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CIK: 0001971875
Total reported value
$252.5M
$252.5M
197 檔
20.2%
As reported in its official Q1 2025 Form 13F filing, Empire Financial Management Company, LLC's tracked investment portfolio stood at $252.5M with 197 total positions.
Empire Financial Management Company, LLC executed strategic sector rebalancing during Q1 2025, establishing 9 new positions while fully exiting 8 holdings and trimming 62 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DSTL | Distillate US Fundamental St | ETF-Other | 4.21% | +2.78% | +0.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.85% | -0.09% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.02% | +0.87% | +2.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.99% | -1.55% | -3.39% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | -2.48% | -0.18% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.05% | -0.07% | -2.64% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -2.14% | +8.49% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | +1.06% | -3.82% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 1.63% | -0.57% | EXIT | |
| 10 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.61% | +1.16% | -0.16% | |
| 11 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.53% | +0.76% | +1.63% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.44% | -0.24% | -1.99% | |
| 13 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 1.42% | +1.19% | +7.34% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.38% | +0.99% | +4.92% | |
| 15 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 1.33% | +1.16% | +8.46% | |
| 16 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.33% | +0.67% | +2.59% | |
| 17 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.27% | +0.79% | +3.37% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.25% | -0.79% | -0.11% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.23% | -0.60% | EXIT | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.22% | +0.37% | -5.12% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.13% | — | +2.24% | |
| 22 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.12% | +0.71% | +0.17% | |
| 23 | DSTX | Distillate International Fun | ETF-Other | 1.11% | +0.77% | +2.33% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +1.03% | +4.20% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.07% | +0.49% | +6.63% | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 1.07% | -1.08% | EXIT | |
| 27 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.05% | -0.76% | EXIT | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.82% | +5.47% | |
| 29 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.04% | +0.78% | -0.90% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.00% | -2.42% | EXIT | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.99% | +1.20% | +7.18% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.95% | -2.06% | EXIT | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | +0.67% | +3.70% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.61% | -11.18% | |
| 35 | EXC | Exelon CORP | Stock-Utilities | 0.81% | -0.63% | EXIT | |
| 36 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.79% | +0.35% | +10.75% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.79% | -0.04% | +1.89% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | — | +8.08% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | -1.41% | EXIT | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.78% | +27.16% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.08% | NEW | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.72% | +0.32% | +3.80% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.43% | EXIT | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.69% | -6.52% | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.67% | +0.58% | +3.47% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.61% | EXIT | |
| 47 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.66% | -0.19% | EXIT | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -1.09% | EXIT | |
| 49 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.64% | — | +7.41% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | — | -32.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.7% | +260.00% | Add |
| 2 | APD | Air Products & Chemicals Inc | +0.3% | +122.60% | Add |
| 3 | CME | Cme Group Inc | +0.3% | NEW | New buy |
| 4 | ABT | Abbott Laboratories | +0.2% | +0.81% | Add |
| 5 | PHYS | Sprott Physical Gold Trust | +0.2% | +2.59% | Add |
| 6 | NDIA | Global X India Active ETF | +0.2% | +298.49% | Add |
| 7 | ABBV | Abbvie Inc | +0.2% | -3.82% | Trim |
| 8 | IBM | Intl Business Machines CORP | +0.2% | -2.64% | Trim |
| 9 | DUK | Duke Energy CORP | +0.2% | +6.63% | Add |
| 10 | AMGN | Amgen Inc | +0.2% | +3.70% | Add |
| 11 | BUG | Global X Cybersecurity ETF | +0.2% | NEW | New buy |
| 12 | CVX | Chevron CORP | +0.2% | +2.24% | Add |
| 13 | HON | Honeywell International Inc | +0.2% | +27.76% | Add |
| 14 | RTX | Rtx CORP | +0.2% | -1.99% | Trim |
| 15 | GCOW | Pacer Global Cash Cows Divid | +0.1% | +1.63% | Add |
| 16 | TRV | Travelers Cos Inc/the | +0.1% | +3.37% | Add |
| 17 | EXC | Exelon CORP | +0.1% | — | Unchanged |
| 18 | LLY | Eli Lilly & Co | +0.1% | -0.18% | Trim |
| 19 | AZO | Autozone Inc | +0.1% | +9.59% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +64.18% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +27.16% | Add |
| 22 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +7.18% | Add |
| 23 | VNDA | Vanda Pharmaceuticals Inc | +0.1% | +134.38% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.70% | Add |
| 25 | UBER | Uber Technologies Inc | +0.1% | +7.82% | Add |
| 26 | LYFT | Lyft Inc-a | +0.1% | NEW | New buy |
| 27 | ZG | Zillow Group Inc - A | +0.1% | +27.20% | Add |
| 28 | DPZ | Domino's Pizza Inc | +0.1% | +14.99% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +2.12% | Add |
| 30 | DSTX | Distillate International Fun | +0.1% | +2.33% | Add |
| 31 | MOOD | Relative Sentiment Tact Allo | +0.1% | NEW | New buy |
| 32 | MDT | Medtronic plc | +0.1% | +1.89% | Add |
| 33 | IQDF | Flexshares-int Qual Dvd Inde | +0.1% | NEW | New buy |
| 34 | GOAU | US Glb Gld & Metal Mnrs ETF | +0.1% | -1.28% | Trim |
| 35 | KMB | Kimberly-clark CORP | +0.1% | +7.41% | Add |
| 36 | ED | Consolidated Edison Inc | +0.1% | — | Unchanged |
| 37 | PAYX | Paychex Inc | +0.1% | +3.80% | Add |
| 38 | HGER | Harbor Commodity All Weather | +0.1% | +0.17% | Add |
| 39 | WRB | Wr Berkley CORP | +0.1% | +8.98% | Add |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | +9.39% | Add |
| 41 | NVS | Novartis Ag-sponsored Adr | +0.1% | +2.76% | Add |
| 42 | KO | Coca-cola Co/the | +0.1% | -0.27% | Trim |
| 43 | HSY | Hershey Co/the | +0.1% | +10.75% | Add |
| 44 | FDIV | Marketdsk Focused US Dvd ETF | +0.1% | +7.34% | Add |
| 45 | OXY | Occidental Petroleum CORP | +0.1% | +78.33% | Add |
| 46 | NU | Nu Holdings Ltd. | +0.1% | +39.53% | Add |
| 47 | RIGL | Rigel Pharmaceuticals Inc | +0.1% | +95.83% | Add |
| 48 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 49 | PNW | Pinnacle West Capital | +0.1% | NEW | New buy |
| 50 | BAX | Baxter International Inc | +0.1% | NEW | New buy |
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 197 disclosed positions in Q1 2025.
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, JPM) accounted for 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
CME
市值: $877.8K
Top Position Liquidated / Trimmed
UPS
前期市值: $1.4M
During Q1 2025, Empire Financial Management Company, LLC's top holdings by market value included DSTL (4.2%)、MSFT (3.2%)、JPM (3.0%). The largest single position, DSTL, represented 4.2% of total portfolio value.
In Q1 2025, Empire Financial Management Company, LLC made 149 total portfolio adjustments, initiating 9 new buys, adding to 70 positions, trimming 62 holdings, and fully liquidating 8 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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