Empirical Asset Management 13F annual report
Empirical Asset Management is an investment fund managing more than $207 billion ran by Mark Fiskio. There are currently 204 companies in Mr. Fiskio’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $17.5 billion.
Limited to 30 biggest holdings
$207 billion Assets Under Management (AUM)
As of 3rd May 2024, Empirical Asset Management’s top holding is 82,338 shares of Apple Inc currently worth over $12.4 billion and making up 6.0% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Empirical Asset Management owns more than approximately 0.1% of the company.
In addition, the fund holds 25,333 shares of Microsoft worth $5.15 billion, whose value grew 11.1% in the past six months.
The third-largest holding is Home Depot worth $5.13 billion and the next is Ishares Tr worth $13.7 billion, with 270,621 shares owned.
Currently, Empirical Asset Management's portfolio is worth at least $207 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Empirical Asset Management
The Empirical Asset Management office and employees reside in Wellesley, Massachusetts. According to the last 13-F report filed with the SEC, Mark Fiskio serves as the Chief Compliance Officer at Empirical Asset Management.
Recent trades
In the most recent 13F filing, Empirical Asset Management revealed that it had opened a new position in
Ishares Tr and bought 270,621 shares worth $13.7 billion.
The investment fund also strengthened its position in Apple Inc by buying
72,341 additional shares.
This makes their stake in Apple Inc total 82,338 shares worth $12.4 billion.
Apple Inc soared 5.3% in the past year.
On the other hand, there are companies that Empirical Asset Management is getting rid of from its portfolio.
Empirical Asset Management closed its position in Target Corp on 10th May 2024.
It sold the previously owned 6,588 shares for $938 million.
Mark Fiskio also disclosed a decreased stake in Abrdn Gold Etf Trust by approximately 0.1%.
This leaves the value of the investment at $4.26 billion and 200,626 shares.
One of the smallest hedge funds
The two most similar investment funds to Empirical Asset Management are Caldwell Sutter Capital, Inc and Alpha Wave Global, L.P.. They manage $207 billion and $207 billion respectively.
Mark Fiskio investment strategy
Empirical Asset Management’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 11.9% of
the total portfolio value.
The fund focuses on investments in the United States as
47.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
44% of the total holdings value.
On the other hand, small-cap stocks make up only 1.0% of the portfolio.
The average market cap of the portfolio companies is close to $138 billion.
The complete list of Empirical Asset Management trades based on 13F SEC filings
These positions were updated on May 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
723.63%
82,338
|
$12,358,940,000 | 5.97% |
| Microsoft Corporation |
265.56%
25,333
|
$5,151,472,000 | 2.49% |
| Home Depot, Inc. |
245.80%
17,608
|
$5,133,870,000 | 2.48% |
| Ishares Tr |
Opened
270,621
|
$13,731,765,000 | 6.63% |
| Rbb Fd Inc |
4.42%
153,146
|
$7,183,561,000 | 3.47% |
| Abrdn Gold Etf Trust |
1.57%
200,626
|
$4,261,298,000 | 2.06% |
| Meta Platforms Inc |
1,706.82%
15,376
|
$3,874,417,000 | 1.87% |
| Invesco Exchange Traded Fd T |
Opened
139,085
|
$5,103,172,000 | 2.46% |
| Wisdomtree Tr |
0.54%
251,283
|
$6,309,438,000 | 3.05% |
| Spdr Sp 500 Etf Tr |
13.61%
5,032
|
$2,631,973,000 | 1.27% |
| Procter And Gamble Co |
512.68%
20,868
|
$2,423,062,000 | 1.17% |
| Amazon.com Inc. |
595.42%
21,871
|
$2,358,296,000 | 1.14% |
| NVIDIA Corp |
812.54%
8,733
|
$2,337,871,000 | 1.13% |
| Jpmorgan Chase Co |
1,136.94%
17,614
|
$2,242,288,000 | 1.08% |
| Mcdonalds Corp |
257.32%
7,686
|
$2,167,153,000 | 1.05% |
| Pacer Fds Tr |
3.77%
95,242
|
$3,761,473,000 | 1.82% |
| Flexshares Tr |
2.50%
120,292
|
$3,090,897,000 | 1.49% |
| Sunoco Lp/sunoco Fin Corp |
Opened
35,426
|
$2,135,831,000 | 1.03% |
| Ishares Silver Tr |
0.63%
90,955
|
$2,069,226,000 | 1.00% |
| Exxon Mobil Corp. |
223.51%
23,050
|
$2,051,412,000 | 0.99% |
| Dbx Etf Tr |
4.01%
110,801
|
$3,327,505,000 | 1.61% |
| Indexiq Etf Tr |
2.21%
76,919
|
$2,527,942,000 | 1.22% |
| Victory Portfolios II |
5.40%
65,117
|
$3,263,351,000 | 1.58% |
| J P Morgan Exchange Traded F |
4.68%
40,212
|
$2,675,908,000 | 1.29% |
| Direxion Shs Etf Tr |
2.43%
52,817
|
$1,494,711,000 | 0.72% |
| Chevron Corp. |
987.91%
15,024
|
$1,491,830,000 | 0.72% |
| Texas Pacific Land Corporati |
200.36%
2,472
|
$1,430,220,000 | 0.69% |
| Automatic Data Processing In |
32.42%
5,510
|
$1,375,956,000 | 0.66% |
| Select Sector Spdr Tr |
17.54%
79,410
|
$6,153,126,000 | 2.97% |
| Qualcomm, Inc. |
96.83%
7,883
|
$1,334,581,000 | 0.64% |
| Agf Invts Tr |
7.13%
71,201
|
$1,282,694,000 | 0.62% |
| Gilead Sciences, Inc. |
26.34%
17,177
|
$1,258,201,000 | 0.61% |
| Ishares Tr |
0.49%
128,549
|
$7,668,119,000 | 3.70% |
| Alphabet Inc |
248.48%
26,833
|
$2,189,706,000 | 1.06% |
| Franklin Templeton Etf Tr |
6.33%
22,407
|
$1,197,874,000 | 0.58% |
| Cisco Sys Inc |
30.63%
23,749
|
$1,185,334,000 | 0.57% |
| Invesco Exch Traded Fd Tr Ii |
Opened
14,227
|
$1,371,693,000 | 0.66% |
| Invesco Exchange Traded Fd T |
5.86%
11,302
|
$1,149,257,000 | 0.55% |
| Spdr Gold Tr |
12.95%
5,539
|
$1,139,487,000 | 0.55% |
| Walmart Inc |
900.45%
24,661
|
$1,122,104,000 | 0.54% |
| Proshares Tr |
0.19%
17,485
|
$1,117,661,000 | 0.54% |
| Starboard Invt Tr |
1.13%
100,354
|
$1,863,212,000 | 0.90% |
| Costco Whsl Corp New |
Opened
6,981
|
$1,047,340,000 | 0.51% |
| Paychex Inc. |
108.82%
7,762
|
$953,116,000 | 0.46% |
| Target Corp |
Closed
6,588
|
$938,273,000 | |
| Alps Etf Tr |
7.72%
21,939
|
$933,938,000 | 0.45% |
| Invesco Exch Traded Fd Tr Ii |
6.23%
26,398
|
$1,200,526,000 | 0.58% |
| Salesforce Inc |
Closed
3,529
|
$928,621,000 | |
| Visa Inc |
1.11%
3,195
|
$891,646,000 | 0.43% |
| Marathon Pete Corp |
13.76%
4,373
|
$881,227,000 | 0.43% |
| Intuitive Surgical Inc |
Opened
2,205
|
$879,993,000 | 0.42% |
| Fastenal Co. |
55.28%
11,199
|
$863,921,000 | 0.42% |
| Ansys Inc. |
Closed
2,380
|
$863,654,000 | |
| Smith A O Corp |
Closed
10,234
|
$843,682,000 | |
| Moodys Corp |
Opened
2,121
|
$833,424,000 | 0.40% |
| Spdr Ser Tr |
2.43%
56,723
|
$2,336,660,000 | 1.13% |
| Schwab Strategic Tr |
10.74%
44,478
|
$2,077,898,000 | 1.00% |
| Tjx Cos Inc New |
Closed
7,829
|
$734,460,000 | |
| Eversource Energy |
Closed
11,807
|
$728,723,000 | |
| CVS Health Corp |
177.81%
11,382
|
$726,287,000 | 0.35% |
| Spdr Ser Tr |
Opened
34,369
|
$774,938,000 | 0.37% |
| Laboratory Corp Amer Hldgs |
Closed
3,107
|
$706,205,000 | |
| Vanguard Scottsdale Fds |
201.79%
59,088
|
$1,403,593,000 | 0.68% |
| Starbucks Corp. |
Opened
10,775
|
$673,599,000 | 0.33% |
| Palo Alto Networks Inc |
Closed
2,277
|
$671,442,000 | |
| Humana Inc. |
Closed
1,450
|
$663,607,000 | |
| Sp Global Inc |
Opened
1,548
|
$658,808,000 | 0.32% |
| Pepsico Inc |
63.62%
5,766
|
$657,240,000 | 0.32% |
| Stmicroelectronics N V |
Opened
14,820
|
$640,817,000 | 0.31% |
| Energy Transfer L P |
0.00%
40,590
|
$638,485,000 | 0.31% |
| Avery Dennison Corp. |
Closed
3,094
|
$625,538,000 | |
| News Corp |
Closed
25,362
|
$622,637,000 | |
| Willis Towers Watson Plc Ltd |
Closed
2,525
|
$609,030,000 | |
| Phillips 66 |
19.96%
3,705
|
$605,183,000 | 0.29% |
| General Electric Co |
Opened
3,439
|
$603,648,000 | 0.29% |
| Smucker J M Co |
Closed
4,769
|
$602,714,000 | |
| Mastercard Incorporated |
336.36%
7,968
|
$598,688,000 | 0.29% |
| Aon plc. |
33.41%
1,786
|
$596,064,000 | 0.29% |
| Lowes Cos Inc |
0.75%
2,296
|
$584,765,000 | 0.28% |
| Gartner, Inc. |
Opened
1,217
|
$580,107,000 | 0.28% |
| Eog Res Inc |
3.76%
4,456
|
$569,616,000 | 0.28% |
| Prologis Inc |
Closed
4,211
|
$561,370,000 | |
| Arm Holdings Plc |
Opened
4,425
|
$553,081,000 | 0.27% |
| Fox Corporation |
Closed
17,912
|
$531,450,000 | |
| Ishares Inc |
4.18%
10,147
|
$523,589,000 | 0.25% |
| Verizon Communications Inc |
Opened
16,637
|
$521,152,000 | 0.25% |
| Brown Brown Inc |
Opened
5,908
|
$517,156,000 | 0.25% |
| Fidelity Covington Trust |
3.14%
9,002
|
$513,548,000 | 0.25% |
| International Business Machs |
Opened
2,668
|
$509,539,000 | 0.25% |
| Advanced Micro Devices Inc. |
Opened
2,800
|
$505,337,000 | 0.24% |
| Texas Instrs Inc |
4.77%
2,875
|
$500,890,000 | 0.24% |
| United Rentals, Inc. |
Opened
694
|
$500,377,000 | 0.24% |
| DuPont de Nemours Inc |
Closed
6,457
|
$496,710,000 | |
| Ceco Environmental Corp. |
No change
21,346
|
$491,385,000 | 0.24% |
| Marsh Mclennan Cos Inc |
Opened
2,320
|
$477,833,000 | 0.23% |
| Steel Dynamics Inc. |
5.42%
3,209
|
$475,618,000 | 0.23% |
| Oracle Corp. |
Opened
3,762
|
$472,576,000 | 0.23% |
| Ralph Lauren Corp |
Opened
2,504
|
$470,151,000 | 0.23% |
| Enterprise Prods Partners L |
0.70%
15,907
|
$464,172,000 | 0.22% |
| Linde Plc. |
20.05%
993
|
$461,280,000 | 0.22% |
| American Express Co. |
Opened
2,019
|
$459,720,000 | 0.22% |
| Adobe Inc |
37.60%
904
|
$456,158,000 | 0.22% |
| Sysco Corp. |
50.35%
8,272
|
$444,442,000 | 0.21% |
| Johnson Johnson |
201.34%
8,326
|
$442,907,000 | 0.21% |
| Edwards Lifesciences Corp |
Opened
4,619
|
$441,392,000 | 0.21% |
| Carvana Co. |
Opened
5,000
|
$439,550,000 | 0.21% |
| New Jersey Res Corp |
0.70%
10,169
|
$436,364,000 | 0.21% |
| Abbvie Inc |
168.47%
6,795
|
$433,566,000 | 0.21% |
| Nordson Corp. |
Closed
1,634
|
$431,666,000 | |
| Applied Matls Inc |
Opened
2,090
|
$431,090,000 | 0.21% |
| Kroger Co. |
Closed
9,411
|
$430,181,000 | |
| Travelers Companies Inc. |
Opened
1,867
|
$429,711,000 | 0.21% |
| CBRE Group Inc |
Closed
4,575
|
$425,887,000 | |
| Union Pac Corp |
Opened
1,715
|
$421,768,000 | 0.20% |
| Fortinet Inc |
Opened
8,902
|
$421,445,000 | 0.20% |
| Nxp Semiconductors N V |
Opened
1,680
|
$416,254,000 | 0.20% |
| Fiserv, Inc. |
Opened
2,587
|
$413,454,000 | 0.20% |
| Emerson Elec Co |
Opened
3,612
|
$409,656,000 | 0.20% |
| Tesla Inc |
Opened
6,605
|
$408,098,000 | 0.20% |
| Tapestry Inc |
Opened
8,580
|
$407,358,000 | 0.20% |
| EBay Inc. |
52.53%
7,716
|
$407,266,000 | 0.20% |
| Charles Riv Labs Intl Inc |
Opened
1,499
|
$406,154,000 | 0.20% |
| Berkshire Hathaway Inc. |
935.05%
8,239
|
$405,944,000 | 0.20% |
| Fortive Corp |
Opened
4,670
|
$401,718,000 | 0.19% |
| Ssga Active Tr |
0.75%
15,656
|
$401,263,000 | 0.19% |
| Colgate-Palmolive Co. |
41.63%
4,456
|
$401,234,000 | 0.19% |
| Accenture Plc Ireland |
Opened
1,156
|
$400,624,000 | 0.19% |
| Yum Brands Inc. |
Opened
2,834
|
$392,913,000 | 0.19% |
| Copart, Inc. |
3.71%
6,772
|
$392,234,000 | 0.19% |
| Regeneron Pharmaceuticals, Inc. |
17.63%
407
|
$391,733,000 | 0.19% |
| Transdigm Group Incorporated |
Opened
315
|
$387,954,000 | 0.19% |
| PayPal Holdings Inc |
11.43%
7,915
|
$384,454,000 | 0.19% |
| Nasdaq Inc |
Opened
6,030
|
$380,504,000 | 0.18% |
| Cf Inds Hldgs Inc |
12.51%
4,565
|
$379,820,000 | 0.18% |
| Autodesk Inc. |
Opened
1,452
|
$378,130,000 | 0.18% |
| Select Sector Spdr Tr |
Opened
4,911
|
$374,990,000 | 0.18% |
| Illinois Tool Wks Inc |
Opened
4,235
|
$369,140,000 | 0.18% |
| Costar Group, Inc. |
Opened
3,808
|
$367,853,000 | 0.18% |
| Northrop Grumman Corp. |
Closed
785
|
$367,452,000 | |
| Dexcom Inc |
Opened
2,634
|
$365,336,000 | 0.18% |
| Idex Corporation |
Opened
1,497
|
$365,186,000 | 0.18% |
| Equifax, Inc. |
Opened
1,362
|
$364,234,000 | 0.18% |
| Norfolk Southn Corp |
Opened
1,427
|
$363,584,000 | 0.18% |
| Eli Lilly Co |
277.85%
1,757
|
$363,555,000 | 0.18% |
| Huntington Bancshares, Inc. |
Opened
25,782
|
$359,658,000 | 0.17% |
| Snap-on, Inc. |
Opened
1,203
|
$356,259,000 | 0.17% |
| Robert Half Inc |
14.97%
4,481
|
$355,267,000 | 0.17% |
| MSCI Inc |
34.03%
632
|
$354,328,000 | 0.17% |
| Cadence Design System Inc |
Opened
1,131
|
$352,058,000 | 0.17% |
| Verisk Analytics Inc |
Opened
1,492
|
$351,645,000 | 0.17% |
| Interpublic Group Cos Inc |
Opened
10,679
|
$348,466,000 | 0.17% |
| Everest Group Ltd |
Opened
873
|
$346,973,000 | 0.17% |
| F5 Inc |
Opened
1,826
|
$346,191,000 | 0.17% |
| M T Bk Corp |
Opened
2,373
|
$345,156,000 | 0.17% |
| Broadcom Inc |
Opened
260
|
$344,406,000 | 0.17% |
| Martin Marietta Matls Inc |
No change
554
|
$340,014,000 | 0.16% |
| Cboe Global Mkts Inc |
Opened
1,844
|
$338,757,000 | 0.16% |
| Caterpillar Inc. |
391.72%
4,514
|
$336,985,000 | 0.16% |
| First Tr Lrg Cp Vl Alphadex |
0.39%
4,395
|
$335,680,000 | 0.16% |
| Vanguard Index Fds |
0.88%
1,485
|
$606,302,000 | 0.29% |
| Hershey Company |
Opened
1,714
|
$333,383,000 | 0.16% |
| Vulcan Matls Co |
No change
1,203
|
$328,299,000 | 0.16% |
| Nike, Inc. |
Closed
3,012
|
$327,034,000 | |
| Keysight Technologies Inc |
Opened
2,083
|
$325,740,000 | 0.16% |
| Deere Co |
Opened
792
|
$325,415,000 | 0.16% |
| Skyworks Solutions, Inc. |
Opened
3,003
|
$325,268,000 | 0.16% |
| Electronic Arts, Inc. |
Opened
2,442
|
$324,040,000 | 0.16% |
| State Str Corp |
No change
4,149
|
$320,807,000 | 0.15% |
| Zoetis Inc |
Opened
1,853
|
$313,596,000 | 0.15% |
| Factset Resh Sys Inc |
Opened
687
|
$312,210,000 | 0.15% |
| Schwab Strategic Tr |
Opened
216,610
|
$763,203,000 | 0.37% |
| Goldman Sachs Group, Inc. |
Opened
5,342
|
$310,995,000 | 0.15% |
| Amphenol Corp. |
Opened
2,645
|
$305,053,000 | 0.15% |
| Ecolab, Inc. |
400.75%
6,049
|
$302,901,000 | 0.15% |
| ON Semiconductor Corp. |
Opened
4,115
|
$302,658,000 | 0.15% |
| Resmed Inc. |
26.28%
1,528
|
$302,496,000 | 0.15% |
| General Dynamics Corp. |
1.51%
1,047
|
$295,890,000 | 0.14% |
| J P Morgan Exchange Traded F |
Closed
10,192
|
$535,991,000 | |
| Synopsys, Inc. |
Opened
510
|
$291,465,000 | 0.14% |
| Crowdstrike Holdings Inc |
26.46%
895
|
$286,928,000 | 0.14% |
| Arista Networks Inc |
Opened
977
|
$283,310,000 | 0.14% |
| First Trust Lrgcp Gwt Alphad |
No change
2,290
|
$282,348,000 | 0.14% |
| Etsy Inc |
Opened
4,074
|
$279,965,000 | 0.14% |
| Lennar Corp. |
Opened
1,619
|
$278,433,000 | 0.13% |
| Raymond James Finl Inc |
Closed
2,446
|
$272,693,000 | |
| Ubiquiti Inc |
35.23%
2,284
|
$264,613,000 | 0.13% |
| International Paper Co. |
Closed
7,318
|
$264,553,000 | |
| Monster Beverage Corp. |
Opened
7,536
|
$263,968,000 | 0.13% |
| Abbott Labs |
183.96%
6,463
|
$262,901,000 | 0.13% |
| Bank America Corp |
57.84%
10,714
|
$261,879,000 | 0.13% |
| Tractor Supply Co. |
Opened
1,000
|
$261,720,000 | 0.13% |
| MarketAxess Holdings Inc. |
66.59%
1,185
|
$259,778,000 | 0.13% |
| Williams-Sonoma, Inc. |
Opened
795
|
$252,577,000 | 0.12% |
| Ameriprise Finl Inc |
Opened
576
|
$252,498,000 | 0.12% |
| Cigna Group (The) |
Opened
688
|
$249,922,000 | 0.12% |
| Netapp Inc |
Opened
2,334
|
$245,026,000 | 0.12% |
| Motorola Solutions Inc |
Opened
682
|
$242,096,000 | 0.12% |
| Marriott Intl Inc New |
Closed
1,071
|
$241,542,000 | |
| Chipotle Mexican Grill |
Opened
4,899
|
$240,266,000 | 0.12% |
| Lululemon Athletica inc. |
Opened
614
|
$239,859,000 | 0.12% |
| Fair Isaac Corp. |
Opened
191
|
$238,676,000 | 0.12% |
| Atkore Inc |
Opened
1,250
|
$237,950,000 | 0.11% |
| Idexx Labs Inc |
Closed
428
|
$237,561,000 | |
| Owens Corning |
Opened
5,185
|
$236,821,000 | 0.11% |
| Asml Holding N V |
Opened
243
|
$235,824,000 | 0.11% |
| Southern Copper Corporation |
Opened
7,091
|
$235,521,000 | 0.11% |
| Affiliated Managers Group In |
Opened
1,400
|
$234,458,000 | 0.11% |
| Textron Inc. |
Opened
2,413
|
$231,479,000 | 0.11% |
| Merck Co Inc |
Opened
1,731
|
$228,396,000 | 0.11% |
| First Tr Exchange Traded Fd |
0.03%
3,176
|
$226,568,000 | 0.11% |
| Disney Walt Co |
Opened
1,847
|
$225,999,000 | 0.11% |
| ServiceNow Inc |
Closed
318
|
$224,664,000 | |
| Toronto Dominion Bk Ont |
No change
3,708
|
$223,870,000 | 0.11% |
| Ishares Gold Tr |
Opened
34,198
|
$222,803,000 | 0.11% |
| Spdr Sp Midcap 400 Etf Tr |
Opened
400
|
$222,482,000 | 0.11% |
| New England Rlty Assoc Ltd P |
Opened
3,079
|
$221,380,000 | 0.11% |
| Comcast Corp New |
Closed
5,040
|
$221,016,000 | |
| Biogen Inc |
22.05%
1,025
|
$221,001,000 | 0.11% |
| Teradyne, Inc. |
Opened
1,933
|
$218,100,000 | 0.11% |
| Integra Lifesciences Hldgs C |
Closed
4,862
|
$211,740,000 | |
| Verint Sys Inc |
Closed
7,785
|
$210,429,000 | |
| Pimco Etf Tr |
19.10%
2,088
|
$209,891,000 | 0.10% |
| Danaher Corp. |
Opened
813
|
$203,092,000 | 0.10% |
| Cassava Sciences Inc |
Opened
10,000
|
$202,900,000 | 0.10% |
| Att Inc |
Opened
13,785
|
$201,218,000 | 0.10% |
| Axon Enterprise Inc |
Opened
640
|
$200,243,000 | 0.10% |
| Vanguard Index Fds |
Opened
36,505
|
$173,880,000 | 0.08% |
| Vanguard Intl Equity Index F |
Opened
90,225
|
$187,279,000 | 0.09% |
| Barings BDC Inc |
2.73%
14,731
|
$136,998,000 | 0.07% |
| Vanguard Charlotte Fds |
Opened
19,620
|
$82,886,000 | 0.04% |
| Vanguard Bd Index Fds |
Opened
78,795
|
$78,795,000 | 0.04% |
| Vanguard Scottsdale Fds |
Opened
63,103
|
$73,059,000 | 0.04% |
| Markforged Holding Corporati |
No change
30,500
|
$25,498,000 | 0.01% |
| Invesco Actvely Mngd Etc Fd |
Opened
19,496
|
$19,496,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 234 holdings | |||
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