Empirical Asset Management, LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 444,014
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 448 | 444,014 | 13F-HR | Empirical Asset Management, LLC |
| Q1 2026 | 5/11/2026 | 396 | 379,328 | 13F-HR | Empirical Asset Management, LLC |
| Q4 2025 | 2/6/2026 | 356 | 354,501 | 13F-HR | Empirical Asset Management, LLC |
| Q3 2025 | 11/12/2025 | 368 | 360,084 | 13F-HR | Empirical Asset Management, LLC |
| Q2 2025 | 7/29/2025 | 313 | 323,441 | 13F-HR | Empirical Asset Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 275.2 K | 62.2% | 51.13 K | 0 | 51.13 K |
| ETFs | 166.8 K | 37.7% | 14.39 K | 0 | 14.39 K |
| Debt | 576 | 0.1% | 0 | 0 | 0 |
| Other | 124 | 0.0% | 124 | 0 | 124 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
444,014
Holdings
448
QoQ value change ($000)
64,686
(17.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.