Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Top Portfolio Positions
738 positions ·
$2,145,786,119 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,124,852 | $370,574,188 | 17.27% | |
| AAPL |
Apple Inc.
Technology
|
612,419 | $155,425,817 | 7.24% | |
| MSFT |
Microsoft Corp
Technology
|
220,717 | $81,702,811 | 3.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
96,741 | $62,914,541 | 2.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
295,610 | $61,566,694 | 2.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
105,894 | $60,585,134 | 2.82% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
475,778 | $36,915,614 | 1.72% | |
| AVGO |
Broadcom Inc.
Technology
|
100,251 | $31,028,686 | 1.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
78,922 | $29,339,253 | 1.37% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
86,802 | $25,533,675 | 1.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PFBC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $771,771 | 8,510 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $621,538 | 6,582 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $530,137 | 5,865 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $430,845 | 4,978 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $362,415 | 4,332 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $302,157 | 3,498 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $249,096 | 3,104 | Shares | Sole | 2024-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||