New York Life Investment Management LLC Top Holdings and 13F Report (2026) About New York Life Investment Management LLCInvestment ActivityNew York Life Investment Management LLC has $11.82 billion in total holdings as of March 31, 2026.New York Life Investment Management LLC owns shares of 781 different stocks, but just 159 companies or ETFs make up 80% of its holdings.Approximately 7.67% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, New York Life Investment Management LLC has purchased 766 new stocks and bought additional shares in 645 stocks.New York Life Investment Management LLC sold shares of 73 stocks and completely divested from 41 stocks this quarter.Largest Holdings NVIDIA $618,817,590Apple $573,908,270Microsoft $415,697,949Amazon.com $306,158,983NYLI Candriam U.S. Mid Cap Equity ETF $271,183,480 Largest New Holdings this Quarter 171779309 - Ciena $7,599,214 Holding19247G107 - Coherent $6,194,175 Holding81211K100 - Sealed Air $5,641,975 Holding68278B107 - ONESTREAM INC $5,176,272 Holding03152W109 - Amicus Therapeutics $4,430,544 Holding Largest Purchases this Quarter NYLI U.S. Large Cap R&D Leaders ETF 3,814,585 shares (about $141.81M)NYLI Candriam U.S. Mid Cap Equity ETF 2,035,508 shares (about $70.67M)NYLI Candriam U.S. Large Cap Equity ETF 1,231,111 shares (about $63.04M)Apple 158,865 shares (about $40.32M)NVIDIA 162,757 shares (about $28.38M) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 503,061 shares (about $29.45M)NYLI Winslow Large Cap Growth ETF 392,677 shares (about $18.74M)JPMorgan Equity Premium Income ETF 270,401 shares (about $15.33M)iShares MSCI Emerging Markets ex China ETF 132,520 shares (about $10.42M)SPDR Bloomberg Convertible Securities ETF 98,399 shares (about $9.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew York Life Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$618,817,590$28,384,821 ▲4.8%3,548,2665.2%Computer and TechnologyAAPLApple$573,908,270$40,318,348 ▲7.6%2,261,3514.9%Computer and TechnologyMSFTMicrosoft$415,697,949$14,128,649 ▲3.5%1,122,9923.5%Computer and TechnologyAMZNAmazon.com$306,158,983$14,396,455 ▲4.9%1,470,0102.6%Retail/WholesaleIQSMNYLI Candriam U.S. Mid Cap Equity ETF$271,183,480$70,665,510 ▲35.2%7,811,3942.3%ETFESGBNYLI MacKay ESG Core Plus Bond ETF$270,331,894$1,838,205 ▲0.7%12,885,2192.3%ETFGOOGLAlphabet$266,199,756$18,750,637 ▲7.6%925,7192.3%Computer and TechnologyIQSUNYLI Candriam U.S. Large Cap Equity ETF$251,758,644$63,043,102 ▲33.4%4,916,3642.1%ManufacturingAVGOBroadcom$213,896,480$10,547,482 ▲5.2%691,0811.8%Computer and TechnologyLRNDNYLI U.S. Large Cap R&D Leaders ETF$201,473,277$141,812,156 ▲237.7%5,419,4011.7%ETFGOOGAlphabet$199,804,875$6,234,902 ▲3.2%696,5241.7%Computer and TechnologyMETAMeta Platforms$182,914,538$9,294,252 ▲5.4%319,7081.5%Computer and TechnologyIQSINYLI Candriam International Equity ETF$180,839,217$9,911,693 ▲5.8%5,131,3261.5%ManufacturingMGCVanguard Mega Cap ETF$175,925,232$9,480,708 ▲5.7%744,3421.5%ETFTSLATesla$156,016,784$4,223,452 ▲2.8%419,6821.3%Auto/Tires/TrucksFLOTiShares Floating Rate Bond ETF$155,183,102$4,467,500 ▼-2.8%3,045,7921.3%ETFVGSHVanguard Short-Term Treasury ETF$133,688,559$29,449,191 ▼-18.1%2,283,7131.1%ETFNEW YORK LIFE INVTS ACTIVE E$122,596,944$2,017,459 ▲1.7%4,779,4031.0%NYLI MACKAY SECUBRK.BBerkshire Hathaway$121,636,294$1,601,486 ▲1.3%253,8321.0%FinanceIQHINYLI MacKay High Income ETF$111,042,200$19,236,177 ▲21.0%4,326,4150.9%ETFLLYEli Lilly and Company$110,441,383$6,544,164 ▲6.3%120,0750.9%MedicalJPMJPMorgan Chase & Co.$110,202,926$388,585 ▲0.4%374,6360.9%FinanceHFXINYLI FTSE International Equity Currency Neutral ETF$104,646,362$3,922,547 ▼-3.6%3,116,3300.9%ETFIWLGNYLI Winslow Large Cap Growth ETF$99,752,933$18,738,546 ▼-15.8%2,090,3800.8%ETFXOMExxonMobil$98,449,457$403,621 ▲0.4%580,2750.8%EnergyIEFAiShares Core MSCI EAFE ETF$93,320,769$8,811,919 ▲10.4%1,030,8270.8%ETFJNJJohnson & Johnson$81,794,757$1,492,551 ▼-1.8%334,6210.7%MedicalWALMART INC$75,689,876$954,470 ▲1.3%609,0270.6%COMVVisa$75,594,153$1,555,327 ▲2.1%250,1130.6%Business ServicesVEAVanguard FTSE Developed Markets ETF$73,002,051$8,119,192 ▼-10.0%1,139,2330.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$70,722,231$4,793,748 ▲7.3%712,4230.6%FinanceFLBLFranklin Senior Loan ETF$62,031,368$740,669 ▲1.2%2,697,0160.5%ETFCOSTCostco Wholesale$61,451,831$921,698 ▲1.5%61,6720.5%Retail/WholesaleMAMastercard$60,450,865$1,049,286 ▲1.8%120,9840.5%Business ServicesMUMicron Technology$56,928,405$1,658,794 ▲3.0%168,5070.5%Computer and TechnologyNFLXNetflix$56,395,917$532,575 ▲1.0%586,5410.5%Consumer DiscretionaryCVXChevron$53,881,312$188,072 ▲0.4%260,4220.5%EnergyABBVAbbVie$53,392,273$690,748 ▲1.3%245,4930.5%MedicalSCHASchwab US Small-Cap ETF$51,520,745$1,200,481 ▲2.4%1,771,6900.4%ETFVOVanguard Mid-Cap ETF$50,809,608$4,258,879 ▲9.1%176,9260.4%ETFPGProcter & Gamble$50,037,627$1,096,877 ▲2.2%346,4250.4%Consumer StaplesAMDAdvanced Micro Devices$49,529,712$1,355,251 ▲2.8%243,4730.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$49,141,235$296,106 ▼-0.6%395,3120.4%ETFCSCOCisco Systems$48,818,930$3,402,942 ▲7.5%629,1910.4%Computer and TechnologyHDHome Depot$48,722,422$1,253,071 ▲2.6%148,1420.4%Retail/WholesaleBACBank of America$48,033,473$575,981 ▲1.2%985,3020.4%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$46,694,091$1,445,552 ▼-3.0%1,517,0270.4%ETFPALANTIR TECHNOLOGIES INC$46,418,886$600,772 ▲1.3%317,3290.4%CL ACATCaterpillar$45,779,977$334,393 ▲0.7%64,6190.4%IndustrialsEMXCiShares MSCI Emerging Markets ex China ETF$45,069,662$10,424,023 ▼-18.8%572,9680.4%ManufacturingGEGE Aerospace$44,344,454$855,283 ▲2.0%156,2690.4%AerospaceAMATApplied Materials$43,414,849$3,011,512 ▲7.5%127,0220.4%Computer and TechnologyLAM RESEARCH CORP$42,784,560$2,851,293 ▲7.1%200,2460.4%COM NEWMRKMerck & Co., Inc.$41,469,978$536,734 ▲1.3%344,7500.4%MedicalKOCocaCola$40,878,472$495,922 ▲1.2%537,5210.3%Consumer StaplesIWFGNYLI Winslow Focused Large Cap Growth ETF$39,936,5630.0%859,5070.3%ETFPMPhilip Morris International$39,583,553$3,768,760 ▲10.5%239,4070.3%Consumer StaplesMTUMiShares MSCI USA Momentum Factor ETF$37,237,568$2,766,845 ▼-6.9%155,1630.3%ETFRTXRTX$35,952,509$505,012 ▲1.4%186,3790.3%AerospacePEPPepsiCo$35,255,644$3,494,646 ▲11.0%227,0310.3%Consumer StaplesGSThe Goldman Sachs Group$35,244,789$455,989 ▲1.3%41,6610.3%FinanceGE VERNOVA INC$35,176,124$799,576 ▲2.3%40,2980.3%COMUSHYiShares Broad USD High Yield Corporate Bond ETF$35,089,916$4,380,571 ▲14.3%952,4950.3%ETFORCLOracle$34,740,321$747,025 ▲2.2%236,1520.3%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$34,273,691$9,005,477 ▼-20.8%374,4940.3%ETFWFCWells Fargo & Company$34,228,479$58,036 ▼-0.2%429,9520.3%FinanceUNHUnitedHealth Group$34,045,093$440,521 ▲1.3%125,8180.3%MedicalMCDMcDonald's$32,946,848$795,622 ▲2.5%106,0100.3%Retail/WholesaleIBMInternational Business Machines$32,070,136$38,055 ▲0.1%132,3080.3%Computer and TechnologyVZVerizon Communications$31,508,833$814,696 ▲2.7%627,6660.3%Computer and TechnologyINTCIntel$30,857,108$2,079,097 ▲7.2%699,2320.3%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$30,559,6600.0%286,4610.3%ETFTAT&T$30,174,647$358,345 ▲1.2%1,040,8640.3%Computer and TechnologyICVTiShares Convertible Bond ETF$30,167,604$2,036,818 ▲7.2%296,3710.3%ETFKLACKLA$28,901,936$767,126 ▲2.7%19,6290.2%Computer and TechnologyNEENextEra Energy$28,805,339$791,616 ▲2.8%310,1350.2%UtilitiesCCitigroup$28,051,850$598,465 ▼-2.1%247,3490.2%Financial ServicesMSMorgan Stanley$28,001,092$54,966 ▼-0.2%170,1470.2%FinanceMNANYLI Merger Arbitrage ETF$27,892,082$3,274,881 ▼-10.5%767,3200.2%ETFTMOThermo Fisher Scientific$27,462,273$677,820 ▲2.5%55,8710.2%MedicalTJXTJX Companies$26,417,734$580,989 ▲2.2%165,4210.2%Retail/WholesaleAMGNAmgen$26,326,473$340,591 ▲1.3%74,8230.2%MedicalTXNTexas Instruments$26,295,681$678,908 ▲2.7%135,4470.2%Computer and TechnologyCRMSalesforce$25,937,610$159,976 ▲0.6%138,9490.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$25,882,242$15,326,329 ▼-37.2%456,6380.2%ETFGILDGilead Sciences$25,807,840$699,916 ▲2.8%185,1750.2%MedicalDISWalt Disney$25,428,128$401,905 ▲1.6%263,8320.2%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$25,386,726$1,674,159 ▲7.1%508,8540.2%ETFNEW YORK LIFE INVTS ACTIVE E$24,918,2830.0%995,0000.2%NYLI MACKAY MUNIIEMGiShares Core MSCI Emerging Markets ETF$24,841,602$2,354,830 ▼-8.7%356,1520.2%ETFABTAbbott Laboratories$24,794,394$321,049 ▲1.3%241,4960.2%MedicalMUBiShares National Muni Bond ETF$24,775,516$1,258,408 ▲5.4%233,4010.2%ETFISRGIntuitive Surgical$24,392,364$648,613 ▲2.7%52,9130.2%MedicalPFFDGlobal X U.S. Preferred ETF$24,390,617$6,769,176 ▼-21.7%1,325,5770.2%ETFIJHiShares Core S&P Mid-Cap ETF$24,385,083$1,070,013 ▲4.6%361,1000.2%ETFAXPAmerican Express$24,163,917$537,507 ▲2.3%79,8860.2%FinanceSCHWCharles Schwab$23,337,584$1,815,694 ▲8.4%248,3250.2%FinanceVGITVanguard Intermediate-Term Treasury ETF$23,181,505$5,055,974 ▲27.9%389,2780.2%ETFADIAnalog Devices$23,152,002$448,577 ▲2.0%72,7730.2%Computer and TechnologyBKLNInvesco Senior Loan ETF$22,738,475$1,141,450 ▲5.3%1,114,0850.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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