Arkolith/Funds/Empire Life Investments Inc.

Empire Life Investments Inc.

CIK 1640951
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Empire Life Investments Inc. holds a diversified book of 110 stocks worth $1.6B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Valero Energy Corp and trimmed Alphabet Inc-CL C. Their largest long position is Vanguard S&P 500 ETF at 6% of the equity book.

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Use Arkolith to show Empire Life Investments Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
37
existing
Trimmed
59
reduced
Sold out
11
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
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.

Direct sector allocation

86% mapped to company sectors

Information Technology
29%
ETF / fund or unclassified
14%
Consumer Discretionary
13%
Financials
11%
Industrials
7%
Energy
7%
Health Care
5%
Utilities
5%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

110 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
CLS A
$96.0M159.4K
5.8%
+3.4%
Added · +5K sh
2Alphabet Inc - CL C
CLS C
$81.8M277.3K
5.0%
−7.2%
Reduced · −21K sh
3Amazon.Com Inc
COM
$72.4M343.7K
4.4%
−3.7%
Reduced · −13K sh
4Microsoft Corp
COM
$71.1M192.6K
4.3%
−7.8%
Reduced · −16K sh
5Apple Inc
COM
$62.6M244.7K
3.8%
+8.3%
Added · +19K sh
6Lam Research Corp
COM
$59.7M269.0K
3.6%
−16%
Reduced · −51K sh
7Nvidia Corp
COM
$47.6M270.6K
2.9%
+8.9%
Added · +22K sh
8PNC Financial Services Group Inc
COM
$43.1M206.0K
2.6%
−5.1%
Reduced · −11K sh
9Vistra Corp
COM
$39.5M256.4K
2.4%
+1.6%
Added · +4K sh
10Johnson & Johnson
COM
$37.1M151.8K
2.3%
−4.7%
Reduced · −7K sh
11iShares Core MSCI EAFE ETF
Core MSCI EAFE
$35.4M385.3K
2.2%
−11%
Reduced · −46K sh
12EOG Resources Inc
COM
$32.7M233.0K
2.0%
+40%
Added · +66K sh
13Newmont Corp
COM
$32.7M287.0K
2.0%
+143%
Added · +169K sh
14AutoZone Inc
COM
$32.2M9.4K
2.0%
+9.9%
Added · +843 sh
15Broadcom Ltd
COM
$30.6M97.6K
1.9%
−2.4%
Reduced · −2K sh
16Tidewater Inc
COM
$30.2M362.4K
1.8%
−4.7%
Reduced · −18K sh
17Ametek Inc
COM
$30.0M137.0K
1.8%
−5.6%
Reduced · −8K sh
18Micron Technology Inc
COM
$29.6M80.4K
1.8%
−49%
Reduced · −78K sh
19Visa Inc - A
CLS A
$29.0M97.1K
1.8%
−8.8%
Reduced · −9K sh
20Ross Stores Inc
COM
$26.7M121.6K
1.6%
−29%
Reduced · −50K sh
21Valero Energy Corp
VNG RUS1000GRW
$24.4M101.0K
1.5%
New
New position
22CME Group Inc
COM
$23.5M79.3K
1.4%
−4.7%
Reduced · −4K sh
23Coca-Cola Co
COM
$23.2M304.4K
1.4%
+8.9%
Added · +25K sh
24Elevance Health Inc
COM
$22.3M74.8K
1.4%
−12%
Reduced · −10K sh
25WEC Energy Group
COM
$22.0M189.0K
1.3%
−5.0%
Reduced · −10K sh
26Mastercard Inc
COM
$21.4M43.5K
1.3%
−7.0%
Reduced · −3K sh
27Meta Platforms Inc
COM
$21.3M36.8K
1.3%
−6.8%
Reduced · −3K sh
28Costco Wholesale Corp Common
COM
$21.0M21.1K
1.3%
+0.3%
Added · +74 sh
29Bank of America Corp
COM
$20.6M418.0K
1.3%
−23%
Reduced · −126K sh
30TJX Companies Inc
COM
$19.2M118.7K
1.2%
−27%
Reduced · −43K sh
31Texas Instruments Inc
COM
$17.5M88.9K
1.1%
+32%
Added · +22K sh
32Progressive Corp
COM
$17.3M89.4K
1.0%
+13%
Added · +11K sh
33Motorola Solutions Inc
COM
$16.9M38.9K
1.0%
−5.5%
Reduced · −2K sh
34Booking Holdings Inc
COM
$16.8M4.0K
1.0%
−16%
Reduced · −779 sh
35Ameren Corp
COM
$16.2M146.5K
1.0%
−5.2%
Reduced · −8K sh
36Peabody Energy Corp
COM
$16.2M493.4K
1.0%
+8.5%
Added · +39K sh
37Tyler Technologies Inc
COM
$15.8M47.4K
1.0%
+15%
Added · +6K sh
38EQT Corp
COM
$15.5M253.0K
0.9%
+167%
Added · +158K sh
39Roper Technologies
COM
$15.2M42.7K
0.9%
−6.2%
Reduced · −3K sh
40Accenture Ltd - A
CLS A
$15.0M76.2K
0.9%
New
New position
41Invesco Nasdaq 100 ETF
NASDAQ 100 ETF
$14.9M62.0K
0.9%
−3.1%
Reduced · −2K sh
42Veeva Sys Inc CL A Com
CLS A
$14.7M85.1K
0.9%
+130%
Added · +48K sh
43AT&T Inc
COM
$14.6M514.5K
0.9%
−6.6%
Reduced · −37K sh
44Chevron Corp
COM
$14.5M73.6K
0.9%
−48%
Reduced · −68K sh
45Evercore Inc Class A
CLS A
$14.2M47.3K
0.9%
−9.6%
Reduced · −5K sh
46Philip Morris International Inc
COM
$14.2M89.9K
0.9%
−5.2%
Reduced · −5K sh
47iShares MSCI World ETF
MSCI WORLD ETF
$14.0M77.1K
0.9%
−6.8%
Reduced · −6K sh
48Crowdstrike Hldgs Inc CL A
CLS A
$13.6M34.5K
0.8%
+351%
Added · +27K sh
49Servicenow Inc
COM
$13.3M127.9K
0.8%
+44%
Added · +39K sh
50Altria Group Inc
COM
$12.1M184.4K
0.7%
−0.7%
Reduced · −1K sh
Showing 50 of 110 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026110$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026110$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025107$1.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025111$1.6B13F-HR
Q1 2025Mar 31, 2025May 9, 2025110$1.5B13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025103$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 29, 202496$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 31, 202494$1.6B13F-HR
Q1 2024Mar 31, 2024Apr 30, 202494$1.6B13F-HR
Q4 2023Dec 31, 2023Feb 8, 202497$1.5B13F-HR
Q3 2023Sep 30, 2023Nov 9, 202393$1.4B13F-HR
Q2 2023Jun 30, 2023Aug 10, 202393$1.5B13F-HR
Q1 2023Mar 31, 2023May 8, 202393$1.4B13F-HR
Q4 2022Dec 31, 2022Feb 2, 202397$1.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202298$1.3B13F-HR
Q2 2022Jun 30, 2022Aug 3, 2022100$1.4B13F-HR
Q1 2022Mar 31, 2022May 11, 2022100$1.6B13F-HR
Q4 2021Dec 31, 2021Feb 9, 202299$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021102$1.5B13F-HR
Q2 2021Jun 30, 2021Aug 4, 2021104$1.6B13F-HR
Q1 2021Mar 31, 2021Apr 29, 2021106$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 9, 2021102$1.4B13F-HR
Q3 2020Sep 30, 2020Nov 5, 202099$1.2B13F-HR
Q2 2020Jun 30, 2020Aug 3, 202096$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.