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Richard B. Carty

Empire Life Investments Inc.

Assets Managed
$1.646B
Holdings
110
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-7.27%(2Q avg: -1.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Empire Life Investments Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 110 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.646B in assets, with a quarterly growth rate of -7.27% and a 2-quarter average growth rate of -1.66%. The portfolio is managed by Richard B. Carty, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.45%
5.84%
$95.984M
159,363 shares@ $602.31 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -7.17%
4.97%
$81.788M
277,342 shares@ $294.91 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.71%
4.4%
$72.376M
343,716 shares@ $210.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.77%
4.33%
$71.133M
192,580 shares@ $369.38 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.35%
3.81%
$62.554M
244,705 shares@ $255.63 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -15.91%
3.63%
$59.718M
268,986 shares@ $222.02 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.87%
2.89%
$47.554M
270,575 shares@ $175.75 avg price
PNC
Pnc Financial Services Group
Recent Activity
Decreased -5.13%
2.62%
$43.098M
205,972 shares@ $209.24 avg price
VST
Vistra Corp
Recent Activity
Increased 1.6%
2.4%
$39.469M
256,360 shares@ $153.97 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -4.65%
2.26%
$37.064M
151,826 shares@ $244.12 avg price

1-10 of 110