Fund HoldingsEmpirical Finance, LLC

Total Portfolio Value
$1.66B
Total Bought
$168.67M
Total Sold
$88.43M
Net Transaction
+$80.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EA SERIES TRUST
ALPHA ARCHITECT
0243,291+243,29105,9710.36%+5,971
ENERGY TRANSFER L P(ET)0240,445+240,44504,4700.27%+4,470
BERKSHIRE HATHAWAY INC DEL050,783+50,783027,0461.63%+27,046
AXOS FINANCIAL INC(AX)041,515+41,51502,6790.16%+2,679
GRUPO AEROPORTUARIO DEL CENT(OMAB)028,713+28,71302,2580.14%+2,258
PHILIP MORRIS INTL INC(PM)053,520+53,52008,4950.51%+8,495
ABBVIE INC(ABBV)060,875+60,875012,7550.77%+12,755
EXXON MOBIL CORP0156,430+156,430018,6041.12%+18,604
JOHNSON & JOHNSON(JNJ)085,122+85,122014,1170.85%+14,117
ECOPETROL S A(EC)0173,010+173,01001,8060.11%+1,806
AT&T INC(T)301,417304,916+3,4996,8638,6230.52%+1,760
VISA INC(V)43,77544,490+71513,83515,5920.94%+1,757
ELI LILLY & CO(LLY)027,477+27,477022,6941.37%+22,694
FEDERAL AGRIC MTG CORP(AGM)08,919+8,91901,6720.10%+1,672
CORPORACION AMER ARPTS S A
COM
089,112+89,11201,6310.10%+1,631
CHEVRON CORP NEW(CVX)060,894+60,894010,1870.62%+10,187
COCA COLA CO(KO)0134,373+134,37309,6240.58%+9,624
GE AEROSPACE(GE)037,598+37,59807,5250.45%+7,525
ABBOTT LABS060,301+60,30107,9990.48%+7,999
CVS HEALTH CORP(CVS)053,434+53,43403,6200.22%+3,620
MEDPACE HLDGS INC(MEDP)04,046+4,04601,2330.07%+1,233
AMGEN INC(AMGN)018,762+18,76205,8450.35%+5,845
INTERNATIONAL BUSINESS MACHS(IBM)031,258+31,25807,7730.47%+7,773
GEOPARK LTD0120,923+120,92309770.06%+977
PROGRESSIVE CORP(PGR)020,161+20,16105,7060.34%+5,706
CORE NATURAL RESOURCES INC(CNR)012,173+12,17309390.06%+939
GILEAD SCIENCES INC(GILD)42,74643,387+6413,9484,8620.29%+913
RTX CORPORATION(RTX)048,655+48,65506,4450.39%+6,445
T-MOBILE US INC(TMUS)17,76618,013+2473,9214,8040.29%+883
VERIZON COMMUNICATIONS INC(VZ)0144,542+144,54206,5560.40%+6,556
JPMORGAN CHASE & CO.(JPM)99,845100,899+1,05423,93424,7511.49%+817
MASTERCARD INCORPORATED(MA)28,56128,884+32315,03915,8320.96%+793
VERTEX PHARMACEUTICALS INC(VRTX)08,946+8,94604,3370.26%+4,337
CENTURY CMNTYS INC(CCS)011,726+11,72607870.05%+787
NETFLIX INC(NFLX)14,89415,067+17313,27514,0500.85%+775
UNITEDHEALTH GROUP INC(UNH)032,174+32,174016,8511.02%+16,851
ELEVANCE HEALTH INC(ELV)010,438+10,43804,5400.27%+4,540
THE CIGNA GROUP(CI)011,969+11,96903,9380.24%+3,938
BOSTON SCIENTIFIC CORP(BSX)49,02049,721+7014,3785,0160.30%+637
COSTCO WHSL CORP NEW(COST)15,08915,270+18113,82614,4420.87%+616
MARSH & MCLENNAN COS INC(MRSH)017,134+17,13404,1810.25%+4,181
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)07,046+7,04601,4600.09%+1,460
OREILLY AUTOMOTIVE INC(ORLY)02,146+2,14603,0740.19%+3,074
ALTRIA GROUP INC(MO)65,80266,877+1,0753,4414,0140.24%+573
MCKESSON CORP(MCK)4,7144,790+762,6873,2240.19%+537
CISCO SYS INC(CSCO)152,855154,557+1,7029,0499,5380.58%+489
DEERE & CO(DE)09,298+9,29804,3640.26%+4,364
CME GROUP INC(CME)012,454+12,45403,3040.20%+3,304
AUTOZONE INC(AZO)0650+65002,4780.15%+2,478
INTEL CORP(INTC)0145,557+145,55703,3060.20%+3,306
MONDELEZ INTL INC(MDLZ)047,319+47,31903,2110.19%+3,211
AMERICAN COASTAL INS CORP037,186+37,18604300.03%+430
WASTE MGMT INC DEL(WM)012,907+12,90702,9880.18%+2,988
DUKE ENERGY CORP NEW(DUK)026,600+26,60003,2440.20%+3,244
PARKE BANCORP INC022,371+22,37104210.03%+421
DISTRIBUTION SOLUTIONS GRP I(DSGR)014,742+14,74204130.02%+413
SOUTHERN CO(SO)037,529+37,52903,4510.21%+3,451
AMERICAN INTL GROUP INC025,225+25,22502,1930.13%+2,193
PROCTER AND GAMBLE CO(PG)082,087+82,087013,9890.84%+13,989
3M CO(MMM)019,140+19,14002,8110.17%+2,811
BRISTOL-MYERS SQUIBB CO(BMY)71,60372,612+1,0094,0504,4290.27%+379
FISERV INC(FISV)20,39620,684+2884,1904,5680.28%+378
NEWMONT CORP(NEM)030,399+30,39901,4680.09%+1,468
HCA HEALTHCARE INC(HCA)07,231+7,23102,4990.15%+2,499
CONOCOPHILLIPS(COP)46,74947,383+6344,6364,9760.30%+340
AMERICAN ELEC PWR CO INC017,903+17,90301,9560.12%+1,956
CENCORA INC05,589+5,58901,5540.09%+1,554
REPUBLIC SVCS INC(RSG)07,185+7,18501,7400.11%+1,740
STARBUCKS CORP(SBUX)039,742+39,74203,8980.24%+3,898
EXELON CORP(EXC)034,586+34,58601,5940.10%+1,594
CINTAS CORP(CTAS)011,985+11,98502,4630.15%+2,463
HOWMET AEROSPACE INC(HWM)013,271+13,27101,7220.10%+1,722
ROPER TECHNOLOGIES INC(ROP)03,693+3,69302,1770.13%+2,177
WELLS FARGO CO NEW(WFC)125,837127,202+1,3658,8399,1320.55%+293
CONSOLIDATED EDISON INC(ED)012,143+12,14301,3430.08%+1,343
HESS CORP09,561+9,56101,5270.09%+1,527
KLA CORP(KLAC)04,795+4,79503,2600.20%+3,260
DRAFTKINGS INC NEW(DKNG)08,475+8,47502810.02%+281
SCHWAB CHARLES CORP(SCHW)49,36450,212+8483,6533,9310.24%+277
INTERCONTINENTAL EXCHANGE IN(ICE)08,770+8,77001,5130.09%+1,513
TRANSDIGM GROUP INC(TDG)01,864+1,86402,5780.16%+2,578
NORTHROP GRUMMAN CORP(NOC)05,006+5,00602,5630.15%+2,563
KROGER CO(KR)32,17732,790+6131,9682,2200.13%+252
AUTOMATIC DATA PROCESSING IN14,14214,347+2054,1404,3830.26%+244
UNION PAC CORP(UNP)021,397+21,39705,0550.31%+5,055
TRAVELERS COMPANIES INC(TRV)08,120+8,12002,1470.13%+2,147
BANK NEW YORK MELLON CORP026,136+26,13602,1920.13%+2,192
UBER TECHNOLOGIES INC(UBER)011,239+11,23908190.05%+819
MOLINA HEALTHCARE INC(MOH)4,6324,728+961,3481,5570.09%+209
FOX CORP(FOX)022,433+22,43301,2700.08%+1,270
ECOLAB INC(ECL)08,729+8,72902,2130.13%+2,213
FRANKLIN RESOURCES INC(BEN)010,641+10,64102050.01%+205
STRYKER CORPORATION(SYK)011,596+11,59604,3170.26%+4,317
CARDINAL HEALTH INC(CAH)08,991+8,99101,2390.07%+1,239
WILLIAMS COS INC(WMB)26,84327,654+8111,4531,6530.10%+200
WEC ENERGY GROUP INC(WEC)011,043+11,04301,2030.07%+1,203
PAYCHEX INC(PAYX)011,192+11,19201,7270.10%+1,727
DEVON ENERGY CORP NEW(DVN)33,26734,166+8991,0891,2780.08%+189
MONSTER BEVERAGE CORP NEW(MNST)026,004+26,00401,5220.09%+1,522
HARTFORD INSURANCE GROUP INC(HIG)010,894+10,89401,3480.08%+1,348
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