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Latest Empire Life Investments Inc. Stock Portfolio

$1.79Billion | No. of Holdings #110

Empire Life Investments Inc. Performance

2026 Q2+11.50%
YTD+9.84%
2025+15.34%

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

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Empire Life Investments Inc. reported an equity portfolio of $1.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Empire Life Investments Inc. are VB, GOOG, LRCX. The fund has invested 6% of it's portfolio in VANGUARD S&P 500 ETF and 5.3% of portfolio in ALPHABET INC - CL C. <br><br> The fund managers got completely rid off EQT CORP (EQT), HUBSPOT INC (HUBS) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in SPHERE ENTERTAINMENT CO (MSGE), ISHARES MSCI USA QUALITY FACTOR ETF (IBCE) and ISHARES MSCI USA MIN VOL FACTOR ETF (AMPS). Empire Life Investments Inc. opened new stock positions in BETA TECHNOLOGIES INC, APPLIED MATERIALS INC (AMAT) and WILLSCOT HLDNG CORP COM CL A (WSC). The fund showed a lot of confidence in some stocks as they added substantially to LINDE PLC (LIN), FIDELITY FUNDAMENTAL LARGECAPGROWTH ETF (FBCG) and FREEPORT-MCMORAN INC (FCX).
Empire Life Investments Inc. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$1.79Billion
  as of Jul 24, 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 11.5% in the last quarter. In trailing 12 months, it's portfolio return was 19.02%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
beta technologies inc22,408,800
applied materials inc18,036,700
willscot hldng corp com cl a11,589,400
ch robinson worldwide inc10,392,000
exxonmobil holdings corp6,654,160
anheuser-busch cos inc.5,983,560
seagate technology holdings5,963,700
fidelity fundamental large cap core etf1,264,420
New stocks bought by Empire Life Investments Inc.

Additions

Ticker% Inc.
linde plc160
fidelity fundamental largecapgrowth etf149
freeport-mcmoran inc86.13
vanguard ftse emerging market etf73.71
ishares msci eafe growth etf51.95
valero energy corp51.25
ishares msci global quality factor etf49.11
franklin templeton etf tr franklin focu32.4
Additions to existing portfolio by Empire Life Investments Inc.

Reductions

Ticker% Reduced
sphere entertainment co-91.99
ishares msci usa quality factor etf-71.07
ishares msci usa min vol factor etf-70.86
micron technology inc-60.43
intermap technologies corp-59.85
j p morgan exchange traded fd active gr-58.6
t rowe price blue chip growth etf-57.36
ishares russell top 200 growth etf-48.06
Empire Life Investments Inc. reduced stake in above stock

Sold off

Ticker$ Sold
arizona sonoran copper co inc-3,958,100
eqt corp-15,458,600
accenture ltd - a-15,023,900
exxon mobil corp-7,551,840
hubspot inc-7,580,630
Empire Life Investments Inc. got rid off the above stocks

Sector Distribution

Empire Life Investments Inc. has about 26.9% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Consumer Cyclical
  • Energy
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Utilities
  • Industrials
  • Basic Materials
Sector%
Technology26.9
Others16.2
Financial Services10.6
Consumer Cyclical10
Energy7.2
Communication Services7.1
Healthcare5.4
Consumer Defensive4.9
Utilities4.4
Industrials4.2
Basic Materials2.6

Market Cap. Distribution

Empire Life Investments Inc. has about 77.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • NANO-CAP
Category%
MEGA-CAP45.1
LARGE-CAP32.7
UNALLOCATED16.2
MID-CAP3.5
NANO-CAP1.6

Stocks belong to which Index?

About 75% 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 50071.8
Others25.1
RUSSELL 20003.2
Top 5 Winners (%)%
AMD
advanced micro devices inc
169.1 %
MU
micron technology inc
149.2 %
CRWD
crowdstrike hldgs inc cl a
91.9 %
LRCX
lam research corp
82.5 %
fermi inc
69.0 %
Top 5 Winners ($)$
LRCX
lam research corp
49.3 M
MU
micron technology inc
44.1 M
GOOG
alphabet inc - cl c
16.0 M
VB
vanguard s&p 500 etf
13.3 M
CRWD
crowdstrike hldgs inc cl a
12.5 M
Top 5 Losers (%)%
EVI
evi industries inc
-30.4 %
BTU
peabody energy corp
-29.6 %
intermap technologies corp
-27.2 %
NOC
northrop grumman corp
-26.4 %
T
at&t inc
-26.3 %
Top 5 Losers ($)$
NEM
newmont corp
-6.0 M
CME
cme group inc/il
-5.9 M
TDW
tidewater inc
-5.8 M
BTU
peabody energy corp
-4.8 M
T
at&t inc
-3.8 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 110 stocks in it's portfolio. About 38.1% of the portfolio is in top 10 stocks. NEM proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Empire Life Investments Inc. last quarter.

$1.79BTotal Value
118Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Empire Life Investments Inc., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
Empire Life Investments Inc.'s holding in Ishares Msci Eafe Growth Etf over time
0.21%29,833
$3.71M
0.21%
increased 51.95 percentadded
ACWV
Ishares Msci World Etf

Ishares Msci World Etf

ACWV
Empire Life Investments Inc.'s holding in Ishares Msci World Etf over time
0.8%70,643
$14.32M
0.8%
decreased 8.43 percentreduced
AOA
Ishares Russell Top 200 Growth Etf

Ishares Russell Top 200 Growth Etf

AOA
Empire Life Investments Inc.'s holding in Ishares Russell Top 200 Growth Etf over time
0.2%12,197
$3.54M
0.2%
decreased 48.06 percentreduced
BAB
Invesco Nasdaq 100 Etf

Invesco Nasdaq 100 Etf

BAB
Empire Life Investments Inc.'s holding in Invesco Nasdaq 100 Etf over time
1.05%62,000
$18.78M
1.05%
unchanged 0 percentunchanged
BNDW
Vanguard Russell 1000 Growth Etf

Vanguard Russell 1000 Growth Etf

BNDW
Empire Life Investments Inc.'s holding in Vanguard Russell 1000 Growth Etf over time
0.45%63,570
$8.12M
0.45%
decreased 5.22 percentreduced