Empirical Asset Management, LLC
•CIK: 1926596•Filing: Q4 2025
Empirical Asset Management, LLC manages $355M across a diverse portfolio of 356 positions. The fund maintains significant exposure to mega-cap technology names, with AAPL representing the largest holding at $18.1M. Key allocations also include broad market exposure via SPY ($15.6M) and substantial positions in growth sectors, notably NVDA ($7.8M) and MSFT ($6.4M). This concentrated approach balances core tech conviction with tactical sector plays across the portfolio.
Total AUM
$354.5M
QoQ Performance
-1.6%
Positions
226
Top 10 Concentration
27.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.1%
SPY4.4%
SGOL2.4%
NVDA2.2%
IYW2.0%
SLV1.8%
MSFT1.8%
AMZN1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.1%
Technology16.6%
ETF6.1%
Consumer5.5%
Financial4.2%
Healthcare2.8%
Industrial1.0%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+168 more exited positions
Changes from Q3 2025
NEW5 new positions
↑79 increased
↓110 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023