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Empirical Asset Management, LLC
Empirical Asset Management, LLC is a registered investment advisor headquartered in Wellesley, Massachusetts. Founded by Mark H. Fiskio in 2010, the firm provides investment advisory and related services to clients nationally, with a focus on individuals, high net worth clients, pension plans, charitable organizations, and other corporations. As of May 2025, the firm manages $467 million in assets, employs 14 professionals, and delivers services through customized and rules-based investment models leveraging technology and quantitative analysis. They primarily serve U.S.-based clientele and maintain all requisite regulatory registrations.
Investment Strategy
Empirical Asset Management utilizes a 'Rules Based Investment®' approach, combining quantitative models and technology—including AI— to construct diversified portfolios driven by systematic factors. The firm emphasizes risk management and discipline, applying proprietary strategies to public equities and alternative investments. All investment strategies are tailored to each client's specific goals and constraints, with a commitment to transparency and fiduciary responsibility. Their portfolio construction incorporates fundamental analysis alongside model-driven signals, seeking to balance return potential and risk control. Specific risks and methodology are disclosed in their ADV filings.
Latest 13F Filing Activity
Empirical Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 310 equity positions with a total 13F market value of $323M. The fund increased holdings in SPDR S&P 500 Etf TR, Nvidia Corporation, Seagate Technology Hldngs PL among other positions. Empirical Asset Management, LLC reduced exposure to Apple Inc., Arista Networks Inc., Garmin LTD among others.
Top Holdings
Equity Positions (310)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.91% | $15.9M | 77,411 | $228.00 | $205.17 | -$1.5M |
S SPY | SPDR S&P 500 ETF TR | 3.08% | $10.0M | 16,130 | $523.83 | $617.85 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 2.19% | $7.1M | 44,773 | $131.66 | $157.99 | +$1.6M |
M MSFT | MICROSOFT CORP | 2.02% | $6.5M | 13,167 | $427.65 | $497.41 | +$1.1M |
I IYW | ISHARES TR | 1.99% | $6.4M | 37,154 | $137.35 | $173.27 | +$1.2M |
Industry Allocation
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