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The Analysis of Empire Life Investments Inc.'s Holdings & P&L

Currently, Empire Life Investments Inc. holds 110 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VLO (+101.0K shares, valued at $24.4M), NEM (+168.8K shares, valued at $19.2M), N/A (+76.2K shares, valued at $15.0M); decreased their positions in NOC (-45.2K shares, valued at $31.5M), MU (-77.5K shares, valued at $28.5M), CVX (-68.1K shares, valued at $13.4M); initiated new positions in VLO (+101.0K shares, valued at $24.4M), N/A (+76.2K shares, valued at $15.0M), N/A (+27.2K shares, valued at $10.0M).

1M P&L

+59.8M+4.10%

3M P&L

+79.5M+5.52%

HY P&L

+162.5M+11.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A113.5M

8.0%

2Semiconductors106.8M

7.5%

3Software - Infrastructure105.9M

7.5%

Top Industries by Stock Count

1N/A18 stocks

18.9%

2Semiconductors5 stocks

5.3%

3Software - Application5 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Vanguard S&P 500 ETF Vanguard S&P 500 ETF159.4K shares3.45%2026-03-312026-05-11

Alphabet Inc - CL C Alphabet Inc - CL C277.3K shares-7.18%2026-03-312026-05-11

AMZN Amazon.Com Inc343.7K shares-3.71%2026-03-312026-05-11

MSFT Microsoft Corp192.6K shares-7.78%2026-03-312026-05-11

AAPL Apple Inc244.7K shares8.34%2026-03-312026-05-11

Lam Research Corp Lam Research Corp269.0K shares-15.91%2026-03-312026-05-11

NVDA Nvidia Corp270.6K shares8.86%2026-03-312026-05-11

PNC PNC Financial Services Group Inc206.0K shares-5.13%2026-03-312026-05-11

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VST VISTRA CORP256.4K shares1.59%2026-03-312026-05-11

JNJ Johnson & Johnson151.8K shares-4.65%2026-03-312026-05-11

IEFA iShares Core MSCI EAFE ETF385.3K shares-10.68%2026-03-312026-05-11

EOG EOG Resources Inc233.0K shares39.54%2026-03-312026-05-11

NEM Newmont Corp287.0K shares142.78%2026-03-312026-05-11

AZO AutoZone Inc9.4K shares9.87%2026-03-312026-05-11

Broadcom Ltd Broadcom Ltd97.6K shares-2.42%2026-03-312026-05-11

TDW Tidewater Inc362.4K shares-4.66%2026-03-312026-05-11

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AME AMETEK Inc137.0K shares-5.59%2026-03-312026-05-11

MU Micron Technology Inc80.4K shares-49.09%2026-03-312026-05-11

V Visa Inc - A97.1K shares-8.80%2026-03-312026-05-11

ROST Ross Stores Inc121.6K shares-28.95%2026-03-312026-05-11

VLO Valero Energy Corp101.0K sharesnew addition2026-03-312026-05-11

CME CME Group Inc/IL79.3K shares-4.68%2026-03-312026-05-11

KO Coca-Cola Co304.4K shares8.92%2026-03-312026-05-11

ELV Elevance Health Inc74.8K shares-11.83%2026-03-312026-05-11

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WEC Energy Group WEC Energy Group189.0K shares-5.04%2026-03-312026-05-11

MA Mastercard Inc43.5K shares-7.04%2026-03-312026-05-11

META Meta Platforms Inc36.8K shares-6.83%2026-03-312026-05-11

COST Costco Wholesale Corp Common21.1K shares0.35%2026-03-312026-05-11

BAC Bank of America Corp418.0K shares-23.23%2026-03-312026-05-11

TJX TJX Companies Inc118.7K shares-26.62%2026-03-312026-05-11

TXN Texas Instruments Inc88.9K shares31.96%2026-03-312026-05-11

PGR Progressive Corp89.4K shares13.39%2026-03-312026-05-11

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MSI Motorola Solutions Inc38.9K shares-5.46%2026-03-312026-05-11

BKNG Booking Holdings Inc4.0K shares-16.23%2026-03-312026-05-11

AEE Ameren Corp146.5K shares-5.19%2026-03-312026-05-11

BTU Peabody Energy Corp493.4K shares8.50%2026-03-312026-05-11

TYL Tyler Technologies Inc47.4K shares15.49%2026-03-312026-05-11

EQT Corp EQT Corp253.0K shares166.79%2026-03-312026-05-11

ROP Roper Technologies42.7K shares-6.22%2026-03-312026-05-11

Accenture Ltd - A Accenture Ltd - A76.2K sharesnew addition2026-03-312026-05-11

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QQQM Invesco Nasdaq 100 ETF62.0K shares-3.13%2026-03-312026-05-11

VEEV VEEVA SYS INC CL A COM85.1K shares129.68%2026-03-312026-05-11

T AT&T Inc514.5K shares-6.63%2026-03-312026-05-11

CVX Chevron Corp73.6K shares-48.05%2026-03-312026-05-11

EVR EVERCORE INC CLASS A47.3K shares-9.65%2026-03-312026-05-11

PM Philip Morris International Inc89.9K shares-5.19%2026-03-312026-05-11

URTH iShares MSCI World ETF77.1K shares-6.77%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC CL A34.5K shares351.00%2026-03-312026-05-11

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NOW SERVICENOW INC127.9K shares44.26%2026-03-312026-05-11

MO Altria Group Inc184.4K shares-0.71%2026-03-312026-05-11

Eaton Corp Eaton Corp27.2K sharesnew addition2026-03-312026-05-11

CTAS Cintas Corp48.3K shares11.26%2026-03-312026-05-11

HBAN Huntington Bancshares Inc/OH513.7K shares-5.22%2026-03-312026-05-11

UUUU ENERGY FUELS INC446.5K sharesnew addition2026-03-312026-05-11

DLTR Dollar Tree Inc70.0K shares-53.19%2026-03-312026-05-11

HUBS HubSpot Inc31.2K shares-33.67%2026-03-312026-05-11

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XOM Exxon Mobil Corp47.0K sharesnew addition2026-03-312026-05-11

VONG Vanguard Russell 1000 Growth ETF67.1K shares42.01%2026-03-312026-05-11

OCUL OCULAR THERAPEUTIX INC884.3K shares63.72%2026-03-312026-05-11

NOC Northrop Grumman Corp9.2K shares-83.14%2026-03-312026-05-11

IWY iShares Russell Top 200 Growth ETF23.5K shares-1.82%2026-03-312026-05-11

LEGN LEGEND BIOTECH CORP SPONSORED ADS301.0K shares-6.81%2026-03-312026-05-11

HD Home Depot Inc17.2K shares492.24%2026-03-312026-05-11

VICI VICI PPTYS INC199.3K shares-0.77%2026-03-312026-05-11

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SPHR Sphere Entertainment Co42.8K shares-47.33%2026-03-312026-05-11

SITE SiteOne Landscape Supply38.9K shares-7.33%2026-03-312026-05-11

FERMI INC FERMI INC866.6K shares23.55%2026-03-312026-05-11

PVAL PUTNAM ETF TRUST FOCUSED LAR CAP95.0K shares-19.66%2026-03-312026-05-11

FCX Freeport-McMoRan Inc71.3K sharesnew addition2026-03-312026-05-11

ALNY ALNYLAM PHARMACEUTICALS INC13.2K sharesnew addition2026-03-312026-05-11

Powershares QQQ Trust Powershares QQQ Trust7.1K shares-7.79%2026-03-312026-05-11

SPRY ARS Pharmaceuticals Inc499.1K shares41.56%2026-03-312026-05-11

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VT VANGUARD TOTAL WORLD STOCK ETF28.8K shares45.66%2026-03-312026-05-11

Arizona Sonoran Copper Co Inc Arizona Sonoran Copper Co Inc739.2K sharesnew addition2026-03-312026-05-11

TSLA TESLA INC9.9K shares-8.68%2026-03-312026-05-11

CRH PLC CRH PLC32.7K sharesnew addition2026-03-312026-05-11

LINDE PLC LINDE PLC7.0K shares22.19%2026-03-312026-05-11

EVI EVI Industries Inc158.4K shares-5.95%2026-03-312026-05-11

MELI Mercadolibre Inc1.9K shares16.69%2026-03-312026-05-11

ARCT ARCTURUS THERAPEUTICS HLDGS383.5K shares-7.01%2026-03-312026-05-11

Sponsored

ROCKET LAB USA INC ROCKET LAB USA INC44.8K shares-56.77%2026-03-312026-05-11

TCHP T Rowe Price Blue Chip Growth ETF58.2K shares-14.40%2026-03-312026-05-11

BURL Burlington Stores Inc7.4K shares-7.83%2026-03-312026-05-11

Sunbelt Rentals Holdings Inc Sunbelt Rentals Holdings Inc34.9K sharesnew addition2026-03-312026-05-11

EFG ishares MSCI EAFE Growth ETF19.6K shares-34.12%2026-03-312026-05-11

JGRO J P MORGAN EXCHANGE TRADED FD ACTIVE GR25.9K shares-28.78%2026-03-312026-05-11

RJF Raymond James Financial Inc13.4K shares0.50%2026-03-312026-05-11

QCOM QUALCOMM INC14.2K shares-6.67%2026-03-312026-05-11

Sponsored

ISRG INTUITIVE SURGICAL INC COM NEW3.8K shares-10.64%2026-03-312026-05-11

JKHY Jack Henry & Associates Inc10.9K shares0.51%2026-03-312026-05-11

FFOG FRANKLIN TEMPLETON ETF TR FRANKLIN FOCU39.5K shares-0.93%2026-03-312026-05-11

AQLT iShares MSCI Global Quality Factor ETF57.2K shares147.16%2026-03-312026-05-11

USMV iShares MSCI USA Min Vol Factor ETF13.5K sharesnew addition2026-03-312026-05-11

MORN Morningstar Inc7.1K shares0.51%2026-03-312026-05-11

NFLX Netflix Inc12.5K shares30.48%2026-03-312026-05-11

QUAL iShares MSCI USA Quality Factor ETF6.0K shares-1.63%2026-03-312026-05-11

Sponsored

FFLG Fidelity Fundamental LargeCapGrowth ETF36.9K shares-7.57%2026-03-312026-05-11

CHD Church & Dwight Co Inc11.1K shares0.50%2026-03-312026-05-11

CUBE CubeSmart28.2K shares0.50%2026-03-312026-05-11

AMD Advanced Micro Devices Inc4.5K shares-11.54%2026-03-312026-05-11

BlackRock Inc BlackRock Inc968 shares0.00%2026-03-312026-05-11

Intermap Technologies Corp Intermap Technologies Corp716.9K shares50.90%2026-03-312026-05-11

SNPS Synopsys Inc1.8K shares0.50%2026-03-312026-05-11

RRX Regal Rexnord Corp3.7K shares-93.51%2026-03-312026-05-11

Sponsored

DUOL Duolingo Inc4.9K shares4.60%2026-03-312026-05-11

IEV iShares Europe ETF5.1K shares0.00%2026-03-312026-05-11

FITB Fifth Third Bancorp7.3K shares55.36%2026-03-312026-05-11

LNG CHENIERE ENERGY INC COM NEW1.2K shares-15.08%2026-03-312026-05-11

ORCL Oracle Corp2.0K shares-13.70%2026-03-312026-05-11

VWO Vanguard FTSE Emerging Market ETF3.7K sharesnew addition2026-03-312026-05-11

Vanguard S&P 500 ETF

3.45%

Shares159.4K

Event2026-03-31

Filed2026-05-11

Alphabet Inc - CL C

-7.18%

Shares277.3K

Event2026-03-31

Filed2026-05-11

AMZN

Amazon.Com Inc

-3.71%

Shares343.7K

Event2026-03-31

Filed2026-05-11

MSFT

Microsoft Corp

-7.78%

Shares192.6K

Event2026-03-31

Filed2026-05-11

AAPL

Apple Inc

8.34%

Shares244.7K

Event2026-03-31

Filed2026-05-11

Lam Research Corp

-15.91%

Shares269.0K

Event2026-03-31

Filed2026-05-11

NVDA

Nvidia Corp

8.86%

Shares270.6K

Event2026-03-31

Filed2026-05-11

PNC

PNC Financial Services Group Inc

-5.13%

Shares206.0K

Event2026-03-31

Filed2026-05-11

VST

VISTRA CORP

1.59%

Shares256.4K

Event2026-03-31

Filed2026-05-11

JNJ

Johnson & Johnson

-4.65%

Shares151.8K

Event2026-03-31

Filed2026-05-11

IEFA

iShares Core MSCI EAFE ETF

-10.68%

Shares385.3K

Event2026-03-31

Filed2026-05-11

EOG

EOG Resources Inc

39.54%

Shares233.0K

Event2026-03-31

Filed2026-05-11

NEM

Newmont Corp

142.78%

Shares287.0K

Event2026-03-31

Filed2026-05-11

AZO

AutoZone Inc

9.87%

Shares9.4K

Event2026-03-31

Filed2026-05-11

Broadcom Ltd

-2.42%

Shares97.6K

Event2026-03-31

Filed2026-05-11

TDW

Tidewater Inc

-4.66%

Shares362.4K

Event2026-03-31

Filed2026-05-11

AME

AMETEK Inc

-5.59%

Shares137.0K

Event2026-03-31

Filed2026-05-11

Micron Technology Inc

-49.09%

Shares80.4K

Event2026-03-31

Filed2026-05-11

Visa Inc - A

-8.80%

Shares97.1K

Event2026-03-31

Filed2026-05-11

ROST

Ross Stores Inc

-28.95%

Shares121.6K

Event2026-03-31

Filed2026-05-11

VLO

Valero Energy Corp

New

Shares101.0K

Event2026-03-31

Filed2026-05-11

CME

CME Group Inc/IL

-4.68%

Shares79.3K

Event2026-03-31

Filed2026-05-11

Coca-Cola Co

8.92%

Shares304.4K

Event2026-03-31

Filed2026-05-11

ELV

Elevance Health Inc

-11.83%

Shares74.8K

Event2026-03-31

Filed2026-05-11

WEC Energy Group

-5.04%

Shares189.0K

Event2026-03-31

Filed2026-05-11

Mastercard Inc

-7.04%

Shares43.5K

Event2026-03-31

Filed2026-05-11