EMPIRE LIFE INVESTMENTS INC.

PrivateCIK: 1640951
113
Positions
$1.79B
Total AUM (reported)
15.29M
Total Shares

Allocation by class

TOTAL AUM$1.79B113 positions
COM$1.35B75.5%
S&P 500 ETF SHS$107.42M6.0%
CLS A$97.34M5.4%
CLS C$94.96M5.3%
MSC GLO FAC ETF$40.71M2.3%
FOCUSED LAR CAP$19.99M1.1%
EAFE GRWTH ETF$18.78M1.0%

Portfolio Concentration

Top 316.1%4–1022.0%11–2524.5%Rest37.4%TOP 1038.1%0%100%
Top 3$288.00M16.1%
4–10$394.07M22.0%
11–25$439.34M24.5%
Rest$670.43M37.4%

Top 3 weight

16.1%

Top 10 weight

38.1%

Voting Authority Distribution

Total shares with voting rights: 15.29M

Sole

Full voting authority

15.29M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other113
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:

Vanguard S&P 500 ETF

DFND
S&P 500 ETF SHS
Shares156.50K
TypeSH
Market value$107.42M
5.99%
Sole
156.50K
Shared
0.00
None
0.00

Alphabet Inc - CL C

DFND
CLS C
Shares268.76K
TypeSH
Market value$94.96M
5.30%
Sole
268.76K
Shared
0.00
None
0.00

Lam Research Corp

DFND
COM
Shares197.59K
TypeSH
Market value$85.62M
4.78%
Sole
197.59K
Shared
0.00
None
0.00

Amazon.Com Inc

DFND
COM
Shares319.67K
TypeSH
Market value$76.19M
4.25%
Sole
319.67K
Shared
0.00
None
0.00

Microsoft Corp

DFND
COM
Shares184.29K
TypeSH
Market value$68.74M
3.84%
Sole
184.29K
Shared
0.00
None
0.00

Apple Inc

DFND
COM
Shares233.55K
TypeSH
Market value$67.58M
3.77%
Sole
233.55K
Shared
0.00
None
0.00

Nvidia Corp

DFND
COM
Shares258.86K
TypeSH
Market value$51.80M
2.89%
Sole
258.86K
Shared
0.00
None
0.00

PNC Financial Services Group Inc

DFND
COM
Shares198.40K
TypeSH
Market value$48.85M
2.73%
Sole
198.40K
Shared
0.00
None
0.00

iShares Core MSCI EAFE ETF

DFND
MSC GLO FAC ETF
Shares421.50K
TypeSH
Market value$40.71M
2.27%
Sole
421.50K
Shared
0.00
None
0.00

VISTRA CORP

DFND
COM
Shares253.45K
TypeSH
Market value$40.20M
2.24%
Sole
253.45K
Shared
0.00
None
0.00

Valero Energy Corp

DFND
COM
Shares152.71K
TypeSH
Market value$39.77M
2.22%
Sole
152.71K
Shared
0.00
None
0.00

Johnson & Johnson

DFND
COM
Shares144.82K
TypeSH
Market value$36.78M
2.05%
Sole
144.82K
Shared
0.00
None
0.00

Micron Technology Inc

DFND
COM
Shares31.80K
TypeSH
Market value$36.71M
2.05%
Sole
31.80K
Shared
0.00
None
0.00

AMETEK Inc

DFND
COM
Shares131.83K
TypeSH
Market value$31.89M
1.78%
Sole
131.83K
Shared
0.00
None
0.00

EOG Resources Inc

DFND
COM
Shares232.92K
TypeSH
Market value$30.22M
1.69%
Sole
232.92K
Shared
0.00
None
0.00

Visa Inc - A

DFND
CLS A
Shares85.04K
TypeSH
Market value$29.18M
1.63%
Sole
85.04K
Shared
0.00
None
0.00

AutoZone Inc

DFND
COM
Shares9.01K
TypeSH
Market value$28.80M
1.61%
Sole
9.01K
Shared
0.00
None
0.00

Broadcom Ltd

DFND
COM
Shares75.48K
TypeSH
Market value$28.51M
1.59%
Sole
75.48K
Shared
0.00
None
0.00

Newmont Corp

DFND
COM
Shares301.46K
TypeSH
Market value$28.16M
1.57%
Sole
301.46K
Shared
0.00
None
0.00

Elevance Health Inc

DFND
COM
Shares71.91K
TypeSH
Market value$27.81M
1.55%
Sole
71.91K
Shared
0.00
None
0.00

Texas Instruments Inc

DFND
COM
Shares89.66K
TypeSH
Market value$26.72M
1.49%
Sole
89.66K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC CL A

DFND
CLS A
Shares32.93K
TypeSH
Market value$25.13M
1.40%
Sole
32.93K
Shared
0.00
None
0.00

Coca-Cola Co

DFND
COM
Shares293.11K
TypeSH
Market value$23.82M
1.33%
Sole
293.11K
Shared
0.00
None
0.00

Ross Stores Inc

DFND
COM
Shares107.81K
TypeSH
Market value$22.95M
1.28%
Sole
107.81K
Shared
0.00
None
0.00

Bank of America Corp

DFND
COM
Shares401.88K
TypeSH
Market value$22.90M
1.28%
Sole
401.88K
Shared
0.00
None
0.00
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