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CIK: 0001971875
Total reported value
$252.5M
$252.5M
196 檔
21.0%
According to the latest 13F quarterly dataset, Empire Financial Management Company, LLC managed an equity portfolio of $252.5M at the end of Q4 2024, spanning 196 distinct U.S. exchange-listed positions.
Empire Financial Management Company, LLC executed strategic sector rebalancing during Q4 2024, establishing 12 new positions while fully exiting 19 holdings and trimming 53 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DSTL | Distillate US Fundamental St | ETF-Other | 4.26% | +2.78% | -0.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.85% | -1.94% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.52% | -1.55% | +5.69% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.92% | +0.87% | +0.49% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.27% | -2.48% | -1.08% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -2.14% | +10.96% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 1.88% | -0.07% | -9.13% | |
| 8 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.68% | +1.16% | +3.20% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | +1.06% | +137.57% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.48% | +1.03% | +1.25% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | +0.99% | +3.37% | |
| 12 | AXP | American Express Co | Stock-Financials | 1.39% | -0.79% | -3.20% | |
| 13 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.39% | +0.76% | +9.73% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.39% | -0.57% | EXIT | |
| 15 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 1.35% | +1.19% | +6.74% | |
| 16 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 1.30% | +1.16% | +2.09% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.29% | -0.24% | +3.25% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | +0.37% | +8.92% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.82% | +2.99% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.21% | -1.08% | EXIT | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.19% | -0.60% | EXIT | |
| 22 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.13% | +0.78% | +0.95% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.13% | +0.79% | -6.91% | |
| 24 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.09% | +0.67% | +4.48% | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.09% | -0.76% | EXIT | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.05% | — | -1.93% | |
| 27 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.04% | +0.71% | +6.22% | |
| 28 | DSTX | Distillate International Fun | ETF-Other | 1.01% | +0.77% | -4.09% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.97% | — | +2.30% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.90% | +0.49% | +2.51% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.87% | +1.20% | +6.58% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -2.42% | EXIT | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.61% | +18.03% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | -1.41% | EXIT | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.80% | +0.14% | +237.95% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.45% | EXIT | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.69% | -2.91% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | +0.67% | +4.47% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.76% | -1.58% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.75% | — | +3.82% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -1.09% | EXIT | |
| 42 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.72% | +0.35% | -9.25% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.04% | +3.45% | |
| 44 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.69% | -0.68% | EXIT | |
| 45 | CG | Carlyle Group Inc/the | Stock-Financials | 0.69% | — | +128.95% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | -0.10% | +45.91% | |
| 47 | EXC | Exelon CORP | Stock-Utilities | 0.67% | -0.63% | EXIT | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.08% | NEW | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.64% | +0.58% | +2.46% | |
| 50 | PAYX | Paychex Inc | Stock-Tech | 0.63% | +0.32% | +2.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +0.8% | +137.57% | Add |
| 2 | CB | Chubb Limited | +0.6% | +237.95% | Add |
| 3 | ZG | Zillow Group Inc - A | +0.6% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.5% | +10.96% | Add |
| 5 | AAPL | Apple Inc | +0.5% | +5.69% | Add |
| 6 | UPS | United Parcel Service-cl B | +0.4% | NEW | New buy |
| 7 | CG | Carlyle Group Inc/the | +0.4% | +128.95% | Add |
| 8 | AOS | Smith (a.o.) CORP | +0.4% | NEW | New buy |
| 9 | AVGO | Broadcom Inc | +0.4% | +1.25% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | +0.49% | Add |
| 11 | KMB | Kimberly-clark CORP | +0.4% | +253.17% | Add |
| 12 | UBER | Uber Technologies Inc | +0.4% | NEW | New buy |
| 13 | UL | Unilever PLC | +0.4% | +456.75% | Add |
| 14 | NOC | Northrop Grumman CORP | +0.4% | NEW | New buy |
| 15 | BF-B | Brown-forman Corp-class B | +0.3% | NEW | New buy |
| 16 | APD | Air Products & Chemicals Inc | +0.3% | NEW | New buy |
| 17 | SNOW | Snowflake Inc | +0.2% | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.99% | Add |
| 19 | NU | Nu Holdings Ltd. | +0.2% | NEW | New buy |
| 20 | CDXS | Codexis Inc | +0.2% | +21.10% | Add |
| 21 | CL | Colgate-palmolive Co | +0.2% | +45.91% | Add |
| 22 | KMI | Kinder Morgan, Inc. | +0.1% | -2.43% | Trim |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +5.22% | Add |
| 24 | DPZ | Domino's Pizza Inc | +0.1% | +38.02% | Add |
| 25 | BA | Boeing Co/the | +0.1% | +35.14% | Add |
| 26 | QCOM | Qualcomm Inc | +0.1% | +32.03% | Add |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 28 | VNDA | Vanda Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 29 | ET | Energy Transfer LP | +0.1% | +4.96% | Add |
| 30 | HON | Honeywell International Inc | +0.1% | +1.32% | Add |
| 31 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 32 | AXP | American Express Co | +0.1% | -3.20% | Trim |
| 33 | COST | Costco Wholesale CORP | +0.1% | +46.30% | Add |
| 34 | EMR | Emerson Electric Co | +0.1% | +1.76% | Add |
| 35 | PG | Procter & Gamble Co/the | +0.1% | +8.92% | Add |
| 36 | ADP | Automatic Data Processing | +0.1% | — | Unchanged |
| 37 | EW | Edwards Lifesciences CORP | +0.1% | NEW | New buy |
| 38 | NVDA | Nvidia CORP | +0.1% | -1.58% | Trim |
| 39 | BAC | Bank Of America CORP | +0.1% | -2.56% | Trim |
| 40 | ASML | ASML Holding N.V. | +0.1% | +39.74% | Add |
| 41 | SO | Southern Co/the | +0.1% | +24.63% | Add |
| 42 | AZO | Autozone Inc | +0.1% | +10.89% | Add |
| 43 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +2.09% | Add |
| 44 | HGER | Harbor Commodity All Weather | +0.1% | +6.22% | Add |
| 45 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +4.65% | Add |
| 46 | PAYX | Paychex Inc | +0.1% | +2.87% | Add |
| 47 | MS | Morgan Stanley | +0.1% | -0.50% | Trim |
| 48 | JNJ | Johnson & Johnson | +0.1% | +18.03% | Add |
| 49 | PANW | Palo Alto Networks Inc | +0.1% | +103.10% | Add |
| 50 | PHYS | Sprott Physical Gold Trust | +0.1% | +4.48% | Add |
According to official SEC Form 13F filings, Empire Financial Management Company, LLC reported a total U.S. public equity portfolio value of $252.5M across 196 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DSTL, MSFT, AAPL) accounted for 21.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ZG
市值: $1.8M
Top Position Liquidated / Trimmed
IVOL
前期市值: $2.0M
During Q4 2024, Empire Financial Management Company, LLC's top holdings by market value included DSTL (4.3%)、MSFT (3.6%)、AAPL (3.5%). The largest single position, DSTL, represented 4.3% of total portfolio value.
In Q4 2024, Empire Financial Management Company, LLC made 160 total portfolio adjustments, initiating 12 new buys, adding to 76 positions, trimming 53 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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