StockDriftsStockDriftsTop 50 Empirical Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.67% | 71.7K | $20.8M | -6.30%(-4.83K) | $215.65(+41.61%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.63% | 15.6K | $11.7M | -18.44%(-3.53K) | $556.65(+39.29%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.23% | 49.4K | $9.9M | +27.01%(+10.51K) | $147.88(+52.87%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 1.99% | 231.7K | $8.9M | +9.50%(+20.10K) | $23.95(+73.97%) | 2026-06-30 | |
| IYW | ISHARES TR | 1.84% | 32.4K | $8.2M | -8.25%(-2.92K) | $82.46(+203.42%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.58% | 6.1K | $7.0M | +59.79%(+2.27K) | $405.81(+150.07%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.26% | 4.7K | $5.6M | +36.73%(+1.25K) | $863.91(+36.52%) | 2026-06-30 | |
| SDCI | USCF ETF TR | 1.23% | 206.2K | $5.5M | -42.07%(-149.74K) | $23.28(+26.22%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.19% | 14.8K | $5.3M | +38.90%(+4.15K) | $225.84(+52.64%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.01% | 18.9K | $4.5M | -1.27%(-242) | $210.89(+24.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.83% | — | — | +39.71% |
| Top 20 Holdings Unweighted | +14.49% | +50.08% | — | — | +38.39% |
Empirical Asset Management, LLC reports $444.01M in US-listed equity holdings across 448 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), SPY (2.6%) and NVDA (2.2%). The top 20 holdings account for 28.34% of reported assets. Its disclosed equity book has returned +50.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Empirical Asset Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1926596). View Empirical Asset Management, LLC’s 13F filings on SEC