Fund HoldingsEmpirical Finance, LLC

Total Portfolio Value
$1.72B
Total Bought
$160.73M
Total Sold
$1.23M
Net Transaction
+$159.50M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)505,866515,494+9,628106,545120,1107.00%+13,565
META PLATFORMS INC(META)79,04480,516+1,47239,85646,0912.69%+6,235
TESLA INC(TSLA)78,30881,282+2,97415,49621,2661.24%+5,770
BERKSHIRE HATHAWAY INC DEL050,724+50,724023,3461.36%+23,346
UNITEDHEALTH GROUP INC(UNH)032,223+32,223018,8401.10%+18,840
HOME DEPOT INC(HD)035,045+35,045014,2000.83%+14,200
BROADCOM INC(AVGO)13,945142,792+128,84722,38924,6321.44%+2,243
WALMART INC(WMT)143,202146,589+3,3879,69611,8370.69%+2,141
EA SERIES TRUST
US QUAN VALUE
0545,630+545,630025,1731.47%+25,173
ABBVIE INC(ABBV)060,938+60,938012,0340.70%+12,034
MASTERCARD INCORPORATED(MA)028,959+28,959014,3000.83%+14,300
INTERNATIONAL BUSINESS MACHS(IBM)031,240+31,24006,9070.40%+6,907
JOHNSON & JOHNSON(JNJ)085,434+85,434013,8450.81%+13,845
ORACLE CORP(ORCL)43,35145,093+1,7426,1217,6840.45%+1,563
JPMORGAN CHASE & CO.(JPM)0101,277+101,277021,3551.25%+21,355
COCA COLA CO(KO)0134,507+134,50709,6660.56%+9,666
EA SERIES TRUST
US QUAN MOMENTUM
0205,514+205,514013,1920.77%+13,192
GE AEROSPACE(GE)037,629+37,62907,0960.41%+7,096
PHILIP MORRIS INTL INC(PM)52,39253,528+1,1365,3096,4980.38%+1,189
LOWES COS INC(LOW)021,024+21,02405,6940.33%+5,694
CATERPILLAR INC(CAT)017,728+17,72806,9340.40%+6,934
RTX CORPORATION(RTX)048,766+48,76605,9080.34%+5,908
NEXTERA ENERGY INC(NEE)68,26569,774+1,5094,8345,8980.34%+1,064
THERMO FISHER SCIENTIFIC INC(TMO)013,430+13,43008,3070.48%+8,307
CISCO SYS INC(CSCO)0154,700+154,70008,2330.48%+8,233
PROGRESSIVE CORP(PGR)020,115+20,11505,1040.30%+5,104
LOCKHEED MARTIN CORP(LMT)07,802+7,80204,5610.27%+4,561
VISA INC(V)043,867+43,867012,0610.70%+12,061
PROCTER AND GAMBLE CO(PG)082,251+82,251014,2460.83%+14,246
AT&T INC(T)274,652280,341+5,6895,2496,1680.36%+919
AMERICAN EXPRESS CO(AXP)020,444+20,44405,5440.32%+5,544
BLACKROCK INC(BLK)04,973+4,97304,7220.28%+4,722
VANGUARD INDEX FDS55,37455,374014,81315,6800.91%+867
S&P GLOBAL INC(SPGI)010,417+10,41705,3820.31%+5,382
COSTCO WHSL CORP NEW(COST)14,93415,275+34112,69413,5420.79%+848
STARBUCKS CORP(SBUX)039,692+39,69203,8700.23%+3,870
SERVICENOW INC(NOW)06,644+6,64405,9420.35%+5,942
BRISTOL-MYERS SQUIBB CO(BMY)072,676+72,67603,7600.22%+3,760
PAYPAL HLDGS INC(PYPL)038,090+38,09002,9720.17%+2,972
D R HORTON INC(DHI)015,080+15,08002,8770.17%+2,877
DANAHER CORPORATION(DHR)022,629+22,62906,2910.37%+6,291
GE VERNOVA INC(GEV)8,3838,579+1961,4382,1870.13%+750
ABBOTT LABS060,360+60,36006,8820.40%+6,882
SALESFORCE INC(CRM)033,203+33,20309,0880.53%+9,088
SHERWIN WILLIAMS CO(SHW)08,181+8,18103,1220.18%+3,122
GILEAD SCIENCES INC(GILD)043,324+43,32403,6320.21%+3,632
NETFLIX INC(NFLX)14,79315,079+2869,98410,6950.62%+712
3M CO(MMM)019,079+19,07902,6080.15%+2,608
CONSTELLATION ENERGY CORP(CEG)011,007+11,00702,8620.17%+2,862
FISERV INC(FISV)020,664+20,66403,7120.22%+3,712
EXXON MOBIL CORP157,800160,836+3,03618,16618,8531.10%+687
INTUITIVE SURGICAL INC11,83712,106+2695,2665,9470.35%+682
VERIZON COMMUNICATIONS INC(VZ)0144,538+144,53806,4910.38%+6,491
HCA HEALTHCARE INC(HCA)07,232+7,23202,9390.17%+2,939
NIKE INC(NKE)042,674+42,67403,7720.22%+3,772
AUTOMATIC DATA PROCESSING IN014,335+14,33503,9670.23%+3,967
PARKER-HANNIFIN CORP(PH)04,425+4,42502,7960.16%+2,796
T-MOBILE US INC(TMUS)017,994+17,99403,7130.22%+3,713
GOLDMAN SACHS GROUP INC(GS)011,397+11,39705,6430.33%+5,643
EA SERIES TRUST
ALPHA ARCHITECT
0249,349+249,34906,6130.39%+6,613
CARRIER GLOBAL CORPORATION(CARR)028,829+28,82902,3200.14%+2,320
SOUTHERN CO(SO)36,55437,389+8352,8353,3720.20%+536
UNION PAC CORP(UNP)021,408+21,40805,2770.31%+5,277
TEXAS INSTRS INC(TXN)30,76931,432+6635,9856,4930.38%+507
COMCAST CORP NEW(CCZ)0158,525+158,52506,6220.39%+6,622
NORTHROP GRUMMAN CORP(NOC)04,976+4,97602,6280.15%+2,628
PULTE GROUP INC(PHM)014,182+14,18202,0360.12%+2,036
EA SERIES TRUST
INTL QUAN VALUE
0553,755+553,755014,2800.83%+14,280
DEERE & CO(DE)09,303+9,30303,8820.23%+3,882
AFLAC INC(AFL)019,264+19,26402,1540.13%+2,154
DUKE ENERGY CORP NEW(DUK)026,490+26,49003,0540.18%+3,054
PNC FINL SVCS GROUP INC(PNC)013,989+13,98902,5860.15%+2,586
PACER FDS TR
TRENDPILOT INTL
0225,094+225,09406,9600.41%+6,960
MONDELEZ INTL INC(MDLZ)047,200+47,20003,4770.20%+3,477
TOLL BROTHERS INC(TOL)011,207+11,20701,7310.10%+1,731
BOSTON SCIENTIFIC CORP(BSX)48,38549,639+1,2543,7264,1600.24%+434
UNITED RENTALS INC(URI)02,376+2,37601,9240.11%+1,924
MOTOROLA SOLUTIONS INC(MSI)5,6255,746+1212,1722,5840.15%+412
ZOETIS INC(ZTS)015,930+15,93003,1120.18%+3,112
CINTAS CORP(CTAS)011,909+11,90902,4520.14%+2,452
PEPSICO INC(PEP)047,541+47,54108,0840.47%+8,084
BOOKING HOLDINGS INC(BKNG)01,270+1,27005,3490.31%+5,349
FORTINET INC(FTNT)021,657+21,65701,6800.10%+1,680
NEWMONT CORP(NEM)28,39229,746+1,3541,1891,5900.09%+401
SMURFIT WESTROCK PLC(SW)08,075+8,07503990.02%+399
MORGAN STANLEY(MS)044,955+44,95504,6860.27%+4,686
CBRE GROUP INC(CBRE)010,675+10,67501,3290.08%+1,329
ALTRIA GROUP INC(MO)52,78054,783+2,0032,4042,7960.16%+392
TJX COS INC NEW(TJX)39,05839,880+8224,3004,6870.27%+387
EA SERIES TRUST
INTL QUAN MOMNTM
0319,276+319,27609,1980.54%+9,198
UBER TECHNOLOGIES INC(UBER)09,160+9,16006880.04%+688
US BANCORP DEL(USB)049,982+49,98202,2860.13%+2,286
LENNAR CORP(LEN)08,798+8,79801,6490.10%+1,649
CME GROUP INC(CME)012,406+12,40602,7370.16%+2,737
AIR PRODS & CHEMS INC07,672+7,67202,2840.13%+2,284
BANK NEW YORK MELLON CORP026,040+26,04001,8710.11%+1,871
MOODYS CORP(MCO)05,456+5,45602,5890.15%+2,589
ARISTA NETWORKS INC7,9018,094+1932,7693,1070.18%+337
TRANSDIGM GROUP INC(TDG)01,840+1,84002,6260.15%+2,626
STRYKER CORPORATION(SYK)011,556+11,55604,1750.24%+4,175
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