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CIK: 0001640951
Total reported value
$1.8B
$1.8B
110 檔
24.3%
According to the latest 13F quarterly dataset, Empire Life Investments Inc. managed an equity portfolio of $1.8B at the end of Q4 2025, spanning 110 distinct U.S. exchange-listed positions.
Empire Life Investments Inc. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 7 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VOO, GOOG) accounted for 24.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACN
市值: $24.9M
Top Position Liquidated / Trimmed
VLO
前期市值: $12.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.69% | -0.48% | -12.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.44% | +0.16% | +4.06% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.28% | +0.33% | +12.59% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | -0.15% | -3.54% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.46% | -0.03% | -1.93% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 3.08% | +1.15% | +5.40% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | — | +8.89% | |
| 8 | PNC | Pnc Financial Services Group | Stock-Financials | 2.55% | +0.11% | +8.72% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 2.54% | +0.25% | -5.61% | |
| 10 | VST | Vistra CORP | Stock-Utilities | 2.29% | -0.16% | +16.82% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.17% | +0.12% | +9.02% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.10% | -0.13% | -3.35% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | -0.27% | +35.92% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.86% | -0.20% | -8.91% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.75% | -0.14% | -6.29% | |
| 16 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.74% | -0.34% | -0.14% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.69% | +0.03% | +0.04% | |
| 18 | AME | Ametek Inc | Stock-Industrials | 1.68% | -0.04% | -0.81% | |
| 19 | ELV | Elevance Health Inc | Stock-Healthcare | 1.67% | +0.19% | -0.09% | |
| 20 | AZO | Autozone Inc | Stock-Consumer Disc | 1.63% | -0.34% | +27.79% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.50% | -0.11% | -1.26% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.17% | -1.47% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.45% | -0.14% | +96.96% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.40% | — | — | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.40% | -0.26% | -1.28% | |
| 26 | CME | Cme Group Inc | Stock-Financials | 1.28% | -0.49% | -0.24% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.22% | — | -21.82% | |
| 28 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.18% | -0.14% | +0.03% | |
| 29 | ROP | Roper Technologies Inc | Stock-Tech | 1.14% | -0.15% | +38.47% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.10% | -0.08% | +57.67% | |
| 31 | TDW | Tidewater Inc | Stock-Energy | 1.08% | -0.62% | +0.26% | |
| 32 | EXK | Exact Sciences CORP | Stock-Materials | 1.07% | — | -46.29% | |
| 33 | HUBS | Hubspot Inc | Stock-Tech | 1.06% | -0.46% | EXIT | |
| 34 | TYL | Tyler Technologies Inc | Stock-Tech | 1.05% | -0.22% | -0.55% | |
| 35 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.04% | +0.03% | -28.18% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.23% | -0.09% | |
| 37 | PGR | Progressive CORP | Stock-Financials | 1.01% | +0.07% | +26.33% | |
| 38 | EVR | Evercore Inc - A | Stock-Financials | 1.00% | — | -17.42% | |
| 39 | EOG | Eog Resources Inc | Stock-Energy | 0.99% | -0.30% | +0.23% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.91% | +0.14% | -1.54% | |
| 41 | MSI | Motorola Solutions Inc | Stock-Tech | 0.89% | -0.11% | -21.02% | |
| 42 | AEE | Ameren Corporation | Stock-Utilities | 0.87% | -0.10% | +0.06% | |
| 43 | URTH | Ishares Msci World ETF | ETF-Other | 0.87% | -0.05% | +6.83% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.86% | +0.33% | +10.30% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.77% | -0.31% | +63.28% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.77% | +0.03% | +393.19% | |
| 47 | BTU | Peabody Energy CORP | Stock-Energy | 0.76% | -0.34% | +0.27% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.75% | — | -0.86% | |
| 49 | NEM | Newmont CORP | Stock-Materials | 0.66% | -0.41% | — | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.43% | -0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.5% | +12.59% | Add |
| 2 | MU | Micron Technology Inc | +0.9% | -5.61% | Trim |
| 3 | LRCX | Lam Research CORP | +0.7% | +5.40% | Add |
| 4 | BKNG | Booking Holdings Inc | +0.7% | +96.96% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | +35.92% | Add |
| 6 | KO | Coca-cola Co/the | +0.4% | +57.67% | Add |
| 7 | ROST | Ross Stores Inc | +0.2% | -0.14% | Trim |
| 8 | T | At&t Inc | +0.2% | +63.28% | Add |
| 9 | PNC | Pnc Financial Services Group | +0.2% | +8.72% | Add |
| 10 | OCUL | Ocular Therapeutix Inc | +0.2% | +114.96% | Add |
| 11 | ROP | Roper Technologies Inc | +0.2% | +38.47% | Add |
| 12 | RKLB | Rocket Lab CORP | +0.2% | +19.56% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +566.52% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +9.02% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.06% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +8.89% | Add |
| 17 | KEX | Kirby CORP | +0.1% | +0.27% | Add |
| 18 | PGR | Progressive CORP | +0.1% | +26.33% | Add |
| 19 | AME | Ametek Inc | +0.1% | -0.81% | Trim |
| 20 | ELV | Elevance Health Inc | +0.1% | -0.09% | Trim |
| 21 | AAPL | Apple Inc | 0% | -1.93% | Trim |
| 22 | WSC | Willscot Holdings CORP | -0.2% | -12.83% | Trim |
| 23 | ZTS | Zoetis Inc | -0.2% | -0.86% | Trim |
| 24 | CDE | Coeur Mining Inc | -0.2% | -75.37% | Trim |
| 25 | NOW | Servicenow Inc | -0.2% | +393.19% | Add |
| 26 | TYL | Tyler Technologies Inc | -0.2% | -0.55% | Trim |
| 27 | LEGN | Legend Biotech Corp-adr | -0.2% | -0.64% | Trim |
| 28 | EVR | Evercore Inc - A | -0.3% | -17.42% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.3% | -1.47% | Trim |
| 30 | TRU | Transunion | -0.3% | -32.11% | Trim |
| 31 | ARCT | Arcturus Therapeutics Holdin | -0.3% | -1.24% | Trim |
| 32 | NOC | Northrop Grumman CORP | -0.3% | -6.29% | Trim |
| 33 | MO | Altria Group Inc | -0.3% | -22.53% | Trim |
| 34 | CVX | Chevron CORP | -0.4% | -21.82% | Trim |
| 35 | MSI | Motorola Solutions Inc | -0.5% | -21.02% | Trim |
| 36 | MSFT | Microsoft CORP | -1.6% | -12.72% | Trim |
| 37 | ACN | Accenture plc | — | NEW | New buy |
| 38 | VLO | Valero Energy CORP | — | EXIT | Sold out |
| 39 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 40 | NEM | Newmont CORP | — | NEW | New buy |
| 41 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 42 | SPHR | Sphere Entertainment Co | — | NEW | New buy |
| 43 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 44 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 45 | FRMI | Fermi Inc | — | NEW | New buy |
| 46 | EQT | Eqt CORP | — | NEW | New buy |
| 47 | CRH | CRH plc | — | NEW | New buy |
| 48 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 49 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 50 | DHI | Dr Horton Inc | — | 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 110 disclosed positions in Q4 2025.
During Q4 2025, Empire Life Investments Inc.'s top holdings by market value included MSFT (5.7%)、VOO (5.4%)、GOOG (5.3%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q4 2025, Empire Life Investments Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 19 holdings, and fully liquidating 7 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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