Empire Life Investments Inc. Portfolio Stock Holdings

According to the SEC 13F filed on July 24, 2026, Empire Life Investments Inc. disclosed 105 stock positions valued at approximately $1.79B as of quarter-end June 30, 2026. The largest holdings include Vanguard S&P 500 ETF, Alphabet Inc - CL C, and Lam Research Corp.

Report Period
June 30, 2026
No. of Stocks
105
Portfolio Value
$1.79B
Holdings by Sector
Empire Life Investments Inc. Portfolio Holdings in Q2 2026
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
Showing 30 of 105 holdings in the latest reporting period.