Empire Financial Management Company, LLC

CIK 0001971875 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

Filed by: Empire Financial Management Company, LLC, CEO
Address: 29 BROADWAY 12TH FLOOR, NEW YORK, NY, 10006
Phone: 2124178247
AUM: $460.2M

AUM over time

$252.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $323.6M197 positionsView on SEC.gov

			% of Portfolio
A O SMITH CORPORATION	COM	$1.4M	0.4%	21,521 SH
ABBOTT LABORATORIES	COM	$5.3M	1.6%	39,644 SH
ABBVIE INC	COM	$5.7M	1.8%	27,123 SH
ABRDN WORLD HEALTHCARE FUND	BEN INT SHS	$241K	0.1%	20,888 SH
AIR PRODUCTS & CHEMICALS INC	COM	$1.8M	0.6%	6,166 SH
ALLIANT ENERGY CORPORATION	COM	$579K	0.2%	9,000 SH
ALPHABET INC	CAP STK CL A	$3.4M	1.0%	21,926 SH
ALPHABET INC	CAP STK CL C	$377K	0.1%	2,412 SH
ALPS ETF TRUST	ALERIAN MLP	$561K	0.2%	10,800 SH
AMAZON.COM INC	COM	$6.6M	2.0%	34,670 SH
AMERICAN CENTURY ETF TRUST	INTL SMCP VLU	$3.2M	1.0%	45,804 SH
AMERICAN ELECTRIC POWER	COM	$817K	0.3%	7,475 SH
AMERICAN EXPRESS COMPANY	COM	$4.0M	1.3%	15,036 SH
AMERICAN INTERNATIONAL GROUP	COM NEW	$1.1M	0.3%	12,711 SH
AMGEN INC	COM	$3.0M	0.9%	9,652 SH
APPLE INC	COM	$9.7M	3.0%	43,484 SH
APPLIED MATERIALS INC	COM	$290K	0.1%	2,001 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	0.4%	2,092 SH
ASTRAZENECA PLC	SPONSORED ADR	$882K	0.3%	12,000 SH
AT&T INC	COM	$1.1M	0.3%	38,846 SH
AUTOMATIC DATA PROCESSING INC	COM	$4.0M	1.2%	13,031 SH
AUTOZONE INC	COM	$1.8M	0.6%	480 SH
BANK OF AMERICA CORP	COM	$2.4M	0.8%	58,416 SH
BAXTER INTERNATIONAL INC	COM	$205K	0.1%	6,000 SH
BECTON DICKINSON & CO	COM	$622K	0.2%	2,716 SH
BERKLEY W R CORPORATION	COM	$1.1M	0.4%	16,087 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.6%	3,833 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$533K	0.2%	10,286 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.5M	0.4%	27,752 SH
BLACKSTONE INC	COM	$799K	0.2%	5,717 SH
BOEING CO	COM	$3.1M	0.9%	18,000 SH
BP P L C SPONSORED ADR	SPONSORED ADR	$272K	0.1%	8,037 SH
BRISTOL MYERS SQUIBB CO	COM	$362K	0.1%	5,940 SH
BROADCOM INC	COM	$3.6M	1.1%	21,389 SH
BROADRIDGE FINANCIAL SOLUTIONS	COM	$394K	0.1%	1,624 SH
BROOKFIELD INFRASTRUCTURE	LP INT UNIT	$1.1M	0.3%	37,750 SH
CAMPBELL S COMPANY (THE)	COM	$339K	0.1%	8,501 SH
CARDINAL HEALTH INC	COM	$850K	0.3%	6,167 SH
CARLYLE GROUP INC (THE)	COM	$1.9M	0.6%	43,500 SH
CHEVRON CORPORATION	COM	$3.7M	1.1%	21,840 SH
CHUBB LTD	COM	$1.7M	0.5%	5,543 SH
CISCO SYSTEMS INC	COM	$284K	0.1%	4,604 SH
CME GROUP INC	COM	$878K	0.3%	3,309 SH
COCA COLA COMPANY	COM	$2.0M	0.6%	27,930 SH
CODEXIS INC	COM	$794K	0.2%	295,000 SH
COLGATE PALMOLIVE COMPANY	COM	$1.7M	0.5%	18,336 SH
CONOCOPHILLIPS	COM	$885K	0.3%	8,423 SH
CONSOLIDATED EDISON INC	COM	$1.5M	0.5%	13,720 SH
CONSTELLATION ENERGY	COM	$3.5M	1.1%	17,121 SH
CORNING INC	COM	$232K	0.1%	5,076 SH
COSTCO WHOLESALE CORP-NEW	COM	$728K	0.2%	770 SH
CROCS INC	COM	$396K	0.1%	3,727 SH
CSX CORPORATION	COM	$575K	0.2%	19,526 SH
CUMMINS INC	COM	$685K	0.2%	2,185 SH
CVS HEALTH CORPORATION	COM	$355K	0.1%	5,241 SH
DELL TECHNOLOGIES INC	CL C	$684K	0.2%	7,500 SH
DOMINION ENERGY INC	COM	$452K	0.1%	8,054 SH
DOMINOS PIZZA INC	COM	$1.7M	0.5%	3,636 SH
DUKE ENERGY CORPORATION	COM NEW	$3.5M	1.1%	28,454 SH
DUPONT DE NEMOURS INC	COM	$820K	0.3%	10,982 SH
EA SER TR	MARKETDESK FOCUS	$4.6M	1.4%	171,589 SH
EA SER TR	RELATIVE SENTIME	$318K	0.1%	10,200 SH
EATON CORPORATION PLC	SHS	$426K	0.1%	1,567 SH
EBAY INC	COM	$205K	0.1%	3,019 SH
EDWARDS LIFESCIENCES CORP	COM	$217K	0.1%	3,000 SH
ELI LILLY & CO	COM	$7.8M	2.4%	9,388 SH
EMERSON ELECTRIC CO	COM	$1.5M	0.5%	13,729 SH
ENBRIDGE INC	COM	$268K	0.1%	6,041 SH
ENERGY TRANSFER LP	COM UT LTD PTN	$1.2M	0.4%	65,025 SH
EOG RES INC	COM	$419K	0.1%	3,265 SH
ETF SERIES SOLUTIONS	DISTILLATE INTNL	$3.6M	1.1%	143,044 SH
ETF SERIES SOLUTIONS	DISTILLATE US	$13.6M	4.2%	251,136 SH
ETF SERIES SOLUTIONS	US GBL GLD PRE	$1.3M	0.4%	50,319 SH
ETFIS SERIES TRUST I	VIRTUS INFRCAP	$1.1M	0.3%	50,727 SH
EXELON CORPORATION	COM	$2.6M	0.8%	56,711 SH
EXXON MOBIL CORP	COM	$2.1M	0.7%	18,058 SH
FLEXSHARES	INTL QLTDV IDX	$302K	0.1%	12,113 SH
FLEXSHARES TR	MORNSTAR USMKT	$249K	0.1%	1,210 SH
FLEXSHARES TR	QUALT DIVD IDX	$213K	0.1%	3,116 SH
FLEXSHARES TR	STOX US ESG SLCT	$226K	0.1%	1,683 SH
GE AEROSPACE	COM NEW	$1.1M	0.3%	5,652 SH
GE VERNOVA LLC	COM	$470K	0.1%	1,538 SH
GENERAL DYNAMICS CORP	COM	$980K	0.3%	3,596 SH
GENERAL MILLS INC	COM	$622K	0.2%	10,400 SH
GILEAD SCIENCES INC	COM	$291K	0.1%	2,600 SH
GLOBAL X FDS	CYBRSCURTY ETF	$550K	0.2%	17,000 SH
GLOBAL X FUNDS	INDIA ACTIVE ETF	$899K	0.3%	31,987 SH
GOLDMAN SACHS ETF TRUST	ACTIVEBETA US LG	$590K	0.2%	5,357 SH
GOLDMAN SACHS GROUP INC	COM	$2.4M	0.7%	4,382 SH
GSK PLC	SPONSORED ADR	$541K	0.2%	13,966 SH
HARBOR ETF TRUST	HARBOR COMMODITY	$3.6M	1.1%	150,500 SH
HERSHEY COMPANY (THE)	COM	$2.6M	0.8%	15,031 SH
HOME DEPOT INC	COM	$4.5M	1.4%	12,228 SH
HONEYWELL INTL INC	COM	$3.2M	1.0%	15,248 SH
HP INC	COM	$418K	0.1%	15,098 SH
INTERNATIONAL BUSINESS	COM	$6.6M	2.0%	26,625 SH
INVITATION HOMES INC	COM	$480K	0.1%	13,761 SH
ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$224K	0.1%	399 SH
ISHARES RUSSELL 1000 GROWTH	RUS 1000 GRW ETF	$539K	0.2%	1,492 SH
ISHARES RUSSELL 1000 VALUE ETF	RUS 1000 VAL ETF	$707K	0.2%	3,758 SH
ISHARES RUSSELL 2000 ETF	RUSSELL 2000 ETF	$2.0M	0.6%	10,264 SH
ISHARES RUSSELL 3000 ETF	RUSSELL 3000 ETF	$231K	0.1%	726 SH
ISHARES SILVER SHARES	ISHARES	$422K	0.1%	13,606 SH
ISHARES TR	CORE DIV GRWTH	$394K	0.1%	6,382 SH
ISHARES TR	MSCI USA MMENTM	$422K	0.1%	2,088 SH
ISHARES TRUST	CORE MSCI INTL	$864K	0.3%	12,541 SH
J P MORGAN EXCHANGE TRADED	DIV RTN INT EQ	$1.2M	0.4%	21,249 SH
J P MORGAN EXCHANGE TRADED	EQUITY PREMIUM	$2.0M	0.6%	35,732 SH
J P MORGAN EXCHANGE TRADED	JPMORGAN DIVER	$1.3M	0.4%	10,913 SH
J P MORGAN EXCHANGE-TRADED FD	NASDAQ EQT PREM	$1.6M	0.5%	30,885 SH
JABIL INC	COM	$286K	0.1%	2,100 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$3.4M	1.0%	90,644 SH
JOHN HANCOCK EXCHANGE TRADED	PREFERRED INCOME	$279K	0.1%	12,428 SH
JOHNSON & JOHNSON	COM	$2.6M	0.8%	15,882 SH
JPMORGAN CHASE & CO	COM	$9.8M	3.0%	39,839 SH
KEYCORP NEW	COM	$416K	0.1%	26,026 SH
KIMBERLY CLARK CORP	COM	$2.1M	0.6%	14,525 SH
KINDER MORGAN INC	COM	$1.6M	0.5%	56,400 SH
KORU MEDICAL SYSTEMS INC	COM	$241K	0.1%	95,024 SH
LITMAN GREGORY FUNDS TRUST	IMGP DBI MANAGED	$5.2M	1.6%	205,657 SH
LOCKHEED MARTIN CORP	COM	$843K	0.3%	1,888 SH
LYFT INC	CL A COM	$356K	0.1%	30,000 SH
MARTIN MARIETTA MATERIALS INC	COM	$902K	0.3%	1,887 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.4%	2,235 SH
MCDONALDS CORP	COM	$949K	0.3%	3,037 SH
MEDTRONIC PLC	SHS	$2.6M	0.8%	28,440 SH
MERCADOLIBRE INC	COM	$359K	0.1%	184 SH
MERCK & CO INC	COM	$2.1M	0.7%	23,683 SH
META PLATFORMS INC	CL A	$575K	0.2%	997 SH
MGIC INVESTMENT CORP-WISC	COM	$502K	0.2%	20,275 SH
MICROSOFT CORP	COM	$10.2M	3.2%	27,282 SH
MONDELEZ INTERNATIONAL INC	CL A	$794K	0.2%	11,703 SH
MORGAN STANLEY	COM NEW	$790K	0.2%	6,767 SH
MPLX LP	COM UNIT REP LTD	$1.9M	0.6%	36,225 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$592K	0.2%	11,931 SH
NEXTERA ENERGY INC	COM	$476K	0.1%	6,719 SH
NORFOLK SOUTHERN CORP	COM	$2.2M	0.7%	9,088 SH
NORTHROP GRUMMAN CORP	COM	$517K	0.2%	1,010 SH
NOVARTIS AG	SPONSORED ADR	$1.7M	0.5%	15,695 SH
NU HOLDINGS LTD	ORD SHS CL A	$837K	0.3%	81,775 SH
NVIDIA CORP	COM	$1.9M	0.6%	17,872 SH
OCCIDENTAL PETE CORP	COM	$562K	0.2%	11,383 SH
ORACLE CORPORATION	COM	$1.5M	0.5%	10,849 SH
PACER FDS TR	DEVELOPED MRKT	$208K	0.1%	6,638 SH
PACER FDS TR	GLOBL CASH ETF	$5.0M	1.5%	134,266 SH
PACER FDS TR	US CASH COWS 100	$1.3M	0.4%	24,372 SH
PACER FDS TR	US LRG CP CASH	$1.1M	0.3%	35,490 SH
PACER FUNDS TRUST	METAURUS CAP 400	$4.3M	1.3%	117,701 SH
PALO ALTO NETWORKS INC	COM	$1.8M	0.5%	10,322 SH
PAYCHEX INC	COM	$2.3M	0.7%	15,064 SH
PEPSICO INC	COM	$1.7M	0.5%	11,184 SH
PFIZER INC	COM	$1.8M	0.6%	71,862 SH
PHILLIPS 66	COM	$539K	0.2%	4,366 SH
PINNACLE WEST CAPITAL CORP	COM	$208K	0.1%	2,186 SH
PPG INDUSTRIES INC	COM	$525K	0.2%	4,800 SH
PPL CORPORATION	COM	$388K	0.1%	10,734 SH
PROCTER & GAMBLE CO	COM	$3.9M	1.2%	23,174 SH
PROSHARES S&P 500 DIVIDEND	S&P 500 DV ARIST	$954K	0.3%	9,337 SH
PROSHARES TRUST	S&P MDCP 400 DIV	$202K	0.1%	2,502 SH
PRUDENTIAL FINANCIAL INC	COM	$787K	0.2%	7,050 SH
PUBLIC SERVICE ENTERPRISE	COM	$3.4M	1.1%	41,416 SH
QUALCOMM INC	COM	$2.0M	0.6%	13,081 SH
QUANTERIX CORPORATION	COM	$326K	0.1%	50,000 SH
RIGEL PHARMACEUTICALS INC	COM	$423K	0.1%	23,500 SH
RTX CORPORATION	COM	$4.7M	1.4%	35,131 SH
SABRA HEALTH CARE REIT INC	COM	$292K	0.1%	16,721 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$297K	0.1%	10,623 SH
SELECT SECTOR SPDR TRUST	ENERGY	$611K	0.2%	6,535 SH
SELECT SECTOR SPDR TRUST	SBI HEALTHCARE	$372K	0.1%	2,548 SH
SELECT SECTOR SPDR TRUST	TECHNOLOGY	$853K	0.3%	4,133 SH
SEMPRA	COM	$246K	0.1%	3,444 SH
SLM CORPORATION	COM	$296K	0.1%	10,077 SH
SNOWFLAKE INC	CL A	$664K	0.2%	4,545 SH
SOUTHERN CO	COM	$1.3M	0.4%	13,667 SH
SPDR GOLD TR	GOLD SHS	$266K	0.1%	923 SH
SPDR S&P 500 ETF TRUST	TR UNIT	$1.4M	0.4%	2,571 SH
SPDR SER TR	S&P BIOTECH	$505K	0.2%	6,225 SH
SPROTT PHYSICAL GOLD TR	UNIT	$4.3M	1.3%	178,598 SH
STARBUCKS CORP	COM	$593K	0.2%	6,042 SH
TARGET CORP	COM	$249K	0.1%	2,389 SH
TEVA PHARMACEUTICAL	SPONSORED ADS	$277K	0.1%	18,000 SH
TEXAS INSTRUMENTS INCORPORATED	COM	$2.5M	0.8%	13,797 SH
THE TRAVELERS COMPANIES INC	COM	$4.1M	1.3%	15,591 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.2M	0.4%	2,348 SH
UBER TECHNOLOGIES INC	COM	$1.6M	0.5%	21,895 SH
UNILEVER PLC	SPON ADR NEW	$866K	0.3%	14,546 SH
UNION PACIFIC CORP	COM	$565K	0.2%	2,392 SH
UNITEDHEALTH GROUP INC	COM	$2.4M	0.7%	4,542 SH
US BANCORP DEL	COM NEW	$203K	0.1%	4,804 SH
VANDA PHARMACEUTICALS INC	COM	$689K	0.2%	150,000 SH
VANGUARD INDEX FUNDS	GROWTH ETF	$499K	0.2%	1,345 SH
VANGUARD INDEX FUNDS	TOTAL STK MKT	$2.2M	0.7%	7,957 SH
VERIZON COMMUNICATIONS	COM	$925K	0.3%	20,391 SH
VISA INC	COM CL A	$2.2M	0.7%	6,310 SH
WALMART INC	COM	$860K	0.3%	9,797 SH
YUM BRANDS INC	COM	$631K	0.2%	4,009 SH
ZILLOW GROUP INC	CL A	$2.1M	0.7%	31,800 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001971875-26-000001	$460.2M	View
Nov 14, 2025	Q3 2025	13F-HR	0001971875-25-000005	$436.7M	View
Aug 14, 2026	Q2 2026