Empire Financial Management Company, LLC
•CIK: 1971875•Filing: Q4 2025
**Empire Financial Management Company, LLC** manages $460M across a diversified portfolio of 210 positions. The fund maintains significant exposure to mega-cap technology and industrials, highlighted by top holdings including AAPL ($16.4M), DSTL ($14.7M), and AMZN ($14.4M). Core allocations also feature major names such as GOOGL ($14.1M), MSFT ($13.1M), and JPM ($12.8M). This concentration suggests a tactical, large-cap growth and value orientation.
Total AUM
$460.2M
QoQ Performance
+5.4%
Positions
186
Top 10 Concentration
27.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.6%
DSTL3.2%
AMZN3.1%
GOOGL3.1%
MSFT2.8%
JPM2.8%
LLY2.2%
BA2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.9%
Technology15.5%
Healthcare9.0%
Financial8.7%
Industrial6.0%
Consumer5.6%
Utilities2.5%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+17 more exited positions
Changes from Q3 2025
NEW16 new positions
↑68 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023