Empire Life Investments Inc.
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$13.4B
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
Vanguard S&P 500 ETF
Q1 2026: Exited (was 154.0k shares)
5.9%
02
$GOOG
Alphabet Inc - CL C
Q1 2026: Exited (was 298.8k shares)
5.1%
03
$AMZN
Amazon.Com Inc
Q1 2026: Exited (was 357.0k shares)
4.5%
04
$MSFT
Microsoft Corp
Q1 2026: Exited (was 208.8k shares)
4.4%
05
$AAPL
Apple Inc
Q1 2026: Exited (was 225.9k shares)
3.9%
06
$LRCX
Lam Research Corp
Q1 2026: Exited (was 319.9k shares)
3.7%
07
$NVDA
Nvidia Corp
Q1 2026: Exited (was 248.6k shares)
2.9%
08
$PNC
PNC Financial Services Group Inc
Q1 2026: Exited (was 217.1k shares)
2.7%
09
$VST
VISTRA CORP
Q1 2026: Exited (was 252.3k shares)
2.4%
10
$JNJ
Johnson & Johnson
Q1 2026: Exited (was 159.2k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:55 UTC.