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Empire Financial Management Company

Latest statistics and disclosures from Empire Financial Management Company's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, DSTL, AMZN, GOOGL, MSFT, and represent 15.79% of Empire Financial Management Company's stock portfolio.
Added to shares of these 10 stocks: BA, VNDA, ET, MRK, CYRX, COP, NEE, DFEM, AVRE, QTRX.
Started 18 new stock positions in GM, NEE, SOLS, WBD, BCRX, DUHP, Q, OLMA, UL, DFAC. TLSI, AVRE, DFEM, DIHP, USB, AVDE, DFIC, FCX.
Reduced shares in these 10 stocks: CDXS, , CG, GOOGL, ROP, ABT, GCOW, , JPIN, PHYS.
Sold out of its positions in CDXS, FIX, GIS, GERN, HPQ, IONS, MU, NTSK, NUVL, ROP. SBRA, TGT, Unilever, UNH.
Empire Financial Management Company was a net buyer of stock by $6.7M.
Empire Financial Management Company has $460M in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0001971875

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Portfolio Holdings for Empire Financial Management Company

Empire Financial Management Company holds 210 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.6	$16M	-2%	60k	271.86	View chart
Etf Series Solutions Distillate Us (DSTL)	3.2	$15M		249k	58.90	View chart
Amazon (AMZN)	3.1	$14M		62k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$14M	-11%	45k	313.00	View chart
Microsoft Corporation (MSFT)	2.8	$13M		27k	483.62	View chart
JPMorgan Chase & Co. (JPM)	2.8	$13M		40k	322.23	View chart
Eli Lilly & Co. (LLY)	2.2	$10M		9.5k	1074.76	View chart
Boeing Company (BA)	2.2	$10M	+65%	46k	217.12	View chart
Vanda Pharmaceuticals (VNDA)	2.1	$9.8M	+46%	1.1M	8.82	View chart
Raytheon Technologies Corp (RTX)	1.8	$8.4M		46k	183.40	View chart
International Business Machines (IBM)	1.7	$7.7M		26k	296.21	View chart
Bank of America Corporation (BAC)	1.7	$7.6M	-6%	139k	55.00	View chart
Abbvie (ABBV)	1.4	$6.5M		29k	228.50	View chart
Constellation Energy (CEG)	1.3	$6.0M		17k	353.27	View chart
Litman Gregory Funds Trust Imgp Dbi Managed (DBMF)	1.3	$5.9M		212k	28.06	View chart
Honeywell International (HON)	1.3	$5.8M	+13%	30k	195.09	View chart
American Express Company (AXP)	1.2	$5.6M		15k	369.96	View chart
Sprott Physical Gold Tr Physical Gold Tr (PHYS)	1.2	$5.3M	-14%	161k	33.02	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.1	$5.2M	+119%	317k	16.49	View chart
Ea Ser Tr Marketdesk Focus (FDIV)	1.1	$5.2M	+2%	193k	27.09	View chart
Pacer Funds Trust Metaurus Cap 400 (QDPL)	1.1	$5.2M		123k	42.48	View chart
American Century Etf Trust Intl Smcp Vlu (AVDV)	1.1	$5.1M		55k	93.97	View chart
Merck & Co (MRK)	1.1	$5.0M	+100%	48k	105.26	View chart
Broadcom (AVGO)	1.0	$4.8M		14k	346.12	View chart
Travelers Companies (TRV)	1.0	$4.7M		16k	290.07	View chart
Home Depot (HD)	1.0	$4.6M		13k	344.12	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.9	$4.4M	-22%	106k	41.22	View chart
Zillow Group Cl A (ZG)	0.9	$4.3M		63k	68.23	View chart
Etf Series Solutions Distillate Intnl (DSTX)	0.9	$4.2M	-2%	132k	31.70	View chart
Repro-Med Systems (KRMD)	0.9	$4.1M	-14%	703k	5.81	View chart
Goldman Sachs (GS)	0.9	$4.1M		4.6k	879.01	View chart
Advanced Micro Devices (AMD)	0.9	$4.0M	+13%	19k	214.16	View chart
J P Morgan Exchange-traded Nasdaq Eqt Prem (JEPQ)	0.9	$4.0M	-14%	69k	58.12	View chart
Chubb (CB)	0.9	$3.9M		13k	312.13	View chart
Quanterix Ord (QTRX)	0.9	$3.9M	+36%	618k	6.36	View chart
J P Morgan Exchange Traded Equity Premium (JEPI)	0.9	$3.9M		69k	57.24	View chart
Cryoport Com Par $0.001 (CYRX)	0.8	$3.9M	+141%	404k	9.60	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.8	$3.7M		150k	24.82	View chart
Chevron Corporation (CVX)	0.8	$3.6M		24k	152.41	View chart
Abbott Laboratories (ABT)	0.8	$3.6M	-28%	29k	125.29	View chart
NVIDIA Corporation (NVDA)	0.8	$3.5M	-13%	19k	186.50	View chart
Duke Energy Corporation Com New (DUK)	0.8	$3.5M		30k	117.21	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.7	$3.4M		81k	41.99	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.7	$3.4M		63k	53.37	View chart
Johnson & Johnson (JNJ)	0.7	$3.4M		16k	206.96	View chart
Automatic Data Processing (ADP)	0.7	$3.4M		13k	257.23	View chart
Public Service Enterprise (PEG)	0.7	$3.3M		41k	80.30	View chart
Amgen (AMGN)	0.7	$3.3M		10k	327.31	View chart
Procter & Gamble Company (PG)	0.7	$3.3M		23k	143.31	View chart
Rigel Pharmaceuticals (RIGL)	0.7	$3.3M	-14%	76k	42.83	View chart
Pfizer (PFE)	0.7	$3.3M	-10%	131k	24.90	View chart
Medtronic SHS (MDT)	0.7	$3.2M		33k	96.06	View chart
Ishares Silver Shares Ishares (SLV)	0.7	$3.1M		49k	64.42	View chart
Hershey Company (HSY)	0.6	$2.9M		16k	181.99	View chart
Oracle Corporation (ORCL)	0.6	$2.9M	+28%	15k	194.91	View chart
Norfolk Southern (NSC)	0.6	$2.7M		9.4k	288.72	View chart
Kinder Morgan (KMI)	0.6	$2.6M		96k	27.49	View chart
Qualcomm (QCOM)	0.6	$2.6M		15k	171.06	View chart
Vanguard Index Funds Total Stk Mkt (VTI)	0.6	$2.6M	-6%	7.7k	335.28	View chart
ConocoPhillips (COP)	0.5	$2.5M	+218%	27k	93.61	View chart
Exelon Corporation (EXC)	0.5	$2.5M		57k	43.59	View chart
Novartis Sponsored Adr (NVS)	0.5	$2.3M		17k	137.88	View chart
Spdr Series Trust State Street Spd (XBI)	0.5	$2.2M	-5%	18k	121.93	View chart
Halliburton Company (HAL)	0.5	$2.2M	+6%	79k	28.26	View chart
Visa Com Cl A (V)	0.5	$2.2M		6.3k	350.74	View chart
Carlyle Group (CG)	0.5	$2.2M	-51%	37k	59.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.0M	+2%	4.1k	502.65	View chart
Etf Series Solutions Us Gbl Gld Pre (GOAU)	0.4	$2.0M		47k	42.56	View chart
Jacobs Engineering Group (J)	0.4	$2.0M		15k	132.46	View chart
Coca-Cola Company (KO)	0.4	$1.9M		28k	69.91	View chart
Uber Technologies (UBER)	0.4	$1.9M		24k	81.71	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.9M		16k	120.34	View chart
Palo Alto Networks (PANW)	0.4	$1.9M	-9%	10k	184.20	View chart
Lyft Cl A Com (LYFT)	0.4	$1.9M	+2%	99k	19.37	View chart
Domino's Pizza (DPZ)	0.4	$1.8M	+4%	4.4k	416.83	View chart
AutoZone (AZO)	0.4	$1.8M	+2%	539.00	3391.50	View chart
Mccormick & Co Inc Non-voting Com Non Vtg (MKC)	0.4	$1.8M		27k	68.11	View chart
Emerson Electric (EMR)	0.4	$1.8M		14k	132.72	View chart
Paychex (PAYX)	0.4	$1.8M	+2%	16k	112.18	View chart
Thermo Fisher Scientific (TMO)	0.4	$1.7M	+2%	3.0k	579.45	View chart
Ge Aerospace Com New (GE)	0.4	$1.7M		5.6k	308.03	View chart
Nextera Energy (NEE)	0.4	$1.7M	NEW	21k	80.28	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.4	$1.6M		2.4k	682.03	View chart
Pepsi (PEP)	0.4	$1.6M		11k	143.53	View chart
W.R. Berkley Corporation (WRB)	0.3	$1.6M		22k	70.12	View chart
Nu Holdings Ord Shs Cl A (NU)	0.3	$1.5M		91k	16.74	View chart
A. O. Smith Corporation (AOS)	0.3	$1.5M		22k	66.88	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.5M		28k	52.77	View chart
Colgate-Palmolive Company (CL)	0.3	$1.4M		18k	79.02	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	0.3	$1.4M		55k	25.58	View chart
Brookfield Infrastructure Lp Int Unit (BIP)	0.3	$1.4M		41k	34.74	View chart
Consolidated Edison (ED)	0.3	$1.4M		14k	99.32	View chart
Global X Funds India Active Etf (NDIA)	0.3	$1.4M	+2%	47k	29.80	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$1.3M	NEW	39k	33.08	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.3	$1.3M		36k	35.21	View chart
Cardinal Health (CAH)	0.3	$1.3M		6.2k	205.51	View chart
General Dynamics Corporation (GD)	0.3	$1.3M		3.8k	336.66	View chart
Southern Company (SO)	0.3	$1.2M		14k	87.20	View chart
Morgan Stanley Com New (MS)	0.3	$1.2M	-2%	6.7k	177.53	View chart
Select Sector Spdr Trust State Street Tec (XLK)	0.3	$1.2M	+97%	8.2k	143.97	View chart
Etfis Series Trust I Virtus Infrcap (PFFA)	0.2	$1.1M		53k	21.55	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.1M	+10%	19k	60.17	View chart
American Century Etf Trust Real Estate Etf (AVRE)	0.2	$1.1M	NEW	26k	43.53	View chart
Astrazeneca Sponsored Adr	0.2	$1.1M		12k	91.93	View chart
Cme (CME)	0.2	$1.1M	+4%	4.0k	273.09	View chart
Cummins (CMI)	0.2	$1.1M	-4%	2.1k	510.45	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.0M		6.7k	154.16	View chart
Ishares Trust Core Msci Intl (IDEV)	0.2	$1.0M		13k	82.48	View chart
At&t (T)	0.2	$1.0M		41k	24.84	View chart
Wal-Mart Stores (WMT)	0.2	$991k		8.9k	111.41	View chart
McDonald's Corporation (MCD)	0.2	$980k		3.2k	305.72	View chart
Proshares S&p 500 Dividend S&p 500 Dv Arist (NOBL)	0.2	$976k		9.4k	104.08	View chart
Texas Pacific Land Corp (TPL)	0.2	$975k	+212%	3.4k	287.22	View chart
Ge Vernova (GEV)	0.2	$950k		1.5k	653.57	View chart
American Electric Power Company (AEP)	0.2	$862k		7.5k	115.32	View chart
Lockheed Martin Corporation (LMT)	0.2	$856k	+5%	1.8k	483.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$853k	NEW	22k	39.59	View chart
Unilever Spon Adr New (UL)	0.2	$846k	NEW	13k	65.40	View chart
Martin Marietta Materials (MLM)	0.2	$842k		1.4k	622.66	View chart
American International Group Com New (AIG)	0.2	$831k		9.7k	85.56	View chart
Freeport Mcmoran CL B (FCX)	0.2	$821k	NEW	16k	50.79	View chart
Verizon Communications (VZ)	0.2	$820k		20k	40.73	View chart
Prudential Financial (PRU)	0.2	$796k		7.1k	112.88	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.2	$785k		61k	12.78	View chart
BioCryst Pharmaceuticals (BCRX)	0.2	$780k	NEW	100k	7.80	View chart
Dimensional Etf Tr Us High Profitab (DUHP)	0.2	$775k	NEW	20k	38.03	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.2	$749k		3.6k	210.34	View chart
Vanguard Index Funds Growth Etf (VUG)	0.2	$737k		1.5k	487.86	View chart
Dimensional Etf Tr Intl High Profit (DIHP)	0.2	$733k	NEW	23k	31.67	View chart
CSX Corporation (CSX)	0.2	$708k		20k	36.25	View chart
Goldman Sachs Etf Trust Activebeta Us Lg (GSLC)	0.2	$707k		5.3k	132.37	View chart
Meta Platforms Cl A (META)	0.2	$706k	+5%	1.1k	660.09	View chart
GSK Sponsored Adr (GSK)	0.1	$685k		14k	49.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$676k	-10%	2.2k	313.80	View chart
Costco Wholesale Corporation (COST)	0.1	$664k		770.00	862.34	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$643k		13k	49.73	View chart
Olema Pharmaceuticals (OLMA)	0.1	$625k	NEW	25k	25.00	View chart
American Century Etf Trust Intl Eqt Etf (AVDE)	0.1	$624k	NEW	7.6k	82.32	View chart
Yum! Brands (YUM)	0.1	$607k		4.0k	151.29	View chart
Becton, Dickinson and (BDX)	0.1	$597k	-6%	3.1k	194.07	View chart
MGIC Investment (MTG)	0.1	$593k		20k	29.22	View chart
Invitation Homes (INVH)	0.1	$590k		21k	27.79	View chart
Alliant Energy Corporation (LNT)	0.1	$585k		9.0k	65.02	View chart
Select Sector Spdr Trust State Street Ene (XLE)	0.1	$584k	+100%	13k	44.71	View chart
CVS Caremark Corporation (CVS)	0.1	$573k		7.2k	79.37	View chart
Northrop Grumman Corporation (NOC)	0.1	$570k		1.0k	570.21	View chart
Ishares Russell 1000 Growth Rus 1000 Grw Etf (IWF)	0.1	$568k	-3%	1.2k	473.30	View chart
Teva Pharmaceutical Sponsored Ads (TEVA)	0.1	$562k		18k	31.21	View chart
J P Morgan Exchange Traded Jpmorgan Diver (JPUS)	0.1	$560k	-57%	4.5k	123.95	View chart
Union Pacific Corporation (UNP)	0.1	$553k		2.4k	231.32	View chart
Phillips 66 (PSX)	0.1	$552k	+2%	4.3k	129.06	View chart
Key (KEY)	0.1	$537k		26k	20.64	View chart
Starbucks Corporation (SBUX)	0.1	$509k		6.0k	84.22	View chart
Alps Etf Trust Alerian Mlp (AMLP)	0.1	$508k		11k	47.02	View chart
Trisalus Life Sciences (TLSI)	0.1	$503k	NEW	72k	6.98	View chart
Eaton Corporation SHS (ETN)	0.1	$499k		1.6k	318.67	View chart
J P Morgan Exchange Traded Div Rtn Int Eq (JPIN)	0.1	$479k	-66%	7.0k	68.14	View chart
Mondelez International Cl A (MDLZ)	0.1	$473k	-24%	8.8k	53.83	View chart
Dominion Resources (D)	0.1	$470k		8.0k	58.59	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$460k	-11%	8.9k	51.74	View chart
Qnity Electronics Common Stock (Q)	0.1	$448k	NEW	5.5k	81.65	View chart
Corning Incorporated (GLW)	0.1	$445k		5.1k	87.57	View chart
Dupont De Nemours (DD)	0.1	$442k		11k	40.20	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$441k		1.8k	250.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$431k		6.2k	69.42	View chart
Occidental Petroleum Corporation (OXY)	0.1	$426k	-7%	10k	41.12	View chart
Select Sector Spdr Trust State Street Hea (XLV)	0.1	$416k		2.7k	154.80	View chart
Ea Ser Tr Relative Sentime (MOOD)	0.1	$392k		10k	38.43	View chart
PPL Corporation (PPL)	0.1	$376k		11k	35.02	View chart
Gilead Sciences (GILD)	0.1	$368k	+15%	3.0k	122.74	View chart
Solstice Advanced Materials Com Shs (SOLS)	0.1	$365k	NEW	7.5k	48.58	View chart
Broadridge Financial Solutions (BR)	0.1	$363k		1.6k	223.27	View chart
Flexshares Intl Qltdv Idx (IQDF)	0.1	$358k	-2%	12k	30.40	View chart
PPG Industries (PPG)	0.1	$352k		3.4k	102.46	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.1	$345k		15k	22.84	View chart
MercadoLibre (MELI)	0.1	$336k		167.00	2014.26	View chart
Bristol Myers Squibb (BMY)	0.1	$334k	+3%	6.2k	53.95	View chart
Sprott Physical Silver Physical Silver (PSLV)	0.1	$331k		14k	23.65	View chart
Cisco Systems (CSCO)	0.1	$317k		4.1k	77.03	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$306k		10k	30.46	View chart
Sempra Energy (SRE)	0.1	$304k		3.4k	88.29	View chart
Bwx Technologies (BWXT)	0.1	$302k		1.7k	172.84	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.1	$293k		427.00	684.94	View chart
Ea Series Trust Astoria Us Astoria Us Equal (ROE)	0.1	$292k	+34%	8.3k	35.27	View chart
Enbridge (ENB)	0.1	$289k		6.0k	47.83	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$284k	NEW	9.8k	28.82	View chart
BP P L C Sponsored Adr (BP)	0.1	$276k		7.9k	34.73	View chart
SLM Corporation (SLM)	0.1	$273k		10k	27.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$271k	-4%	9.9k	27.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$270k		680.00	396.31	View chart
Citigroup Com New (C)	0.1	$268k		2.3k	116.71	View chart
eBay (EBAY)	0.1	$263k		3.0k	87.12	View chart
Edwards Lifesciences (EW)	0.1	$256k		3.0k	85.25	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$250k		9.9k	25.21	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$248k		3.1k	80.81	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	0.1	$245k	-6%	634.00	386.85	View chart
General Motors Company (GM)	0.1	$244k	NEW	3.0k	81.32	View chart
Palantir Technologies Cl A (PLTR)	0.1	$244k	-12%	1.4k	177.75	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.1	$240k	-4%	1.5k	158.25	View chart
Campbell Soup Company (CPB)	0.1	$237k		8.5k	27.87	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$235k		7.5k	31.35	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.1	$234k	-22%	940.00	248.69	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$229k		1.4k	162.01	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$225k	-5%	5.8k	38.68	View chart
Us Bancorp Del Com New (USB)	0.0	$221k	NEW	4.1k	53.36	View chart
American Century Etf Trust Us Sml Cp Valu (AVUV)	0.0	$220k		2.2k	102.00	View chart
Proshares Trust S&p Mdcp 400 Div (REGL)	0.0	$211k		2.5k	84.22	View chart
Dimensional Etf Tr Intl Core Equity (DFIC)	0.0	$210k	NEW	6.1k	34.46	View chart
Janus Detroit Street Trust Henderson Mtg (JMBS)	0.0	$208k	-3%	4.6k	45.69	View chart
Ishares Bitcoin Tr Shs Ben Int (IBIT)	0.0	$203k	+9%	4.1k	49.65	View chart

Past Filings by Empire Financial Management Company

SEC 13F filings are viewable for Empire Financial Management Company going back to 2023

Empire Financial Management Company 2025 Q4 filed Feb. 12, 2026
Empire Financial Management Company 2025 Q3 filed Nov. 14, 2025
Empire Financial Management Company 2025 Q2 filed Aug. 13, 2025
Empire Financial Management Company 2025 Q1 filed May 14, 2025
Empire Financial Management Company 2024 Q4 filed Feb. 14, 2025
Empire Financial Management Company 2024 Q3 filed Nov. 18, 2024
Empire Financial Management Company 2024 Q2 filed Aug. 13, 2024
Empire Financial Management Company 2024 Q1 filed May 14, 2024
Empire Financial Management Company 2023 Q4 filed Feb. 15, 2024
Empire Financial Management Company 2023 Q3 filed Nov. 13, 2023
Empire Financial Management Company 2023 Q2 filed July 27, 2023
Empire Financial Management Company 2023 Q1 filed April 20, 2023

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