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CIK: 0001640951
Total reported value
$1.8B
$1.8B
107 檔
23.4%
During the Q3 2025 filing period, Empire Life Investments Inc. (CIK: 0001640951) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 107 reported positions.
Empire Life Investments Inc. executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 6 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.26% | -0.48% | -0.26% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.31% | +0.16% | -2.14% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.76% | -0.15% | +4.28% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.78% | +0.33% | +0.55% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.43% | -0.03% | +59.52% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.49% | — | +34.87% | |
| 7 | VST | Vistra CORP | Stock-Utilities | 2.48% | -0.16% | -12.50% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 2.38% | +1.15% | -9.71% | |
| 9 | PNC | Pnc Financial Services Group | Stock-Financials | 2.35% | +0.11% | -0.04% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.20% | -0.13% | -0.83% | |
| 11 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.07% | -0.14% | +0.09% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.02% | +0.12% | +7.99% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.90% | -0.20% | +1.20% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.17% | +0.51% | |
| 15 | AZO | Autozone Inc | Stock-Consumer Disc | 1.68% | -0.34% | +3.32% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.65% | — | +17.72% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.64% | +0.03% | +0.01% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.64% | +0.25% | +64.84% | |
| 19 | AME | Ametek Inc | Stock-Industrials | 1.61% | -0.04% | +0.33% | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 1.61% | +0.19% | -2.52% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.58% | -0.11% | -0.12% | |
| 22 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.53% | -0.34% | -0.09% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | -0.27% | +20.28% | |
| 24 | MSI | Motorola Solutions Inc | Stock-Tech | 1.39% | -0.11% | +0.31% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.39% | -0.26% | -20.18% | |
| 26 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.33% | -0.14% | +0.08% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 1.32% | -0.49% | -0.13% | |
| 28 | TYL | Tyler Technologies Inc | Stock-Tech | 1.26% | -0.22% | +0.49% | |
| 29 | EVR | Evercore Inc - A | Stock-Financials | 1.25% | — | +0.19% | |
| 30 | TDW | Tidewater Inc | Stock-Energy | 1.18% | -0.62% | +0.22% | |
| 31 | HUBS | Hubspot Inc | Stock-Tech | 1.17% | -0.46% | EXIT | |
| 32 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.15% | +0.03% | +36.18% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.23% | +20.92% | |
| 34 | EXK | Exact Sciences CORP | Stock-Materials | 1.12% | — | +29.99% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 1.09% | -0.30% | -15.69% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.97% | +0.03% | +2.97% | |
| 37 | ROP | Roper Technologies Inc | Stock-Tech | 0.96% | -0.15% | +48.54% | |
| 38 | AEE | Ameren Corporation | Stock-Utilities | 0.94% | -0.10% | +0.09% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.94% | +0.14% | -1.52% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.93% | -0.02% | -22.48% | |
| 41 | ZTS | Zoetis Inc | Stock-Healthcare | 0.92% | — | +0.26% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.90% | +0.07% | +184.08% | |
| 43 | TRU | Transunion | Stock-Financials | 0.88% | — | — | |
| 44 | URTH | Ishares Msci World ETF | ETF-Other | 0.82% | -0.05% | +0.72% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.82% | +0.33% | +24.27% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.77% | -0.14% | +0.54% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.74% | +0.74% | +0.12% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | +0.43% | +19.78% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.72% | — | +0.20% | |
| 50 | BTU | Peabody Energy CORP | Stock-Energy | 0.70% | -0.34% | -28.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +34.87% | Add |
| 2 | AAPL | Apple Inc | +1.2% | +59.52% | Add |
| 3 | LRCX | Lam Research CORP | +1% | -9.71% | Add |
| 4 | MSFT | Microsoft CORP | +1% | -0.26% | Trim |
| 5 | MU | Micron Technology Inc | +1% | +64.84% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +1% | -2.14% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.8% | +0.55% | Trim |
| 8 | AVGO | Broadcom Inc | +0.8% | +20.28% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.7% | +0.51% | Add |
| 10 | DLTR | Dollar Tree Inc | +0.7% | +36.18% | Add |
| 11 | VST | Vistra CORP | +0.5% | -12.50% | Trim |
| 12 | PGR | Progressive CORP | +0.4% | +184.08% | Add |
| 13 | KO | Coca-cola Co/the | +0.4% | +108.55% | Add |
| 14 | HUBS | Hubspot Inc | +0.3% | +43.77% | Add |
| 15 | NOW | Servicenow Inc | +0.3% | +2.97% | Add |
| 16 | EXK | Exact Sciences CORP | +0.3% | +29.99% | Add |
| 17 | EVR | Evercore Inc - A | +0.3% | +0.19% | Trim |
| 18 | VEEV | Veeva Systems Inc-class A | +0.3% | +76.73% | Add |
| 19 | ARCT | Arcturus Therapeutics Holdin | +0.3% | +58.16% | Add |
| 20 | IMTM | Ishares Msci Intl Momentum F | +0.3% | -23.24% | Add |
| 21 | LEGN | Legend Biotech Corp-adr | +0.3% | +16.94% | Add |
| 22 | AMZN | Amazon.com Inc | +0.2% | +4.28% | Add |
| 23 | AZO | Autozone Inc | +0.2% | +3.32% | Add |
| 24 | TDW | Tidewater Inc | +0.1% | +0.22% | Trim |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.99% | Add |
| 26 | URTH | Ishares Msci World ETF | +0.1% | +0.72% | Add |
| 27 | PVAL | Putnam Focused Lrg Cap Value | -0.3% | -24.64% | Trim |
| 28 | ZTS | Zoetis Inc | -0.3% | +0.26% | Trim |
| 29 | CMCSA | Comcast Corp-class A | -0.3% | +0.20% | Trim |
| 30 | T | At&t Inc | -0.4% | +0.11% | Trim |
| 31 | MO | Altria Group Inc | -0.4% | -22.48% | Trim |
| 32 | WSC | Willscot Holdings CORP | -0.4% | +0.33% | Trim |
| 33 | TYL | Tyler Technologies Inc | -0.4% | +0.49% | Trim |
| 34 | V | Visa Inc-class A Shares | -0.5% | -0.83% | Trim |
| 35 | TJX | Tjx Companies Inc | -0.5% | -20.18% | Trim |
| 36 | PEP | Pepsico Inc | -0.7% | -48.74% | Trim |
| 37 | MRK | Merck & Co. Inc. | -0.7% | -56.85% | Trim |
| 38 | EOG | Eog Resources Inc | -0.8% | -15.69% | Trim |
| 39 | ELV | Elevance Health Inc | -1.1% | -2.52% | Trim |
| 40 | NEM | Newmont CORP | — | EXIT | Sold out |
| 41 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 42 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 43 | TRU | Transunion | — | NEW | New buy |
| 44 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 45 | BSY | Bentley Systems Inc-class B | — | EXIT | Sold out |
| 46 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 47 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 48 | REGN | Regeneron Pharmaceuticals | — | EXIT | Sold out |
| 49 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | New buy |
| 50 | SPRY | Ars Pharmaceuticals Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Empire Life Investments Inc. reported a total U.S. public equity portfolio value of $1.8B across 107 disclosed positions in Q3 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 23.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
TRU
市值: $15.1M
Top Position Liquidated / Trimmed
NEM
前期市值: $39.6M
During Q3 2025, Empire Life Investments Inc.'s top holdings by market value included MSFT (7.3%)、VOO (5.3%)、AMZN (4.8%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q3 2025, Empire Life Investments Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 18 holdings, and fully liquidating 6 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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