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.47% | -49.04% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.43% | +0.59% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | +0.09% | +0.00% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.38% | -24.45% | |
| 18 | ILS | Brookmont Catastrophic Bond | ETF-Other | 0.81% | +0.09% | +18.20% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.12% | -43.80% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.09% | +0.89% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.22% | -9.48% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.21% | -48.52% | |
| 23 | IGOV | Ishares International Treasu | ETF-Other | 0.64% | -0.04% | +3.12% | |
| 24 | CTA | Simplify Managed Futures St | ETF-Other | 0.63% | -0.09% | +4.84% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | -0.59% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.62% | -0.02% | -0.25% | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.62% | +0.04% | +5.03% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.03% | +3.33% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.17% | -31.01% | |
| 30 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.58% | -0.07% | -1.10% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.57% | -0.02% | +2.17% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | +0.07% | -87.22% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.08% | -62.58% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.07% | +32.48% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.04% | +10.48% | |
| 36 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.50% | -0.25% | -39.67% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.07% | -0.50% | |
| 38 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.09% | -5.02% | |
| 39 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.49% | +0.06% | -2.33% | |
| 40 | SUN | Sunoco LP | Stock-Other | 0.48% | -0.07% | -1.36% | |
| 41 | CECO | Ceco Environmental CORP | Stock-Other | 0.47% | +0.14% | +1.57% | |
| 42 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.47% | +0.01% | -7.34% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.04% | -0.34% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | -0.04% | +1.00% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.31% | +68.36% | |
| 46 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.46% | +0.05% | -1.38% | |
| 47 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.45% | -0.01% | -7.97% | |
| 48 | CZA | Invesco Zacks Mid-cap ETF | ETF-Other | 0.44% | — | -4.22% | |
| 49 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | +23.63% | |
| 50 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.44% | -0.05% | +0.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDCI | Uscf Summerhaven Dynamic ETF | +1.2% | +67.58% | Add |
| 2 | INTU | Intuit Inc | +0.3% | +921.24% | Add |
| 3 | MCK | Mckesson CORP | +0.3% | +372.39% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.2% | +32.48% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.2% | -49.07% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -49.04% | Trim |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +112.91% | Add |
| 8 | UBER | Uber Technologies Inc | +0.2% | -81.95% | Trim |
| 9 | MU | Micron Technology Inc | +0.2% | +99.16% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | +68.36% | Add |
| 11 | CVX | Chevron CORP | +0.2% | -48.52% | Trim |
| 12 | GD | General Dynamics CORP | +0.2% | +168.35% | Add |
| 13 | DELL | Dell Technologies -c | +0.1% | +32.88% | Add |
| 14 | AXP | American Express Co | +0.1% | -11.66% | Trim |
| 15 | SGOL | Abrdn Physical Gold Shares | +0.1% | +2.73% | Add |
| 16 | APP | Applovin Corp-class A | +0.1% | +294.02% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | -54.23% | Trim |
| 18 | ARM | Arm Holdings Plc-adr | +0.1% | +1.11% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -42.00% | Trim |
| 20 | CRM | Salesforce Inc | +0.1% | +181.33% | Add |
| 21 | CF | Cf Industries Holdings Inc | +0.1% | +20.14% | Add |
| 22 | ACN | Accenture plc | +0.1% | +19.86% | Add |
| 23 | ILS | Brookmont Catastrophic Bond | +0.1% | +18.20% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | -82.90% | Trim |
| 25 | SUN | Sunoco LP | +0.1% | -1.36% | Trim |
| 26 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +23.63% | Add |
| 27 | AGGY | Wisdomtree Yield Enhanced US | +0.1% | +38.54% | Add |
| 28 | CAT | Caterpillar Inc | +0.1% | -41.59% | Trim |
| 29 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +45.22% | Add |
| 30 | VZ | Verizon Communications Inc | +0.1% | -67.35% | Trim |
| 31 | WMT | Walmart Inc | +0.1% | -9.48% | Trim |
| 32 | CTA | Simplify Managed Futures St | +0.1% | +4.84% | Add |
| 33 | AMD | Advanced Micro Devices | +0.1% | +36.31% | Add |
| 34 | TER | Teradyne Inc | +0.1% | +5.95% | Add |
| 35 | NJR | New Jersey Resources CORP | 0% | +0.35% | Add |
| 36 | IYE | Ishares U.s. Energy ETF | 0% | +5.31% | Add |
| 37 | MTGP | Wisdomtree Mtge Plus Bond | 0% | +46.35% | Add |
| 38 | GSG | Ishares S&p Gsci Commodity I | 0% | -0.65% | Trim |
| 39 | AMGN | Amgen Inc | 0% | +40.15% | Add |
| 40 | RTX | Rtx CORP | 0% | -46.47% | Trim |
| 41 | APA | Apa CORP | 0% | +0.02% | Add |
| 42 | QCOM | Qualcomm Inc | 0% | -87.22% | Trim |
| 43 | AGG | Ishares Core U.s. Aggregate | 0% | +10.48% | Add |
| 44 | AVEM | Avantis Emerging Markets Eq | 0% | +58.62% | Add |
| 45 | ARCB | Arcbest CORP | 0% | — | Unchanged |
| 46 | SCHW | Schwab (charles) CORP | 0% | -58.23% | Trim |
| 47 | AAPL | Apple Inc | 0% | -13.47% | Trim |
| 48 | META | Meta Platforms Inc-class A | 0% | -58.47% | Trim |
| 49 | GLD | Spdr Gold Shares | 0% | -74.04% | Trim |
| 50 | HELE | Helen of Troy Limited | 0% | -1.48% | 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 396 disclosed positions in Q1 2026.
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, SDCI) accounted for 13.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
ISRG
市值: $1.5M
Top Position Liquidated / Trimmed
UTHR
前期市值: $1.1M
During Q1 2026, Empirical Asset Management, LLC's top holdings by market value included AAPL (5.1%)、SPY (3.3%)、SDCI (2.6%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q1 2026, Empirical Asset Management, LLC made 199 total portfolio adjustments, initiating 79 new buys, adding to 33 positions, trimming 53 holdings, and fully liquidating 34 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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