Empirical Asset Management, LLC - Portfolio overview

Empirical Asset Management, LLC has 465 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.79%
2. SPY - STATE STR SPDR S&P 500 ETF T, 3.07%
3. SDCI - USCF ETF TR, 2.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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