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Latest Empire Financial Management Company, LLC Stock Portfolio

Empire Financial Management Company, LLC Performance:
2025 Q3: 6.05%YTD: 12.86%2024: 13.84%
Performance for 2025 Q3 is 6.05%, and YTD is 12.86%, and 2024 is 13.84%.

About Empire Financial Management Company, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Empire Financial Management Company, LLC reported an equity portfolio of $436.7 Millions as of 30 Sep, 2025.

The top stock holdings of Empire Financial Management Company, LLC are AAPL, ACIO, MSFT. The fund has invested 3.6% of it's portfolio in APPLE INC and 3.3% of portfolio in ETF SERIES SOLUTIONS.

The fund managers got completely rid off KIMBERLY CLARK CORPORATION (KMB), ASML HOLDING N V and SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in VERTIV HOLDINGS LLC (VRT), BROADCOM INC (AVGO) and AMERICAN INTERNATIONAL GROUP (AIG). Empire Financial Management Company, LLC opened new stock positions in KORU MEDICAL SYSTEMS INC (KRMD), ADVANCED MICRO DEVICES INC (AMD) and HALLIBURTON COMPANY (HAL). The fund showed a lot of confidence in some stocks as they added substantially to LYFT INC (LYFT), CODEXIS INC (CDXS) and VANDA PHARMACEUTICALS INC (VNDA).

Empire Financial Management Company, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Empire Financial Management Company, LLC made a return of 6.05% in the last quarter. In trailing 12 months, it's portfolio return was 10.51%.

New Buys

Ticker$ Bought
koru medical systems inc3,157,940
advanced micro devices inc2,684,740
halliburton company1,821,900
cryoport inc1,583,160
roper technologies inc1,545,440
texas pacific land corporation1,014,870
ionis pharmaceuticals inc523,360
geron corp506,900
New stocks bought by Empire Financial Management Company, LLC

Additions

Ticker% Inc.
lyft inc543
codexis inc396
vanda pharmaceuticals inc288
rigel pharmaceuticals inc280
quanterix corporation264
sabra health care reit inc258
spdr ser tr235
abrdn world healthcare fund190
Additions to existing portfolio by Empire Financial Management Company, LLC

Reductions

Ticker% Reduced
vertiv holdings llc-38.46
broadcom inc-33.33
american international group-23.6
hershey company (the)-7.6
ge vernova llc-6.5
ishares russell 1000 growth-6.39
blackrock etf trust ii-6.07
select sector spdr trust-5.77
Empire Financial Management Company, LLC reduced stake in above stock

Sold off

Ticker$ Sold
novo nordisk a/s-adr-1,429,400
kimberly clark corporation-1,914,200
dell technologies inc-919,500
snowflake inc-1,286,900
ishares tr-306,240
asml holding n v-1,774,280
applied materials inc-366,333
Empire Financial Management Company, LLC got rid off the above stocks

Sector Distribution

Empire Financial Management Company, LLC has about 26% of it's holdings in Others sector.

Sector%
Others26
Technology14.8
Healthcare13.3
Financial Services11.9
Industrials9.8
Consumer Cyclical5.9
Utilities4.7
Energy4.1
Consumer Defensive3.8
Communication Services3.7
Real Estate1.5

Market Cap. Distribution

Empire Financial Management Company, LLC has about 68.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP37.1
MEGA-CAP31.3
UNALLOCATED26
MICRO-CAP2.1
SMALL-CAP1.8
MID-CAP1.7

Stocks belong to which Index?

About 68.8% of the stocks held by Empire Financial Management Company, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50064.4
Others31.2
RUSSELL 20004.4
Top 5 Winners (%)%
GLW
corning inc
56.0 %
GOOG
alphabet inc
37.2 %
ACIO
etf series solutions
36.6 %
MU
micron technology inc
35.8 %
PLTR
palantir technologies inc
33.8 %
Top 5 Winners ($)$
AAPL
apple inc
2.6 M
GOOG
alphabet inc
2.5 M
ABBV
abbvie inc
1.3 M
JPM
jpmorgan chase & co
1.0 M
AVGO
broadcom inc
1.0 M
Top 5 Losers (%)%
SLM
slm corporation
-15.6 %
PAYX
paychex inc
-12.7 %
QTRX
quanterix corporation
-12.5 %
CL
colgate palmolive company
-12.1 %
MKC
mccormick & co inc non-voting
-11.7 %
Top 5 Losers ($)$
HON
honeywell intl inc
-0.5 M
QTRX
quanterix corporation
-0.4 M
IBM
international business
-0.3 M
PAYX
paychex inc
-0.3 M
MKC
mccormick & co inc non-voting
-0.2 M

Empire Financial Management Company, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Empire Financial Management Company, LLC

Empire Financial Management Company, LLC has 206 stocks in it's portfolio. About 25.8% of the portfolio is in top 10 stocks. HON proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Empire Financial Management Company, LLC last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions