Fund Holdings

Empire Life Investments Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Vanguard S&P 500 ETF0159,363+159,363095,984,3355.83%+95,984,335
Alphabet Inc - CL C(GOOG)0277,342+277,342081,788,1564.97%+81,788,156
Lam Research Corp(LRCX)0268,986+268,986059,717,5823.63%+59,717,582
iShares Core MSCI EAFE ETF0385,291+385,291035,412,0962.15%+35,412,096
Visa Inc - A(V)097,089+97,089028,982,0371.76%+28,982,037
Valero Energy Corp(VLO)0100,965+100,965024,379,0091.48%+24,379,009
Mastercard Inc(MA)043,453+43,453021,363,6671.30%+21,363,667
Meta Platforms Inc(META)036,838+36,838021,337,6751.30%+21,337,675
Newmont Corp(NEM)0287,009+287,009032,658,7541.98%+32,658,754
EOG Resources Inc(EOG)0233,026+233,026032,721,5111.99%+32,721,511
Accenture Ltd - A076,240+76,240015,023,8540.91%+15,023,854
VEEVA SYS INC CL A COM(VEEV)085,105+85,105014,701,0380.89%+14,701,038
EVERCORE INC CLASS A(EVR)047,292+47,292014,248,1340.87%+14,248,134
CROWDSTRIKE HLDGS INC CL A(CRWD)034,479+34,479013,560,9350.82%+13,560,935
Tidewater Inc(TDW)0362,441+362,441030,242,0771.84%+30,242,077
EQT Corp(EQT)0253,046+253,046015,458,5800.94%+15,458,580
Eaton Corp027,222+27,22209,951,2740.60%+9,951,274
ENERGY FUELS INC(UUUU)0446,538+446,53808,058,4450.49%+8,058,445
Exxon Mobil Corp(XOM)046,970+46,97007,551,8370.46%+7,551,837
Vanguard Russell 1000 Growth ETF067,070+67,07007,423,9780.45%+7,423,978
Texas Instruments Inc(TXN)088,915+88,915017,454,0151.06%+17,454,015
LEGEND BIOTECH CORP SPONSORED ADS(LEGN)0300,958+300,95805,733,2500.35%+5,733,250
Home Depot Inc(HD)017,169+17,16905,658,2160.34%+5,658,216
PUTNAM ETF TRUST FOCUSED LAR CAP095,039+95,03904,429,2930.27%+4,429,293
Freeport-McMoRan Inc(FCX)071,326+71,32604,365,1510.27%+4,365,151
ALNYLAM PHARMACEUTICALS INC(ALNY)013,215+13,21504,344,1670.26%+4,344,167
Powershares QQQ Trust07,100+7,10004,148,6010.25%+4,148,601
Johnson & Johnson(JNJ)0151,826+151,826037,063,7632.25%+37,063,763
VANGUARD TOTAL WORLD STOCK ETF028,802+28,80204,023,3510.24%+4,023,351
Arizona Sonoran Copper Co Inc0739,237+739,23703,958,0970.24%+3,958,097
Coca-Cola Co(KO)0304,364+304,364023,156,0131.41%+23,156,013
CRH PLC032,687+32,68703,471,3590.21%+3,471,359
LINDE PLC(LIN)06,978+6,97803,445,9460.21%+3,445,946
AutoZone Inc(AZO)09,388+9,388032,167,7001.95%+32,167,700
Costco Wholesale Corp Common(COST)021,097+21,097021,024,4261.28%+21,024,426
Peabody Energy Corp(BTU)0493,381+493,381016,212,5000.99%+16,212,500
T Rowe Price Blue Chip Growth ETF058,228+58,22802,591,7280.16%+2,591,728
Sunbelt Rentals Holdings Inc(SUNB)034,886+34,88602,291,7040.14%+2,291,704
ishares MSCI EAFE Growth ETF019,633+19,63302,232,2720.14%+2,232,272
J P MORGAN EXCHANGE TRADED FD ACTIVE GR025,938+25,93802,217,1800.13%+2,217,180
Raymond James Financial Inc(RJF)013,419+13,41901,924,2850.12%+1,924,285
INTUITIVE SURGICAL INC COM NEW03,770+3,77001,750,9770.11%+1,750,977
FRANKLIN TEMPLETON ETF TR FRANKLIN FOCU039,501+39,50101,639,6870.10%+1,639,687
iShares MSCI Global Quality Factor ETF057,217+57,21701,598,6890.10%+1,598,689
Altria Group Inc(MO)0184,366+184,366012,072,2860.73%+12,072,286
iShares MSCI USA Min Vol Factor ETF013,547+13,54701,255,4000.08%+1,255,400
Nvidia Corp(NVDA)0270,575+270,575047,553,5562.89%+47,553,556
iShares MSCI USA Quality Factor ETF06,050+6,05001,166,2590.07%+1,166,259
Apple Inc(AAPL)0244,705+244,705062,553,9393.80%+62,553,939
Motorola Solutions Inc(MSI)038,872+38,872016,875,5011.03%+16,875,501
Fidelity Fundamental LargeCapGrowth ETF036,889+36,88901,041,0080.06%+1,041,008
WEC Energy Group(WEC)0188,952+188,952021,950,5541.33%+21,950,554
Intermap Technologies Corp0716,896+716,8960907,6790.06%+907,679
AT&T Inc(T)0514,463+514,463014,564,4480.88%+14,564,448
CME Group Inc/IL(CME)079,305+79,305023,548,8271.43%+23,548,827
OCULAR THERAPEUTIX INC(OCUL)0884,297+884,29707,366,1940.45%+7,366,194
Ameren Corp(AEE)0146,499+146,499016,230,6240.99%+16,230,624
ARCTURUS THERAPEUTICS HLDGS0383,493+383,49303,010,4200.18%+3,010,420
Duolingo Inc(DUOL)04,913+4,9130472,5810.03%+472,581
iShares Europe ETF05,148+5,1480354,8520.02%+354,852
CHENIERE ENERGY INC COM NEW(LNG)01,245+1,2450343,4210.02%+343,421
Netflix Inc(NFLX)012,529+12,52901,197,1460.07%+1,197,146
Vanguard FTSE Emerging Market ETF03,663+3,6630198,5710.01%+198,571
AMETEK Inc0137,026+137,026029,957,9941.82%+29,957,994
Cintas Corp(CTAS)048,339+48,33908,316,2420.51%+8,316,242
Burlington Stores Inc(BURL)07,373+7,37302,439,2100.15%+2,439,210
Fifth Third Bancorp(FITB)07,347+7,3470343,9870.02%+343,987
Church & Dwight Co Inc(CHD)011,130+11,13001,033,4210.06%+1,033,421
CubeSmart(CUBE)028,179+28,17901,029,3790.06%+1,029,379
Mercadolibre Inc(MELI)01,895+1,89503,257,4480.20%+3,257,448
ARS Pharmaceuticals Inc0499,150+499,15004,048,1070.25%+4,048,107
BlackRock Inc(BLK)0968+9680926,7630.06%+926,763
Synopsys Inc(SNPS)01,813+1,8130719,2900.04%+719,290
Advanced Micro Devices Inc(AMD)04,467+4,4670939,0080.06%+939,008
Oracle Corp(ORCL)02,041+2,0410296,4140.02%+296,414
VICI PPTYS INC(VICI)0199,307+199,30705,472,9700.33%+5,472,970
SiteOne Landscape Supply(SITE)038,850+38,85004,989,1170.30%+4,989,117
SERVICENOW INC(NOW)0127,924+127,924013,309,2130.81%+13,309,213
Jack Henry & Associates Inc(JKHY)010,919+10,91901,699,3240.10%+1,699,324
CHENIERE ENERGY INC(LNG)000000
Morningstar Inc(MORN)07,097+7,09701,204,3610.07%+1,204,361
iShares Europe ETF000000
iShares MSCI USA Momentum Factor ETF000000
INTERMAP TECHNOLOGIES CORPORATION CLASS A000000
iShares MSCI Global Quality Factor ETF000000
Progressive Corp(PGR)089,352+89,352017,277,1031.05%+17,277,103
iShares Russell Top 200 Growth ETF023,485+23,48505,894,7350.36%+5,894,735
EVI Industries Inc0158,407+158,40703,389,9100.21%+3,389,910
QUALCOMM INC(QCOM)014,161+14,16101,802,4120.11%+1,802,412
Duolingo Inc(DUOL)000000
FERMI INC(FRMI)0866,611+866,61104,653,7010.28%+4,653,701
COEUR MNG INC(CDE)000000
Philip Morris International Inc(PM)089,948+89,948014,151,5190.86%+14,151,519
TESLA INC(TSLA)09,852+9,85203,756,1740.23%+3,756,174
FIDELITY COVINGTON TRUST000000
iShares MSCI USA Quality Factor ETF000000
VISTRA CORP(VST)0256,360+256,360039,469,1862.40%+39,469,186
Huntington Bancshares Inc/OH(HBAN)0513,738+513,73808,158,1590.50%+8,158,159
Invesco Nasdaq 100 ETF062,000+62,000014,915,3400.91%+14,915,340
iShares MSCI World ETF077,143+77,143014,025,3690.85%+14,025,369
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