Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Empirical Asset Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Empirical Asset Management, LLC (CIK 1926596) reported $379.3M across 395 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($19.4M, 5.12%), SPY ($12.4M, 3.28%), SDCI ($9.7M, 2.56%), SGOL ($9.4M, 2.49%), NVDA ($6.8M, 1.79%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$19.4M5.12%76,556Trimmed
2SPYSTATE STR SPDR S&P 500 ETF T$12.4M3.28%19,140Trimmed
3SDCIUSCF ETF TR$9.7M2.56%355,968Added
4SGOLETFS GOLD TR$9.4M2.49%211,594Added
5NVDANVIDIA CORPORATION$6.8M1.79%38,915Trimmed
6SLVISHARES SILVER TR$6.7M1.76%97,719Trimmed
7IYWISHARES TR$6.4M1.69%35,364Trimmed
8METAMETA PLATFORMS INC$5.3M1.39%9,241Trimmed
9MSFTMICROSOFT CORP$5.1M1.35%13,847Trimmed
10JPMJPMORGAN CHASE & CO$4.0M1.06%13,692Trimmed
11GLDSPDR GOLD TR$4.0M1.05%9,237Trimmed
12AMZNAMAZON COM INC$4.0M1.05%19,120Trimmed
13HDHOME DEPOT INC$3.8M1.01%11,679Trimmed
14XOMEXXON MOBIL CORP$3.2M0.85%18,949Trimmed
15LLYELI LILLY & CO$3.1M0.83%3,409Added
16RYTINVESCO EXCHANGE TRADED FD T$3.1M0.82%68,612Added
17ILSETF OPPORTUNITIES TRUST$3.1M0.81%154,486Added
18GOOGLALPHABET INC$3.1M0.81%10,666Trimmed
19GOOGALPHABET INC$2.9M0.76%10,046Trimmed
20IVVISHARES TR$2.8M0.74%4,302Added
21WMTWALMART INC$2.6M0.70%21,265Trimmed
22CVXCHEVRON CORPORATION$2.5M0.65%11,863Trimmed
23IGOVISHARES TR$2.4M0.64%58,817Added
24CTASIMPLIFY EXCHANGE TRADED FUN$2.4M0.63%79,657Added
25XLRESELECT SECTOR SPDR TR$2.3M0.62%57,489Added

Source: SEC Form 13F filings · as of 2026-03-31