Empire Financial Management Company, LLC
Top Portfolio Positions
149 positions ·
$340,079,442 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
54,885 | $13,929,264 | 4.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,362 | $12,155,053 | 3.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,241 | $11,543,132 | 3.39% | |
| LLY |
ELI LILLY & Co
Healthcare
|
12,369 | $11,376,635 | 3.35% | |
| HON |
Honeywell International Inc
Industrials
|
47,447 | $10,724,445 | 3.15% | |
| MSFT |
Microsoft Corp
Technology
|
25,216 | $9,334,206 | 2.74% | |
| BA |
Boeing Co
Industrials
|
45,856 | $9,126,719 | 2.68% | |
| RTX |
RTX Corp
Industrials
|
44,150 | $8,516,535 | 2.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,490 | $7,329,904 | 2.16% | |
| ET |
Energy Transfer LP
Energy
|
360,835 | $6,964,115 | 2.05% |
Portfolio Trend
Holdings in THW
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $743,308 | 63,694 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $785,062 | 61,429 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $772,455 | 61,306 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $216,537 | 21,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $240,838 | 20,888 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $227,235 | 20,639 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $262,400 | 19,774 | Shares | Sole | 2024-11-18 | |
| 2023-06-30 | $335,849 | 23,955 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $305,783 | 22,255 | Shares | Sole | 2023-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||