Fund HoldingsEmpirical Asset Management, LLC

Total Portfolio Value
$354.50M
Total Bought
$47.18M
Total Sold
$59.31M
Net Transaction
-$12.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)16,80822,820+6,01211,19715,5624.39%+4,364
ISHARES SILVER TR(SLV)86,462100,409+13,9473,6636,4681.82%+2,805
ETF OPPORTUNITIES TRUST
BROO CATA BD ETF
0130,695+130,69502,6120.74%+2,612
ETFS GOLD TR(SGOL)0205,971+205,97108,4612.39%+8,461
SELECT SECTOR SPDR TR
ST STR REAL ETF
054,736+54,73602,2090.62%+2,209
ELI LILLY & CO(LLY)3,4723,389-832,6493,6421.03%+993
USCF ETF TR
SUMMERHAVEN K1
160,810212,418+51,6083,6994,6801.32%+981
INCYTE CORP(INCY)09,778+9,77809660.27%+966
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,471+6,47109320.26%+932
QUALCOMM INC(QCOM)0125,250+125,25001,8010.51%+1,801
ALPHABET INC(GOOG)14,89114,117-7743,6204,4191.25%+799
SELECT SECTOR SPDR TR
ST STR FINL ETF
019,721+19,72107940.22%+794
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
9,73715,563+5,8261,2211,9780.56%+757
SPDR SERIES TRUST
ST STR P500ETF
09,604+9,60407430.21%+743
SPDR SERIES TRUST
ST STR P500VAL
012,628+12,62807170.20%+717
SELECT SECTOR SPDR TR
ST STR DISCR ETF
05,973+5,97307130.20%+713
SPDR SERIES TRUST
ST STR SP BIOT
05,657+5,65706900.19%+690
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
9,87116,177+6,3061,0701,7580.50%+687
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
9,82115,926+6,1051,0791,7650.50%+686
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
10,14516,635+6,4909201,5990.45%+679
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
11,54118,995+7,4541,0571,7320.49%+675
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
20,85334,999+14,1469171,5560.44%+639
VANGUARD INDEX FDS08,218+8,21806370.18%+637
PACER FDS TR
US LRG CP CASH
33,45652,232+18,7761,2141,8390.52%+625
FACTSET RESH SYS INC(FDS)02,110+2,11006120.17%+612
NEW YORK LIFE INVTS ACTIVE E
WINSLOW LAR CAP
011,077+11,07706000.17%+600
VICTORY PORTFOLIOS II
VCTRYSHS INTL MO
14,61423,037+8,4238931,4870.42%+594
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
11,92318,742+6,8198991,4890.42%+590
LATTICE STRATEGIES TR25,22439,679+14,4558961,4670.41%+571
ISHARES TR014,032+14,03202,3680.67%+2,368
FIRST TR EXCHANGE-TRADED ALP
COM SHS
8,75112,332+3,5811,4061,9720.56%+566
DBX ETF TR22,78335,425+12,6428981,4600.41%+563
SELECT SECTOR SPDR TR
ST STR MATER ETF
012,319+12,31905590.16%+559
ISHARES TR
CORE UNIVRSL USD
011,761+11,76105470.15%+547
SELECT SECTOR SPDR TR
ST STR STAPL ETF
07,031+7,03105460.15%+546
GILEAD SCIENCES INC(GILD)011,787+11,78701,4470.41%+1,447
ALPHABET INC(GOOG)017,877+17,87703,0980.87%+3,098
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
57,72475,976+18,2521,6152,0710.58%+457
ISHARES INC
MSCI JAPAN ETF
05,537+5,53704470.13%+447
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
30,06342,445+12,3827831,1600.33%+377
LATTICE STRATEGIES TR21,89433,743+11,8496109830.28%+373
SPDR SERIES TRUST
SST SPDR BLOOMBE
013,529+13,52903710.10%+371
KLA CORP(KLAC)010,428+10,42802,1060.59%+2,106
GOLDMAN SACHS ETF TR15,27023,420+8,1506229750.27%+353
FOX CORP(FOX)10,84614,076+3,2306841,0290.29%+345
TERADYNE INC(TER)01,697+1,69703280.09%+328
VISA INC(V)15,78716,542+7551,8642,1800.61%+315
SPDR SERIES TRUST
ST STR AGGRE ETF
011,625+11,62502990.08%+299
WISDOMTREE TR(WT)06,629+6,62902890.08%+289
SSGA ACTIVE TR
ST STR SECTO ETF
010,630+10,63002750.08%+275
ADVANCED MICRO DEVICES INC(AMD)03,357+3,35707190.20%+719
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,679+1,67902600.07%+260
CECO ENVIRONMENTAL CORP(CECO)29,56129,56101,5141,7690.50%+256
SCHWAB CHARLES CORP(SCHW)26,67828,896+2,2187359890.28%+255
INVESCO EXCH TRADED FD TR II02,100+2,10002510.07%+251
MICRON TECHNOLOGY INC(MU)1,7691,908+1392965450.15%+249
EXPEDIA GROUP INC(EXPE)0866+86602450.07%+245
AMERICAN CENTY ETF TR03,069+3,06902360.07%+236
AMERICAN EXPRESS CO(AXP)02,555+2,55502290.06%+229
ISHARES TR
US SML CAP EQT
22,49925,389+2,8901,6731,9010.54%+228
ISHARES TR035,866+35,86602,3350.66%+2,335
WARNER BROS DISCOVERY INC(WBD)07,546+7,54602170.06%+217
SCHWAB STRATEGIC TR08,805+8,80502120.06%+212
SUPER MICRO COMPUTER INC(SMCI)07,155+7,15502090.06%+209
VANGUARD INDEX FDS07,071+7,07102090.06%+209
AMAZON COM INC(AMZN)47,50147,332-1694,8285,0351.42%+207
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
03,941+3,94102030.06%+203
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
02,791+2,79102000.06%+200
NEWMONT CORP(NEM)9,96010,375+4158401,0360.29%+196
CBOE GLOBAL MKTS INC(CBOE)2,9593,653+6947269170.26%+191
MASTERCARD INCORPORATED(MA)01,807+1,80701,0320.29%+1,032
MERCK & CO INC(MRK)012,481+12,48101,0220.29%+1,022
FLEXSHARES TR
IBOXX 5YR TRGT
22,29530,132+7,8375417220.20%+181
ISHARES INC
EMNG MKTS EQT
17,39320,111+2,7189841,1630.33%+179
CISCO SYS INC(CSCO)057,855+57,85501,5480.44%+1,548
MCDONALDS CORP(MCD)010,432+10,43202,2260.63%+2,226
C H ROBINSON WORLDWIDE INC(CHRW)5,7605,726-347639200.26%+158
COCA COLA CO(KO)025,111+25,11105390.15%+539
RAYMOND JAMES FINL INC(RJF)04,997+4,99708020.23%+802
DBX ETF TR35,95139,682+3,7311,1091,2630.36%+154
UNITED THERAPEUTICS CORP DEL(UTHR)2,3412,316-259811,1280.32%+147
WALMART INC(WMT)023,493+23,49302,2910.65%+2,291
EXPEDITORS INTL WASH INC(EXPD)05,270+5,27007850.22%+785
WISDOMTREE TR(WT)043,999+43,99909910.28%+991
CATERPILLAR INC(CAT)02,664+2,66408180.23%+818
SOUTHERN COPPER CORP(SCCO)28,97528,706-2698569690.27%+113
PROSHARES TR
INVT INT RT HG
010,491+10,49108230.23%+823
PROSHARES TR
HGH YLD INT RATE
013,685+13,68508810.25%+881
ISHARES TR08,873+8,87301,8820.53%+1,882
SPDR GOLD TR(GLD)36,40435,588-8163,6823,7791.07%+97
BANK AMERICA CORP049,818+49,81801,1760.33%+1,176
STEEL DYNAMICS INC(STLD)02,948+2,94804990.14%+499
BERKLEY W R CORP010,966+10,96607690.22%+769
WELLS FARGO CO NEW(WFC)013,045+13,04501,2160.34%+1,216
LULULEMON ATHLETICA INC(LULU)3,0983,035-635516310.18%+79
SCHWAB STRATEGIC TR019,946+19,94605370.15%+537
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
029,110+29,11009270.26%+927
SUNOCO LP/SUNOCO FIN CORP(SUN)028,405+28,40501,4890.42%+1,489
VANGUARD INDEX FDS011,837+11,83701,7620.50%+1,762
NUCOR CORP(NUE)02,130+2,13003470.10%+347
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