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Empire Life Investments Inc.
Empire Life Investments Inc. is a wholly owned subsidiary of The Empire Life Insurance Company and serves as the portfolio manager for various investment funds.
Investment Strategy
Conservative, value-oriented, and disciplined management across various asset classes including high yield fixed income and global equities.
Latest 13F Filing Activity
Empire Life Investments Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 111 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Vanguard S&P 500 Etf, Vistra Corp. among other positions. Empire Life Investments Inc. reduced exposure to Fiserv Inc., Newmont Corp., Elevance Health Inc. among others.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 7.58% | $119.3M | 239,877 | $150.23 | $497.41 | +$23.3M |
V VOO | Vanguard S&P 500 ETF | 5.46% | $85.9M | 151,266 | $447.21 | $568.03 | +$19.1M |
A AMZN | Amazon.Com Inc | 4.94% | $77.8M | 354,843 | $136.74 | $219.39 | +$8.0M |
V VST | VISTRA CORP | 3.04% | $47.8M | 246,859 | $118.38 | $193.81 | +$17.0M |
G GOOG | Alphabet Inc - CL C | 2.97% | $46.8M | 263,907 | $76.32 | $177.39 | +$481.0K |
Industry Allocation
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