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 (2026-06-30)

Empirical Asset Management, LLC (CIK 1926596) reported $444.0M across 448 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($20.8M, 4.67%), SPY ($11.7M, 2.63%), NVDA ($9.9M, 2.23%), SGOL ($8.9M, 1.99%), IYW ($8.2M, 1.84%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$20.8M4.67%71,730Trimmed
2SPYSTATE STR SPDR S&P 500 ETF T$11.7M2.63%15,611Trimmed
3NVDANVIDIA CORPORATION$9.9M2.23%49,426Added
4SGOLETFS GOLD TR$8.9M1.99%231,691Added
5IYWISHARES TR$8.2M1.84%32,446Trimmed
6MUMICRON TECHNOLOGY INC$7.0M1.58%6,072Added
7LLYELI LILLY & CO$5.6M1.26%4,661Added
8SDCIUSCF ETF TR$5.5M1.23%206,224Trimmed
9GOOGLALPHABET INC$5.3M1.19%14,815Added
10AMZNAMAZON COM INC$4.5M1.01%18,878Trimmed
11MSFTMICROSOFT CORP$4.4M1.00%11,857Trimmed
12JPMJPMORGAN CHASE & CO$4.3M0.97%13,153Trimmed
13RSPTINVESCO EXCHANGE TRADED FD T$4.0M0.91%62,304Trimmed
14HDHOME DEPOT INC$4.0M0.90%11,293Trimmed
15ILSETF OPPORTUNITIES TRUST$4.0M0.90%202,430Added
16CSCOCISCO SYS INC$4.0M0.89%33,743Added
17GOOGALPHABET INC$3.9M0.88%11,031Added
18SLVISHARES SILVER TR$3.6M0.81%67,443Trimmed
19METAMETA PLATFORMS INC$3.4M0.76%6,013Trimmed
20GLDSPDR GOLD TR$3.1M0.69%8,318Trimmed
21ARMARM HOLDINGS PLC$3.0M0.67%8,380Trimmed
22XLRESELECT SECTOR SPDR TR$2.9M0.66%66,438Added
23IVVISHARES TR$2.9M0.65%3,832Trimmed
24SETMSPROTT FDS TR$2.9M0.64%91,514New
25IWFISHARES TR$2.8M0.64%22,914Added

Source: SEC Form 13F filings · as of 2026-06-30