Empire-Financial-Management-Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "LYFT",
  "SNOW",
  "MPLX",
  null,
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "AIG",
  "ASML",
  "T",
  "AVGO",
  null,
  null,
  "WRB",
  "CMI",
  null,
  "DUK",
  null,
  "D",
  "EBAY",
  "EOG",
  null,
  null,
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  null,
  null,
  "AMAT",
  "EMR",
  "META",
  "RIGL",
  "KMI",
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "GE",
  null,
  "NVS",
  "TEVA",
  "NU",
  null,
  "OXY",
  null,
  null,
  "BX",
  "HSY",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  "IWF",
  "PANW",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "PPG",
  "SRE",
  "RTX",
  "GLD",
  null,
  "BP",
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TRV",
  "UBER",
  "UL",
  "PNW",
  "JBL",
  null,
  "IWV",
  null,
  null,
  "GSK",
  null,
  "DD",
  "EW",
  "SLM",
  "MTG",
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "INVH",
  "KRMD",
  "AOS",
  "PEG",
  "AMZN",
  null,
  "SBRA",
  null,
  "USB",
  "VUG",
  "VNDA",
  "V",
  "WMT",
  "ZG",
  "YUM",
  "LNT",
  "SCHD",
  "ET",
  "NSC",
  "KEY",
  "SO",
  "PPL",
  "THW",
  "PSX",
  null,
  "QTRX",
  null,
  "MTUM",
  "GEV",
  "MELI",
  "DGRO",
  null,
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BAX",
  "BDX",
  "BA",
  "BMY",
  "BIP",
  "BR",
  "CPB",
  "CG",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "CDXS",
  "KO",
  "CL",
  "COP",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CROX",
  "CVS",
  "CSX",
  "DELL",
  "DPZ",
  "NEE",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "MLM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 197
Total Value: 323582737
Accession Number: 0001971875-25-000002
Form Type: 13F-HR
CIK: empire-financial-management-company
Manager Name: Empire-Financial-Management-Company

Data Enrichment

81% identified

159 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

197 positions • $323.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CHEVRON CORP

CVX|166764100

Shares:21.8K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$323.6M)

41151J505

Shares:150.5K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$323.6M)

26922B501

Shares:143.0K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$323.6M)

Broadcom Inc.

AVGO|11135F101

Shares:21.4K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$323.6M)

Duke Energy CORP

DUK|26441C204

Shares:28.5K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$323.6M)

Constellation Energy Corp

CEG|21037T109

Shares:17.1K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$323.6M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:41.4K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$323.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:21.9K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$323.6M)

47804J842

Shares:90.6K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$323.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:15.2K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$323.6M)

025072802

Shares:45.8K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$323.6M)

BOEING CO

BA|097023105

Shares:18.0K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$323.6M)

AMGEN INC

AMGN|031162100

Shares:9.7K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$323.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:15.9K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$323.6M)

EXELON CORP

EXC|30161N101

Shares:56.7K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$323.6M)

HERSHEY CO

HSY|427866108

Shares:15.0K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$323.6M)

Medtronic plc

MDT|G5960L103

Shares:28.4K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$323.6M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:13.8K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$323.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:58.4K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$323.6M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:4.4K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$323.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	21.8K	QoQ +2.24% (+479) YoY +0.82% (+179)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$323.6M)	QoQ +18.08% (+$559.6K) YoY +6.92% (+$236.8K)
(cusip41151J505)✕	150.5K	QoQ +0.16% (+251) YoY +28.64% (+33.5K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$323.6M)	QoQ +8.83% (+$293.7K) YoY +39.71% (+$1.0M)
(cusip26922B501)✕	143.0K	QoQ +2.32% (+3.3K) YoY -12.33% (-20.1K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$323.6M)	QoQ +11.30% (+$364.8K) YoY -10.08% (-$402.7K)
Broadcom Inc.(AVGOcusip11135F101)	21.4K	QoQ +4.19% (-862) YoY +854.86% (+19.1K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$323.6M)	QoQ -24.74% (-$1.2M) YoY +20.61% (+$612.0K)
Duke Energy CORP(DUKcusip26441C204)	28.5K	QoQ +6.63% (+1.8K) YoY +34.64% (+7.3K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$323.6M)	QoQ +20.71% (+$595.6K) YoY +69.80% (+$1.4M)
Constellation Energy Corp(CEGcusip21037T109)	17.1K	QoQ -1.60% (-280) YoY -4.35% (-780)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$323.6M)	QoQ -11.32% (-$440.7K) YoY +4.32% (-$143.1K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	41.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$323.6M)	QoQ -2.59% (-$90.7K) YoY +23.24% (+$642.8K)
Alphabet Inc.(GOOGLcusip02079K305)	21.9K	QoQ +5.46% (-1.1K) YoY -24.68% (-7.2K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$323.6M)	QoQ -13.84% (-$544.7K) YoY -22.83% (-$1.0M)
(cusip47804J842)✕	90.6K	QoQ -0.89% (-821) YoY -8.94% (-8.9K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$323.6M)	QoQ -7.05% (-$256.3K) YoY -11.89% (-$456.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	15.2K	QoQ +27.75% (+3.3K) YoY +66.39% (+6.1K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$323.6M)	QoQ +19.76% (+$532.8K) YoY +71.65% (+$1.3M)
(cusip025072802)✕	45.8K	QoQ +7.17% (+3.1K) YoY +24.18% (+8.9K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$323.6M)	QoQ +14.85% (+$413.0K) YoY +31.49% (+$765.1K)
BOEING CO(BAcusip097023105)	18.0K	QoQ +260.00% (+13.0K) YoY +113.77% (+9.6K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$323.6M)	QoQ +246.88% (+$2.2M) YoY +88.91% (+$1.4M)
AMGEN INC(AMGNcusip031162100)	9.7K	QoQ +3.69% (+344) YoY +32.18% (+2.4K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$323.6M)	QoQ +23.95% (+$581.0K) YoY +44.84% (+$931.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	15.9K	QoQ -11.18% (-2.0K) YoY -4.11% (-681)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$323.6M)	QoQ +1.84% (-$47.8K) YoY +0.53% (-$13.9K)
EXELON CORP(EXCcusip30161N101)	56.7K	QoQ 0.00% (+0) YoY -2.24% (-1.3K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$323.6M)	QoQ +22.42% (+$478.6K) YoY +19.90% (-$433.8K)
HERSHEY CO(HSYcusip427866108)	15.0K	QoQ +10.75% (+1.5K) YoY +33.73% (+3.8K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$323.6M)	QoQ +11.84% (+$272.3K) YoY +17.60% (+$384.8K)
Medtronic plc(MDTcusipG5960L103)	28.4K	QoQ +1.89% (+528) YoY +6.76% (+1.8K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$323.6M)	QoQ +14.62% (+$326.0K) YoY +10.08% (+$234.0K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	13.8K	QoQ +8.07% (+1.0K) YoY +28.64% (+3.1K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$323.6M)	QoQ +3.57% (+$85.6K) YoY +32.68% (+$610.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	58.4K	QoQ 0.00% (-0) YoY -8.65% (-5.5K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$323.6M)	QoQ -5.05% (-$129.7K) YoY +0.52% (-$12.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	4.4K	QoQ +27.16% (+936) YoY +46.35% (+1.4K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$323.6M)	QoQ +21.31% (+$420.6K) YoY +91.42% (+$1.1M)