Empirical Finance, LLC

$2.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1572838 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 483
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 22
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 20

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$10.1M	−1,383	$152M	$142M	817,366	815,983
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$9.3M	−854	$136M	$127M	502,037	501,183
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$28.0M	−339	$119M	$91.0M	246,082	245,743
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$663K	+33,960	$79.2M	$78.5M	343,053	377,013
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$59.0M	−168,514	$126M	$67.1M	402,440	233,926
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	NEW	+$56.8M	+197,426	$0	$56.8M	—	197,426
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$5.2M	+13	$49.5M	$44.3M	143,025	143,038
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$6.6M	−109	$49.2M	$42.6M	74,557	74,448
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$16.7M	+44,158	$15.5M	$32.2M	51,072	95,230
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$6.2M	−19	$35.7M	$29.5M	79,445	79,426
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$2.9M	−258	$32.4M	$29.5M	100,496	100,238
position key `pos:13390` · issuer key `iss:656` COM UT LTD PTN	ADD	+$14.7M	+652,711	$12.4M	$27.1M	752,045	1,404,756
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$7.4M	−392	$18.3M	$25.7M	151,773	151,381
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$4.2M	−44	$28.6M	$24.5M	26,651	26,607
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$1.0M	+250	$25.1M	$24.0M	49,871	50,121
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$3.1M	−141	$17.1M	$20.2M	82,576	82,435
position key `pos:12087` · issuer key `cusip6:400501` SPON ADR	ADD	+$8.8M	+71,924	$10.5M	$19.3M	96,419	168,343
position key `sid:sec:prov:d21b4046ace77c2d5fa897337fbd617b` · issuer key `cusip6:400506` SPON ADS B	ADD	+$10.5M	+44,531	$7.9M	$18.4M	30,076	74,607
position key `pos:12354` · issuer key `iss:1963` COM UNIT LP INT	ADD	+$8.9M	+205,421	$9.4M	$18.2M	236,768	442,189
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.8M	−146	$15.9M	$17.7M	142,577	142,431
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	NEW	+$17.7M	+55,050	$0	$17.7M	—	55,050
position key `sid:sec:prov:a322946a230e787c1c23f83e2624e9c0` · issuer key `cusip6:02072L` ALPHA ARCHITECT	NEW	+$17.0M	+187,063	$0	$17.0M	—	187,063
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$4.1M	−169	$11.6M	$15.7M	76,010	75,841
position key `pos:10311` · issuer key `iss:211` COM	ADD	+$6.9M	+82,715	$8.2M	$15.2M	95,566	178,281
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$2.0M	−23	$12.8M	$14.8M	14,877	14,854
position key `sid:sec:prov:b2ac8be1c88c2f5a27036789384be303` · issuer key `cusip6:02072L` US QUAN VALUE	TRIM	−$46.8M	−996,107	$61.2M	$14.4M	1,271,921	275,814
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	+$320K	−316	$13.7M	$14.1M	146,531	146,215
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$2.0M	−54	$16.0M	$14.0M	28,105	28,051
position key `sid:sec:prov:6e1eee48cc36d4aca13c0097a4469cb9` · issuer key `cusip6:140501` COM	NEW	+$13.7M	+618,866	$0	$13.7M	—	618,866
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$2.6M	−47	$11.0M	$13.5M	19,128	19,081
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$2.1M	−32	$15.2M	$13.1M	43,396	43,364
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$673K	−99	$13.5M	$12.9M	59,229	59,130
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	+$1.9M	−9	$10.6M	$12.5M	36,979	36,970
position key `pos:14097` · issuer key `iss:1158` COM UNIT REP LTD	ADD	+$6.2M	+100,927	$6.2M	$12.4M	116,567	217,494
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	+$73.4K	−138	$11.8M	$11.9M	82,579	82,441
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$559K	−61	$12.2M	$11.6M	35,427	35,366
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$1.5M	−535	$12.8M	$11.4M	233,604	233,069
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$495K	+2,224	$11.8M	$11.3M	66,424	68,648
position key `pos:11944` · issuer key `iss:454` COM	TRIM	+$59.2K	−286	$11.2M	$11.3M	145,402	145,116
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$599K	−86	$11.6M	$11.0M	54,148	54,062
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.3M	−207	$9.6M	$10.9M	91,151	90,944
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$906K	−66	$11.3M	$10.4M	36,584	36,518
position key `sid:sec:prov:1021c391f3d911e3e2a099a9e601251d` · issuer key `cusip6:02072L` INTL QUAN VALUE	NEW	+$10.0M	+294,873	$0	$10.0M	—	294,873
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$786K	−214	$9.1M	$9.9M	130,633	130,419
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$1.7M	−479	$11.4M	$9.7M	122,831	122,352
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$2.4M	−64	$7.3M	$9.7M	28,479	28,415
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	+$1.9M	−106	$7.7M	$9.6M	45,119	45,013
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$395K	−36	$9.7M	$9.3M	11,056	11,020
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	+$428K	−108	$8.7M	$9.1M	47,288	47,180
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$1.9M	−44	$10.7M	$8.8M	32,533	32,489
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	+$243K	−87	$8.4M	$8.6M	52,106	52,019
position key `sid:sec:prov:c5626a1f50006cdb4f53145d64feba70` · issuer key `cusip6:02072L` ALPHA ARCHITECT	NEW	+$8.3M	+264,140	$0	$8.3M	—	264,140
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$1.5M	−219	$6.6M	$8.1M	162,435	162,216
position key `pos:16845` · issuer key `iss:1705` COM	ADD	+$7.7M	+100,287	$398K	$8.1M	5,000	105,287
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$1.1M	−425	$7.0M	$8.1M	280,030	279,605
position key `sid:sec:prov:e807d65f7f30f0fefdcf088a6bdd2328` · issuer key `cusip6:40051E` SPON ADR SER B	NEW	+$7.7M	+22,868	$0	$7.7M	—	22,868
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$236K	−189	$7.6M	$7.4M	65,362	65,173
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$1.6M	−33	$9.0M	$7.4M	30,453	30,420
position key `pos:17386` · issuer key `iss:806` COM	TRIM	+$1.8M	−16	$5.5M	$7.3M	8,391	8,375
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$533K	−68	$6.6M	$7.2M	46,194	46,126
position key `pos:10263` · issuer key `iss:1078` COM	TRIM	+$945K	−60	$6.0M	$7.0M	96,122	96,062
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$1.2M	−11	$5.7M	$6.9M	4,669	4,658
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$2.1M	−7	$8.7M	$6.5M	44,472	44,465
position key `pos:13231` · issuer key `iss:1783` SPONSORED ADS	ADD	+$2.8M	+66,042	$3.6M	$6.5M	95,129	161,171
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$438K	−29	$6.0M	$6.4M	18,270	18,241
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$1.2M	−28	$7.6M	$6.4M	13,070	13,042
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$851K	−67	$5.5M	$6.3M	67,998	67,931
position key `sid:sec:prov:e253f171d66ca77ae29441a2be5d6df4` · issuer key `cusip6:69374H` TRENDPILOT INTL	NEW	+$6.3M	+193,079	$0	$6.3M	—	193,079
position key `pos:18143` · issuer key `iss:982` COM	TRIM	+$1.0M	−22	$5.2M	$6.3M	141,952	141,930
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$223K	−86	$6.0M	$6.2M	38,795	38,709
position key `sid:sec:prov:fee9e520045dd7f6fb0bcf78a9b6b2f4` · issuer key `cusip6:313148` CL C	ADD	+$2.2M	+19,217	$3.9M	$6.2M	22,375	41,592
position key `pos:10679` · issuer key `iss:1211` COM	ADD	+$2.2M	+5,667	$3.9M	$6.1M	6,996	12,663
position key `pos:15035` · issuer key `iss:505` COM	TRIM	+$1.7M	−110	$4.3M	$6.1M	45,950	45,840
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$2.5M	−61	$8.6M	$6.0M	32,301	32,240
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$1.3M	−81	$7.4M	$6.0M	58,692	58,611
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$1.4M	−53	$7.3M	$6.0M	19,798	19,745
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$621K	−53	$5.3M	$5.9M	30,587	30,534
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$1.1M	−136	$6.9M	$5.9M	61,086	60,950
position key `pos:10600` · issuer key `iss:821` COM	TRIM	+$691K	−76	$5.2M	$5.9M	42,210	42,134
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$1.3M	−18	$6.7M	$5.4M	11,813	11,795
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$784K	−36	$4.6M	$5.4M	16,938	16,902
position key `pos:10790` · issuer key `iss:1444` COM	TRIM	+$599K	−277	$4.7M	$5.3M	190,758	190,481
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$1.0M	−25	$4.3M	$5.3M	8,803	8,778
position key `pos:10854` · issuer key `iss:300` COM	TRIM	−$1.4M	−5	$6.7M	$5.2M	1,246	1,241
position key `pos:13933` · issuer key `iss:1307` COM	ADD	+$408K	+34	$4.8M	$5.2M	48,189	48,223
position key `pos:13471` · issuer key `iss:562` COM	TRIM	+$874K	−17	$4.2M	$5.1M	9,037	9,020
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$359K	−52	$5.4M	$5.1M	40,119	40,067
position key `pos:13876` · issuer key `iss:917` COM	TRIM	+$683K	−43	$4.4M	$5.1M	22,402	22,359
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	+$224K	−45	$4.8M	$5.0M	20,812	20,767
position key `sid:sec:prov:7ad74c4e19e96fa04600c1af6f5fcfc6` · issuer key `cusip6:02072L` INTL QUAN MOMNTM	NEW	+$4.8M	+121,049	$0	$4.8M	—	121,049
position key `pos:16172` · issuer key `iss:1141` COM	TRIM	−$111K	−47	$4.9M	$4.8M	20,368	20,321
position key `pos:16532` · issuer key `iss:812` COM	TRIM	−$456K	−267	$5.2M	$4.7M	63,892	63,625
position key `pos:11610` · issuer key `iss:287` COM	TRIM	−$540K	−12	$5.2M	$4.7M	4,865	4,853
position key `pos:16131` · issuer key `iss:1632` COM	TRIM	−$294K	−30	$4.9M	$4.6M	49,167	49,137
position key `pos:15119` · issuer key `iss:489` CL A	TRIM	−$193K	−419	$4.6M	$4.4M	153,083	152,664
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$1.0M	−26	$5.3M	$4.3M	10,197	10,171
position key `pos:14787` · issuer key `iss:1180` COM	TRIM	+$1.4M	−75	$2.9M	$4.3M	17,758	17,683
position key `pos:15008` · issuer key `iss:318` COM	TRIM	+$465K	−150	$3.8M	$4.3M	70,635	70,485
position key `pos:17022` · issuer key `iss:427` COM	ADD	+$1.9M	+34,039	$2.3M	$4.2M	39,355	73,394
position key `pos:15144` · issuer key `iss:556` COM	TRIM	−$876K	−53	$5.0M	$4.2M	22,030	21,977

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 31

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	NO CHANGE	−$453K	$7.5M	$7.0M	12,197	12,197
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	NO CHANGE	+$95.2K	$4.3M	$4.4M	57,025	57,025
position key `pos:13281` · issuer key `iss:1281` COM	NO CHANGE	+$118K	$3.7M	$3.8M	146,916	146,916
position key `pos:10925` · issuer key `iss:1309` CLASS A COM	NO CHANGE	+$749K	$2.0M	$2.7M	22,390	22,390
position key `pos:14868` · issuer key `iss:68` COM	NO CHANGE	+$492K	$2.0M	$2.5M	37,319	37,319
position key `pos:15016` · issuer key `iss:1868` COM	NO CHANGE	+$339K	$1.6M	$1.9M	3,210	3,210
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	NO CHANGE	−$40.7K	$1.8M	$1.8M	13,031	13,031
position key `pos:17456` · issuer key `iss:1440` CLASS A COM	NO CHANGE	+$575K	$1.1M	$1.7M	78,869	78,869
position key `pos:13638` · issuer key `iss:1380` COM	NO CHANGE	+$227K	$1.3M	$1.5M	10,513	10,513
position key `pos:14673` · issuer key `iss:1879` COM	NO CHANGE	−$290K	$1.8M	$1.5M	24,340	24,340
position key `pos:12472` · issuer key `iss:1269` COM	NO CHANGE	+$248K	$1.2M	$1.5M	77,936	77,936
position key `pos:11700` · issuer key `iss:1165` COM	NO CHANGE	−$316K	$1.8M	$1.4M	79,844	79,844
position key `pos:12367` · issuer key `iss:1627` COM STK	NO CHANGE	+$358K	$1.1M	$1.4M	27,535	27,535
position key `pos:11764` · issuer key `iss:1740` COM	NO CHANGE	+$153K	$1.2M	$1.4M	8,299	8,299
position key `pos:17256` · issuer key `iss:453` COM	NO CHANGE	+$251K	$1.1M	$1.4M	9,607	9,607
position key `pos:13183` · issuer key `iss:2002` COM	NO CHANGE	−$252K	$1.5M	$1.2M	33,280	33,280
position key `pos:18028` · issuer key `iss:1310` COMMON STOCK	NO CHANGE	−$143K	$1.3M	$1.2M	6,419	6,419
position key `pos:14103` · issuer key `iss:803` COM	NO CHANGE	−$58.9K	$1.1M	$1.0M	42,098	42,098
position key `pos:11786` · issuer key `iss:539` COM	NO CHANGE	−$26.6K	$1.0M	$979K	9,769	9,769
position key `pos:16772` · issuer key `iss:1202` COM	NO CHANGE	−$315K	$1.2M	$910K	14,190	14,190
position key `pos:13355` · issuer key `iss:85` COM	NO CHANGE	−$133K	$996K	$863K	22,000	22,000
position key `pos:11357` · issuer key `iss:969` COM	NO CHANGE	+$17.3K	$793K	$810K	7,193	7,193
position key `pos:16941` · issuer key `iss:375` COM NEW	NO CHANGE	−$4.3K	$810K	$806K	10,182	10,182
position key `pos:15429` · issuer key `iss:4` COM	NO CHANGE	−$175K	$941K	$766K	116,595	116,595
position key `pos:17453` · issuer key `iss:83` COM	NO CHANGE	+$97.6K	$499K	$596K	5,093	5,093
position key `sid:sec:prov:8c8a451d523e569b99f369127fe88d89` · issuer key `cusip6:03062T` COM	NO CHANGE	−$545K	$1.1M	$554K	43,518	43,518
position key `pos:18087` · issuer key `iss:578` COM	NO CHANGE	+$835	$517K	$517K	2,609	2,609
position key `pos:10225` · issuer key `iss:1647` COM	NO CHANGE	+$26.9K	$462K	$489K	5,931	5,931
position key `pos:14002` · issuer key `iss:1199` COM	NO CHANGE	−$166K	$618K	$453K	31,174	31,174
position key `pos:17225` · issuer key `iss:526` COM	NO CHANGE	−$221K	$553K	$332K	8,225	8,225
position key `sid:sec:prov:45a5e3eff276ca2df9e7cc0b65693a00` · issuer key `cusip6:359678` COM	NO CHANGE	−$7.2K	$52.1K	$44.9K	19,975	19,975

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 468 issuers · $2.1B disclosed value over 483 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$142M

815,983

6.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$127M

501,183

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Empirical Finance, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$67.1M	233,926
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$56.8M	197,426

$124M

431,352

5.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$91.0M

245,743

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$78.5M

377,013

3.7%

—

EA SERIES TRUST

8 positions · 8 reported rows

Rows Empirical Finance, LLC reported for EA SERIES TRUST, as it reported them
EA SERIES TRUST · ALPHA ARCHITECT CUSIP 02072L516 src ↗	$17.0M	187,063
EA SERIES TRUST · US QUAN VALUE CUSIP 02072L102 src ↗	$14.4M	275,814
EA SERIES TRUST · INTL QUAN VALUE CUSIP 02072L201 src ↗	$10.0M	294,873
EA SERIES TRUST · ALPHA ARCHITECT CUSIP 02072L508 src ↗	$8.3M	264,140
EA SERIES TRUST · INTL QUAN MOMNTM CUSIP 02072L300 src ↗	$4.8M	121,049
EA SERIES TRUST · US QUAN MOMENTUM CUSIP 02072L409 src ↗	$3.6M	52,382
EA SERIES TRUST · ALPHA ARCH 1-3 CUSIP 02072L565 src ↗	$2.4M	20,382
EA SERIES TRUST · RELATIVE SENTIME CUSIP 02072L813 src ↗	$1.5M	36,370

ticker not yet mapped

$61.9M

1,252,073

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$44.3M

143,038

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$42.6M

74,448

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.2M

95,230

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.5M

79,426

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.5M

100,238

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENERGY TRANSFER L P · COM UT LTD PTN CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$27.1M

1,404,756

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.7M

151,381

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.5M

26,607

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.0M

50,121

1.1%

—

VANGUARD INDEX FDS

3 positions · 3 reported rows

Rows Empirical Finance, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$17.7M	55,050
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$2.4M	13,181
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$1.0M	1,693

ticker not yet mapped

$21.1M

69,924

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.2M

82,435

0.9%

—

GRUPO AEROPORTUARIO DEL CENT · SPON ADR CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$19.3M

168,343

0.9%

—

GRUPO AEROPORTUNARIO DEL PAC · SPON ADS B CUSIP 400506101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$18.4M

74,607

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WESTERN MIDSTREAM PARTNERS L · COM UNIT LP INT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.2M

442,189

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$17.7M

142,431

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.7M

75,841

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AXOS FINANCIAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.2M

178,281

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.8M

14,854

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.1M

146,215

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.0M

28,051

0.7%

—

CAPITAL SOUTHWEST CORP · COM CUSIP 140501107
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$13.7M

618,866

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.5M

19,081

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.1M

43,364

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.9M

59,130

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.5M

36,970

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MPLX LP · COM UNIT REP LTD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.4M

217,494

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.9M

82,441

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.6M

35,366

0.5%

—

PACER FDS TR

3 positions · 3 reported rows

Rows Empirical Finance, LLC reported for PACER FDS TR, as it reported them
PACER FDS TR · TRENDPILOT INTL CUSIP 69374H683 src ↗	$6.3M	193,079
PACER FDS TR · TRENDPILOT 100 CUSIP 69374H303 src ↗	$3.5M	47,352
PACER FDS TR · TRENDP US MID CP CUSIP 69374H204 src ↗	$1.8M	48,411

ticker not yet mapped

$11.5M

288,842

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.4M

233,069

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.3M

68,648

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.3M

145,116

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.0M

54,062

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.9M

90,944

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.4M

36,518

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.9M

130,419

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.7M

122,352

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.7M

28,415

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.6M

45,013

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.3M

11,020

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.1M

47,180

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.8M

32,489

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.6M

52,019

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.1M

162,216

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPROUTS FMRS MKT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.1M

105,287

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.1M

279,605

0.4%

—

GRUPO AEROPORTUARIO DEL SURE · SPON ADR SER B CUSIP 40051E202
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$7.7M

22,868

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.4M

65,173

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.4M

30,420

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.3M

8,375

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.2M

46,126

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.0M

12,197

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.0M

96,062

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.9M

4,658

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.5M

44,465

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TERNIUM SA · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.5M

161,171

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.4M

18,241

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.4M

13,042

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.3M

67,931

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.3M

141,930

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.2M

38,709

0.3%

—

FEDERAL AGRIC MTG CORP · CL C CUSIP 313148306
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$6.2M

41,592

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDPACE HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.1M

12,663

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.1M

45,840

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

32,240

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

58,611

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

19,745

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.9M

30,534

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.9M

60,950

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.9M

42,134

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.4M

11,795

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.4M

16,902

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

190,481

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

8,778

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.2M

1,241

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.2M

48,223

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.1M

9,020

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.1M

40,067

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.1M

22,359

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.0M

20,767

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.8M

20,321

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL MTRS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.7M

63,625

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.7M

4,853

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.6M

49,137

0.2%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$4.4M

57,025

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.4M

152,664

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.3M

10,171

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.3M

17,683

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.3M

70,485

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENTURY COMMUNITIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

73,394

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

21,977

0.2%

—

PONCE FINANCIAL GROUP INC · COMMON STOCK CUSIP 732344106
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$4.1M

247,389

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.1M

16,614

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.1M

9,376

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 47.8%below median 80.0%
Concentration index: 170 bpsbelow median 446 bps
Positions with value: 483 / 483median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 47.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 170 · QoQ moves: 503

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Empirical Finance, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).