Fund HoldingsEmpirical Finance, LLC

Total Portfolio Value
$2.10B
Total Bought
$206.89M
Total Sold
$305.50M
Net Transaction
-$98.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)0197,774+197,774061,9032.95%+61,903
EA SERIES TRUST
US QUAN VALUE
0465,377+465,377025,6891.23%+25,689
ALPHABET INC(GOOG)178,554204,666+26,11243,48764,2243.06%+20,737
VANGUARD INDEX FDS055,050+55,050018,4570.88%+18,457
EA SERIES TRUST
US QUAN VALUE
0284,847+284,84708,9610.43%+8,961
ELI LILLY & CO(LLY)026,651+26,651028,6411.37%+28,641
PACER FDS TR
TRENDP US MID CP
0193,079+193,07906,0720.29%+6,072
TAIWAN SEMICONDUCTOR MFG LTD(TSM)37,27251,072+13,80010,41015,5200.74%+5,111
EA SERIES TRUST
US QUAN VALUE
067,446+67,44604,4040.21%+4,404
MICRON TECHNOLOGY INC(MU)38,57536,979-1,5966,45410,5540.50%+4,100
PACER FDS TR
TRENDP US MID CP
047,352+47,35203,7240.18%+3,724
AMAZON COM INC(AMZN)344,686343,053-1,63375,68379,1833.78%+3,501
EA SERIES TRUST
US QUAN VALUE
090,860+90,86003,4640.17%+3,464
GRUPO AEROPORTUARIO DEL CENT(OMAB)70,31996,419+26,1007,30410,4870.50%+3,183
CORPORACION AMER ARPTS S A
COM
177,987243,987+66,0003,2256,3440.30%+3,119
ENERGY TRANSFER L P(ET)548,495752,045+203,5509,41212,4010.59%+2,989
GRUPO AEROPUERTO DEL PACIFIC(PAC)21,97630,076+8,1005,2127,9290.38%+2,716
WESTERN MIDSTREAM PARTNERS L(WES)172,718236,768+64,0506,7869,3520.45%+2,566
ADVANCED MICRO DEVICES INC(AMD)56,57654,148-2,4289,15311,5960.55%+2,443
APPLE INC(AAPL)526,416502,037-24,379134,041136,4846.51%+2,442
EA SERIES TRUST
US QUAN VALUE
020,382+20,38202,3460.11%+2,346
VANGUARD INDEX FDS013,181+13,18102,3380.11%+2,338
AXOS FINANCIAL INC(AX)69,76695,566+25,8005,9068,2340.39%+2,328
SPDR GOLD TR(GLD)07,445+7,44502,9510.14%+2,951
MPLX LP(MPLX)85,067116,567+31,5004,2496,2210.30%+1,972
MORGAN STANLEY(MS)62,21966,424+4,2059,89011,7920.56%+1,902
MERCK & CO INC(MRK)96,98691,151-5,8358,1409,5950.46%+1,455
CATERPILLAR INC(CAT)19,91919,128-7919,50410,9580.52%+1,454
EA SERIES TRUST
US QUAN VALUE
036,370+36,37001,3980.07%+1,398
MEDPACE HLDGS INC(MEDP)5,1966,996+1,8002,6723,9290.19%+1,258
APPLIED MATLS INC29,74028,479-1,2616,0897,3190.35%+1,230
FEDERAL AGRIC MTG CORP(AGM)16,37522,375+6,0002,7513,9280.19%+1,178
GENERAL MTRS CO(GM)65,90863,892-2,0164,0185,1960.25%+1,177
LAM RESEARCH CORP(LRCX)49,07645,119-3,9576,5717,7230.37%+1,152
JOHNSON & JOHNSON(JNJ)86,46982,576-3,89316,03317,0890.82%+1,056
INTUITIVE SURGICAL INC011,813+11,81306,6900.32%+6,690
ALLY FINL INC(ALLY)022,000+22,00009960.05%+996
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)024,583+24,58302,0400.10%+2,040
CISCO SYS INC(CSCO)151,596145,402-6,19410,37211,2000.53%+828
THERMO FISHER SCIENTIFIC INC(TMO)14,04313,070-9736,8117,5730.36%+762
ALCOA CORP(AA)037,319+37,31901,9830.09%+1,983
CITIGROUP INC(C)68,27565,362-2,9136,9307,6270.36%+697
NATURAL GROCERS BY VITAMIN C75,279146,916+71,6373,0113,6800.18%+669
DLOCAL LTD(DLO)046,177+46,17706530.03%+653
NEWMONT CORP(NEM)49,39148,189-1,2024,1644,8120.23%+648
QNITY ELECTRONICS INC(Q)07,923+7,92306470.03%+647
WARNER BROS DISCOVERY INC(WBD)79,35276,159-3,1931,5502,1950.10%+645
WELLS FARGO CO NEW(WFC)128,903122,831-6,07210,80511,4480.55%+643
TERNIUM SA(TX)86,49995,129+8,6303,0043,6330.17%+629
BURFORD CAP LTD
ORD SHS
070,000+70,00006240.03%+624
AMERICAS CAR-MART INC16,89143,518+26,6274931,0990.05%+606
AMGEN INC(AMGN)018,270+18,27005,9800.29%+5,980
SALESFORCE INC(CRM)032,301+32,30108,5570.41%+8,557
WALMART INC(WMT)148,900142,577-6,32315,34615,8850.76%+539
ATN INTL INC066,075+66,07501,5070.07%+1,507
WESTERN DIGITAL CORP(WDC)11,36210,921-4411,3641,8810.09%+517
PARKE BANCORP INC055,446+55,44601,3880.07%+1,388
CENTURY CMNTYS INC(CCS)28,70539,355+10,6501,8192,3360.11%+517
GOLDMAN SACHS GROUP INC(GS)11,55811,056-5029,2049,7180.46%+514
MILLICOM INTL CELLULAR S A
COM STK
017,082+17,08209470.05%+947
BRISTOL-MYERS SQUIBB CO(BMY)070,635+70,63503,8100.18%+3,810
DANAHER CORPORATION(DHR)022,030+22,03005,0430.24%+5,043
FREEPORT-MCMORAN INC(FCX)048,462+48,46202,4610.12%+2,461
SERVICE CORP INTL(SCI)05,931+5,93104620.02%+462
CAPITAL ONE FINL CORP(COF)022,195+22,19505,3790.26%+5,379
AMERICAN EXPRESS CO(AXP)019,798+19,79807,3240.35%+7,324
SANDISK CORP(SNDK)3,6403,511-1294088330.04%+425
KLA CORP(KLAC)4,8684,669-1995,2515,6730.27%+423
RTX CORPORATION(RTX)49,39847,288-2,1108,2668,6730.41%+407
SPROUTS FMRS MKT INC(SFM)05,000+5,00003980.02%+398
PARKER-HANNIFIN CORP(PH)04,341+4,34103,8160.18%+3,816
HUMANA INC(HUM)05,969+5,96901,5290.07%+1,529
YETI HLDGS INC(YETI)033,280+33,28001,4700.07%+1,470
CARDINAL HEALTH INC(CAH)08,750+8,75001,7980.09%+1,798
EXXON MOBIL CORP158,750151,773-6,97717,89918,2640.87%+365
FIRST SOLAR INC(FSLR)9,3129,252-602,0542,4170.12%+363
OMNICOM GROUP INC(OMC)011,657+11,65709410.04%+941
CUMMINS INC(CMI)4,9654,769-1962,0972,4340.12%+337
FEDEX CORP(FDX)07,868+7,86802,2730.11%+2,273
MACYS INC(M)79,84479,84401,4321,7610.08%+329
MARRIOTT INTL INC NEW(MAR)08,582+8,58202,6620.13%+2,662
FOX CORP(FOX)04,987+4,98703240.02%+324
UNITED AIRLS HLDGS INC(UAL)24,18023,694-4862,3332,6490.13%+316
CF INDS HLDGS INC(CF)012,088+12,08809350.04%+935
FOX CORP(FOX)032,347+32,34702,3640.11%+2,364
NEXTPOWER INC22,39022,39001,6571,9500.09%+294
UNITED PARCEL SERVICE INC(UPS)024,454+24,45402,4260.12%+2,426
GILEAD SCIENCES INC(GILD)042,210+42,21005,1810.25%+5,181
EXPEDIA GROUP INC(EXPE)04,704+4,70401,3330.06%+1,333
SOLSTICE ADVANCED MATLS INC(SOLS)05,569+5,56902710.01%+271
INTEL CORP(INTC)148,085141,952-6,1334,9685,2380.25%+270
TERADYNE INC(TER)05,001+5,00109680.05%+968
ANALOG DEVICES INC(ADI)016,938+16,93804,5940.22%+4,594
DIAGEO PLC(DEO)11,08915,139+4,0501,0581,3060.06%+248
ROSS STORES INC(ROST)011,633+11,63302,0960.10%+2,096
AMPHENOL CORP NEW41,86340,119-1,7445,1815,4220.26%+241
ALBEMARLE CORP(ALB)04,140+4,14005860.03%+586
VERTEX PHARMACEUTICALS INC(VRTX)08,711+8,71103,9490.19%+3,949
BANK AMERICA CORP244,731233,604-11,12712,62612,8480.61%+223
DELTA AIR LINES INC DEL(DAL)021,760+21,76001,5100.07%+1,510
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