Empire Life Investments Inc. Portfolio Stock Holdings

Empire Life Investments Inc. disclosed 110 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include Vanguard S&P 500 ETF, Alphabet Inc - CL C, and Amazon.Com Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
110
Portfolio Value
$1.6B
Holdings by Sector
Empire Life Investments Inc. Portfolio Holdings in Q1 2026

101 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Vanguard S&P 500 ETFVOOOther5.83%159,363+5,314+3.45%$95,984,335
Alphabet Inc - CL CGOOGCommunication Services4.97%277,342-21,447-7.18%$81,788,156
Amazon.Com IncAMZNConsumer Cyclical4.40%343,716-13,244-3.71%$72,376,278
Microsoft CorpMSFTTechnology4.32%192,580-16,241-7.78%$71,133,275
Apple IncAAPLTechnology3.80%244,705+18,840+8.34%$62,553,939
Lam Research CorpLRCXOther3.63%268,986-50,906-15.91%$59,717,582
Nvidia CorpNVDATechnology2.89%270,575+22,025+8.86%$47,553,556
PNC Financial Services Group IncPNCFinancial Services2.62%205,972-11,147-5.13%$43,097,581
VISTRA CORPVSTUtilities2.40%256,360+4,022+1.59%$39,469,186
Johnson & JohnsonJNJHealthcare2.25%151,826-7,406-4.65%$37,063,763
iShares Core MSCI EAFE ETFIEFAOther2.15%385,291-46,090-10.68%$35,412,096
EOG Resources IncEOGEnergy1.99%233,026+66,036+39.54%$32,721,511
Newmont CorpNEMBasic Materials1.98%287,009+168,793+142.78%$32,658,754
AutoZone IncAZOConsumer Cyclical1.95%9,388+843+9.87%$32,167,700
Broadcom LtdAVGOTechnology1.86%97,554-2,424-2.42%$30,582,203
Tidewater IncTDWEnergy1.84%362,441-17,734-4.66%$30,242,077
AMETEK IncAMEIndustrials1.82%137,026-8,113-5.59%$29,957,994
Micron Technology IncMUTechnology1.80%80,367-77,504-49.09%$29,563,001
Visa Inc - AVFinancial Services1.76%97,089-9,363-8.80%$28,982,037
Ross Stores IncROSTConsumer Cyclical1.62%121,563-49,524-28.95%$26,737,782
Valero Energy CorpVLOEnergy1.48%100,965+100,965+100.00%$24,379,009
CME Group Inc/ILCMEFinancial Services1.43%79,305-3,894-4.68%$23,548,827
Coca-Cola CoKOConsumer Defensive1.41%304,364+24,917+8.92%$23,156,013
Elevance Health IncELVHealthcare1.36%74,778-10,029-11.83%$22,321,233
WEC Energy GroupWECUtilities1.33%188,952-10,025-5.04%$21,950,554
Mastercard IncMAFinancial Services1.30%43,453-3,290-7.04%$21,363,667
Meta Platforms IncMETACommunication Services1.30%36,838-2,700-6.83%$21,337,675
Costco Wholesale Corp CommonCOSTConsumer Defensive1.28%21,097+74+0.35%$21,024,426
Bank of America CorpBACFinancial Services1.25%418,005-126,495-23.23%$20,595,106
TJX Companies IncTJXConsumer Cyclical1.17%118,680-43,048-26.62%$19,229,720
Texas Instruments IncTXNTechnology1.06%88,915+21,536+31.96%$17,454,015
Progressive CorpPGRFinancial Services1.05%89,352+10,551+13.39%$17,277,103
Motorola Solutions IncMSITechnology1.03%38,872-2,246-5.46%$16,875,501
Booking Holdings IncBKNGConsumer Cyclical1.02%4,021-779-16.23%$16,826,116
Ameren CorpAEEUtilities0.99%146,499-8,019-5.19%$16,230,624
Peabody Energy CorpBTUEnergy0.99%493,381+38,633+8.50%$16,212,500
Tyler Technologies IncTYLTechnology0.96%47,367+6,352+15.49%$15,796,421
EQT CorpEQTEnergy0.94%253,046+158,198+166.79%$15,458,580
Roper TechnologiesROPTechnology0.92%42,688-2,829-6.22%$15,191,379
Invesco Nasdaq 100 ETFQQQMOther0.91%62,000-2,000-3.13%$14,915,340
VEEVA SYS INC CL A COMVEEVHealthcare0.89%85,105+48,051+129.68%$14,701,038
AT&T IncTCommunication Services0.88%514,463-36,525-6.63%$14,564,448
Chevron CorpCVXEnergy0.88%73,606-68,069-48.05%$14,530,560
EVERCORE INC CLASS AEVRFinancial Services0.87%47,292-5,049-9.65%$14,248,134
Philip Morris International IncPMConsumer Defensive0.86%89,948-4,925-5.19%$14,151,519
iShares MSCI World ETFURTHOther0.85%77,143-5,600-6.77%$14,025,369
CROWDSTRIKE HLDGS INC CL ACRWDTechnology0.82%34,479+26,834+351.00%$13,560,935
SERVICENOW INCNOWTechnology0.81%127,924+39,249+44.26%$13,309,213
Altria Group IncMOConsumer Defensive0.73%184,366-1,325-0.71%$12,072,286
Cintas CorpCTASIndustrials0.51%48,339+4,892+11.26%$8,316,242
Huntington Bancshares Inc/OHHBANFinancial Services0.50%513,738-28,298-5.22%$8,158,159
ENERGY FUELS INCUUUUEnergy0.49%446,538+446,538+100.00%$8,058,445
Dollar Tree IncDLTRConsumer Defensive0.46%69,985-79,508-53.19%$7,607,370
HubSpot IncHUBSTechnology0.46%31,223-15,851-33.67%$7,580,632
Exxon Mobil CorpXOMEnergy0.46%46,970+46,970+100.00%$7,551,837
Vanguard Russell 1000 Growth ETFVONGOther0.45%67,070+19,840+42.01%$7,423,978
OCULAR THERAPEUTIX INCOCULHealthcare0.45%884,297+344,182+63.72%$7,366,194
Northrop Grumman CorpNOCIndustrials0.39%9,158-45,173-83.14%$6,383,126
iShares Russell Top 200 Growth ETFIWYOther0.36%23,485-435-1.82%$5,894,735
LEGEND BIOTECH CORP SPONSORED ADSLEGNHealthcare0.35%300,958-21,978-6.81%$5,733,250
Home Depot IncHDConsumer Cyclical0.34%17,169+14,270+492.24%$5,658,216
VICI PPTYS INCVICIReal Estate0.33%199,307-1,538-0.77%$5,472,970
Sphere Entertainment CoSPHRCommunication Services0.31%42,805-38,462-47.33%$5,128,467
SiteOne Landscape SupplySITEIndustrials0.30%38,850-3,071-7.33%$4,989,117
PUTNAM ETF TRUST FOCUSED LAR CAPPVALOther0.27%95,039-23,262-19.66%$4,429,293
Freeport-McMoRan IncFCXBasic Materials0.27%71,326+71,326+100.00%$4,365,151
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.26%13,215+13,215+100.00%$4,344,167
Powershares QQQ TrustQQQOther0.25%7,100-600-7.79%$4,148,601
ARS Pharmaceuticals IncSPRYHealthcare0.25%499,150+146,548+41.56%$4,048,107
VANGUARD TOTAL WORLD STOCK ETFVTOther0.24%28,802+9,028+45.66%$4,023,351
TESLA INCTSLAConsumer Cyclical0.23%9,852-937-8.68%$3,756,174
LINDE PLCLINOther0.21%6,978+1,267+22.19%$3,445,946
EVI Industries IncEVIIndustrials0.21%158,407-10,020-5.95%$3,389,910
Mercadolibre IncMELIConsumer Cyclical0.20%1,895+271+16.69%$3,257,448
ARCTURUS THERAPEUTICS HLDGSARCTHealthcare0.18%383,493-28,909-7.01%$3,010,420
T Rowe Price Blue Chip Growth ETFTCHPOther0.16%58,228-9,799-14.40%$2,591,728
Burlington Stores IncBURLConsumer Cyclical0.15%7,373-626-7.83%$2,439,210
ishares MSCI EAFE Growth ETFEFGOther0.14%19,633-10,167-34.12%$2,232,272
J P MORGAN EXCHANGE TRADED FD ACTIVE GRJGROOther0.13%25,938-10,482-28.78%$2,217,180
Raymond James Financial IncRJFFinancial Services0.12%13,419+67+0.50%$1,924,285
QUALCOMM INCQCOMTechnology0.11%14,161-1,012-6.67%$1,802,412
INTUITIVE SURGICAL INC COM NEWISRGHealthcare0.11%3,770-449-10.64%$1,750,977
Jack Henry & Associates IncJKHYTechnology0.10%10,919+55+0.51%$1,699,324
FRANKLIN TEMPLETON ETF TR FRANKLIN FOCUFFOGOther0.10%39,501-369-0.93%$1,639,687
iShares MSCI USA Min Vol Factor ETFUSMVOther0.08%13,547+13,547+100.00%$1,255,400
Morningstar IncMORNFinancial Services0.07%7,097+36+0.51%$1,204,361
Netflix IncNFLXCommunication Services0.07%12,529+2,927+30.48%$1,197,146
iShares MSCI USA Quality Factor ETFQUALOther0.07%6,050-100-1.63%$1,166,259
Fidelity Fundamental LargeCapGrowth ETFFFLGOther0.06%36,889-3,021-7.57%$1,041,008
Church & Dwight Co IncCHDConsumer Defensive0.06%11,130+55+0.50%$1,033,421
CubeSmartCUBEReal Estate0.06%28,179+141+0.50%$1,029,379
Advanced Micro Devices IncAMDTechnology0.06%4,467-583-11.54%$939,008
BlackRock IncBLKOther0.06%968--$926,763
Synopsys IncSNPSTechnology0.04%1,813+9+0.50%$719,290
Regal Rexnord CorpRRXIndustrials0.04%3,687-53,091-93.51%$705,618
Duolingo IncDUOLTechnology0.03%4,913+216+4.60%$472,581
iShares Europe ETFIEVOther0.02%5,148--$354,852
Fifth Third BancorpFITBFinancial Services0.02%7,347+2,618+55.36%$343,987
CHENIERE ENERGY INC COM NEWLNGEnergy0.02%1,245-221-15.08%$343,421
Oracle CorpORCLTechnology0.02%2,041-324-13.70%$296,414