Empire Financial Management Company, LLC

CIK 0001971875 · Q2 2026

13F Equity AUM

$252.5M

-42.9% QoQ

Positions

139

-211 QoQ

AUM Rank

#7,200

Top 57%

Skill Alpha (FF)

-3.5%/yr^ns

No Clear Edge

Rank #6,664 · Top 81%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 17.4%Top 10: 28.7%Top 20: 45.7%

DSTL6.1%

JPM3.5%

DBMF2.6%

AVDV2.6%

FDIV2.6%

ABBV2.5%

GOOGL2.5%

QDPL2.3%

HD2.0%

PHYS/U2.0%

Others (129)71.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 139Median: 0.46%Avg: 0.72%

0–0.5%

74(15.3%)

0.5–1%

30(20.3%)

1–3%

33(54.8%)

3–5%

1(3.5%)

5%+

1(6.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 139vs 20 funds

0%Low

139

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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