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CIK: 0001640951
Total reported value
$1.8B
$1.8B
94 檔
19.2%
In Q1 2024, Empire Life Investments Inc.'s U.S. equity holdings reached a combined market value of $1.8B, distributed across 94 disclosed stock positions.
During Q1 2024, Empire Life Investments Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.31% | -0.48% | -1.46% | |
| 2 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.80% | — | -2.19% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 3.39% | -0.13% | -8.75% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.34% | +0.16% | -5.29% | |
| 5 | ELV | Elevance Health Inc | Stock-Healthcare | 3.30% | +0.19% | -3.06% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | -0.15% | +7.60% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.25% | -0.11% | -9.05% | |
| 8 | PNC | Pnc Financial Services Group | Stock-Financials | 3.07% | +0.11% | -3.09% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.84% | +0.33% | +2.69% | |
| 10 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.67% | -0.34% | -3.05% | |
| 11 | FISV | Fiserv Inc | Stock-Other | 2.61% | — | -3.11% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.38% | — | -3.11% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.35% | -0.26% | -8.83% | |
| 14 | EOG | Eog Resources Inc | Stock-Energy | 2.26% | -0.30% | -3.12% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.13% | -0.14% | +6.64% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.20% | -4.71% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 2.05% | +0.03% | -3.08% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.75% | — | -3.05% | |
| 19 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.72% | — | -3.05% | |
| 20 | AEE | Ameren Corporation | Stock-Utilities | 1.72% | -0.10% | -2.95% | |
| 21 | TYL | Tyler Technologies Inc | Stock-Tech | 1.62% | -0.22% | -0.30% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 1.60% | -0.02% | -3.07% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.59% | — | -3.05% | |
| 24 | AME | Ametek Inc | Stock-Industrials | 1.50% | -0.04% | +98.29% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 1.40% | +0.43% | -3.05% | |
| 26 | MSI | Motorola Solutions Inc | Stock-Tech | 1.28% | -0.11% | -0.29% | |
| 27 | T | At&t Inc | Stock-Comm Services | 1.28% | -0.31% | -3.05% | |
| 28 | VNT | Vontier CORP | Stock-Tech | 1.26% | — | -2.78% | |
| 29 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.25% | -0.14% | -2.91% | |
| 30 | TDW | Tidewater Inc | Stock-Energy | 1.19% | -0.62% | +17.75% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.23% | +2.23% | |
| 32 | FIS | Fidelity National Info Serv | Stock-Tech | 1.15% | — | -3.07% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 1.13% | -0.49% | -3.07% | |
| 34 | RRX | Regal Rexnord CORP | Stock-Industrials | 1.12% | +0.01% | -2.96% | |
| 35 | EXK | Exact Sciences CORP | Stock-Materials | 1.11% | — | -0.97% | |
| 36 | BTU | Peabody Energy CORP | Stock-Energy | 1.06% | -0.34% | -0.57% | |
| 37 | VLO | Valero Energy CORP | Stock-Energy | 1.06% | +0.74% | -41.18% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 1.05% | -0.15% | -3.06% | |
| 39 | CROX | Crocs Inc | Stock-Consumer Disc | 1.04% | — | +1.18% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 1.03% | — | -2.02% | |
| 41 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.02% | — | +35.22% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | — | -3.06% | |
| 43 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.89% | — | -2.87% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | +0.12% | -6.90% | |
| 45 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.88% | — | -25.87% | |
| 46 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.85% | — | — | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.85% | — | +208.82% | |
| 48 | URTH | Ishares Msci World ETF | ETF-Other | 0.80% | -0.05% | -15.29% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.79% | +0.14% | +0.14% | |
| 50 | NEM | Newmont CORP | Stock-Materials | 0.76% | -0.41% | -3.05% |
According to official SEC Form 13F filings, Empire Life Investments Inc. reported a total U.S. public equity portfolio value of $1.8B across 94 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, MRK, V) accounted for 19.2% of total reported equity market value during Q1 2024.
During Q1 2024, Empire Life Investments Inc.'s top holdings by market value included MSFT (7.3%)、MRK (3.8%)、V (3.4%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q1 2024, Empire Life Investments Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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