Empirical Asset Management, LLC
CIK
1926596
City
WELLESLEY
State / Country
MA
Top Portfolio Positions
218 positions ·
$219,377,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
76,556 | $19,429,147 | 8.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
19,140 | $12,447,507 | 5.67% | |
| SGOL |
abrdn Gold ETF Trust
|
211,594 | $9,441,324 | 4.30% | |
| NVDA |
Nvidia Corp
Technology
|
38,915 | $6,786,776 | 3.09% | |
| SLV |
iShares Silver Trust
|
97,719 | $6,658,572 | 3.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,241 | $5,287,053 | 2.41% | |
| MSFT |
Microsoft Corp
Technology
|
13,847 | $5,125,743 | 2.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,692 | $4,027,638 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,120 | $3,982,122 | 1.82% | |
| GLD |
Spdr Gold Trust
|
9,237 | $3,974,588 | 1.81% |
Portfolio Trend
18 quarters · across all stocks
Holdings in EOS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,854 | 12,945 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $301,427 | 12,876 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $306,662 | 12,815 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $308,846 | 12,757 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $267,906 | 12,697 | Shares | Sole | 2025-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||