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Richard B. Carty

Empire Life Investments Inc.

Assets Managed
$1.792B
Holdings
113
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.87%(2Q avg: 0.8%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Empire Life Investments Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Empire Life Investments Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.792B in assets, with a quarterly growth rate of 8.87% and a 2-quarter average growth rate of 0.8%. The portfolio is managed by Richard B. Carty, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.79%
6%
$107.417M
156,502 shares@ $686.37 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.09%
5.3%
$94.96M
268,758 shares@ $353.33 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -26.54%
4.78%
$85.623M
197,593 shares@ $433.34 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.99%
4.26%
$76.189M
319,666 shares@ $238.34 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.3%
3.84%
$68.742M
184,286 shares@ $373.03 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.56%
3.78%
$67.579M
233,546 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.32%
2.9%
$51.796M
258,863 shares@ $200.1 avg price
PNC
Pnc Financial Services Group
Recent Activity
Decreased -3.67%
2.73%
$48.849M
198,395 shares@ $246.23 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 9.4%
2.28%
$40.709M
421,505 shares@ $96.59 avg price
VST
Vistra Corp
Recent Activity
Decreased -1.13%
2.25%
$40.204M
253,446 shares@ $158.64 avg price

1-10 of 113