Institutional Fund
Empirical Asset Management, LLC
Wellesley, MACIK 19265965 filings on record
Portfolio Value
$378.17M
Q1 2026
Holdings
395
Reported positions
New Buys
88
Opened this quarter
QoQ Change
+6.7%
from $354.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.1%
- Spdr S&P 500 ETF Tr3.3%
- Uscf ETF Tr2.6%
- Etfs Gold Tr2.5%
- Nvidia Corporation1.8%
- Ishares Silver Tr1.8%
- Other83.0%
Portfolio Holdings
395 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 76.6K | $19.43M | 5.1% | −11.9K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 19.1K | $12.45M | 3.3% | −3.7K | Reduced |
| 3 | Uscf ETF Tr | 356.0K | $9.70M | 2.6% | +143.6K | Added |
| 4 | Etfs Gold Tr | 211.6K | $9.44M | 2.5% | +5.6K | Added |
| 5 | Nvidia Corporation | 38.9K | $6.79M | 1.8% | −20.1K | Reduced |
| 6 | Ishares Silver Tr | 97.7K | $6.66M | 1.8% | −2.7K | Reduced |
| 7 | Ishares Tr | 35.4K | $6.42M | 1.7% | −289 | Reduced |
| 8 | Meta Platforms Inc | 9.2K | $5.29M | 1.4% | −13.0K | Reduced |
| 9 | Microsoft Corp | 13.8K | $5.13M | 1.4% | −46.3K | Reduced |
| 10 | Jpmorgan Chase & Co. | 13.7K | $4.03M | 1.1% | −4.6K | Reduced |
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