Long-term investor
Empire Financial Management Company, LLC @empirefinancialmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001971875).
Record
- Tracked since 2025-06-30 (446 days), 259 trades recorded
- Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +12.8% · all +12.8%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 26922A321 · 6.1% · long · since 2025-06-30
- JPM · 3.5% · long · since 2025-06-30
- 53700T827 · 2.6% · long · since 2025-06-30
- 025072802 · 2.6% · long · since 2025-06-30
- 02072L417 · 2.6% · long · since 2025-06-30
- ABBV · 2.5% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- 69374H436 · 2.3% · long · since 2025-06-30
- HD · 2.0% · long · since 2025-06-30
- 85207H104 · 2.0% · long · since 2025-06-30
- AVGO · 2.0% · long · since 2025-06-30
- 69374H709 · 1.9% · long · since 2025-06-30