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Latest Empire Life Investments Inc. Stock Portfolio

$1.65Billion– No. of Holdings #107

Empire Life Investments Inc. Performance:
2026 Q1: -1.49%YTD: -1.49%2025: 15.34%
Performance for 2026 Q1 is -1.49%, and YTD is -1.49%, and 2025 is 15.34%.

About Empire Life Investments Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Empire Life Investments Inc. reported an equity portfolio of $1.6 Billions as of 31 Mar, 2026.

The top stock holdings of Empire Life Investments Inc. are VB, GOOG, AMZN. The fund has invested 5.8% of it's portfolio in VANGUARD S&P 500 ETF and 5% of portfolio in ALPHABET INC - CL C.

The fund managers got completely rid off ACCENTURE PLC IRELAND (ACN), EXACT SCIENCES (EXAS) and ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in REGAL REXNORD CORP (RRX), NORTHROP GRUMMAN CORP (NOC) and ROCKET LAB USA INC. Empire Life Investments Inc. opened new stock positions in VALERO ENERGY CORP (VLO), ENERGY FUELS INC (UUUU) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to HOME DEPOT INC (HD), CROWDSTRIKE HLDGS INC CL A (CRWD) and EQT CORP (EQT).
Empire Life Investments Inc. Equity Portfolio Value
Last Reported on: 11 May, 2026

Empire Life Investments Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Empire Life Investments Inc. made a return of -1.49% in the last quarter. In trailing 12 months, it's portfolio return was 16.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
valero energy corp24,379,000
accenture ltd - a15,023,900
eaton corp9,951,270
energy fuels inc8,058,440
exxon mobil corp7,551,840
freeport-mcmoran inc4,365,150
alnylam pharmaceuticals inc4,344,170
arizona sonoran copper co inc3,958,100
New stocks bought by Empire Life Investments Inc.

Additions

Ticker% Inc.
home depot inc492
crowdstrike hldgs inc cl a351
eqt corp166
ishares msci global quality factor etf147
newmont corp142
veeva sys inc cl a com129
ocular therapeutix inc63.72
fifth third bancorp55.36
Additions to existing portfolio by Empire Life Investments Inc.

Reductions

Ticker% Reduced
regal rexnord corp-93.51
northrop grumman corp-83.14
rocket lab usa inc-56.77
dollar tree inc-53.19
micron technology inc-49.09
chevron corp-48.05
sphere entertainment co-47.33
ishares msci eafe growth etf-34.12
Empire Life Investments Inc. reduced stake in above stock

Sold off

Ticker$ Sold
willscot hldng corp-8,426,480
exact sciences-19,066,900
transunion-10,470,200
zoetis inc-13,364,700
accenture plc ireland-24,887,800
kirby corp-9,830,480
dexcom inc-4,937,730
ishares msci intl momentum factor etf-3,401,070
Empire Life Investments Inc. got rid off the above stocks

Sector Distribution

Empire Life Investments Inc. has about 25.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Cyclical
  • Financial Services
  • Energy
  • Communication Services
  • Healthcare
  • Utilities
  • Consumer Defensive
  • Industrials
  • Basic Materials
Sector%
Technology25.1
Others13.7
Consumer Cyclical11.6
Financial Services11.2
Energy9.2
Communication Services7.3
Healthcare5.6
Utilities4.9
Consumer Defensive4.9
Industrials3.3
Basic Materials2.5

Market Cap. Distribution

Empire Life Investments Inc. has about 79.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • NANO-CAP
Category%
MEGA-CAP44
LARGE-CAP35.6
UNALLOCATED13.7
MID-CAP4.2
NANO-CAP1.4

Stocks belong to which Index?

About 78% of the stocks held by Empire Life Investments Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50073.4
Others22
RUSSELL 20004.6
Top 5 Winners (%)%
TDW
tidewater inc
63.7 %
LNG
cheniere energy inc com new
38.7 %
EOG
eog resources inc
27.6 %
LRCX
lam research corp
27.3 %
ARCT
arcturus therapeutics hldgs
27.1 %
Top 5 Winners ($)$
LRCX
lam research corp
15.0 M
TDW
tidewater inc
12.2 M
MU
micron technology inc
9.8 M
EOG
eog resources inc
7.1 M
ROST
ross stores inc
5.8 M
Top 5 Losers (%)%
DUOL
duolingo inc
-44.6 %
HUBS
hubspot inc
-32.9 %
fermi inc
-30.7 %
NOW
servicenow inc
-28.6 %
SBTX
ars pharmaceuticals inc
-27.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-22.9 M
AMZN
amazon.com inc
-7.1 M
HUBS
hubspot inc
-6.2 M
GOOG
alphabet inc - cl c
-5.4 M
TYL
tyler technologies inc
-5.3 M

Empire Life Investments Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Empire Life Investments Inc.

Empire Life Investments Inc. has 107 stocks in it's portfolio. About 37.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Empire Life Investments Inc. last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions