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Empire Financial Management Company LLC

Portfolio Manager
Empire Financial Management Company LLC
Performance
-7.77% (2026 Q1)
AUM (13F)
$442.33M
# of Holdings
211
Performance Rank
Allocation (Top 20)
38.6%

Empire Financial Management Company LLC Holdings Map

Top 50 Empire Financial Management Company LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DSTL
ETF SERIES SOLUTIONS
3.36%256.6K$14.9M
+3.05%(+7.59K)
2025-Q1: 251.1K shares2025-Q2: 246.1K shares2025-Q3: 249.5K shares2025-Q4: 249.0K shares2026-Q1: 256.6K shares
$42.93(+34.31%)
2026-03-31
AAPL
APPLE INC
3.15%54.9K$13.9M
-9.17%(-5.54K)
2025-Q1: 43.5K shares2025-Q2: 42.5K shares2025-Q3: 61.7K shares2025-Q4: 60.4K shares2026-Q1: 54.9K shares
$179.15(+67.58%)
2026-03-31
AMZN
AMAZON.COM INC
2.75%58.4K$12.2M
-6.25%(-3.89K)
2025-Q1: 34.7K shares2025-Q2: 37.9K shares2025-Q3: 62.7K shares2025-Q4: 62.3K shares2026-Q1: 58.4K shares
$179.74(+46.95%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.61%39.2K$11.5M
-0.93%(-370)
2025-Q1: 39.8K shares2025-Q2: 39.8K shares2025-Q3: 39.9K shares2025-Q4: 39.6K shares2026-Q1: 39.2K shares
$137.78(+116.15%)
2026-03-31
LLY
ELI LILLY & CO
2.57%12.4K$11.4M
+30.89%(+2.92K)
2025-Q1: 9.4K shares2025-Q2: 9.4K shares2025-Q3: 9.4K shares2025-Q4: 9.4K shares2026-Q1: 12.4K shares
$509.11(+97.39%)
2026-03-31
HON
HONEYWELL INTL INC
2.42%47.4K$10.7M
+58.86%(+17.58K)
2025-Q1: 15.2K shares2025-Q2: 17.9K shares2025-Q3: 26.3K shares2025-Q4: 29.9K shares2026-Q1: 47.4K shares
$204.19(+4.43%)
2026-03-31
MSFT
MICROSOFT CORP
2.11%25.2K$9.3M
-6.92%(-1.87K)
2025-Q1: 27.3K shares2025-Q2: 27.3K shares2025-Q3: 27.2K shares2025-Q4: 27.1K shares2026-Q1: 25.2K shares
$264.64(+59.43%)
2026-03-31
BA
BOEING CO
2.06%45.9K$9.1M
-0.81%(-373)
2025-Q1: 18.0K shares2025-Q2: 17.9K shares2025-Q3: 27.9K shares2025-Q4: 46.2K shares2026-Q1: 45.9K shares
$199.74(+10.39%)
2026-03-31
RTX
RTX CORPORATION
1.93%44.1K$8.5M
-3.09%(-1.41K)
2025-Q1: 35.1K shares2025-Q2: 35.4K shares2025-Q3: 45.6K shares2025-Q4: 45.6K shares2026-Q1: 44.1K shares
$105.94(+61.58%)
2026-03-31
GOOGL
ALPHABET INC
1.66%25.5K$7.3M
-43.39%(-19.54K)
2025-Q1: 21.9K shares2025-Q2: 22.6K shares2025-Q3: 50.9K shares2025-Q4: 45.0K shares2026-Q1: 25.5K shares
$162.13(+144.72%)
2026-03-31

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