Empirical Asset Management, LLC
Top Portfolio Positions
218 positions ·
$219,747,349 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
76,556 | $19,429,147 | 8.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
19,140 | $12,447,507 | 5.66% | |
| 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 | 3.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,241 | $5,287,053 | 2.41% | |
| MSFT |
Microsoft Corp
Technology
|
13,847 | $5,125,743 | 2.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,692 | $4,027,638 | 1.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,120 | $3,982,122 | 1.81% | |
| GLD |
Spdr Gold Trust
|
9,237 | $3,974,588 | 1.81% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,441,324 | 211,594 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,461,288 | 205,971 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,235,356 | 169,393 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,215,430 | 197,065 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,810,695 | 194,859 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,616,865 | 184,306 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,680,864 | 186,266 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $4,400,937 | 198,062 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,261,296 | 200,626 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,023,367 | 203,818 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,751,624 | 212,076 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,978,721 | 216,588 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,841,573 | 203,581 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,997,083 | 228,797 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,883,890 | 243,963 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,320,611 | 249,314 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,545,504 | 244,645 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,637,325 | 207,137 | Shares | Sole | 2022-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||