Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Top Portfolio Positions
737 positions ·
$2,127,724,114 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,124,852 | $370,574,188 | 17.42% | |
| AAPL |
Apple Inc.
Technology
|
612,419 | $155,425,817 | 7.30% | |
| MSFT |
Microsoft Corp
Technology
|
220,717 | $81,702,811 | 3.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
96,741 | $62,914,541 | 2.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
295,610 | $61,566,694 | 2.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
105,894 | $60,585,134 | 2.85% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
475,778 | $36,915,614 | 1.73% | |
| AVGO |
Broadcom Inc.
Technology
|
100,251 | $31,028,686 | 1.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
78,922 | $29,339,253 | 1.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
86,802 | $25,533,675 | 1.20% |
Portfolio Trend
Holdings in OFG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,965 | 6,969 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $232,848 | 5,682 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $220,929 | 5,080 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||