DOSSIER · 13F-HR · Q1 2026

Empire Financial Management Company, LLC

Empire Financial Company's holding co. based in Chicago, IL $442M in tracked AUM across 211 positions as of Q1 2026.

EF
Empire Financial Company·Chicago, IL·Holding Co.
CIK 0001971875 · last filed Mar 31, 2026
Total AUM
$442M
1.9%
vs prior
Holdings
211
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
Top sector
Financials
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Empire Financial Management Company, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DSTL
ETF SERIES SOLUTIONS
$15M257K3.4%
02
AAPL
APPLE INC
$14M55K3.1%
03
AMZN
AMAZON.COM INC
$12M58K2.7%
04
JPM
JPMORGAN CHASE & CO
$12M39K2.6%
05
LLY
ELI LILLY & CO
$11M12K2.6%
06
HON
HONEYWELL INTL INC
$11M47K2.4%
07
MSFT
MICROSOFT CORP
$9M25K2.1%
08
BA
BOEING CO
$9M46K2.1%
09
RTX
RTX CORPORATION
$9M44K1.9%
10
GOOGL
ALPHABET INC
$7M25K1.7%

Filing history

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