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Portfolio (Quarterly) Guide ↗

Empire Life Investments Inc.

· CIK 0001640951
13F Portfolio $1.8B AUM 113 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 113 New
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BKNG Booking Holdings Inc Consumer Cyclical 88,197.0 $15.7M 0.88% NEW $178.24 +17.6%
42 EVR EVERCORE INC CLASS A Financial Services 45,428.0 $15.5M 0.87% NEW $341.44 -14.5%
43 Eaton Corp 35,154.0 $15.0M 0.84% NEW $426.12
44 NOW SERVICENOW INC Technology 150,761.0 $15.0M 0.83% NEW $99.28 +29.4%
45 VEEV VEEVA SYS INC CL A COM Healthcare 83,793.0 $14.9M 0.83% NEW $177.47 +39.7%
46 URTH iShares MSCI World ETF 70,643.0 $14.3M 0.80% NEW $202.64 +3.2%
47 ROP Roper Technologies Industrials 40,984.0 $13.9M 0.77% NEW $338.39 +21.7%
48 TYL Tyler Technologies Inc Technology 45,553.0 $13.3M 0.74% NEW $292.46 +19.9%
49 MO Altria Group Inc Consumer Defensive 177,007.0 $12.7M 0.71% NEW $71.95 -8.1%
50 WSC WILLSCOT HLDNG CORP COM CL A Industrials 401,574.0 $11.6M 0.65% NEW $28.86 -23.3%
51 BTU Peabody Energy Corp Energy 493,266.0 $11.4M 0.64% NEW $23.12 +19.4%
52 CHRW CH Robinson Worldwide Inc Industrials 55,177.0 $10.4M 0.58% NEW $188.34 -24.8%
53 T AT&T Inc Communication Services 492,404.0 $10.2M 0.57% NEW $20.70 +22.3%
54 LIN LINDE PLC Basic Materials 18,207.0 $9.4M 0.53% NEW $518.94 -6.0%
55 HBAN Huntington Bancshares Inc/OH Financial Services 494,583.0 $8.8M 0.49% NEW $17.73 -3.9%
56 DLTR Dollar Tree Inc Consumer Defensive 71,985.0 $8.7M 0.49% NEW $120.95 +8.7%
57 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 296,586.0 $8.6M 0.48% NEW $28.88 -24.4%
58 OCUL OCULAR THERAPEUTIX INC Healthcare 871,692.0 $8.6M 0.48% NEW $9.82 +12.8%
59 FCX Freeport-McMoRan Inc Basic Materials 132,759.0 $8.3M 0.47% NEW $62.89 +21.9%
60 VONG Vanguard Russell 1000 Growth ETF 63,570.0 $8.1M 0.45% NEW $127.81 -1.4%
Page 3 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 13.5%
Consumer Cyclical 12.2%
Energy 8.8%
Industrials 7.9%
Healthcare 7.5%
Consumer Defensive 6.4%
Utilities 5.9%
Basic Materials 3.2%
Communication Services 2.2%