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Filers›Family Office›Empirical Asset Management, LLC
DOSSIER · 13F-HR · Q1 2026

Empirical Asset Management, LLC

Empirical Asset's family office based in Stamford, CT — $379M in tracked AUM across 396 positions as of Q1 2026.

EA
Empirical Asset·Stamford, CT·Family Office
CIK 0001926596 · last filed Mar 31, 2026
Total AUM
$379M
▲ 11.9%
vs prior
Holdings
396
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Empirical Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M77K5.1%
02
SPY
STATE STR SPDR S&P 500 ETF T
$12M19K3.3%
03
SDCI
USCF ETF TR
$10M356K2.6%
04
SGOL
ETFS GOLD TR
$9M212K2.5%
05
NVDA
NVIDIA CORPORATION
$7M39K1.8%
06
SLV
ISHARES SILVER TR
$7M98K1.8%
07
IYW
ISHARES TR
$6M35K1.7%
08
META
META PLATFORMS INC
$5M9K1.4%
09
MSFT
MICROSOFT CORP
$5M14K1.4%
10
JPM
JPMORGAN CHASE & CO
$4M14K1.1%

Filing history

Filing history loading…
AI Agent · grounded in Empirical
haiku-4-5 · 396 positions indexed
Sector mix
  • Tech6%
  • Financials20%
  • Health Care5%
  • Cons. Disc.13%
  • Communications19%
  • Energy40%
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