Empire Life Investments Inc.
SEC Form 13F institutional filer · CIK 0001640951
13F-HR · 71 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.45B
Top-10 concentration
42.2%
Empire Life Investments Inc. — $1.45B AUM allocation strategy
Empire Life Investments Inc. files SEC Form 13F and reports $1.45B of long US equity value across 71 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.8%, followed by Consumer Discretionary 9.1% and Communication Services 5.6%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Empire Life Investments Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.45B
total across 71 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NEM +169K sh · +$20.9M+$EQT +158K sh · +$10.4M+$EOG +66K sh · +$15.2M
Biggest trims (shares)
−$BAC −126K sh · −$9.35M−$DLTR −79.5K sh · −$10.8M−$MU −77.5K sh · −$15.5M
Exited to nil (held last quarter, gone now)
$ACN ($24.9M last qtr)$ZTS ($13.4M last qtr)$DXCM ($4.94M last qtr)$CRH ($4.94M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.5%—
- Interactive Media & Services5.6%—
- Broadline Retail5.0%—
- Systems Software4.9%—
- Technology Hardware, Storage & Peripherals4.3%—
- Semiconductor Materials & Equipment4.1%—
- Diversified Banks3.0%—
- Electric Utilities2.7%—
- Other holdings62.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 277K | $81.8M | -21.4K | 5.7% |
| $AMZN | Amazon.com Inc | 344K | $72.4M | -13.2K | 5.0% |
| $MSFT | Microsoft Corporation | 193K | $71.1M | -16.2K | 4.9% |
| $AAPL | Apple Inc | 245K | $62.6M | +18.8K | 4.3% |
| $LRCX | Lam Research Corporation | 269K | $59.7M | -50.9K | 4.1% |
| $NVDA | NVIDIA Corporation | 271K | $47.6M | +22K | 3.3% |
| $PNC | PNC Financial Services Group Inc | 206K | $43.1M | -11.1K | 3.0% |
| $VST | Vistra Corp | 256K | $39.5M | +4.02K | 2.7% |
| $JNJ | Johnson & Johnson | 152K | $37.1M | -7.41K | 2.6% |
…and 62 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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