Empire Life Investments Inc. Top Holdings and 13F Report (2026)

About Empire Life Investments Inc.

Investment Activity

Empire Life Investments Inc. has $1.79 billion in total holdings as of June 30, 2026.
Empire Life Investments Inc. owns shares of 113 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 8.40% of the portfolio was purchased this quarter.
About 12.02% of the portfolio was sold this quarter.
This quarter, Empire Life Investments Inc. has purchased 110 new stocks and bought additional shares in 37 stocks.
Empire Life Investments Inc. sold shares of 66 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $107,416,713
Alphabet: $94,960,264
Lam Research Corp: $85,622,975
Amazon.com: $76,189,194
Microsoft: $68,742,364

Largest New Holdings this Quarter

086921103 - Beta Technologies Inc: $22,408,803 Holding
038222105 - Applied Materials: $18,036,681 Holding
971378104 - WillScot: $11,589,426 Holding
12541W209 - C.H. Robinson Worldwide: $10,392,036 Holding
30233Q108 - ExxonMobil Holdings Corp: $6,654,162 Holding

Largest Purchases this Quarter

Beta Technologies Inc: 1,337,839 shares (about $22.41M)
Applied Materials: 24,947 shares (about $18.04M)
Booking: 84,176 shares (about $15.00M)
Valero Energy: 51,746 shares (about $13.48M)
WillScot: 401,574 shares (about $11.59M)

Largest Sales this Quarter

Micron Technology: 48,566 shares (about $56.06M)
Lam Research Corp: 71,393 shares (about $30.94M)
Broadcom: 22,078 shares (about $8.34M)
Sphere Entertainment: 39,378 shares (about $6.81M)
Amazon.com: 24,050 shares (about $5.73M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$107,416,713	$1,963,676 â–¼	-1.8%	156,502	6.0%	ETF
GOOG Alphabet	$94,960,264	$3,032,985 â–¼	-3.1%	268,758	5.3%	Computer and Technology
Lam Research Corp	$85,622,975	$30,936,729 â–¼	-26.5%	197,593	4.8%	COM
AMZN Amazon.com	$76,189,194	$5,732,077 â–¼	-7.0%	319,666	4.3%	Retail/Wholesale
MSFT Microsoft	$68,742,364	$3,093,828 â–¼	-4.3%	184,286	3.8%	Computer and Technology
AAPL Apple	$67,578,871	$3,228,968 â–¼	-4.6%	233,546	3.8%	Computer and Technology
NVDA NVIDIA	$51,795,898	$2,343,454 â–¼	-4.3%	258,863	2.9%	Computer and Technology
PNC The PNC Financial Services Group	$48,848,817	$1,865,609 â–¼	-3.7%	198,395	2.7%	Finance
IEFA iShares Core MSCI EAFE ETF	$40,708,953	$3,497,548 â–²	9.4%	421,505	2.3%	ETF
VST Vistra	$40,204,139	$462,248 â–¼	-1.1%	253,446	2.2%	Utilities
VLO Valero Energy	$39,772,053	$13,476,728 â–²	51.3%	152,711	2.2%	Energy
JNJ Johnson & Johnson	$36,780,443	$1,778,806 â–¼	-4.6%	144,822	2.1%	Medical
MU Micron Technology	$36,707,576	$56,059,248 â–¼	-60.4%	31,801	2.0%	Computer and Technology
AME AMETEK	$31,893,982	$1,258,088 â–¼	-3.8%	131,826	1.8%	Computer and Technology
EOG EOG Resources	$30,216,452	$14,011 â–¼	0.0%	232,918	1.7%	Energy
V Visa	$29,177,746	$4,132,519 â–¼	-12.4%	85,044	1.6%	Business Services
AZO AutoZone	$28,795,419	$1,208,065 â–¼	-4.0%	9,010	1.6%	Retail/Wholesale
AVGO Broadcom	$28,511,059	$8,339,965 â–¼	-22.6%	75,476	1.6%	Computer and Technology
NEM Newmont	$28,156,457	$1,349,817 â–²	5.0%	301,461	1.6%	Basic Materials
ELV Elevance Health	$27,808,594	$1,110,302 â–¼	-3.8%	71,907	1.6%	Medical
TXN Texas Instruments	$26,724,956	$222,062 â–²	0.8%	89,660	1.5%	Computer and Technology
CRWD CrowdStrike	$25,129,437	$1,182,867 â–¼	-4.5%	32,929	1.4%	Computer and Technology
KO CocaCola	$23,821,050	$914,613 â–¼	-3.7%	293,110	1.3%	Consumer Staples
ROST Ross Stores	$22,946,507	$2,928,177 â–¼	-11.3%	107,806	1.3%	Retail/Wholesale
BAC Bank of America	$22,899,065	$918,859 â–¼	-3.9%	401,879	1.3%	Finance
Beta Technologies Inc	$22,408,803	$22,408,803 â–²	New Holding	1,337,839	1.3%	COM
TDW Tidewater	$21,918,405	$2,231,039 â–¼	-9.2%	328,957	1.2%	Energy
PM Philip Morris International	$21,391,884	$5,119,391 â–²	31.5%	118,246	1.2%	Consumer Staples
MA Mastercard	$21,387,331	$930,130 â–¼	-4.2%	41,642	1.2%	Business Services
WEC WEC Energy Group	$21,285,303	$778,622 â–¼	-3.5%	182,284	1.2%	Utilities
META Meta Platforms	$20,207,465	$543,012 â–¼	-2.6%	35,874	1.1%	Computer and Technology
PGR Progressive	$19,985,117	$466,172 â–²	2.4%	91,486	1.1%	Finance
QQQM Invesco NASDAQ 100 ETF	$18,784,140		0.0%	62,000	1.0%	ETF
COST Costco Wholesale	$18,735,593	$1,000,017 â–¼	-5.1%	20,028	1.0%	Retail/Wholesale
AMAT Applied Materials	$18,036,681	$18,036,681 â–²	New Holding	24,947	1.0%	Computer and Technology
CME CME Group	$16,864,787	$648,136 â–¼	-3.7%	76,370	0.9%	Finance
MSI Motorola Solutions	$16,546,399	$403,247 â–²	2.5%	39,843	0.9%	Computer and Technology
TJX TJX Companies	$16,380,483	$1,599,537 â–¼	-8.9%	108,122	0.9%	Retail/Wholesale
AEE Ameren	$15,966,674	$593,573 â–¼	-3.6%	141,248	0.9%	Utilities
CVX Chevron	$15,794,442	$3,593,511 â–²	29.5%	95,285	0.9%	Energy
BKNG Booking	$15,720,233	$15,003,530 â–²	2,093.4%	88,197	0.9%	Retail/Wholesale
EVR Evercore	$15,510,936	$636,444 â–¼	-3.9%	45,428	0.9%	Finance
Eaton Corp	$14,979,822	$3,379,984 â–²	29.1%	35,154	0.8%	COM
NOW ServiceNow	$14,967,552	$2,267,257 â–²	17.9%	150,761	0.8%	Computer and Technology
VEEV Veeva Systems	$14,870,744	$232,841 â–¼	-1.5%	83,793	0.8%	Medical
URTH iShares MSCI World ETF	$14,315,098	$1,317,160 â–¼	-8.4%	70,643	0.8%	ETF
Roper Technologies	$13,868,576	$576,617 â–¼	-4.0%	40,984	0.8%	COM
TYL Tyler Technologies	$13,322,430	$530,522 â–¼	-3.8%	45,553	0.7%	Computer and Technology
MO Altria Group	$12,735,654	$529,480 â–¼	-4.0%	177,007	0.7%	Consumer Staples
WSC WillScot	$11,589,426	$11,589,426 â–²	New Holding	401,574	0.6%	Finance
BTU Peabody Energy	$11,404,310	$2,659 â–¼	0.0%	493,266	0.6%	Energy
CHRW C.H. Robinson Worldwide	$10,392,036	$10,392,036 â–²	New Holding	55,177	0.6%	Transportation
T AT&T	$10,192,763	$456,621 â–¼	-4.3%	492,404	0.6%	Computer and Technology
LINDE PLC	$9,448,341	$5,827,178 â–²	160.9%	18,207	0.5%	COM
HBAN Huntington Bancshares	$8,768,957	$339,618 â–¼	-3.7%	494,583	0.5%	Finance
DLTR Dollar Tree	$8,706,586	$241,900 â–²	2.9%	71,985	0.5%	Retail/Wholesale
LEGN Legend Biotech	$8,565,404	$126,263 â–¼	-1.5%	296,586	0.5%	Medical
OCUL Ocular Therapeutix	$8,560,015	$123,781 â–¼	-1.4%	871,692	0.5%	Medical
FCX Freeport-McMoRan	$8,349,214	$3,863,522 â–²	86.1%	132,759	0.5%	Basic Materials
VONG Vanguard Russell 1000 Growth ETF	$8,124,882	$447,335 â–¼	-5.2%	63,570	0.5%	ETF
UUUU Energy Fuels	$8,120,843	$1,539,755 â–²	23.4%	551,013	0.5%	Basic Materials
CTAS Cintas	$8,003,455	$218,043 â–¼	-2.7%	47,057	0.4%	Business Services
FERMI INC	$7,594,877	$343,280 â–¼	-4.3%	829,135	0.4%	FOCUSED DYNAMIC
ExxonMobil Holdings Corp	$6,654,162	$6,654,162 â–²	New Holding	48,670	0.4%	COM
QQQ Invesco QQQ	$6,038,480	$810,040 â–²	15.5%	8,200	0.3%	Finance
BUD Anheuser-Busch InBev SA/NV	$5,983,558	$5,983,558 â–²	New Holding	72,616	0.3%	Consumer Staples
Seagate Technology Holdings	$5,963,700	$5,963,700 â–²	New Holding	6,180	0.3%	COM
HD Home Depot	$5,919,381	$135,782 â–¼	-2.2%	16,784	0.3%	Retail/Wholesale
PVAL Putnam Focused Large Cap Value ETF	$5,521,497	$677,834 â–²	14.0%	108,339	0.3%	ETF
VT Vanguard Total World Stock ETF	$4,959,620	$439,146 â–²	9.7%	31,600	0.3%	ETF
NOC Northrop Grumman	$4,472,760	$191,501 â–¼	-4.1%	8,782	0.2%	Aerospace
SITE SiteOne Landscape Supply	$4,469,770	$24,941 â–²	0.6%	39,068	0.2%	Industrials
ROCKET LAB USA INC	$4,353,568	$201,979 â–¼	-4.4%	42,829	0.2%	COM
TSLA Tesla	$3,914,945	$228,806 â–¼	-5.5%	9,308	0.2%	Auto/Tires/Trucks
ALNY Alnylam Pharmaceuticals	$3,805,019	$173,092 â–¼	-4.4%	12,640	0.2%	Medical
SPRY ARS Pharmaceuticals	$3,779,567	$218,625 â–¼	-5.5%	471,856	0.2%	Medical
MELI MercadoLibre	$3,718,981	$502,427 â–²	15.6%	2,191	0.2%	Retail/Wholesale
EFG iShares MSCI EAFE Growth ETF	$3,711,822	$1,269,084 â–²	52.0%	29,833	0.2%	ETF
VICI VICI Properties	$3,636,447	$1,655,153 â–¼	-31.3%	136,966	0.2%	Finance
IWY iShares Russell Top 200 Growth ETF	$3,544,692	$3,280,518 â–¼	-48.1%	12,197	0.2%	ETF
CRH PLC	$3,404,312	$93,197 â–¼	-2.7%	31,816	0.2%	COM
Fidelity Fundamental LargeCapGrowth ETF	$3,185,844	$1,906,533 â–²	149.0%	91,864	0.2%	COM
Sunbelt Rentals Holdings Inc	$3,096,975	$505,876 â–²	19.5%	41,697	0.2%	COM
FRANKLIN TEMPLETON ETF TR FRANKLIN FOCU	$2,694,548	$659,456 â–²	32.4%	52,301	0.2%	COM
iShares MSCI Global Quality Factor ETF	$2,689,627	$885,855 â–²	49.1%	85,317	0.2%	MSCI WORLD ETF
QCOM Qualcomm	$2,503,905	$112,907 â–¼	-4.3%	13,550	0.1%	Computer and Technology
ARCT Arcturus Therapeutics	$2,460,978	$116,095 â–¼	-4.5%	366,217	0.1%	Medical
AMD Advanced Micro Devices	$2,380,569	$214,356 â–¼	-8.3%	4,098	0.1%	Computer and Technology
BURL Burlington Stores	$2,341,469	$5,702 â–²	0.2%	7,391	0.1%	Retail/Wholesale
EVI EVI Industries	$2,254,172	$87,084 â–¼	-3.7%	152,515	0.1%	Industrials
RJF Raymond James Financial	$2,047,236	$7,145 â–²	0.4%	13,466	0.1%	Finance
JKHY Jack Henry & Associates	$1,509,217	$5,234 â–²	0.3%	10,957	0.1%	Computer and Technology
ISRG Intuitive Surgical	$1,409,776	$89,478 â–¼	-6.0%	3,545	0.1%	Medical
Fidelity Fundamental Large Cap Core ETF	$1,264,415	$1,264,415 â–²	New Holding	21,500	0.1%	COM
TCHP T. Rowe Price Blue Chip Growth ETF	$1,243,883	$1,673,340 â–¼	-57.4%	24,828	0.1%	ETF
CUBE CubeSmart	$1,124,537	$3,858 â–²	0.3%	28,276	0.1%	Finance
MORN Morningstar	$1,111,174	$3,900 â–²	0.4%	7,122	0.1%	Business Services
CHD Church & Dwight	$1,081,956	$3,681 â–²	0.3%	11,168	0.1%	Consumer Staples
JGRO JPMorgan Active Growth ETF	$1,058,552	$1,498,416 â–¼	-58.6%	10,738	0.1%	ETF
BlackRock Inc	$930,790		0.0%	968	0.1%	COM

Showing largest 100 holdings. View all holdings.

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Empire Life Investments Inc. Top Holdings and 13F Report (2026)

About Empire Life Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Empire Life Investments Inc. Top Holdings and 13F Report (2026)

About Empire Life Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEmpire Life Investments Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools