Empire Financial Management Company, LLC holds a diversified book of 183 stocks worth $442.3M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened SALESFORCE INC and trimmed APPLE INC. Their largest long position is ETF SERIES SOLUTIONS at 4% of the equity book. Cloning the disclosed picks since 2023 would be +51% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1971875/holdings"
Use Arkolith to show Empire Financial Management Company, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +55.2%, a 3.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Empire Financial Management Company, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ETF Series Solutions DISTILLATE US | $14.9M | 256.6K | 3.4% | ▲+3.0% Added · +8K sh | |
| 2 | Apple Inc COM | $13.9M | 54.9K | 3.1% | ▼−9.2% Reduced · −6K sh | |
| 3 | Amazon.com Inc COM | $12.2M | 58.4K | 2.7% | ▼−6.2% Reduced · −4K sh | |
| 4 | JPMorgan Chase & Co COM | $11.5M | 39.2K | 2.6% | ▼−0.9% Reduced · −370 sh | |
| 5 | Eli Lilly & Co COM | $11.4M | 12.4K | 2.6% | ▲+31% Added · +3K sh | |
| 6 | Honeywell Intl Inc COM | $10.7M | 47.4K | 2.4% | ▲+59% Added · +18K sh | |
| 7 | Microsoft Corp COM | $9.3M | 25.2K | 2.1% | ▼−6.9% Reduced · −2K sh | |
| 8 | Boeing Co COM | $9.1M | 45.9K | 2.1% | ▼−0.8% Reduced · −373 sh | |
| 9 | RTX Corporation COM | $8.5M | 44.1K | 1.9% | ▼−3.1% Reduced · −1K sh | |
| 10 | Alphabet Inc CAP STK CL A | $7.3M | 25.5K | 1.7% | ▼−43% Reduced · −20K sh | |
| 11 | Energy Transfer LP COM UT LTD PTN | $7.0M | 360.8K | 1.6% | ▲+14% Added · +44K sh | |
| 12 | Litman Gregory Funds Trust IMGP DBI MANAGED | $6.4M | 213.8K | 1.5% | ▲+1.0% Added · +2K sh | |
| 13 | Abbvie Inc COM | $6.4M | 29.5K | 1.4% | ▲+3.5% Added · +988 sh | |
| 14 | Vanda Pharmaceuticals Inc COM | $6.4M | 922.2K | 1.4% | ▼−17% Reduced · −186K sh | |
| 15 | International Business COM | $6.3M | 26.0K | 1.4% | ▼−0.1% Reduced · −30 sh | |
| 16 | Bank Of America Corp COM | $6.2M | 128.2K | 1.4% | ▼−7.5% Reduced · −10K sh | |
| 17 | Ea Ser TR MARKETDESK FOCUS | $6.1M | 226.6K | 1.4% | ▲+18% Added · +34K sh | |
| 18 | American Century ETF Trust INTL SMCP VLU | $6.0M | 60.5K | 1.4% | ▲+10% Added · +6K sh | |
| 19 | Sprott Physical Gold TR PHYSICAL GOLD TR | $5.9M | 165.5K | 1.3% | ▲+2.6% Added · +4K sh | |
| 20 | Pacer FDS TR GLOBL CASH ETF | $5.2M | 111.5K | 1.2% | ▲+5.6% Added · +6K sh | |
| 21 | Pacer Funds Trust METAURUS CAP 400 | $5.1M | 127.5K | 1.2% | ▲+3.9% Added · +5K sh | |
| 22 | Chevron Corporation COM | $5.0M | 24.2K | 1.1% | ▲+2.2% Added · +517 sh | |
| 23 | Merck & Co Inc COM | $4.8M | 40.0K | 1.1% | ▼−16% Reduced · −8K sh | |
| 24 | Constellation Energy COM | $4.8M | 17.1K | 1.1% | —Held | |
| 25 | Harbor ETF Trust HARBOR COMMODITY | $4.7M | 152.5K | 1.1% | ▲+1.6% Added · +2K sh | |
| 26 | Home Depot Inc COM | $4.6M | 14.1K | 1.1% | ▲+6.7% Added · +884 sh | |
| 27 | Salesforce Inc COM | $4.4M | 23.8K | 1.0% | ▲New New position | |
| 28 | ETF Series Solutions DISTILLATE INTNL | $4.3M | 133.0K | 1.0% | ▲+0.5% Added · +722 sh | |
| 29 | Broadcom Inc COM | $4.3M | 13.9K | 1.0% | ▲+0.6% Added · +76 sh | |
| 30 | Chubb Ltd COM | $4.2M | 13.0K | 1.0% | ▲+2.8% Added · +353 sh | |
| 31 | Cryoport Inc COM PAR $0.001 | $4.2M | 502.6K | 0.9% | ▲+24% Added · +99K sh | |
| 32 | Advanced Micro Devices Inc COM | $4.1M | 20.2K | 0.9% | ▲+7.0% Added · +1K sh | |
| 33 | Duke Energy Corporation COM NEW | $4.0M | 30.7K | 0.9% | ▲+3.5% Added · +1K sh | |
| 34 | American Express Company COM | $4.0M | 13.1K | 0.9% | ▼−13% Reduced · −2K sh | |
| 35 | J P Morgan Exchange Traded EQUITY PREMIUM | $3.8M | 67.2K | 0.9% | ▼−1.9% Reduced · −1K sh | |
| 36 | The Travelers Companies Inc COM | $3.7M | 12.8K | 0.8% | ▼−21% Reduced · −3K sh | |
| 37 | Amgen Inc COM | $3.7M | 10.4K | 0.8% | ▲+2.5% Added · +254 sh | |
| 38 | ConocoPhillips COM | $3.6M | 27.5K | 0.8% | ▲+2.6% Added · +687 sh | |
| 39 | J P Morgan Exchange-Traded FD NASDAQ EQT PREM | $3.6M | 65.3K | 0.8% | ▼−4.7% Reduced · −3K sh | |
| 40 | Johnson & Johnson COM | $3.6M | 14.8K | 0.8% | ▼−8.7% Reduced · −1K sh | |
| 41 | John Hancock Exchange Traded MULTIFACTR SML | $3.5M | 81.9K | 0.8% | ▲+1.1% Added · +895 sh | |
| 42 | MPLX LP COM UNIT REP LTD | $3.4M | 60.3K | 0.8% | ▼−4.7% Reduced · −3K sh | |
| 43 | Hershey Company (The) COM | $3.4M | 16.5K | 0.8% | ▲+3.2% Added · +514 sh | |
| 44 | Nvidia Corp COM | $3.4M | 19.4K | 0.8% | ▲+2.5% Added · +483 sh | |
| 45 | Public Service Enterprise COM | $3.4M | 41.4K | 0.8% | —Held | |
| 46 | Goldman Sachs Group Inc COM | $3.2M | 3.7K | 0.7% | ▼−20% Reduced · −906 sh | |
| 47 | Halliburton Company COM | $3.1M | 80.7K | 0.7% | ▲+2.7% Added · +2K sh | |
| 48 | Procter & Gamble Co COM | $3.1M | 21.6K | 0.7% | ▼−6.5% Reduced · −2K sh | |
| 49 | Koru Medical Systems Inc COM | $3.0M | 703.1K | 0.7% | —Held | |
| 50 | Kinder Morgan Inc COM | $3.0M | 90.2K | 0.7% | ▼−6.2% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 211 | $442.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 210 | $460.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 206 | $436.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 196 | $346.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 197 | $323.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 196 | $320.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 18, 2024 | 203 | $325.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 199 | $302.3M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 205 | $302.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 190 | $255.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 187 | $229.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 191 | $251.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 189 | $245.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.