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Gregg Zeoli

Empire Financial Management Company, Llc

Assets Managed
$442.33M
Holdings
211
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-3.88%(2Q avg: 0.75%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Empire Financial Management Company, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 211 positions.

Assets under management

The assets under management (AUM) of Empire Financial Management Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 442.33M in assets, with a quarterly growth rate of -3.88% and a 2-quarter average growth rate of 0.75%. The portfolio is managed by Gregg Zeoli, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 3.05%
3.36%
$14.851M
256,581 shares@ $57.89 avg price
AAPL
Apple Inc
Recent Activity
Decreased -9.16%
3.15%
$13.929M
54,885 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.24%
2.75%
$12.155M
58,362 shares@ $208.27 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.93%
2.61%
$11.543M
39,241 shares@ $294.17 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 30.89%
2.58%
$11.377M
12,369 shares@ $919.83 avg price
HON
Honeywell International Inc
Recent Activity
Increased 58.87%
2.43%
$10.725M
47,447 shares@ $226.04 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -6.91%
2.12%
$9.334M
25,216 shares@ $370.19 avg price
BA
Boeing Co The
Recent Activity
Decreased -0.8%
2.07%
$9.127M
45,856 shares@ $199.03 avg price
RTX
Rtx Corp
Recent Activity
Decreased -3.08%
1.93%
$8.517M
44,150 shares@ $192.91 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -43.39%
1.66%
$7.33M
25,490 shares@ $287.57 avg price

1-10 of 211