Empire Life Investments Inc.
CIK:0001640951
Investment Adviser
$0 AUM
111 holdings
Kingston, ON, Canada
Latest filing:Jun 30, 2025
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.
Top Buys
M
MSFTMicrosoft Corp+$23.3M
V
VOOVanguard S&P 500 ETF+$19.1M
V
VSTVISTRA CORP+$17.0M
M
METAMeta Platforms Inc+$14.1M
L
LRCXLam Research Corp+$12.2M
Top Sells
F
FIFiserv Inc-$23.5M
N
NEMNewmont Corp-$19.8M
E
ELVElevance Health Inc-$7.5M
B
BSYBently Systems Inc-$7.2M
C
CVXChevron Corp-$6.3M
Top Holdings
M
MSFTMicrosoft Corp+7.6%$119.3M
V
VOOVanguard S&P 500 ETF+5.5%$85.9M
A
AMZNAmazon.Com Inc+4.9%$77.8M
V
VSTVISTRA CORP+3.0%$47.8M
G
GOOGAlphabet Inc - CL C+3.0%$46.8M
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
SERVICES-PREPACKAGED SOFTWARE
+11.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.8%
SERVICES-BUSINESS SERVICES, NEC
+5.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.9%
NATIONAL COMMERCIAL BANKS
+4.6%