Stock Taper 
EMPIRICAL ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 33 | $224.84K |
 Comfort Systems USA, Inc. | FIX | 135 | $267.73K |
 ASML Holding N.V. | ASML | 261 | $519.24K |
 Quanta Services, Inc. | PWR | 334 | $240.54K |
 Monolithic Power Systems, Inc. | MPWR | 436 | $602.12K |
 Mastercard Incorporated | MA | 513 | $263.4K |
 Martin Marietta Materials, Inc. | MLM | 571 | $329.05K |
 Moog Inc. | MOG-A | 613 | $259.81K |
 Powell Industries, Inc. | POWL | 723 | $206.93K |
 Stryker Corporation | SYK | 789 | $248.32K |
 Costco Wholesale Corporation | COST | 810 | $758.12K |
 Expedia Group, Inc. | EXPE | 850 | $217.51K |
 Howmet Aerospace Inc. | HWM | 898 | $241.53K |
 Thermo Fisher Scientific Inc. | TMO | 929 | $465.77K |
 Waste Management, Inc. | WM | 968 | $215.81K |
 McKesson Corporation | MCK | 998 | $754.31K |
 AppLovin Corporation | APP | 1.01K | $518.84K |
 Simon Property Group, Inc. | SPG | 1.06K | $237.64K |
 Morgan Stanley | MS | 1.07K | $224.15K |
 Cummins Inc. | CMI | 1.09K | $780.33K |