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Mark Fiskio

@Empirical Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$301.659MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WRBBerkley W R Corp
Recent Activity
Decreased -0.12%
0.29%
$855,973
14,627 shares@ $58.53 avg price
DBEMDbx Etf Tr
Recent Activity
Decreased -7.17%
0.25%
$735,395
29,536 shares@ $24.9 avg price
CPRTCopart Inc
Recent Activity
Decreased -35.58%
0.24%
$707,899
13,343 shares@ $53.06 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -6.01%
0.24%
$697,595
14,434 shares@ $48.33 avg price
RHTXStarboard Invt Tr
Recent Activity
Decreased -1.55%
0.24%
$695,721
42,924 shares@ $16.21 avg price
ACGLArch Cap Group Ltd
Recent Activity
Decreased -8.01%
0.23%
$686,152
7,430 shares@ $92.35 avg price
SHYIshares Tr
Recent Activity
Decreased -3.14%
0.23%
$685,039
8,356 shares@ $81.99 avg price
IYFIshares Tr
Recent Activity
Decreased -6.93%
0.23%
$673,764
6,093 shares@ $110.59 avg price
UEVMVictory Portfolios Ii
Recent Activity
Decreased -3.54%
0.21%
$630,008
13,366 shares@ $47.14 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -9.59%
0.21%
$623,917
2,781 shares@ $224.35 avg price