Fund Holdings

Empire Life Investments Inc.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Vanguard S&P 500 ETF0156,502+156,5020107,416,7135.99%+107,416,713
iShares Core MSCI EAFE ETF0421,505+421,505040,708,9532.27%+40,708,953
Valero Energy Corp(VLO)0152,711+152,711039,772,0532.22%+39,772,053
Lam Research Corp(LRCX)268,986197,593-71,39359,717,58285,622,9754.78%+25,905,393
Beta Technologies Inc01,337,839+1,337,839022,408,8031.25%+22,408,803
Progressive Corp(PGR)091,486+91,486019,985,1171.12%+19,985,117
Invesco Nasdaq 100 ETF062,000+62,000018,784,1401.05%+18,784,140
Applied Materials Inc024,947+24,947018,036,6811.01%+18,036,681
iShares MSCI World ETF070,643+70,643014,315,0980.80%+14,315,098
Alphabet Inc - CL C(GOOG)277,342268,758-8,58481,788,15694,960,2645.30%+13,172,108
WILLSCOT HLDNG CORP COM CL A(WSC)0401,574+401,574011,589,4260.65%+11,589,426
CROWDSTRIKE HLDGS INC CL A(CRWD)34,47932,929-1,55013,560,93525,129,4371.40%+11,568,502
CH Robinson Worldwide Inc(CHRW)055,177+55,177010,392,0360.58%+10,392,036
Texas Instruments Inc(TXN)88,91589,660+74517,454,01526,724,9561.49%+9,270,941
Huntington Bancshares Inc/OH(HBAN)0494,583+494,58308,768,9570.49%+8,768,957
LEGEND BIOTECH CORP SPONSORED ADS(LEGN)0296,586+296,58608,565,4040.48%+8,565,404
Freeport-McMoRan Inc(FCX)0132,759+132,75908,349,2140.47%+8,349,214
Vanguard Russell 1000 Growth ETF063,570+63,57008,124,8820.45%+8,124,882
FERMI INC(FRMI)0829,135+829,13507,594,8770.42%+7,594,877
Philip Morris International Inc(PM)89,948118,246+28,29814,151,51921,391,8841.19%+7,240,365
Micron Technology Inc(MU)80,36731,801-48,56629,563,00136,707,5762.05%+7,144,575
ExxonMobil Holdings Corp048,670+48,67006,654,1620.37%+6,654,162
LINDE PLC(LIN)6,97818,207+11,2293,445,9469,448,3410.53%+6,002,395
Anheuser-Busch Cos Inc.(BUD)072,616+72,61605,983,5580.33%+5,983,558
Seagate Technology Holdings(STX)06,180+6,18005,963,7000.33%+5,963,700
PNC Financial Services Group Inc(PNC)205,972198,395-7,57743,097,58148,848,8172.73%+5,751,236
PUTNAM ETF TRUST FOCUSED LAR CAP0108,339+108,33905,521,4970.31%+5,521,497
Elevance Health Inc(ELV)74,77871,907-2,87122,321,23327,808,5941.55%+5,487,361
Eaton Corp27,22235,154+7,9329,951,27414,979,8220.84%+5,028,548
Apple Inc(AAPL)244,705233,546-11,15962,553,93967,578,8713.77%+5,024,932
VANGUARD TOTAL WORLD STOCK ETF031,600+31,60004,959,6200.28%+4,959,620
SiteOne Landscape Supply(SITE)039,068+39,06804,469,7700.25%+4,469,770
Nvidia Corp(NVDA)270,575258,863-11,71247,553,55651,795,8982.89%+4,242,342
Amazon.Com Inc(AMZN)343,716319,666-24,05072,376,27876,189,1944.25%+3,812,916
ALNYLAM PHARMACEUTICALS INC(ALNY)012,640+12,64003,805,0190.21%+3,805,019
ishares MSCI EAFE Growth ETF029,833+29,83303,711,8220.21%+3,711,822
iShares Russell Top 200 Growth ETF012,197+12,19703,544,6920.20%+3,544,692
FRANKLIN TEMPLETON ETF TR FRANKLIN FOCU052,301+52,30102,694,5480.15%+2,694,548
iShares MSCI Global Quality Factor ETF085,317+85,31702,689,6270.15%+2,689,627
Bank of America Corp418,005401,879-16,12620,595,10622,899,0651.28%+2,303,959
Fidelity Fundamental LargeCapGrowth ETF36,88991,864+54,9751,041,0083,185,8440.18%+2,144,836
Raymond James Financial Inc(RJF)013,466+13,46602,047,2360.11%+2,047,236
AMETEK Inc137,026131,826-5,20029,957,99431,893,9821.78%+1,935,988
Powershares QQQ Trust7,1008,200+1,1004,148,6016,038,4800.34%+1,889,879
SERVICENOW INC(NOW)127,924150,761+22,83713,309,21314,967,5520.84%+1,658,339
Advanced Micro Devices Inc(AMD)4,4674,098-369939,0082,380,5690.13%+1,441,561
ROCKET LAB USA INC(RKLB)44,81642,829-1,9872,936,3444,353,5680.24%+1,417,224
INTUITIVE SURGICAL INC COM NEW03,545+3,54501,409,7760.08%+1,409,776
Fidelity Fundamental Large Cap Core ETF021,500+21,50001,264,4150.07%+1,264,415
Chevron Corp(CVX)73,60695,285+21,67914,530,56015,794,4420.88%+1,263,882
EVERCORE INC CLASS A(EVR)47,29245,428-1,86414,248,13415,510,9360.87%+1,262,802
T Rowe Price Blue Chip Growth ETF024,828+24,82801,243,8830.07%+1,243,883
OCULAR THERAPEUTIX INC(OCUL)884,297871,692-12,6057,366,1948,560,0150.48%+1,193,821
Dollar Tree Inc(DLTR)69,98571,985+2,0007,607,3708,706,5860.49%+1,099,216
J P MORGAN EXCHANGE TRADED FD ACTIVE GR010,738+10,73801,058,5520.06%+1,058,552
Sunbelt Rentals Holdings Inc(SUNB)34,88641,697+6,8112,291,7043,096,9750.17%+805,271
VISTRA CORP(VST)256,360253,446-2,91439,469,18640,204,1392.24%+734,953
QUALCOMM INC(QCOM)14,16113,550-6111,802,4122,503,9050.14%+701,493
Coca-Cola Co(KO)304,364293,110-11,25423,156,01323,821,0501.33%+665,037
Altria Group Inc(MO)184,366177,007-7,35912,072,28612,735,6540.71%+663,368
Sphere Entertainment Co(SPHR)03,427+3,4270592,9740.03%+592,974
Mercadolibre Inc(MELI)1,8952,191+2963,257,4483,718,9810.21%+461,533
iShares MSCI USA Quality Factor ETF01,750+1,7500384,0030.02%+384,003
iShares MSCI USA Min Vol Factor ETF03,947+3,9470380,7280.02%+380,728
Vanguard FTSE Emerging Market ETF06,363+6,3630379,8070.02%+379,807
iShares Europe ETF04,183+4,1830304,7320.02%+304,732
Home Depot Inc(HD)17,16916,784-3855,658,2165,919,3810.33%+261,165
Intermap Technologies Corp0287,807+287,8070222,8040.01%+222,804
Visa Inc - A(V)97,08985,044-12,04528,982,03729,177,7461.63%+195,709
Regal Rexnord Corp(RRX)3,6873,699+12705,618881,0650.05%+175,447
VEEVA SYS INC CL A COM(VEEV)85,10583,793-1,31214,701,03814,870,7440.83%+169,706
TESLA INC(TSLA)9,8529,308-5443,756,1743,914,9450.22%+158,771
CubeSmart(CUBE)28,17928,276+971,029,3791,124,5370.06%+95,158
Duolingo Inc(DUOL)4,9134,920+7472,581565,8980.03%+93,317
Synopsys Inc(SNPS)1,8131,818+5719,290810,9550.05%+91,665
Fifth Third Bancorp(FITB)7,3477,634+287343,987430,3290.02%+86,342
ENERGY FUELS INC(UUUU)446,538551,013+104,4758,058,4458,120,8430.45%+62,398
Church & Dwight Co Inc(CHD)11,13011,168+381,033,4211,081,9560.06%+48,535
Mastercard Inc(MA)43,45341,642-1,81121,363,66721,387,3311.19%+23,664
BlackRock Inc(BLK)9689680926,763930,7900.05%+4,027
CHENIERE ENERGY INC COM NEW(LNG)1,2451,427+182343,421341,0670.02%-2,354
Oracle Corp(ORCL)2,0411,755-286296,414257,1950.01%-39,219
CRH PLC32,68731,816-8713,471,3593,404,3120.19%-67,047
Morningstar Inc(MORN)7,0977,122+251,204,3611,111,1740.06%-93,187
Burlington Stores Inc(BURL)7,3737,391+182,439,2102,341,4690.13%-97,741
Jack Henry & Associates Inc(JKHY)10,91910,957+381,699,3241,509,2170.08%-190,107
Vanguard FTSE Emerging Market ETF3,6630-3,663198,5710-198,571
Ameren Corp(AEE)146,499141,248-5,25116,230,62415,966,6740.89%-263,950
ARS Pharmaceuticals Inc499,150471,856-27,2944,048,1073,779,5670.21%-268,540
Johnson & Johnson(JNJ)151,826144,822-7,00437,063,76336,780,4432.05%-283,320
Cintas Corp(CTAS)48,33947,057-1,2828,316,2428,003,4550.45%-312,787
Motorola Solutions Inc(MSI)38,87239,843+97116,875,50116,546,3990.92%-329,102
iShares Europe ETF5,1480-5,148354,8520-354,852
Netflix Inc(NFLX)12,52911,616-9131,197,146829,3820.05%-367,764
ARCTURUS THERAPEUTICS HLDGS383,493366,217-17,2763,010,4202,460,9780.14%-549,442
WEC Energy Group(WEC)188,952182,284-6,66821,950,55421,285,3031.19%-665,251
Intermap Technologies Corp716,8960-716,896907,6790-907,679
Booking Holdings Inc(BKNG)4,02188,197+84,17616,826,11615,720,2330.88%-1,105,883
Meta Platforms Inc(META)36,83835,874-96421,337,67520,207,4651.13%-1,130,210
EVI Industries Inc158,407152,515-5,8923,389,9102,254,1720.13%-1,135,738
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