Empire Financial Management Company, LLC

RIA/Wealth

Empire Financial Management Company, LLC is a RIA/Wealth based in New York, NY led by Anthony V Manory, reporting $519.6M in AUM as of Q3 2025 with AAPL as the largest holding (4% allocation).

CIOAnthony V Manory

Portfolio Value: $436.5M
Positions: 205
Top Holding: AAPL at 3.6%
Last Reported: Q3 2025

Address29 Broadway, 12th Floor, New York, NY, 10006, United States

Top Holdings

Largest long holdings in Empire Financial Management Company, LLC's portfolio (25.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$15.7M	3.60%	+$4.9M Bought	0.00% 61.7K shares	Q1 2023 Held for 2y 8m
2 Distillate U.S. Fundamental Stability & Value DSTL	ETF ETF	$14.5M	3.31%	+$194.9K Bought	— 249.5K shares	Q1 2023 Held for 2y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$14.1M	3.23%	-$40.9K Sold	0.00% 27.2K shares	Q1 2023 Held for 2y 8m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$13.8M	3.15%	+$5.4M Bought	0.00% 62.7K shares	Q1 2023 Held for 2y 8m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$12.6M	2.89%	+$41.0K Bought	0.00% 39.9K shares	Q1 2023 Held for 2y 8m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$12.4M	2.83%	+$6.9M Bought	0.00% 50.9K shares	Q1 2023 Held for 2y 8m
7 Raytheon Technologies RTX	Aerospace & Defense Industrials	$7.6M	1.75%	+$1.7M Bought	0.00% 45.6K shares	Q1 2023 Held for 2y 8m
8 Bank of America BAC	Banks - Diversified Financial Services	$7.6M	1.74%	+$4.6M Bought	0.00% 147.4K shares	Q1 2023 Held for 2y 8m
9 International Business Machines IBM	Information Technology Services Technology	$7.3M	1.68%	+$82.1K Bought	0.00% 26.0K shares	Q1 2023 Held for 2y 8m
10 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$7.2M	1.64%	—	0.00% 9.4K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Empire Financial Management Company, LLC's latest filing

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Market Value

$436.5M

Prior: $346.6M

Q/Q Change

+25.94%

+$89.9M

Net Flows % of MV

+14.09%

Turnover Ratio

10.34%

New Purchases

14 stocks

$9.1M

Added To

91 stocks

+$63.8M

Sold Out Of

7 stocks

$8.0M

Reduced Holdings

30 stocks

-$3.5M

Increased Positions

Position	Shares Δ	Change
1 Halliburton HAL	New	0 → 74.1K +$1.8M
2 CryoPort, Inc. CYRX	New	0 → 167.0K +$1.6M
3 Roper Technologies, Inc. ROP	New	0 → 3.1K +$1.5M
4 Texas Pacific Land TPL	New	0 → 1.1K +$1.0M
5 Ionis Pharmaceuticals IONS	New	0 → 8.0K +$523.4K

Decreased Positions

Position	Shares Δ	Change
1 Kimberly-Clark KMB	Sold	14.8K → 0 −$1.9M
2 ASML ASML ASML	Sold	2.2K → 0 −$1.8M
3 NVO Novo Nordisk NVO	Sold	20.7K → 0 −$1.4M
4 Snowflake SNOW	Sold	5.8K → 0 −$1.3M
5 Dell Technologies DELL	Sold	7.5K → 0 −$919.5K

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Analytics

Portfolio insights and performance metrics for Empire Financial Management Company, LLC

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Sector Allocation

ETF

21.00%

Technology

14.50%

Healthcare

13.20%

Financial Services

12.70%

Industrials

10.20%

Consumer Cyclical

5.90%

Utilities

5.20%

Communication Services

4.70%

Energy

4.30%

Consumer Defensive

3.80%

Basic Materials

0.50%

Real Estate

0.40%

Market Cap Distribution

Mega Cap (> $200B)

39.46%

Large Cap ($10B - $200B)

30.85%

Mid Cap ($2B - $10B)

1.17%

Small Cap ($300M - $2B)

1.06%

Micro Cap ($50M - $300M)

2.97%

N/A (ETF or Unknown)

24.49%

Portfolio Concentration

Top 10 Holdings %

25.83%

Top 20 Holdings %

38.71%

Top 50 Holdings %

65.19%

Top 100 Holdings %

86.85%