Empirical Asset Management, LLC
Top Portfolio Positions
216 positions ·
$218,711,738 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
76,556 | $19,429,147 | 8.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
19,140 | $12,447,507 | 5.69% | |
| SGOL |
abrdn Gold ETF Trust
|
211,594 | $9,441,324 | 4.32% | |
| NVDA |
Nvidia Corp
Technology
|
38,915 | $6,786,776 | 3.10% | |
| SLV |
iShares Silver Trust
|
97,719 | $6,658,572 | 3.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,241 | $5,287,053 | 2.42% | |
| 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 | 1.82% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,820,459 | 28,020 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,488,706 | 28,405 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,420,534 | 28,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,527,582 | 28,505 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,655,000 | 28,505 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,476,585 | 28,705 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,798,924 | 33,512 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,977,938 | 34,983 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,135,833 | 35,426 | Shares | Sole | 2024-05-10 | |
| 2022-12-31 | $1,680,038 | 38,980 | Shares | Sole | 2023-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||