Arkolith/Funds/Empire Life Investments Inc.

Empire Life Investments Inc.

CIK 1640951
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Empire Life Investments Inc. holds a diversified book of 113 reported positions worth $1.8B as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Beta Technologies Inc -CL A and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 6% of the reported non-option book.

Sold out
5
exited the position entirely
+2 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

86% mapped to company sectors

Information Technology
30%
No sector on file yet
14%
Consumer Discretionary
11%
Financials
10%
Industrials
10%
Energy
6%
Health Care
5%
Utilities
4%

+4 sectors below the cut, 9% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Empire Life Investments Inc.

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC8 / 80$233.9M
Emerald Advisors, LLC26 / 80$635.6M
New World Advisors LLC30 / 80$463.1M
Hoey Investments, Inc40 / 80$591.2M
Fortune 45 LLC11 / 80$174.6M
Conway Capital Management, Inc.12 / 80$164.2M
Ketron Financial17 / 80$229.5M
Campbell Capital Management Inc13 / 80$197.9M

Ranked by the share of each fund's own book sitting in the names it shares with Empire Life Investments Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

113 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
S&P 500 ETF SHS
$107.4M156.5K
6.0%
−1.8%
Reduced · −3K sh
2Alphabet Inc - CL C
CLS C
$95.0M268.8K
5.3%
−3.1%
Reduced · −9K sh
3Lam Research Corp
COM
$85.6M197.6K
4.8%
−27%
Reduced · −71K sh
4Amazon.Com Inc
COM
$76.2M319.7K
4.3%
−7.0%
Reduced · −24K sh
5Microsoft Corp
COM
$68.7M184.3K
3.8%
−4.3%
Reduced · −8K sh
6Apple Inc
COM
$67.6M233.5K
3.8%
−4.6%
Reduced · −11K sh
7Nvidia Corp
COM
$51.8M258.9K
2.9%
−4.3%
Reduced · −12K sh
8PNC Financial Services Group Inc
COM
$48.8M198.4K
2.7%
−3.7%
Reduced · −8K sh
9iShares Core Msci Eafe ETF
MSC GLO FAC ETF
$40.7M421.5K
2.3%
+9.4%
Added · +36K sh
10Vistra Corp
COM
$40.2M253.4K
2.2%
−1.1%
Reduced · −3K sh
11Valero Energy Corp
COM
$39.8M152.7K
2.2%
+51%
Added · +52K sh
12Johnson & Johnson
COM
$36.8M144.8K
2.1%
−4.6%
Reduced · −7K sh
13Micron Technology Inc
COM
$36.7M31.8K
2.0%
−60%
Reduced · −49K sh
14Ametek Inc
COM
$31.9M131.8K
1.8%
−3.8%
Reduced · −5K sh
15EOG Resources Inc
COM
$30.2M232.9K
1.7%
~0%
Reduced · −108 sh
16Visa Inc - A
CLS A
$29.2M85.0K
1.6%
−12%
Reduced · −12K sh
17AutoZone Inc
COM
$28.8M9.0K
1.6%
−4.0%
Reduced · −378 sh
18Broadcom Ltd
COM
$28.5M75.5K
1.6%
−23%
Reduced · −22K sh
19Newmont Corp
COM
$28.2M301.5K
1.6%
+5.0%
Added · +14K sh
20Elevance Health Inc
COM
$27.8M71.9K
1.6%
−3.8%
Reduced · −3K sh
21Texas Instruments Inc
COM
$26.7M89.7K
1.5%
+0.8%
Added · +745 sh
22Crowdstrike Hldgs Inc CL A
CLS A
$25.1M32.9K
1.4%
−4.5%
Reduced · −2K sh
23Coca-Cola Co
COM
$23.8M293.1K
1.3%
−3.7%
Reduced · −11K sh
24Ross Stores Inc
COM
$22.9M107.8K
1.3%
−11%
Reduced · −14K sh
25Bank of America Corp
COM
$22.9M401.9K
1.3%
−3.9%
Reduced · −16K sh
26Beta Technologies Inc
COM
$22.4M1.34M
1.3%
New
New position
27Tidewater Inc
COM
$21.9M329.0K
1.2%
−9.2%
Reduced · −33K sh
28Philip Morris International Inc
COM
$21.4M118.2K
1.2%
+31%
Added · +28K sh
29Mastercard Inc
COM
$21.4M41.6K
1.2%
−4.2%
Reduced · −2K sh
30WEC Energy Group
COM
$21.3M182.3K
1.2%
−3.5%
Reduced · −7K sh
31Meta Platforms Inc
COM
$20.2M35.9K
1.1%
−2.6%
Reduced · −964 sh
32Progressive Corp
Focused Lar Cap
$20.0M91.5K
1.1%
+2.4%
Added · +2K sh
33Invesco Nasdaq 100 ETF
EAFE GRWTH ETF
$18.8M62.0K
1.0%
Held
34Costco Wholesale Corp Common
COM
$18.7M20.0K
1.0%
−5.1%
Reduced · −1K sh
35Applied Materials Inc
COM
$18.0M24.9K
1.0%
New
New position
36CME Group Inc
COM
$16.9M76.4K
0.9%
−3.7%
Reduced · −3K sh
37Motorola Solutions Inc
COM
$16.5M39.8K
0.9%
+2.5%
Added · +971 sh
38TJX Companies Inc
COM
$16.4M108.1K
0.9%
−8.9%
Reduced · −11K sh
39Ameren Corp
COM
$16.0M141.2K
0.9%
−3.6%
Reduced · −5K sh
40Chevron Corp
COM
$15.8M95.3K
0.9%
+29%
Added · +22K sh
41Booking Holdings Inc
COM
$15.7M88.2K
0.9%
22×
Added · +84K sh
42Evercore Inc Class A
CLS A
$15.5M45.4K
0.9%
−3.9%
Reduced · −2K sh
43Eaton Corp
COM
$15.0M35.2K
0.8%
+29%
Added · +8K sh
44Servicenow Inc
COM
$15.0M150.8K
0.8%
+18%
Added · +23K sh
45Veeva Sys Inc CL A Com
CLS A
$14.9M83.8K
0.8%
−1.5%
Reduced · −1K sh
46iShares MSCI World ETF
COM
$14.3M70.6K
0.8%
−8.4%
Reduced · −7K sh
47Roper Technologies
COM
$13.9M41.0K
0.8%
−4.0%
Reduced · −2K sh
48Tyler Technologies Inc
COM
$13.3M45.6K
0.7%
−3.8%
Reduced · −2K sh
49Altria Group Inc
COM
$12.7M177.0K
0.7%
−4.0%
Reduced · −7K sh
50Willscot HLDNG Corp Com CL A
CLS A
$11.6M401.6K
0.6%
New
New position
Showing 50 of 113 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.8B · Q2 2026Q3 2020 · $1.2BQ2 2026 · $1.8B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d113$1.8B13F-HR
Q1 2026Mar 31, 2026May 11, 202641d110$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 4, 202635d110$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d107$1.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d111$1.6B13F-HR
Q1 2025Mar 31, 2025May 9, 202539d110$1.5B13F-HR
Q4 2024Dec 31, 2024Jan 30, 202530d103$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 29, 202429d96$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 31, 202431d94$1.6B13F-HR
Q1 2024Mar 31, 2024Apr 30, 202430d94$1.6B13F-HR
Q4 2023Dec 31, 2023Feb 8, 202439d97$1.5B13F-HR
Q3 2023Sep 30, 2023Nov 9, 202340d93$1.4B13F-HR
Q2 2023Jun 30, 2023Aug 10, 202341d93$1.5B13F-HR
Q1 2023Mar 31, 2023May 8, 202338d93$1.4B13F-HR
Q4 2022Dec 31, 2022Feb 2, 202333d97$1.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d98$1.3B13F-HR
Q2 2022Jun 30, 2022Aug 3, 202234d100$1.4B13F-HR
Q1 2022Mar 31, 2022May 11, 202241d100$1.6B13F-HR
Q4 2021Dec 31, 2021Feb 9, 202240d99$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 9, 202140d102$1.5B13F-HR
Q2 2021Jun 30, 2021Aug 4, 202135d104$1.6B13F-HR
Q1 2021Mar 31, 2021Apr 29, 202129d106$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 9, 202140d102$1.4B13F-HR
Q3 2020Sep 30, 2020Nov 5, 202036d99$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.