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Latest Empirical Finance, LLC Stock Portfolio

Empirical Finance, LLC Performance:
2025 Q3: 7.34%YTD: 11.42%2024: 19.98%
Performance for 2025 Q3 is 7.34%, and YTD is 11.42%, and 2024 is 19.98%.

About Empirical Finance, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Empirical Finance, LLC reported an equity portfolio of $2.1 Billions as of 30 Sep, 2025.

The top stock holdings of Empirical Finance, LLC are NVDA, AAPL, MSFT. The fund has invested 7.6% of it's portfolio in NVIDIA CORPORATION and 6.4% of portfolio in APPLE INC.

The fund managers got completely rid off HESS CORP (HES), BRITISH AMERN TOB PLC and CONTEXTLOGIC INC (WISH) stocks. They significantly reduced their stock positions in EA SERIES TRUST (BOB), MEDPACE HLDGS INC (MEDP) and INVESCO QQQ TR (QQQ). Empirical Finance, LLC opened new stock positions in DIAGEO PLC (DEO), AMERICAS CAR-MART INC (CRMT) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to SUPER MICRO COMPUTER INC (SMCI), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and NATURAL GROCERS BY VITAMIN C (NGVC).

Empirical Finance, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Empirical Finance, LLC made a return of 7.34% in the last quarter. In trailing 12 months, it's portfolio return was 13.38%.

New Buys

Ticker$ Bought
diageo plc1,058,220
americas car-mart inc493,386
sandisk corp408,408
paramount skydance corp348,601
etsy inc251,618
seaport entmt group inc227,710
New stocks bought by Empirical Finance, LLC

Additions

Ticker% Inc.
super micro computer inc112
taiwan semiconductor mfg ltd79.47
natural grocers by vitamin c55.92
palantir technologies inc43.19
ternium sa40.81
ecopetrol s a40.8
energy transfer l p40.8
grupo aeroportuario del cent40.8
Additions to existing portfolio by Empirical Finance, LLC

Reductions

Ticker% Reduced
ea series trust-59.91
medpace hldgs inc-25.49
ea series trust-16.07
invesco qqq tr-12.86
ea series trust-8.09
ea series trust-4.86
alphabet inc-4.46
arista networks inc-2.54
Empirical Finance, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Empirical Finance, LLC

Sector Distribution

Empirical Finance, LLC has about 30.9% of it's holdings in Technology sector.

Sector%
Technology30.9
Others10.6
Financial Services10.2
Communication Services10.1
Consumer Cyclical9.8
Healthcare8.6
Industrials7.1
Consumer Defensive5.2
Energy4
Utilities2.1
Basic Materials1.3

Market Cap. Distribution

Empirical Finance, LLC has about 86.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP50.5
LARGE-CAP36.4
UNALLOCATED10.6
MID-CAP2

Stocks belong to which Index?

About 87.1% of the stocks held by Empirical Finance, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50085.8
Others12.8
RUSSELL 20001.3
Top 5 Winners (%)%
WDC
western digital corp
86.0 %
WBD
warner bros discovery inc
69.2 %
MEDP
medpace hldgs inc
63.8 %
GLW
corning inc
55.1 %
M
macys inc
53.3 %
Top 5 Winners ($)$
AAPL
apple inc
25.8 M
NVDA
nvidia corporation
24.4 M
GOOG
alphabet inc
13.8 M
GOOG
alphabet inc
12.4 M
TSLA
tesla inc
10.5 M
Top 5 Losers (%)%
ADAP
adaptimmune therapeutics plc
-45.8 %
FDS
factset resh sys inc
-35.6 %
MOH
molina healthcare inc
-35.5 %
IT
gartner inc
-34.8 %
CNC
centene corp del
-34.0 %
Top 5 Losers ($)$
NFLX
netflix inc
-2.1 M
CRM
salesforce inc
-1.2 M
ISRG
intuitive surgical inc
-1.2 M
PM
philip morris intl inc
-1.1 M
INTU
intuit
-1.0 M

Empirical Finance, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Empirical Finance, LLC

Empirical Finance, LLC has 506 stocks in it's portfolio. About 36.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Empirical Finance, LLC last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions