Fund Holdings

Empirical Asset Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
USCF ETF TR0160,810+160,81003,698,6301.03%+3,698,630
SCHWAB STRATEGIC TR0104,229+104,22902,619,2660.73%+2,619,266
ISHARES TR8,12037,724+29,604672,8303,129,5700.87%+2,456,740
APPLE INC(AAPL)77,41193,681+16,27015,882,33418,287,4255.08%+2,405,091
ALPHABET INC(GOOG)7,32014,891+7,5711,290,0503,620,0231.01%+2,329,973
ARISTA NETWORKS INC(ANET)014,391+14,39102,096,9130.58%+2,096,913
SELECT SECTOR SPDR TR040,756+40,75601,717,0580.48%+1,717,058
SIMPLIFY EXCHANGE TRADED FUN057,724+57,72401,614,5300.45%+1,614,530
MONOLITHIC PWR SYS INC(MPWR)01,692+1,69201,557,7320.43%+1,557,732
ELI LILLY & CO(LLY)1,5133,472+1,9591,179,2142,648,8560.74%+1,469,642
NVIDIA CORPORATION(NVDA)44,77362,900+18,1277,073,7438,492,0572.36%+1,418,314
FIRST TR EXCHANGE-TRADED ALP08,751+8,75101,405,8840.39%+1,405,884
SPDR S&P 500 ETF TR(SPY)16,13016,808+6789,965,94611,197,0443.11%+1,231,098
INVESCO EXCHANGE TRADED FD T09,737+9,73701,221,2150.34%+1,221,215
PACER FDS TR033,456+33,45601,214,4400.34%+1,214,440
INVESCO EXCHANGE TRADED FD T09,821+9,82101,078,9010.30%+1,078,901
INTERDIGITAL INC(IDCC)03,117+3,11701,076,1640.30%+1,076,164
ISHARES TR5,73717,704+11,967506,2941,582,1670.44%+1,075,873
J P MORGAN EXCHANGE TRADED F09,871+9,87101,070,4130.30%+1,070,413
FIRST TR EXCHANGE-TRADED ALP011,541+11,54101,057,3280.29%+1,057,328
GARMIN LTD(GRMN)2,9836,635+3,652622,5601,633,7600.45%+1,011,200
EA SERIES TRUST019,537+19,5370983,8440.27%+983,844
UNITED THERAPEUTICS CORP DEL(UTHR)02,341+2,3410981,3710.27%+981,371
LAM RESEARCH CORP(LRCX)07,319+7,3190979,9760.27%+979,976
FIRST TR EXCHANGE-TRADED ALP010,145+10,1450920,3100.26%+920,310
INVESCO EXCH TRD SLF IDX FD020,853+20,8530917,2300.25%+917,230
FIRST TR EXCH TRD ALPHDX FD011,923+11,9230898,6090.25%+898,609
DBX ETF TR022,783+22,7830897,7820.25%+897,782
LATTICE STRATEGIES TR025,224+25,2240896,0660.25%+896,066
STRIDE INC(LRN)06,004+6,0040894,2360.25%+894,236
VICTORY PORTFOLIOS II014,614+14,6140892,6250.25%+892,625
SOUTHERN COPPER CORP(SCCO)028,975+28,9750856,0430.24%+856,043
MICROSOFT CORP(MSFT)13,16761,216+48,0496,549,5317,396,7422.05%+847,211
NEWMONT CORP(NEM)09,960+9,9600839,7280.23%+839,728
RESMED INC(RMD)03,066+3,0660839,3570.23%+839,357
CADENCE DESIGN SYSTEM INC(CDNS)02,313+2,3130812,4640.23%+812,464
FRONTDOOR INC(FTDR)011,942+11,9420803,5770.22%+803,577
AMAZON COM INC(AMZN)18,36147,501+29,1404,028,1924,827,8181.34%+799,626
TRUST FOR PROFESSIONAL MANAG030,063+30,0630782,8410.22%+782,841
SYNOPSYS INC(SNPS)01,567+1,5670773,1420.21%+773,142
INTUIT(INTU)01,108+1,1080756,8470.21%+756,847
SCHWAB CHARLES CORP(SCHW)026,678+26,6780734,6620.20%+734,662
CBOE GLOBAL MKTS INC(CBOE)02,959+2,9590725,6800.20%+725,680
HEWLETT PACKARD ENTERPRISE C(HPE)028,827+28,8270707,9960.20%+707,996
DECKERS OUTDOOR CORP(DECK)06,982+6,9820707,7650.20%+707,765
NEW JERSEY RES CORP(NJR)16,71630,246+13,530749,2281,456,3300.40%+707,102
AUTODESK INC02,196+2,1960697,6030.19%+697,603
FOX CORP(FOX)010,846+10,8460683,9310.19%+683,931
ISHARES TR37,15436,343-8116,437,7397,118,1641.98%+680,425
ISHARES TR17,21728,949+11,7321,707,8862,382,3780.66%+674,492
ASTRONICS CORP014,625+14,6250667,0460.19%+667,046
CECO ENVIRONMENTAL CORP(CECO)30,70929,561-1,148869,3721,513,5230.42%+644,151
NEWS CORP NEW(NWS)020,310+20,3100623,7270.17%+623,727
GOLDMAN SACHS ETF TR015,270+15,2700621,9460.17%+621,946
LATTICE STRATEGIES TR021,894+21,8940610,1030.17%+610,103
ISHARES SILVER TR(SLV)93,23086,462-6,7683,058,8763,663,3951.02%+604,519
HIMS & HERS HEALTH INC(HIMS)010,200+10,2000578,5440.16%+578,544
SPDR GOLD TR(GLD)10,20736,404+26,1973,111,4003,682,1281.02%+570,728
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,875+1,8750557,1750.15%+557,175
LULULEMON ATHLETICA INC(LULU)03,098+3,0980551,2270.15%+551,227
FLEXSHARES TR022,295+22,2950541,0930.15%+541,093
EOG RES INC(EOG)1,7156,632+4,917205,106743,5960.21%+538,490
HENRY JACK & ASSOC INC(JKHY)03,535+3,5350526,4650.15%+526,465
MEDPACE HLDGS INC(MEDP)1,9932,189+196625,5231,125,4960.31%+499,973
JPMORGAN CHASE & CO.(JPM)14,01818,892+4,8744,063,9534,553,7511.26%+489,798
TESLA INC(TSLA)3,8153,782-331,211,8061,681,7120.47%+469,906
HELEN OF TROY LTD018,059+18,0590455,0870.13%+455,087
HOME DEPOT INC(HD)12,09816,123+4,0254,435,5884,887,4781.36%+451,890
ISHARES TR18,88522,499+3,6141,283,2161,672,7960.46%+389,580
PALANTIR TECHNOLOGIES INC(PLTR)017,648+17,6480381,2130.11%+381,213
APPLOVIN CORP(APP)0525+5250377,2340.10%+377,234
VERTIV HOLDINGS CO(VRT)02,375+2,3750358,3070.10%+358,307
GLOBAL X FDS04,768+4,7680334,9040.09%+334,904
VISTRA CORP(VST)01,700+1,7000333,0140.09%+333,014
INVESCO EXCHANGE TRADED FD T8,50713,354+4,847443,240768,0950.21%+324,855
ISHARES TR5,3665,539+1732,278,3842,594,3080.72%+315,924
MICRON TECHNOLOGY INC(MU)01,769+1,7690295,9900.08%+295,990
ZOOM COMMUNICATIONS INC(ZM)7,99211,108+3,116623,216916,4100.25%+293,194
DBX ETF TR30,11735,951+5,834823,3011,109,2680.31%+285,967
OKLO INC(OKLO)02,539+2,5390283,4290.08%+283,429
ETF SER SOLUTIONS106,132116,987+10,8552,643,5752,923,5010.81%+279,926
D-WAVE QUANTUM INC(QBTS)013,948+13,9480274,7580.08%+274,758
WORLD GOLD TR(GLDM)03,520+3,5200269,1040.07%+269,104
PALO ALTO NETWORKS INC(PANW)01,316+1,3160267,9640.07%+267,964
BLACKROCK ETF TRUST07,495+7,4950256,0290.07%+256,029
ISHARES TR8,8198,922+1031,903,0462,158,8080.60%+255,762
TJX COS INC NEW(TJX)01,709+1,7090247,0070.07%+247,007
ISHARES INC14,16017,393+3,233737,317984,1130.27%+246,796
WISDOMTREE TR(WT)02,630+2,6300239,3110.07%+239,311
JANUS DETROIT STR TR04,701+4,7010238,7350.07%+238,735
VISA INC(V)4,58015,787+11,2071,626,2781,864,3290.52%+238,051
GE AEROSPACE(GE)3,76116,121+12,360967,9331,204,9080.33%+236,975
ISHARES TR4,3914,409+182,726,2382,950,9500.82%+224,712
BLACKROCK ETF TRUST05,858+5,8580221,7840.06%+221,784
C H ROBINSON WORLDWIDE INC(CHRW)5,6585,760+102542,885762,6040.21%+219,719
WISDOMTREE TR(WT)3,2805,606+2,326269,411487,9050.14%+218,494
J P MORGAN EXCHANGE TRADED F062,318+62,3180213,2590.06%+213,259
FASTENAL CO(FAST)14,60119,383+4,782613,234822,2560.23%+209,022
BROADCOM INC(AVGO)2,4228,681+6,259667,490875,4820.24%+207,992
BLACKROCK SCIENCE & TECHNOLO(BST)05,000+5,0000206,8000.06%+206,800
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