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CIK: 0001971875
Total reported value
$252.5M
$252.5M
210 檔
28.8%
During the Q4 2025 filing period, Empire Financial Management Company, LLC (CIK: 0001971875) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $252.5M across 210 reported positions.
Empire Financial Management Company, LLC executed strategic sector rebalancing during Q4 2025, establishing 18 new positions while fully exiting 14 holdings and trimming 56 positions.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.57% | -1.55% | -2.07% | |
| 2 | DSTL | Distillate US Fundamental St | ETF-Other | 3.19% | +2.78% | -0.20% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -2.14% | -0.65% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.06% | +0.82% | -11.47% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.85% | -0.53% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | +0.87% | -0.85% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.21% | -2.48% | +0.66% | |
| 8 | BA | Boeing Co/the | Stock-Industrials | 2.18% | -2.06% | EXIT | |
| 9 | VNDA | Vanda Pharmaceuticals Inc | Stock-Other | 2.12% | -1.44% | EXIT | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.82% | -0.24% | -0.17% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.67% | -0.07% | -0.14% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.66% | -1.41% | EXIT | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | +1.06% | +0.15% | |
| 14 | CEG | Constellation Energy | Stock-Utilities | 1.31% | -1.08% | EXIT | |
| 15 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.29% | +1.16% | +0.76% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 1.27% | -2.42% | EXIT | |
| 17 | AXP | American Express Co | Stock-Financials | 1.21% | -0.79% | — | |
| 18 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.16% | +0.67% | -14.13% | |
| 19 | ET | Energy Transfer LP | Stock-Energy | 1.13% | -0.33% | +119.87% | |
| 20 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 1.13% | +1.19% | +2.83% | |
| 21 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 1.13% | +1.16% | +1.01% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.12% | +1.20% | +1.97% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.09% | -1.09% | EXIT | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +1.03% | -1.77% | |
| 25 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.03% | +0.79% | +0.43% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | +0.99% | +1.48% | |
| 27 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.95% | +0.76% | -22.39% | |
| 28 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.94% | -0.19% | EXIT | |
| 29 | DSTX | Distillate International Fun | ETF-Other | 0.91% | +0.77% | -2.65% | |
| 30 | KRMD | Koru Medical Systems Inc | Stock-Other | 0.89% | -0.69% | EXIT | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.78% | -1.26% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +0.63% | +13.78% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.87% | -0.82% | EXIT | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.86% | +0.14% | +0.31% | |
| 35 | QTRX | Quanterix CORP | Stock-Other | 0.85% | -0.59% | EXIT | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.85% | -0.56% | -1.01% | |
| 37 | CYRX | Cryoport Inc | Stock-Other | 0.84% | -0.94% | EXIT | |
| 38 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.81% | +0.71% | -1.17% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.78% | — | -0.44% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.57% | EXIT | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.76% | -13.42% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.75% | +0.49% | +0.07% | |
| 43 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 0.74% | +0.78% | +0.40% | |
| 44 | MPLX | Mplx LP | Stock-Energy | 0.73% | -0.78% | EXIT | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.61% | — | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | -0.60% | EXIT | |
| 47 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.72% | -0.76% | EXIT | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | +0.67% | +0.62% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | +0.37% | -1.07% | |
| 50 | RIGL | Rigel Pharmaceuticals Inc | Stock-Other | 0.71% | -0.28% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNDA | Vanda Pharmaceuticals Inc | +1.3% | +46.19% | Add |
| 2 | BA | Boeing Co/the | +0.8% | +65.99% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.6% | +100.92% | Add |
| 4 | LLY | Eli Lilly & Co | +0.6% | +0.66% | Add |
| 5 | ET | Energy Transfer LP | +0.6% | +119.87% | Add |
| 6 | CYRX | Cryoport Inc | +0.5% | +141.83% | Add |
| 7 | COP | Conocophillips | +0.4% | +218.34% | Add |
| 8 | QTRX | Quanterix CORP | +0.3% | +36.56% | Add |
| 9 | AMD | Advanced Micro Devices | +0.3% | +13.78% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -11.47% | Trim |
| 11 | SLV | Ishares Silver Trust | +0.2% | -1.80% | Trim |
| 12 | KRMD | Koru Medical Systems Inc | +0.2% | -14.72% | Trim |
| 13 | RIGL | Rigel Pharmaceuticals Inc | +0.1% | -14.60% | Trim |
| 14 | RTX | Rtx CORP | +0.1% | -0.17% | Trim |
| 15 | AXP | American Express Co | +0.1% | — | Unchanged |
| 16 | AMGN | Amgen Inc | +0.1% | +0.62% | Add |
| 17 | HAL | Halliburton Co | +0.1% | +6.14% | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.26% | Add |
| 19 | CAH | Cardinal Health Inc | +0.1% | — | Unchanged |
| 20 | CB | Chubb Limited | +0.1% | +0.31% | Add |
| 21 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -5.16% | Trim |
| 22 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 23 | TEVA | Teva Pharmaceutical-sp Adr | 0% | — | Unchanged |
| 24 | AVDV | Avantis Intl S/c Value ETF | 0% | +1.97% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | -1.26% | Trim |
| 26 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 27 | CEG | Constellation Energy | 0% | — | Unchanged |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +10.57% | Add |
| 29 | CMI | Cummins Inc | 0% | -4.31% | Trim |
| 30 | PSLV | Sprott Physical Silver Trust | 0% | — | Unchanged |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -10.40% | Trim |
| 32 | MPLX | Mplx LP | 0% | — | Unchanged |
| 33 | NVS | Novartis Ag-sponsored Adr | 0% | +0.89% | Add |
| 34 | XOM | Exxon Mobil CORP | 0% | -0.19% | Trim |
| 35 | MS | Morgan Stanley | 0% | -2.46% | Trim |
| 36 | NDIA | Global X India Active ETF | 0% | +2.66% | Add |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +1.00% | Add |
| 38 | GSK | Gsk Plc-spon Adr | 0% | — | Unchanged |
| 39 | GILD | Gilead Sciences Inc | 0% | +15.38% | Add |
| 40 | ROE | Ast US Eq Wgt Qlty Kings ETF | 0% | +34.32% | Add |
| 41 | WMT | Walmart Inc | 0% | — | Unchanged |
| 42 | AIG | American International Group | 0% | — | Unchanged |
| 43 | GEV | GE Vernova Inc | 0% | +1.04% | Add |
| 44 | BMY | Bristol-myers Squibb Co | 0% | +3.34% | Add |
| 45 | KEY | Keycorp | 0% | — | Unchanged |
| 46 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 47 | C | Citigroup Inc | 0% | — | Unchanged |
| 48 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 49 | MOOD | Relative Sentiment Tact Allo | 0% | — | Unchanged |
| 50 | HON | Honeywell International Inc | — | +13.57% | 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 210 disclosed positions in Q4 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 AAPL, DSTL, AMZN) accounted for 28.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
NEE
市值: $1.7M
Top Position Liquidated / Trimmed
CDXS
前期市值: $3.6M
During Q4 2025, Empire Financial Management Company, LLC's top holdings by market value included AAPL (3.6%)、DSTL (3.2%)、AMZN (3.1%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q4 2025, Empire Financial Management Company, LLC made 153 total portfolio adjustments, initiating 18 new buys, adding to 65 positions, trimming 56 holdings, and fully liquidating 14 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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