Mark Fiskio

@Empirical Asset Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$301.659M

Total holdings445

Assets growth rate7.4%

Assets growth rate (2-Q avg)6.55%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Empirical Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 445 positions.

Assets under management

The assets under management (AUM) of Empirical Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 301.659M in assets, with a quarterly growth rate of 7.4% and a 2-quarter average growth rate of 6.55%. The portfolio is managed by Mark Fiskio, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSCIMsci Inc Recent Activity New Position	0.1%	$278,438 464 shares@ $600.09 avg price	New Position
KLACKla Corp Recent Activity New Position	0.09%	$267,919 425 shares@ $630.4 avg price	New Position
SPIBSpdr Ser Tr Recent Activity New Position	0.09%	$266,431 8,133 shares@ $32.76 avg price	New Position
AVPTAvepoint Inc Recent Activity New Position	0.09%	$263,599 15,966 shares@ $16.52 avg price	New Position
EWEdwards Lifesciences Corp Recent Activity New Position	0.09%	$256,884 3,470 shares@ $74.03 avg price	New Position
USLMUnited Sts Lime & Minerals I Recent Activity New Position	0.09%	$256,202 1,930 shares@ $132.75 avg price	New Position
CNXCnx Res Corp Recent Activity New Position	0.09%	$253,105 253,105 shares@ $1.0 avg price	New Position
RTXRtx Corporation Recent Activity New Position	0.09%	$248,304 72,478 shares@ $3.43 avg price	New Position
JNKSpdr Ser Tr Recent Activity New Position	0.09%	$245,524 2,572 shares@ $95.47 avg price	New Position
VRSNVerisign Inc Recent Activity New Position	0.09%	$243,592 1,177 shares@ $206.97 avg price	New Position