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CIK: 0001572838
Total reported value
$2.4B
$2.4B
502 檔
18.5%
The Q3 2024 SEC filing reveals that Empirical Finance, LLC held a total portfolio value of $2.4B, covering 502 public equity positions.
In Q3 2024, Empirical Finance, LLC displayed an active expansion posture, initiating 3 new positions and adding to 188 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 18.5% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 502 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.00% | +0.26% | +1.90% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.58% | -0.32% | +2.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.21% | +0.34% | +1.82% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | -0.01% | +2.22% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.69% | -0.20% | +1.86% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.37% | +2.16% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | +0.11% | +1.77% | |
| 8 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 1.47% | -0.17% | +0.21% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.26% | +923.97% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +0.22% | +2.39% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.04% | +5.83% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.02% | +2.17% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.24% | +0.06% | +3.80% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.32% | +1.92% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.10% | +0.15% | +2.19% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.22% | — | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.04% | +2.02% | |
| 18 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.83% | -0.23% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.04% | +2.10% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.01% | +1.93% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.05% | +1.97% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.10% | +2.28% | |
| 23 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 0.77% | -0.03% | +0.25% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.03% | +3.77% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.04% | +2.19% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.13% | +2.37% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.21% | +1.93% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.01% | +2.30% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.01% | +2.23% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | +0.04% | +2.02% | |
| 31 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 0.54% | -0.11% | — | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | +0.83% | +2.37% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.06% | +2.33% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.23% | +1.86% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.48% | -0.02% | +2.06% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.20% | +1.95% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.48% | -0.04% | +1.93% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.07% | +2.14% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.03% | +4.02% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | -0.03% | +1.39% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.02% | — | |
| 42 | GE | General Electric | Stock-Industrials | 0.41% | +0.10% | +2.23% | |
| 43 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.41% | -0.07% | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.23% | +1.53% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.02% | +1.85% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.05% | +2.26% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.39% | -0.04% | +1.48% | |
| 48 | AAVM | Alpha Architect Global Facto | ETF-Other | 0.39% | -0.14% | +2.53% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | — | +2.17% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | +0.11% | +2.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +1.90% | Add |
| 2 | TSLA | Tesla Inc | +0.3% | +3.80% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +1.86% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +5.83% | Add |
| 5 | UNH | Unitedhealth Group Inc | +0.1% | +2.19% | Add |
| 6 | HD | Home Depot Inc | +0.1% | +1.93% | Add |
| 7 | WMT | Walmart Inc | +0.1% | +2.37% | Add |
| 8 | IBM | Intl Business Machines CORP | +0.1% | +1.85% | Add |
| 9 | ORCL | Oracle CORP | +0.1% | +4.02% | Add |
| 10 | ABBV | Abbvie Inc | +0.1% | +2.19% | Add |
| 11 | MA | Mastercard Inc - A | +0.1% | +2.02% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +1.97% | Add |
| 13 | PM | Philip Morris International | +0.1% | +2.17% | Add |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +1.61% | Add |
| 15 | AVGO | Broadcom Inc | 0% | +923.97% | Add |
| 16 | KO | Coca-cola Co/the | 0% | +2.23% | Add |
| 17 | GE | General Electric | 0% | +2.23% | Add |
| 18 | LOW | Lowe's Cos Inc | 0% | +1.53% | Add |
| 19 | CAT | Caterpillar Inc | 0% | +1.53% | Add |
| 20 | RTX | Rtx CORP | 0% | +1.50% | Add |
| 21 | NEE | Nextera Energy Inc | 0% | +2.21% | Add |
| 22 | PGR | Progressive CORP | 0% | +2.28% | Add |
| 23 | BLKCHF | Blackrock Inc | 0% | +1.86% | Add |
| 24 | SBUX | Starbucks CORP | 0% | +2.08% | Add |
| 25 | BMY | Bristol-myers Squibb Co | 0% | +1.92% | Add |
| 26 | DHI | Dr Horton Inc | 0% | +1.03% | Add |
| 27 | GEV | GE Vernova Inc | 0% | +2.34% | Add |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | +2.06% | Add |
| 29 | CSCO | Cisco Systems Inc | 0% | +1.95% | Add |
| 30 | T | At&t Inc | 0% | +2.07% | Add |
| 31 | AXP | American Express Co | 0% | +1.73% | Add |
| 32 | SPGI | S&p Global Inc | 0% | +2.59% | Add |
| 33 | NOW | Servicenow Inc | 0% | +2.45% | Add |
| 34 | PYPL | Paypal Holdings Inc | 0% | +1.56% | Add |
| 35 | SHW | Sherwin-williams Co/the | 0% | +1.98% | Add |
| 36 | GILD | Gilead Sciences Inc | 0% | +2.19% | Add |
| 37 | MMM | 3m Co | 0% | +2.20% | Add |
| 38 | CEG | Constellation Energy | 0% | +1.88% | Add |
| 39 | FISV | Fiserv Inc | 0% | +1.91% | Add |
| 40 | HCA | Hca Healthcare Inc | 0% | +1.37% | Add |
| 41 | CARR | Carrier Global CORP | 0% | +2.28% | Add |
| 42 | QMOM | Alpha US Quant Mom ETF | 0% | +0.25% | Add |
| 43 | DHR | Danaher CORP | 0% | +2.18% | Add |
| 44 | ABT | Abbott Laboratories | 0% | +2.26% | Add |
| 45 | ISRG | Intuitive Surgical Inc | 0% | +2.27% | Add |
| 46 | VZ | Verizon Communications Inc | 0% | +2.25% | Add |
| 47 | NKE | Nike Inc -cl B | 0% | +1.88% | Add |
| 48 | ADP | Automatic Data Processing | 0% | +1.95% | Add |
| 49 | PH | Parker Hannifin CORP | 0% | +2.05% | Add |
| 50 | TMUS | T-mobile US Inc | 0% | +1.54% | Add |
According to official SEC Form 13F filings, Empirical Finance, LLC reported a total U.S. public equity portfolio value of $2.4B across 502 disclosed positions in Q3 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.
Top New Position Initiated
SW
市值: $399.1K
Top Position Liquidated / Trimmed
WRKUSD
前期市值: $422.3K
During Q3 2024, Empirical Finance, LLC's top holdings by market value included AAPL (7.0%)、MSFT (6.6%)、NVDA (6.2%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q3 2024, Empirical Finance, LLC made 194 total portfolio adjustments, initiating 3 new buys, adding to 188 positions, trimming 0 holdings, and fully liquidating 3 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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