Evid Invest
Holders — by stockHoldings — by fund

Empire Life Investments Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001640951

$1.79B

disclosed book value

113

positions

6%

largest position share

Positions, as of 2026-06-30

top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVanguard S&P 500 ETF156,502$107.4M6%
2GOOGAlphabet Inc - CL C268,758$95.0M5.3%
3LRCXLam Research Corp197,593$85.6M4.8%
4AMZNAmazon.Com Inc319,666$76.2M4.3%
5MSFTMicrosoft Corp184,286$68.7M3.8%
6AAPLApple Inc233,546$67.6M3.8%
7NVDANvidia Corp258,863$51.8M2.9%
8PNCPNC Financial Services Group Inc198,395$48.8M2.7%
9IEFAiShares Core MSCI EAFE ETF421,505$40.7M2.3%
10VSTVISTRA CORP253,446$40.2M2.2%
11VLOValero Energy Corp152,711$39.8M2.2%
12JNJJohnson & Johnson144,822$36.8M2.1%
13MUMicron Technology Inc31,801$36.7M2%
14AMEAMETEK Inc131,826$31.9M1.8%
15EOGEOG Resources Inc232,918$30.2M1.7%
16VVisa Inc - A85,044$29.2M1.6%
17AZOAutoZone Inc9,010$28.8M1.6%
18AVGOBroadcom Ltd75,476$28.5M1.6%
19NEMNewmont Corp301,461$28.2M1.6%
20ELVElevance Health Inc71,907$27.8M1.6%
21TXNTexas Instruments Inc89,660$26.7M1.5%
22CRWDCROWDSTRIKE HLDGS INC CL A32,929$25.1M1.4%
23KOCoca-Cola Co293,110$23.8M1.3%
24ROSTRoss Stores Inc107,806$22.9M1.3%
25BACBank of America Corp401,879$22.9M1.3%
26BETABeta Technologies Inc1.3M$22.4M1.3%
27TDWTidewater Inc328,957$21.9M1.2%
28PMPhilip Morris International Inc118,246$21.4M1.2%
29MAMastercard Inc41,642$21.4M1.2%
30WECWEC Energy Group182,284$21.3M1.2%
31METAMeta Platforms Inc35,874$20.2M1.1%
32PGRProgressive Corp91,486$20.0M1.1%
33QQQMInvesco Nasdaq 100 ETF62,000$18.8M1%
34COSTCostco Wholesale Corp Common20,028$18.7M1%
35AMATApplied Materials Inc24,947$18.0M1%
36CMECME Group Inc/IL76,370$16.9M0.9%
37MSIMotorola Solutions Inc39,843$16.5M0.9%
38TJXTJX Companies Inc108,122$16.4M0.9%
39AEEAmeren Corp141,248$16.0M0.9%
40CVXChevron Corp95,285$15.8M0.9%
41BKNGBooking Holdings Inc88,197$15.7M0.9%
42EVREVERCORE INC CLASS A45,428$15.5M0.9%
43Eaton Corp35,154$15.0M0.8%
44NOWSERVICENOW INC150,761$15.0M0.8%
45VEEVVEEVA SYS INC CL A COM83,793$14.9M0.8%
46URTHiShares MSCI World ETF70,643$14.3M0.8%
47ROPRoper Technologies40,984$13.9M0.8%
48TYLTyler Technologies Inc45,553$13.3M0.7%
49MOAltria Group Inc177,007$12.7M0.7%
50WSCWILLSCOT HLDNG CORP COM CL A401,574$11.6M0.6%
51BTUPeabody Energy Corp493,266$11.4M0.6%
52CHRWCH Robinson Worldwide Inc55,177$10.4M0.6%
53TAT&T Inc492,404$10.2M0.6%
54LINDE PLC18,207$9.4M0.5%
55HBANHuntington Bancshares Inc/OH494,583$8.8M0.5%
56DLTRDollar Tree Inc71,985$8.7M0.5%
57LEGNLEGEND BIOTECH CORP SPONSORED ADS296,586$8.6M0.5%
58OCULOCULAR THERAPEUTIX INC871,692$8.6M0.5%
59FCXFreeport-McMoRan Inc132,759$8.3M0.5%
60VONGVanguard Russell 1000 Growth ETF63,570$8.1M0.5%
61UUUUENERGY FUELS INC551,013$8.1M0.5%
62CTASCintas Corp47,057$8.0M0.4%
63FRMIFERMI INC829,135$7.6M0.4%
64XOMExxonMobil Holdings Corp48,670$6.7M0.4%
65QQQPowershares QQQ Trust8,200$6.0M0.3%
66BUDAnheuser-Busch Cos Inc.72,616$6.0M0.3%
67Seagate Technology Holdings6,180$6.0M0.3%
68HDHome Depot Inc16,784$5.9M0.3%
69PVALPUTNAM ETF TRUST FOCUSED LAR CAP108,339$5.5M0.3%
70VTVANGUARD TOTAL WORLD STOCK ETF31,600$5.0M0.3%
71NOCNorthrop Grumman Corp8,782$4.5M0.2%
72SITESiteOne Landscape Supply39,068$4.5M0.2%
73RKLBROCKET LAB USA INC42,829$4.4M0.2%
74TSLATESLA INC9,308$3.9M0.2%
75ALNYALNYLAM PHARMACEUTICALS INC12,640$3.8M0.2%
76SPRYARS Pharmaceuticals Inc471,856$3.8M0.2%
77MELIMercadolibre Inc2,191$3.7M0.2%
78EFGishares MSCI EAFE Growth ETF29,833$3.7M0.2%
79VICIVICI PPTYS INC136,966$3.6M0.2%
80IWYiShares Russell Top 200 Growth ETF12,197$3.5M0.2%
81CRH PLC31,816$3.4M0.2%
82FFLGFidelity Fundamental LargeCapGrowth ETF91,864$3.2M0.2%
83Sunbelt Rentals Holdings Inc41,697$3.1M0.2%
84FFOGFRANKLIN TEMPLETON ETF TR FRANKLIN FOCU52,301$2.7M0.2%
85AQLTiShares MSCI Global Quality Factor ETF85,317$2.7M0.2%
86QCOMQUALCOMM INC13,550$2.5M0.1%
87ARCTARCTURUS THERAPEUTICS HLDGS366,217$2.5M0.1%
88AMDAdvanced Micro Devices Inc4,098$2.4M0.1%
89BURLBurlington Stores Inc7,391$2.3M0.1%
90EVIEVI Industries Inc152,515$2.3M0.1%
91RJFRaymond James Financial Inc13,466$2.0M0.1%
92JKHYJack Henry & Associates Inc10,957$1.5M0.1%
93ISRGINTUITIVE SURGICAL INC COM NEW3,545$1.4M0.1%
94FFLCFidelity Fundamental Large Cap Core ETF21,500$1.3M0.1%
95TCHPT Rowe Price Blue Chip Growth ETF24,828$1.2M0.1%
96CUBECubeSmart28,276$1.1M0.1%
97MORNMorningstar Inc7,122$1.1M0.1%
98CHDChurch & Dwight Co Inc11,168$1.1M0.1%
99JGROJ P MORGAN EXCHANGE TRADED FD ACTIVE GR10,738$1.1M0.1%
100BLKBlackRock Inc968$930,7900.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.