Empire Life Investments
Latest statistics and disclosures from Empire Life Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, GOOG, AMZN, MSFT, AAPL, and represent 23.32% of Empire Life Investments's stock portfolio.
- Added to shares of these 10 stocks: VLO (+$24M), NEM (+$19M), Accenture Ltd. equities (+$15M), CRWD (+$11M), Eaton (+$10M), EQT (+$9.7M), EOG (+$9.3M), VEEV (+$8.3M), UUUU (+$8.1M), XOM (+$7.6M).
- Started 12 new stock positions in Eaton, ALNY, VLO, FCX, ASCUF, VWO, ON Semiconductor Corp, CRH, XOM, USMV. UUUU, Accenture Ltd. equities.
- Reduced shares in these 10 stocks: NOC (-$32M), MU (-$29M), , , CVX (-$13M), , LRCX (-$11M), ROST (-$11M), TRU (-$11M), RRX (-$10M).
- Sold out of its positions in CDE, DXCM, EXACT Sciences Corporation, MTUM, IMTM, JPEF, KEX, TRU, WSC, ZTS. ACN, CRH.
- Empire Life Investments was a net seller of stock by $-111M.
- Empire Life Investments has $1.6B in assets under management (AUM), dropping by -7.27%.
- Central Index Key (CIK): 0001640951
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Portfolio Holdings for Empire Life Investments
Empire Life Investments holds 110 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF Cls A (VOO) | 5.8 | $96M | +3% | 159k | 602.30 |
|
| Alphabet Inc - CL C CLS C (GOOG) | 5.0 | $82M | -7% | 277k | 294.90 |
|
| Amazon (AMZN) | 4.4 | $72M | -3% | 344k | 210.57 |
|
| Microsoft Corporation (MSFT) | 4.3 | $71M | -7% | 193k | 369.37 |
|
| Apple (AAPL) | 3.8 | $63M | +8% | 245k | 255.63 |
|
| Lam Research (LRCX) | 3.6 | $60M | -15% | 269k | 222.01 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $48M | +8% | 271k | 175.75 |
|
| PNC Financial Services (PNC) | 2.6 | $43M | -5% | 206k | 209.24 |
|
| Vistra Energy (VST) | 2.4 | $40M | 256k | 153.96 |
|
|
| Johnson & Johnson (JNJ) | 2.3 | $37M | -4% | 152k | 244.12 |
|
| iShares Core MSCI EAFE ETF Core MSCI EAFE (IEFA) | 2.2 | $35M | -10% | 385k | 91.91 |
|
| EOG Resources (EOG) | 2.0 | $33M | +39% | 233k | 140.42 |
|
| Newmont Mining Corporation (NEM) | 2.0 | $33M | +142% | 287k | 113.79 |
|
| AutoZone (AZO) | 2.0 | $32M | +9% | 9.4k | 3426.47 |
|
| Broadcom (AVGO) | 1.9 | $31M | -2% | 98k | 313.49 |
|
| Tidewater (TDW) | 1.8 | $30M | -4% | 362k | 83.44 |
|
| Ametek (AME) | 1.8 | $30M | -5% | 137k | 218.63 |
|
| Micron Technology (MU) | 1.8 | $30M | -49% | 80k | 367.85 |
|
| Visa Inc - A Cls A (V) | 1.8 | $29M | -8% | 97k | 298.51 |
|
| Ross Stores (ROST) | 1.6 | $27M | -28% | 122k | 219.95 |
|
| Valero Energy Corp Vng Rus1000grw (VLO) | 1.5 | $24M | NEW | 101k | 241.46 |
|
| Cme (CME) | 1.4 | $24M | -4% | 79k | 296.94 |
|
| Coca-Cola Company (KO) | 1.4 | $23M | +8% | 304k | 76.08 |
|
| Anthem (ELV) | 1.4 | $22M | -11% | 75k | 298.50 |
|
| Wec Energy Group (WEC) | 1.3 | $22M | -5% | 189k | 116.17 |
|
| MasterCard Incorporated (MA) | 1.3 | $21M | -7% | 44k | 491.65 |
|
| Facebook Inc cl a (META) | 1.3 | $21M | -6% | 37k | 579.23 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $21M | 21k | 996.56 |
|
|
| Bank of America Corporation (BAC) | 1.3 | $21M | -23% | 418k | 49.27 |
|
| TJX Companies (TJX) | 1.2 | $19M | -26% | 119k | 162.03 |
|
| Texas Instruments Incorporated (TXN) | 1.1 | $18M | +31% | 89k | 196.30 |
|
| Progressive Corporation (PGR) | 1.0 | $17M | +13% | 89k | 193.36 |
|
| Motorola Solutions (MSI) | 1.0 | $17M | -5% | 39k | 434.13 |
|
| Booking Holdings (BKNG) | 1.0 | $17M | -16% | 4.0k | 4184.56 |
|
| Ameren Corporation (AEE) | 1.0 | $16M | -5% | 147k | 110.79 |
|
| Peabody Energy (BTU) | 1.0 | $16M | +8% | 493k | 32.86 |
|
| Tyler Technologies (TYL) | 1.0 | $16M | +15% | 47k | 333.49 |
|
| EQT Corporation (EQT) | 0.9 | $16M | +166% | 253k | 61.09 |
|
| Roper Industries (ROP) | 0.9 | $15M | -6% | 43k | 355.87 |
|
| Accenture Ltd - A Cls A | 0.9 | $15M | NEW | 76k | 197.06 |
|
| Invesco Nasdaq 100 ETF Nasdaq 100 Etf (QQQM) | 0.9 | $15M | -3% | 62k | 240.57 |
|
| Veeva Sys Inc Cl A Cls A (VEEV) | 0.9 | $15M | +129% | 85k | 172.74 |
|
| At&t (T) | 0.9 | $15M | -6% | 515k | 28.31 |
|
| Chevron Corporation (CVX) | 0.9 | $15M | -48% | 74k | 197.41 |
|
| Evercore Inc Class A Cls A (EVR) | 0.9 | $14M | -9% | 47k | 301.28 |
|
| Philip Morris International (PM) | 0.9 | $14M | -5% | 90k | 157.33 |
|
| iShares MSCI World ETF Msci World Etf (URTH) | 0.9 | $14M | -6% | 77k | 181.81 |
|
| Crowdstrike Hldgs Inc Cl A Cls A (CRWD) | 0.8 | $14M | +351% | 35k | 393.31 |
|
| Servicenow (NOW) | 0.8 | $13M | +44% | 128k | 104.04 |
|
| Altria (MO) | 0.7 | $12M | 184k | 65.48 |
|
|
| Eaton | 0.6 | $10M | NEW | 27k | 365.56 |
|
| Cintas Corporation (CTAS) | 0.5 | $8.3M | +11% | 48k | 172.04 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.5 | $8.2M | -5% | 514k | 15.88 |
|
| Energy Fuels (UUUU) | 0.5 | $8.1M | NEW | 447k | 18.05 |
|
| Dollar Tree (DLTR) | 0.5 | $7.6M | -53% | 70k | 108.70 |
|
| Hubspot (HUBS) | 0.5 | $7.6M | -33% | 31k | 242.79 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $7.6M | NEW | 47k | 160.78 |
|
| Vanguard Russell 1000 Growth ETF Tt Wrld St Etf (VONG) | 0.5 | $7.4M | +42% | 67k | 110.69 |
|
| Ocular Therapeutix (OCUL) | 0.4 | $7.4M | +63% | 884k | 8.33 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $6.4M | -83% | 9.2k | 697.00 |
|
| iShares Russell Top 200 Growth ETF Rus Tp200 Gr Etf (IWY) | 0.4 | $5.9M | 24k | 251.00 |
|
|
| Legend Biotech Corp Cls A (LEGN) | 0.3 | $5.7M | -6% | 301k | 19.05 |
|
| Home Depot (HD) | 0.3 | $5.7M | +492% | 17k | 329.56 |
|
| Vici Pptys (VICI) | 0.3 | $5.5M | 199k | 27.46 |
|
|
| Sphere Entertainment Cl A (SPHR) | 0.3 | $5.1M | -47% | 43k | 119.81 |
|
| Siteone Landscape Supply (SITE) | 0.3 | $5.0M | -7% | 39k | 128.42 |
|
| Fermi (FRMI) | 0.3 | $4.7M | +23% | 867k | 5.37 |
|
| Putnam Etf Trust Focused Lar Cap Focused Lar Cap (PVAL) | 0.3 | $4.4M | -19% | 95k | 46.60 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $4.4M | NEW | 71k | 61.20 |
|
| Alnylam Pharmaceuticals Comm (ALNY) | 0.3 | $4.3M | NEW | 13k | 328.73 |
|
| Powershares QQQ Trust Unit SER 1 (QQQ) | 0.3 | $4.1M | -7% | 7.1k | 584.31 |
|
| Silverback Therapeutics (SPRY) | 0.2 | $4.0M | +41% | 499k | 8.11 |
|
| Vanguard Total World Stock Idx (VT) | 0.2 | $4.0M | +45% | 29k | 139.69 |
|
| Arizona Sonoran Copper (ASCUF) | 0.2 | $4.0M | NEW | 739k | 5.35 |
|
| Tesla Motors (TSLA) | 0.2 | $3.8M | -8% | 9.9k | 381.26 |
|
| CRH | 0.2 | $3.5M | NEW | 33k | 106.20 |
|
| Linde (LIN) | 0.2 | $3.4M | +22% | 7.0k | 493.83 |
|
| Evi Industries (EVI) | 0.2 | $3.4M | -5% | 158k | 21.40 |
|
| MercadoLibre (MELI) | 0.2 | $3.3M | +16% | 1.9k | 1718.97 |
|
| Arcturus Therapeutics Hldg I (ARCT) | 0.2 | $3.0M | -7% | 384k | 7.85 |
|
| Rocket Lab Corp (RKLB) | 0.2 | $2.9M | -56% | 45k | 65.52 |
|
| T Rowe Price Etf Inc Price Blue (TCHP) | 0.2 | $2.6M | -14% | 58k | 44.51 |
|
| Burlington Stores (BURL) | 0.1 | $2.4M | -7% | 7.4k | 330.83 |
|
| ON Semiconductor Corp | 0.1 | $2.3M | NEW | 35k | 65.69 |
|
| ishares MSCI EAFE Growth ETF Core MSCI EAFE (EFG) | 0.1 | $2.2M | -34% | 20k | 113.70 |
|
| J P Morgan Exchange Traded Fd Active Gr Active Grwth (JGRO) | 0.1 | $2.2M | -28% | 26k | 85.48 |
|
| Raymond James Financial Cls A (RJF) | 0.1 | $1.9M | 13k | 143.40 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.8M | -6% | 14k | 127.28 |
|
| Intuitive Surgical (ISRG) | 0.1 | $1.8M | -10% | 3.8k | 464.45 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $1.7M | 11k | 155.63 |
|
|
| Franklin Templeton Etf Tr Franklin Focu Franklin Focused (FFOG) | 0.1 | $1.6M | 40k | 41.51 |
|
|
| iShares MSCI Global Quality Factor ETF MSCI Global G (AQLT) | 0.1 | $1.6M | +147% | 57k | 27.94 |
|
| iShares MSCI USA Min Vol Factor ETF Msci Usa Min Vol (USMV) | 0.1 | $1.3M | NEW | 14k | 92.67 |
|
| Morningstar (MORN) | 0.1 | $1.2M | 7.1k | 169.70 |
|
|
| Netflix (NFLX) | 0.1 | $1.2M | +30% | 13k | 95.55 |
|
| iShares MSCI USA Quality Factor ETF iShares MSCI USA Quality Factor ETF (QUAL) | 0.1 | $1.2M | 6.1k | 192.77 |
|
|
| Fidelity Covington Tr (FFLG) | 0.1 | $1.0M | -7% | 37k | 28.22 |
|
| Church & Dwight (CHD) | 0.1 | $1.0M | 11k | 92.85 |
|
|
| Cubesmart (CUBE) | 0.1 | $1.0M | 28k | 36.53 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $939k | -11% | 4.5k | 210.21 |
|
| Blackrock (BLK) | 0.1 | $927k | 968.00 | 957.40 |
|
|
| Intermap Technologies Corp Cl A (ITMSF) | 0.1 | $908k | +50% | 717k | 1.27 |
|
| Synopsys (SNPS) | 0.0 | $719k | 1.8k | 396.74 |
|
|
| Regal-beloit Corporation (RRX) | 0.0 | $706k | -93% | 3.7k | 191.38 |
|
| Duolingo (DUOL) | 0.0 | $473k | +4% | 4.9k | 96.19 |
|
| iShares Europe ETF Europe ETF (IEV) | 0.0 | $355k | 5.1k | 68.93 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $344k | +55% | 7.3k | 46.82 |
|
| Cheniere Energy (LNG) | 0.0 | $343k | -15% | 1.2k | 275.84 |
|
| Oracle Corporation (ORCL) | 0.0 | $296k | -13% | 2.0k | 145.23 |
|
| Vanguard FTSE Emerging Market ETF S&p 500 Etf Shs (VWO) | 0.0 | $199k | NEW | 3.7k | 54.21 |
|
Past Filings by Empire Life Investments
SEC 13F filings are viewable for Empire Life Investments going back to 2016
- Empire Life Investments 2026 Q1 filed May 11, 2026
- Empire Life Investments 2025 Q4 filed Feb. 4, 2026
- Empire Life Investments 2025 Q3 filed Nov. 12, 2025
- Empire Life Investments 2025 Q2 filed Aug. 14, 2025
- Empire Life Investments 2025 Q1 filed May 9, 2025
- Empire Life Investments 2024 Q4 filed Jan. 30, 2025
- Empire Life Investments 2024 Q3 filed Oct. 29, 2024
- Empire Life Investments 2024 Q2 filed July 31, 2024
- Empire Life Investments 2024 Q1 filed April 30, 2024
- Empire Life Investments 2023 Q4 filed Feb. 8, 2024
- Empire Life Investments 2023 Q3 filed Nov. 9, 2023
- Empire Life Investments 2023 Q2 filed Aug. 10, 2023
- Empire Life Investments 2023 Q1 filed May 8, 2023
- Empire Life Investments 2022 Q4 filed Feb. 2, 2023
- Empire Life Investments 2022 Q3 filed Nov. 14, 2022
- Empire Life Investments 2022 Q2 filed Aug. 3, 2022