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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPTISpdr Ser Tr
| 0.1% | $289,851 39,174 shares@ $7.4 avg price | Decreased -1.24% |
JPSTJ P Morgan Exchange Traded F
| 0.1% | $281,622 5,591 shares@ $50.38 avg price | Decreased -55.74% |
CRLCharles Riv Labs Intl Inc
| 0.09% | $262,132 1,420 shares@ $184.6 avg price | Decreased -12.29% |
RSPSInvesco Exchange Traded Fd T
| 0.08% | $238,994 7,940 shares@ $30.1 avg price | Decreased -15.53% |
CDNSCadence Design System Inc
| 0.07% | $206,468 1,937 shares@ $106.6 avg price | Decreased -12.15% |
FICOFair Isaac Corp
| 0.07% | $205,066 103 shares@ $1990.94 avg price | Decreased -73.24% |
TERTeradyne Inc
| 0.07% | $204,620 1,625 shares@ $125.92 avg price | Decreased -19.87% |
MUBIshares Tr
| 0.06% | $165,912 90,345 shares@ $1.84 avg price | Decreased -3.02% |
USIGIshares Tr
| 0.04% | $118,449 45,896 shares@ $2.59 avg price | Decreased -0.41% |
MGCVanguard World Fd
| 0.02% | $55,469 33,880 shares@ $1.64 avg price | Decreased 0% |