Empire Life Investments Inc. Portfolio Stock Holdings

Empire Life Investments Inc. disclosed 113 stock positions valued at approximately $1.8 billion in its latest SEC 13F filing. The largest holdings include Vanguard S&P 500 ETF, Alphabet Inc - CL C, and Lam Research Corp. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.

Report Period
June 30, 2026
No. of Stocks
113
Portfolio Value
$1.8B
Holdings by Sector
Empire Life Investments Inc. Portfolio Holdings in Q2 2026

103 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Vanguard S&P 500 ETFVOOOther5.99%156,502-2,861-1.80%$107,416,713
Alphabet Inc - CL CGOOGCommunication Services5.30%268,758-8,584-3.10%$94,960,264
Lam Research CorpLRCXOther4.78%197,593-71,393-26.54%$85,622,975
Amazon.Com IncAMZNConsumer Cyclical4.25%319,666-24,050-7.00%$76,189,194
Microsoft CorpMSFTTechnology3.84%184,286-8,294-4.31%$68,742,364
Apple IncAAPLTechnology3.77%233,546-11,159-4.56%$67,578,871
Nvidia CorpNVDATechnology2.89%258,863-11,712-4.33%$51,795,898
PNC Financial Services Group IncPNCFinancial Services2.73%198,395-7,577-3.68%$48,848,817
iShares Core MSCI EAFE ETFIEFAOther2.27%421,505+36,214+9.40%$40,708,953
VISTRA CORPVSTUtilities2.24%253,446-2,914-1.14%$40,204,139
Valero Energy CorpVLOEnergy2.22%152,711+51,746+51.25%$39,772,053
Johnson & JohnsonJNJHealthcare2.05%144,822-7,004-4.61%$36,780,443
Micron Technology IncMUTechnology2.05%31,801-48,566-60.43%$36,707,576
AMETEK IncAMEIndustrials1.78%131,826-5,200-3.79%$31,893,982
EOG Resources IncEOGEnergy1.69%232,918-108-0.05%$30,216,452
Visa Inc - AVFinancial Services1.63%85,044-12,045-12.41%$29,177,746
AutoZone IncAZOConsumer Cyclical1.61%9,010-378-4.03%$28,795,419
Broadcom LtdAVGOTechnology1.59%75,476-22,078-22.63%$28,511,059
Newmont CorpNEMBasic Materials1.57%301,461+14,452+5.04%$28,156,457
Elevance Health IncELVHealthcare1.55%71,907-2,871-3.84%$27,808,594
Texas Instruments IncTXNTechnology1.49%89,660+745+0.84%$26,724,956
CROWDSTRIKE HLDGS INC CL ACRWDTechnology1.40%32,929-1,550-4.50%$25,129,437
Coca-Cola CoKOConsumer Defensive1.33%293,110-11,254-3.70%$23,821,050
Ross Stores IncROSTConsumer Cyclical1.28%107,806-13,757-11.32%$22,946,507
Bank of America CorpBACFinancial Services1.28%401,879-16,126-3.86%$22,899,065
Tidewater IncTDWEnergy1.22%328,957-33,484-9.24%$21,918,405
Philip Morris International IncPMConsumer Defensive1.19%118,246+28,298+31.46%$21,391,884
Mastercard IncMAFinancial Services1.19%41,642-1,811-4.17%$21,387,331
WEC Energy GroupWECUtilities1.19%182,284-6,668-3.53%$21,285,303
Meta Platforms IncMETACommunication Services1.13%35,874-964-2.62%$20,207,465
Progressive CorpPGRFinancial Services1.12%91,486+2,134+2.39%$19,985,117
Invesco Nasdaq 100 ETFQQQMOther1.05%62,000--$18,784,140
Costco Wholesale Corp CommonCOSTConsumer Defensive1.05%20,028-1,069-5.07%$18,735,593
Applied Materials IncAMATTechnology1.01%24,947+24,947+100.00%$18,036,681
CME Group Inc/ILCMEFinancial Services0.94%76,370-2,935-3.70%$16,864,787
Motorola Solutions IncMSITechnology0.92%39,843+971+2.50%$16,546,399
TJX Companies IncTJXConsumer Cyclical0.91%108,122-10,558-8.90%$16,380,483
Ameren CorpAEEUtilities0.89%141,248-5,251-3.58%$15,966,674
Chevron CorpCVXEnergy0.88%95,285+21,679+29.45%$15,794,442
Booking Holdings IncBKNGConsumer Cyclical0.88%88,197+84,176+2093.41%$15,720,233
EVERCORE INC CLASS AEVRFinancial Services0.87%45,428-1,864-3.94%$15,510,936
SERVICENOW INCNOWTechnology0.84%150,761+22,837+17.85%$14,967,552
VEEVA SYS INC CL A COMVEEVHealthcare0.83%83,793-1,312-1.54%$14,870,744
iShares MSCI World ETFURTHOther0.80%70,643-6,500-8.43%$14,315,098
Roper TechnologiesROPTechnology0.77%40,984-1,704-3.99%$13,868,576
Tyler Technologies IncTYLTechnology0.74%45,553-1,814-3.83%$13,322,430
Altria Group IncMOConsumer Defensive0.71%177,007-7,359-3.99%$12,735,654
WILLSCOT HLDNG CORP COM CL AWSCIndustrials0.65%401,574-45,929-10.26%$11,589,426
Peabody Energy CorpBTUEnergy0.64%493,266-115-0.02%$11,404,310
CH Robinson Worldwide IncCHRWIndustrials0.58%55,177+55,177+100.00%$10,392,036
AT&T IncTCommunication Services0.57%492,404-22,059-4.29%$10,192,763
LINDE PLCLINOther0.53%18,207+11,229+160.92%$9,448,341
Huntington Bancshares Inc/OHHBANFinancial Services0.49%494,583-19,155-3.73%$8,768,957
Dollar Tree IncDLTRConsumer Defensive0.49%71,985+2,000+2.86%$8,706,586
LEGEND BIOTECH CORP SPONSORED ADSLEGNHealthcare0.48%296,586-4,372-1.45%$8,565,404
OCULAR THERAPEUTIX INCOCULHealthcare0.48%871,692-12,605-1.43%$8,560,015
Freeport-McMoRan IncFCXBasic Materials0.47%132,759+61,433+86.13%$8,349,214
Vanguard Russell 1000 Growth ETFVONGOther0.45%63,570-3,500-5.22%$8,124,882
ENERGY FUELS INCUUUUEnergy0.45%551,013+104,475+23.40%$8,120,843
Cintas CorpCTASIndustrials0.45%47,057-1,282-2.65%$8,003,455
Powershares QQQ TrustQQQOther0.34%8,200+1,100+15.49%$6,038,480
Anheuser-Busch Cos Inc.BUDConsumer Defensive0.33%72,616+72,616+100.00%$5,983,558
Home Depot IncHDConsumer Cyclical0.33%16,784-385-2.24%$5,919,381
PUTNAM ETF TRUST FOCUSED LAR CAPPVALOther0.31%108,339+13,300+13.99%$5,521,497
VANGUARD TOTAL WORLD STOCK ETFVTOther0.28%31,600+2,798+9.71%$4,959,620
Northrop Grumman CorpNOCIndustrials0.25%8,782-376-4.11%$4,472,760
SiteOne Landscape SupplySITEIndustrials0.25%39,068+218+0.56%$4,469,770
TESLA INCTSLAConsumer Cyclical0.22%9,308-544-5.52%$3,914,945
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.21%12,640-575-4.35%$3,805,019
ARS Pharmaceuticals IncSPRYHealthcare0.21%471,856-27,294-5.47%$3,779,567
Mercadolibre IncMELIConsumer Cyclical0.21%2,191+296+15.62%$3,718,981
ishares MSCI EAFE Growth ETFEFGOther0.21%29,833+10,200+51.95%$3,711,822
VICI PPTYS INCVICIReal Estate0.20%136,966-62,341-31.28%$3,636,447
iShares Russell Top 200 Growth ETFIWYOther0.20%12,197-11,288-48.06%$3,544,692
Fidelity Fundamental LargeCapGrowth ETFFFLGOther0.18%91,864+54,975+149.03%$3,185,844
FRANKLIN TEMPLETON ETF TR FRANKLIN FOCUFFOGOther0.15%52,301+12,800+32.40%$2,694,548
QUALCOMM INCQCOMTechnology0.14%13,550-611-4.31%$2,503,905
ARCTURUS THERAPEUTICS HLDGSARCTHealthcare0.14%366,217-17,276-4.50%$2,460,978
Advanced Micro Devices IncAMDTechnology0.13%4,098-369-8.26%$2,380,569
Burlington Stores IncBURLConsumer Cyclical0.13%7,391+18+0.24%$2,341,469
EVI Industries IncEVIIndustrials0.13%152,515-5,892-3.72%$2,254,172
Raymond James Financial IncRJFFinancial Services0.11%13,466+47+0.35%$2,047,236
Jack Henry & Associates IncJKHYTechnology0.08%10,957+38+0.35%$1,509,217
INTUITIVE SURGICAL INC COM NEWISRGHealthcare0.08%3,545-225-5.97%$1,409,776
Fidelity Fundamental Large Cap Core ETFFFLCOther0.07%21,500+21,500+100.00%$1,264,415
T Rowe Price Blue Chip Growth ETFTCHPOther0.07%24,828-33,400-57.36%$1,243,883
CubeSmartCUBEReal Estate0.06%28,276+97+0.34%$1,124,537
Morningstar IncMORNFinancial Services0.06%7,122+25+0.35%$1,111,174
Church & Dwight Co IncCHDConsumer Defensive0.06%11,168+38+0.34%$1,081,956
J P MORGAN EXCHANGE TRADED FD ACTIVE GRJGROOther0.06%10,738-15,200-58.60%$1,058,552
BlackRock IncBLKOther0.05%968--$930,790
Regal Rexnord CorpRRXIndustrials0.05%3,699+12+0.33%$881,065
Netflix IncNFLXCommunication Services0.05%11,616-913-7.29%$829,382
Synopsys IncSNPSTechnology0.05%1,818+5+0.28%$810,955
Sphere Entertainment CoSPHRCommunication Services0.03%3,427-39,378-91.99%$592,974
Duolingo IncDUOLTechnology0.03%4,920+7+0.14%$565,898
Fifth Third BancorpFITBFinancial Services0.02%7,634+287+3.91%$430,329
iShares MSCI USA Quality Factor ETFQUALOther0.02%1,750-4,300-71.07%$384,003
iShares MSCI USA Min Vol Factor ETFUSMVOther0.02%3,947-9,600-70.86%$380,728
Vanguard FTSE Emerging Market ETFVWOOther0.02%6,363+2,700+73.71%$379,807