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CIK: 0001640951
Total reported value
$1.8B
$1.8B
110 檔
21.4%
As reported in its official Q1 2026 Form 13F filing, Empire Life Investments Inc.'s tracked investment portfolio stood at $1.8B with 110 total positions.
In Q1 2026, Empire Life Investments Inc. adopted a defensive or profit-taking posture, trimming 59 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.83% | +0.16% | +3.45% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.97% | +0.33% | -7.18% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.40% | -0.15% | -3.71% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | -0.48% | -7.78% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.80% | -0.03% | +8.34% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 3.63% | +1.15% | -15.91% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.89% | — | +8.86% | |
| 8 | PNC | Pnc Financial Services Group | Stock-Financials | 2.62% | +0.11% | -5.13% | |
| 9 | VST | Vistra CORP | Stock-Utilities | 2.40% | -0.16% | +1.59% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.25% | -0.20% | -4.65% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.15% | +0.12% | -10.68% | |
| 12 | EOG | Eog Resources Inc | Stock-Energy | 1.99% | -0.30% | +39.54% | |
| 13 | NEM | Newmont CORP | Stock-Materials | 1.98% | -0.41% | +142.78% | |
| 14 | AZO | Autozone Inc | Stock-Consumer Disc | 1.95% | -0.34% | +9.87% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | -0.27% | -2.42% | |
| 16 | TDW | Tidewater Inc | Stock-Energy | 1.84% | -0.62% | -4.66% | |
| 17 | AME | Ametek Inc | Stock-Industrials | 1.82% | -0.04% | -5.59% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.80% | +0.25% | -49.09% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | -0.13% | -8.80% | |
| 20 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.62% | -0.34% | -28.95% | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 1.48% | +0.74% | — | |
| 22 | CME | Cme Group Inc | Stock-Financials | 1.43% | -0.49% | -4.68% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | -0.08% | +8.92% | |
| 24 | ELV | Elevance Health Inc | Stock-Healthcare | 1.36% | +0.19% | -11.83% | |
| 25 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.33% | -0.14% | -5.04% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.11% | -7.04% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.17% | -6.83% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.23% | +0.35% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.25% | +0.03% | -23.23% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.17% | -0.26% | -26.62% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.06% | +0.43% | +31.96% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 1.05% | +0.07% | +13.39% | |
| 33 | MSI | Motorola Solutions Inc | Stock-Tech | 1.03% | -0.11% | -5.46% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.02% | -0.14% | -16.23% | |
| 35 | AEE | Ameren Corporation | Stock-Utilities | 0.99% | -0.10% | -5.19% | |
| 36 | BTU | Peabody Energy CORP | Stock-Energy | 0.99% | -0.34% | +8.50% | |
| 37 | TYL | Tyler Technologies Inc | Stock-Tech | 0.96% | -0.22% | +15.49% | |
| 38 | EQT | Eqt CORP | Stock-Energy | 0.94% | -0.94% | EXIT | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.92% | -0.15% | -6.22% | |
| 40 | ✓ | Accenture Ltd - A | Stock-Other | 0.91% | -0.91% | EXIT | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.91% | +0.14% | -3.13% | |
| 42 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.89% | -0.06% | +129.68% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.88% | -0.31% | -6.63% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.88% | — | -48.05% | |
| 45 | EVR | Evercore Inc - A | Stock-Financials | 0.87% | — | -9.65% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.86% | +0.33% | -5.19% | |
| 47 | URTH | Ishares Msci World ETF | ETF-Other | 0.85% | -0.05% | -6.77% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.82% | +0.58% | +351.00% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.81% | +0.03% | +44.26% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.73% | -0.02% | -0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | +1.3% | +142.78% | Add |
| 2 | EOG | Eog Resources Inc | +1% | +39.54% | Add |
| 3 | TDW | Tidewater Inc | +0.8% | -4.66% | Trim |
| 4 | EQT | Eqt CORP | +0.7% | +166.79% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | +351.00% | Add |
| 6 | LRCX | Lam Research CORP | +0.6% | -15.91% | Trim |
| 7 | VEEV | Veeva Systems Inc-class A | +0.4% | +129.68% | Add |
| 8 | TXN | Texas Instruments Inc | +0.4% | +31.96% | Add |
| 9 | JNJ | Johnson & Johnson | +0.4% | -4.65% | Trim |
| 10 | VOO | Vanguard S&p 500 ETF | +0.4% | +3.45% | Add |
| 11 | AAPL | Apple Inc | +0.3% | +8.34% | Add |
| 12 | AZO | Autozone Inc | +0.3% | +9.87% | Add |
| 13 | KO | Coca-cola Co/the | +0.3% | +8.92% | Add |
| 14 | HD | Home Depot Inc | +0.3% | +492.24% | Add |
| 15 | NVDA | Nvidia CORP | +0.3% | +8.86% | Add |
| 16 | COST | Costco Wholesale CORP | +0.3% | +0.35% | Add |
| 17 | BTU | Peabody Energy CORP | +0.2% | +8.50% | Add |
| 18 | WEC | Wec Energy Group Inc | +0.2% | -5.04% | Trim |
| 19 | CME | Cme Group Inc | +0.2% | -4.68% | Trim |
| 20 | MSI | Motorola Solutions Inc | +0.1% | -5.46% | Trim |
| 21 | AME | Ametek Inc | +0.1% | -5.59% | Trim |
| 22 | VONG | Vanguard Russell 1000 Growth | +0.1% | +42.01% | Add |
| 23 | MO | Altria Group Inc | +0.1% | -0.71% | Trim |
| 24 | AEE | Ameren Corporation | +0.1% | -5.19% | Trim |
| 25 | VST | Vistra CORP | +0.1% | +1.59% | Add |
| 26 | T | At&t Inc | +0.1% | -6.63% | Trim |
| 27 | VT | Vanguard Tot World Stk ETF | +0.1% | +45.66% | Add |
| 28 | OCUL | Ocular Therapeutix Inc | +0.1% | +63.72% | Add |
| 29 | PNC | Pnc Financial Services Group | +0.1% | -5.13% | Trim |
| 30 | LIN | Linde plc | +0.1% | +22.19% | Add |
| 31 | AQLT | Ishares Msci Gl Qua Fact ETF | +0.1% | +147.16% | Add |
| 32 | CTAS | Cintas CORP | +0.1% | +11.26% | Add |
| 33 | PGR | Progressive CORP | 0% | +13.39% | Add |
| 34 | ARCT | Arcturus Therapeutics Holdin | 0% | -7.01% | Trim |
| 35 | NOW | Servicenow Inc | 0% | +44.26% | Add |
| 36 | NFLX | Netflix Inc | 0% | +30.48% | Add |
| 37 | ITMSF | Intermap Technologies CORP | 0% | +50.90% | Add |
| 38 | BURL | Burlington Stores Inc | 0% | -7.83% | Trim |
| 39 | SPRY | Ars Pharmaceuticals Inc | 0% | +41.56% | Add |
| 40 | MELI | Mercadolibre Inc | 0% | +16.69% | Add |
| 41 | SITE | Siteone Landscape Supply Inc | 0% | -7.33% | Trim |
| 42 | VICI | Vici Properties Inc | 0% | -0.77% | Trim |
| 43 | FITB | Fifth Third Bancorp | 0% | +55.36% | Add |
| 44 | CHD | Church & Dwight Co Inc | 0% | +0.50% | Add |
| 45 | QQQM | Invesco Nasdaq 100 ETF | — | -3.13% | Trim |
| 46 | PM | Philip Morris International | — | -5.19% | Trim |
| 47 | RJF | Raymond James Financial Inc | — | +0.50% | Add |
| 48 | AMD | Advanced Micro Devices | — | -11.54% | Trim |
| 49 | BLK | Blackrock Inc | — | — | Unchanged |
| 50 | LNG | Cheniere Energy Inc | — | -15.07% | Trim |
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 Q1 2026.
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 VOO, GOOG, AMZN) accounted for 21.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
VLO
市值: $24.4M
Top Position Liquidated / Trimmed
ACN
前期市值: $24.9M
During Q1 2026, Empire Life Investments Inc.'s top holdings by market value included VOO (5.8%)、GOOG (5.0%)、AMZN (4.4%). The largest single position, VOO, represented 5.8% of total portfolio value.
In Q1 2026, Empire Life Investments Inc. made 120 total portfolio adjustments, initiating 12 new buys, adding to 37 positions, trimming 59 holdings, and fully liquidating 12 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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