Empire Life Investments Inc. Portfolio Holdings

Empire Life Investments Inc.

  • $1.49 Billion
  • Q1 2025

Empire Life Investments Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.49 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $96M, Amazon Com Inc with a value of $69.8M, Vanguard Index Fds S&P 500 ETF with a value of $66.9M, Alphabet Inc. with a value of $46.3M, and Elevance Health, Inc. with a value of $41.3M.

Examining the 13F form we can see an decrease of $52.8M in the current position value, from $1.54B to 1.49B.

Below you can find more details about Empire Life Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.49 Billion
Technology: $297 Million
Financial Services: $190 Million
Consumer Cyclical: $170 Million
Healthcare: $151 Million
ETFs: $144 Million
Industrials: $127 Million
Communication Services: $102 Million
Consumer Defensive: $92.9 Million
Other: $209 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.9 Million 4.49% of portfolio
130,084
Q1 2025 Reduced 9.61%
$0
$29.2 Million 1.96% of portfolio
385,469
Q1 2025 Added 5.86%
$0
$12.9 Million 0.87% of portfolio
67,000
Q4 2024 Reduced 5.23%
$0
$10.8 Million 0.72% of portfolio
70,200
Q1 2025 Reduced 52.66%
$0
$7.81 Million 0.52% of portfolio
205,130
Q1 2025 Added 3.34%
$0
$4.82 Million 0.32% of portfolio
51,929
Q1 2025 Reduced 14.63%
$0
$4.83 Million 0.32% of portfolio
48,336
Q1 2025 Added 29.81%
$0
$4.28 Million 0.29% of portfolio
20,300
Q1 2025 Added 3.57%
$0
$2.92 Million 0.2% of portfolio
90,100
Q1 2025 New
$0
$3.03 Million 0.2% of portfolio
32,400
Q1 2025 New
$0
$1.02 Million 0.07% of portfolio
5,947
Q1 2025 Reduced 75.47%
$0
$1.11 Million 0.07% of portfolio
27,700
Q1 2025 Reduced 0.72%
$0
$1.04 Million 0.07% of portfolio
12,600
Q1 2025 New
$0
$740,000 0.05% of portfolio
6,390
Q1 2025 Added 48.05%
$0
$544,000 0.04% of portfolio
24,300
Q1 2025 Reduced 46.94%
$0
$204,000 0.01% of portfolio
3,519
Q1 2025 Added 20.55%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $1.49 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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