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Empire Financial Management Company, LLC

hedge fundUpdated 27 days ago

Managed by Empire Financial Management Company, Llc • Latest filing Q2 2026

Portfolio value
$252.5M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
27.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$251.1M
Q3 2023$229.5M
Q4 2023$255.5M
Q1 2024$302.6M
Q2 2024$302.3M
Q3 2024$325M
Q4 2024$320.6M
Q1 2025$323.6M
Q2 2025$346.6M
Q3 2025$436.7M
Q4 2025$460.2M
Q1 2026$442.3M
Q2 2026$252.5M

Top holdings

139 positions as of Q2 2026

View filing
D

ETF SERIES SOLUTIONS

Value
$15.5M
Shares
258.7K
% Port
6.14%
J

JPMORGAN CHASE & CO

Value
$8.8M
Shares
26.8K
% Port
3.48%
?
3.N/A

LITMAN GREGORY FUNDS TRUST

Value
$6.6M
Shares
216.0K
% Port
2.62%
?
4.N/A

AMERICAN CENTURY ETF TRUST

Value
$6.5M
Shares
62.8K
% Port
2.56%
?
5.N/A

EA SER TR

Value
$6.5M
Shares
233.2K
% Port
2.56%
A

ABBVIE INC

Value
$6.3M
Shares
25.2K
% Port
2.51%
G

ALPHABET INC

Value
$6.3M
Shares
17.5K
% Port
2.48%
?
8.N/A

PACER FUNDS TRUST

Value
$5.9M
Shares
130.0K
% Port
2.32%
H
9.HD

HOME DEPOT INC

Value
$5.2M
Shares
14.6K
% Port
2.04%
P
10.PHYS

SPROTT PHYSICAL GOLD TR

Value
$5.1M
Shares
167.7K
% Port
2.00%
A
11.AVGO

BROADCOM INC

Value
$5M
Shares
13.3K
% Port
2.00%
P
12.PLTR

PACER FDS TR

Value
$4.9M
Shares
112.5K
% Port
1.93%
?
13.N/A

HARBOR ETF TRUST

Value
$4.5M
Shares
153.4K
% Port
1.78%
?
14.N/A

ETF SERIES SOLUTIONS

Value
$4.4M
Shares
134.5K
% Port
1.74%
R
15.RTX

RTX CORPORATION

Value
$4.3M
Shares
22.5K
% Port
1.69%
T
16.TRV

THE TRAVELERS COMPANIES INC

Value
$4.1M
Shares
12.4K
% Port
1.63%
A
17.AAPL

APPLE INC

Value
$4M
Shares
13.9K
% Port
1.60%
H
18.HTD

JOHN HANCOCK EXCHANGE TRADED

Value
$4M
Shares
81.5K
% Port
1.57%
A
19.AMD

ADVANCED MICRO DEVICES INC

Value
$3.9M
Shares
6.8K
% Port
1.56%
N
20.NVDA

NVIDIA CORP

Value
$3.8M
Shares
19.1K
% Port
1.52%

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