StockDriftsStockDriftsTop 50 Empire Financial Management Company LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DSTL | ETF SERIES SOLUTIONS | 6.14% | 258.7K | $15.5M | +0.81%(+2.07K) | $43.44(+58.60%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.48% | 26.8K | $8.8M | -31.63%(-12.41K) | $137.78(+163.55%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FUNDS TRUST | 2.62% | 216.0K | $6.6M | +1.05%(+2.24K) | $27.68(+13.06%) | 2026-06-30 | |
| AVDV | AMERICAN CENTURY ETF TRUST | 2.56% | 62.8K | $6.5M | +3.94%(+2.38K) | $76.45(+44.56%) | 2026-06-30 | |
| FDIV | EA SER TR | 2.56% | 233.2K | $6.5M | +2.92%(+6.61K) | $26.22(+9.21%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.51% | 25.2K | $6.3M | -14.41%(-4.25K) | $180.18(+39.21%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.48% | 17.5K | $6.3M | -31.29%(-7.97K) | $162.13(+113.63%) | 2026-06-30 | |
| QDPL | PACER FUNDS TRUST | 2.32% | 130.0K | $5.9M | +1.98%(+2.52K) | $32.03(+46.63%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 2.04% | 14.6K | $5.2M | +3.54%(+500) | $325.62(+4.94%) | 2026-06-30 | |
| PHYS | SPROTT PHYSICAL GOLD TR | 2% | 167.7K | $5.1M | +1.34%(+2.21K) | $16.81(+96.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +46.99% | — | — | +58.13% |
| Top 20 Holdings Unweighted | +13.05% | +44.48% | — | — | +55.50% |
Empire Financial Management Company LLC reports $252.51M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are DSTL (6.1%), JPM (3.5%) and DBMF (2.6%). The top 20 holdings account for 45.73% of reported assets. Its disclosed equity book has returned +46.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Empire Financial Management Company LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1971875). View Empire Financial Management Company LLC’s 13F filings on SEC