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CIK: 0001640951
Total reported value
$1.8B
$1.8B
111 檔
21.1%
According to the latest 13F quarterly dataset, Empire Life Investments Inc. managed an equity portfolio of $1.8B at the end of Q2 2025, spanning 111 distinct U.S. exchange-listed positions.
In Q2 2025, Empire Life Investments Inc. adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.58% | -0.48% | -6.21% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.46% | +0.16% | +16.28% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.94% | -0.15% | -3.32% | |
| 4 | VST | Vistra CORP | Stock-Utilities | 3.04% | -0.16% | -6.03% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.97% | +0.33% | -11.01% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.50% | -0.13% | -4.69% | |
| 7 | PNC | Pnc Financial Services Group | Stock-Financials | 2.37% | +0.11% | -8.31% | |
| 8 | ELV | Elevance Health Inc | Stock-Healthcare | 2.15% | +0.19% | -8.34% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 2.08% | +1.15% | +19.10% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.94% | +0.12% | -4.94% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.88% | -0.03% | -5.67% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.87% | -0.17% | +49.79% | |
| 13 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.84% | -0.14% | -8.99% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | — | -0.89% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | -0.11% | -9.02% | |
| 16 | AME | Ametek Inc | Stock-Industrials | 1.68% | -0.04% | -5.87% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.68% | -0.20% | -5.75% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.64% | +0.03% | -8.80% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.61% | -0.26% | -13.15% | |
| 20 | TYL | Tyler Technologies Inc | Stock-Tech | 1.55% | -0.22% | -8.56% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 1.53% | -0.34% | +8.96% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 1.50% | -0.30% | -10.32% | |
| 23 | CME | Cme Group Inc | Stock-Financials | 1.46% | -0.49% | +1.34% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.40% | — | -9.02% | |
| 25 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.39% | -0.34% | -7.70% | |
| 26 | MSI | Motorola Solutions Inc | Stock-Tech | 1.39% | -0.11% | -6.52% | |
| 27 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.32% | -0.14% | +0.00% | |
| 28 | NEM | Newmont CORP | Stock-Materials | 1.26% | -0.41% | -58.63% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 1.15% | -0.02% | -8.01% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 1.14% | +0.03% | +37.84% | |
| 31 | TDW | Tidewater Inc | Stock-Energy | 1.11% | -0.62% | -0.38% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.23% | -5.22% | |
| 33 | EVR | Evercore Inc - A | Stock-Financials | 1.09% | — | -15.48% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.27% | -0.60% | |
| 35 | FIS | Fidelity National Info Serv | Stock-Tech | 1.06% | — | -3.05% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 1.06% | — | -7.45% | |
| 37 | HUBS | Hubspot Inc | Stock-Tech | 1.05% | -0.46% | EXIT | |
| 38 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.96% | +0.03% | +77.85% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.95% | +0.14% | -1.49% | |
| 40 | AEE | Ameren Corporation | Stock-Utilities | 0.94% | -0.10% | -0.25% | |
| 41 | EXK | Exact Sciences CORP | Stock-Materials | 0.91% | — | -8.50% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.89% | -0.14% | -6.63% | |
| 43 | WSC | Willscot Holdings CORP | Stock-Industrials | 0.89% | +0.65% | NEW | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.89% | — | -10.82% | |
| 45 | URTH | Ishares Msci World ETF | ETF-Other | 0.83% | -0.05% | +9.54% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | — | -10.42% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.80% | +0.33% | -9.60% | |
| 48 | ROP | Roper Technologies Inc | Stock-Tech | 0.80% | -0.15% | -15.94% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.79% | +0.25% | -8.40% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | — | -17.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -6.21% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +1.1% | +16.28% | Add |
| 3 | VST | Vistra CORP | +1% | -6.03% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.9% | +49.79% | Add |
| 5 | LRCX | Lam Research CORP | +0.7% | +19.10% | Add |
| 6 | DLTR | Dollar Tree Inc | +0.5% | +77.85% | Add |
| 7 | NVDA | Nvidia CORP | +0.5% | -0.89% | Trim |
| 8 | NOW | Servicenow Inc | +0.5% | +37.84% | Add |
| 9 | AMZN | Amazon.com Inc | +0.4% | -3.32% | Trim |
| 10 | AVGO | Broadcom Inc | +0.4% | -0.60% | Trim |
| 11 | RKLB | Rocket Lab CORP | +0.4% | NEW | New buy |
| 12 | IMTM | Ishares Msci Intl Momentum F | +0.4% | +454.51% | Add |
| 13 | LEGN | Legend Biotech Corp-adr | +0.3% | +67.77% | Add |
| 14 | HUBS | Hubspot Inc | +0.2% | +31.50% | Add |
| 15 | TCHP | T Rowe Price Blue Chip Growt | +0.2% | NEW | New buy |
| 16 | MU | Micron Technology Inc | +0.2% | -8.40% | Trim |
| 17 | TOST | Toast Inc-class A | +0.2% | NEW | New buy |
| 18 | URTH | Ishares Msci World ETF | +0.1% | +9.54% | Add |
| 19 | EVR | Evercore Inc - A | +0.1% | -15.48% | Trim |
| 20 | BKNG | Booking Holdings Inc | +0.1% | -6.63% | Trim |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -1.49% | Trim |
| 22 | EXK | Exact Sciences CORP | +0.1% | -8.50% | Trim |
| 23 | JPEF | Jpmorgan Equity Focus ETF | -0.1% | -30.63% | Trim |
| 24 | WSC | Willscot Holdings CORP | -0.1% | -8.91% | Trim |
| 25 | TYL | Tyler Technologies Inc | -0.2% | -8.56% | Trim |
| 26 | CMCSA | Comcast Corp-class A | -0.2% | -10.82% | Trim |
| 27 | MO | Altria Group Inc | -0.2% | -8.01% | Trim |
| 28 | ROST | Ross Stores Inc | -0.2% | -7.70% | Trim |
| 29 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -82.10% | Trim |
| 30 | MA | Mastercard Inc - A | -0.2% | -9.02% | Trim |
| 31 | ZTS | Zoetis Inc | -0.2% | -7.45% | Trim |
| 32 | LVHI | Franklin International Low V | -0.2% | EXIT | Sold out |
| 33 | PVAL | Putnam Focused Lrg Cap Value | -0.2% | -38.27% | Trim |
| 34 | MSI | Motorola Solutions Inc | -0.2% | -6.52% | Trim |
| 35 | ROP | Roper Technologies Inc | -0.2% | -15.94% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.2% | -10.42% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.3% | -34.27% | Trim |
| 38 | TJX | Tjx Companies Inc | -0.3% | -13.15% | Trim |
| 39 | NOC | Northrop Grumman CORP | -0.3% | -8.99% | Trim |
| 40 | T | At&t Inc | -0.3% | -31.78% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.3% | -5.75% | Trim |
| 42 | PEP | Pepsico Inc | -0.3% | -17.24% | Trim |
| 43 | AAPL | Apple Inc | -0.3% | -5.67% | Trim |
| 44 | EOG | Eog Resources Inc | -0.3% | -10.32% | Trim |
| 45 | STZ | Constellation Brands Inc-a | -0.4% | -36.17% | Trim |
| 46 | CVX | Chevron CORP | -0.4% | -9.02% | Trim |
| 47 | BSY | Bentley Systems Inc-class B | -0.5% | EXIT | Sold out |
| 48 | ELV | Elevance Health Inc | -0.5% | -8.34% | Trim |
| 49 | NEM | Newmont CORP | -1.3% | -58.63% | Trim |
| 50 | FISV | Fiserv Inc | -1.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Empire Life Investments Inc. reported a total U.S. public equity portfolio value of $1.8B across 111 disclosed positions in Q2 2025.
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, VOO, AMZN) accounted for 21.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
RKLB
市值: $6.2M
Top Position Liquidated / Trimmed
FISV
前期市值: $23.5M
During Q2 2025, Empire Life Investments Inc.'s top holdings by market value included MSFT (7.6%)、VOO (5.5%)、AMZN (4.9%). The largest single position, MSFT, represented 7.6% of total portfolio value.
In Q2 2025, Empire Life Investments Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 35 holdings, and fully liquidating 3 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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