Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Empire Financial Management Company, LLC (CIK 1971875) reported $442.3M across 209 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DSTL ($14.9M, 3.36%), AAPL ($13.9M, 3.15%), AMZN ($12.2M, 2.75%), JPM ($11.5M, 2.61%), LLY ($11.4M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DSTL | ETF SERIES SOLUTIONS | $14.9M | 3.36% | 256,581 | Added |
| 2 | AAPL | APPLE INC | $13.9M | 3.15% | 54,885 | Trimmed |
| 3 | AMZN | AMAZON.COM INC | $12.2M | 2.75% | 58,362 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $11.5M | 2.61% | 39,241 | Trimmed |
| 5 | LLY | ELI LILLY & CO | $11.4M | 2.57% | 12,369 | Added |
| 6 | HON | HONEYWELL INTL INC | $10.7M | 2.42% | 47,447 | Added |
| 7 | MSFT | MICROSOFT CORP | $9.3M | 2.11% | 25,216 | Trimmed |
| 8 | BA | BOEING CO | $9.1M | 2.06% | 45,856 | Trimmed |
| 9 | RTX | RTX CORPORATION | $8.5M | 1.93% | 44,150 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $7.3M | 1.66% | 25,490 | Trimmed |
| 11 | ET | ENERGY TRANSFER LP | $7.0M | 1.57% | 360,835 | Added |
| 12 | DBMF | LITMAN GREGORY FUNDS TRUST | $6.4M | 1.46% | 213,768 | Added |
| 13 | ABBV | ABBVIE INC | $6.4M | 1.45% | 29,469 | Added |
| 14 | VNDA | VANDA PHARMACEUTICALS INC | $6.4M | 1.44% | 922,245 | Trimmed |
| 15 | IBM | INTERNATIONAL BUSINESS | $6.3M | 1.42% | 25,970 | Trimmed |
| 16 | BAC | BANK OF AMERICA CORP | $6.2M | 1.41% | 128,155 | Trimmed |
| 17 | FDIV | EA SER TR | $6.1M | 1.37% | 226,592 | Added |
| 18 | AVDV | AMERICAN CENTURY ETF TRUST | $6.0M | 1.36% | 60,451 | Added |
| 19 | PHYS | SPROTT PHYSICAL GOLD TR | $5.9M | 1.33% | 165,507 | Added |
| 20 | GCOW | PACER FDS TR | $5.2M | 1.17% | 111,547 | Added |
| 21 | QDPL | PACER FUNDS TRUST | $5.1M | 1.16% | 127,460 | Added |
| 22 | CVX | CHEVRON CORPORATION | $5.0M | 1.13% | 24,192 | Added |
| 23 | MRK | MERCK & CO INC | $4.8M | 1.09% | 39,960 | Trimmed |
| 24 | CEG | CONSTELLATION ENERGY | $4.8M | 1.08% | 17,118 | Hold |
| 25 | HGER | HARBOR ETF TRUST | $4.7M | 1.07% | 152,454 | Added |
Source: SEC Form 13F filings · as of 2026-03-31