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 $14.52 billion in total holdings as of September 30, 2026.New York Life Investment Management LLC owns shares of 790 different stocks, but just 142 companies or ETFs make up 80% of its holdings.Approximately 6.65% of the portfolio was purchased this quarter.About 5.94% of the portfolio was sold this quarter.This quarter, New York Life Investment Management LLC has purchased 778 new stocks and bought additional shares in 407 stocks.New York Life Investment Management LLC sold shares of 314 stocks and completely divested from 53 stocks this quarter.Largest Holdings NVIDIA $846,872,550Apple $755,249,065Microsoft $582,515,917NYLIM U.S. Large Cap R&D Leaders ETF $452,367,964Amazon.com $377,280,869 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $93,070,703 Holding922908751 - Vanguard Small-Cap ETF $29,258,374 Holding92189H300 - VanEck J.P. Morgan EM Local Currency Bond ETF $14,713,190 Holding093712107 - Bloom Energy $10,088,443 Holding03875R791 - ARBITRAGE FDS $9,878,865 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 2,413,408 shares (about $138.92M)EXXONMOBIL HOLDINGS CORP 571,863 shares (about $93.07M)NYLIM U.S. Large Cap R&D Leaders ETF 863,273 shares (about $41.27M)JPMorgan Equity Premium Income ETF 621,500 shares (about $34.94M)NYLIM Candriam U.S. Mid Cap Equity ETF 824,297 shares (about $31.69M) Largest Sales this Quarter NYLIM ACTIVE ETF TR 1,977,705 shares (about $48.91M)NYLIM Winslow Focused Large Cap Growth ETF 859,507 shares (about $48.01M)NYLIM MacKay California Municipal Intermediate ETF 1,636,593 shares (about $33.51M)Schwab US Small-Cap ETF 1,013,528 shares (about $33.07M)iShares MSCI USA Momentum Factor ETF 74,618 shares (about $23.68M) 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$846,872,550$15,504,033 ▲1.9%3,708,1735.8%TechnologyAAPLApple$755,249,065$17,244,109 ▼-2.2%2,267,8795.2%TechnologyMSFTMicrosoft$582,515,917$13,948,828 ▼-2.3%1,135,7304.0%TechnologyLRNDNYLIM U.S. Large Cap R&D Leaders ETF$452,367,964$41,267,039 ▲10.0%9,463,1713.1%ETFAMZNAmazon.com$377,280,869$5,421,753 ▲1.5%1,514,2722.6%Consumer DiscretionaryGOOGLAlphabet$357,370,090$25,423,383 ▲7.7%1,038,6252.5%Communication ServicesIQSMNYLIM Candriam U.S. Mid Cap Equity ETF$351,911,724$31,689,274 ▲9.9%9,153,8792.4%ETFIQSUNYLIM Candriam U.S. Large Cap Equity ETF$308,059,220$12,184,395 ▲4.1%4,919,1802.1%ETFESGBNYLI MacKay ESG Core Plus Bond ETF$267,540,144$2,134,327 ▲0.8%13,370,3221.8%ETFAVGOBroadcom$252,391,122$6,890,699 ▲2.8%718,6741.7%TechnologyMETAMeta Platforms$243,031,024$3,050,107 ▲1.3%335,1321.7%Communication ServicesGOOGAlphabet$240,757,003$1,615,789 ▲0.7%706,5711.7%Communication ServicesVGSHVanguard Short-Term Treasury ETF$226,764,470$138,915,765 ▲158.1%3,939,6191.6%ETFIQSINYLIM Candriam International Equity ETF$224,010,177$7,773,268 ▲3.6%5,899,9421.5%ETFMGCVanguard Mega Cap ETF$217,174,873$10,929,632 ▲5.3%769,2781.5%ETFFLOTiShares Floating Rate Bond ETF$181,982,172$19,941,917 ▼-9.9%3,564,7831.3%ETFMUMicron Technology$179,036,470$352,551 ▼-0.2%168,0921.2%TechnologyAMDAdvanced Micro Devices$168,960,771$20,634,053 ▲13.9%276,1881.2%TechnologyTSLATesla$150,607,620$187,694 ▲0.1%424,4741.0%Consumer DiscretionaryLLYEli Lilly and Company$149,392,913$689,620 ▼-0.5%129,1121.0%HealthcareNYLIM ACTIVE ETF TR$146,165,888$22,523,170 ▼-13.4%6,063,6161.0%MACKAY SECURITIBRK.BBerkshire Hathaway$128,494,006$1,767,723 ▲1.4%258,0460.9%FinanceJPMJPMorgan Chase & Co.$122,324,393$1,176,101 ▼-1.0%369,7500.8%FinanceIEFAiShares Core MSCI EAFE ETF$109,978,331$5,503,518 ▲5.3%1,135,1900.8%ETFHFXINYLIM FTSE International Equity Currency Neutral ETF$107,295,144$4,334,877 ▼-3.9%2,886,6060.7%ETFIQHINYLIM MacKay High Income ETF$106,353,688$8,900,130 ▼-7.7%4,247,2500.7%ETFEXXONMOBIL HOLDINGS CORP$93,070,703$93,070,703 ▲New Holding571,8630.6%COM SHSVVisa$90,976,247$2,002,546 ▲2.3%253,1830.6%FinanceJNJJohnson & Johnson$88,734,494$38,123 ▼0.0%335,1760.6%HealthcareINTCIntel$88,561,538$3,902,425 ▲4.6%736,6010.6%TechnologyVOVanguard Mid-Cap ETF$85,712,198$31,039,189 ▲56.8%1,079,2950.6%ETFVEAVanguard FTSE Developed Markets ETF$83,933,330$18,235,739 ▼-17.8%1,188,6890.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$81,979,320$4,145,863 ▲5.3%867,1390.6%ETFFLBLFranklin Senior Loan ETF$77,411,008$20,764,009 ▼-21.1%3,365,6960.5%ETFCSCOCisco Systems$71,559,850$2,008,914 ▲2.9%664,8690.5%TechnologyIWLGNYLIM Winslow Large Cap Growth ETF$70,437,187$20,372,081 ▼-22.4%1,225,6340.5%ETFLAM RESEARCH CORP$69,498,919$1,962,847 ▲2.9%211,5580.5%COM NEWAMATApplied Materials$68,636,912$1,783,693 ▲2.7%134,2190.5%TechnologyPALANTIR TECHNOLOGIES INC$68,286,718$8,388,818 ▲14.0%365,0720.5%CL AMAMastercard$66,267,393$28,676 ▲0.0%120,1650.5%FinanceWALMART INC$64,385,610$926,447 ▲1.5%619,5690.4%COMABBVAbbVie$64,298,299$116,146 ▼-0.2%245,7980.4%HealthcareIJRiShares Core S&P Small-Cap ETF$57,663,138$8,952,112 ▼-13.4%423,8690.4%ETFCOSTCostco Wholesale$56,142,488$116,524 ▼-0.2%61,6720.4%Consumer StaplesCVXChevron$56,064,426$2,815,035 ▲5.3%274,5430.4%EnergyFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$55,529,116$5,140,935 ▼-8.5%1,800,5550.4%ETFBACBank of America$52,544,817$339,099 ▼-0.6%965,3650.4%FinanceCATCaterpillar$51,824,075$189,725 ▼-0.4%63,9180.4%IndustrialsEMXCiShares MSCI Emerging Markets ex China ETF$51,093,972$10,145,990 ▼-16.6%515,6840.4%ETFPGProcter & Gamble$50,367,414$157,338 ▼-0.3%346,6920.3%Consumer StaplesMRKMerck & Co., Inc.$49,870,392$110,436 ▼-0.2%343,2000.3%HealthcareKOCoca-Cola$49,671,173$3,238,502 ▲7.0%577,0350.3%Consumer StaplesNYLIM ACTIVE ETF TR$48,908,645$48,908,645 ▼-50.0%1,977,7050.3%MACKAY MUNI SHRTPANWPalo Alto Networks$48,329,583$4,320,349 ▼-8.2%121,6420.3%TechnologyIWFGNYLIM Winslow Focused Large Cap Growth ETF$48,011,202$48,011,202 ▼-50.0%859,5070.3%ETFUNHUnitedHealth Group$45,831,773$609,353 ▼-1.3%124,8550.3%HealthcareGEGE Aerospace$45,055,952$3,418,951 ▼-7.1%144,2760.3%IndustrialsNYLIM ACTIVE ETF TR$44,959,369$4,961,387 ▲12.4%1,792,2810.3%INVT GRA CLO ETFHDHome Depot$42,231,118$123,753 ▼-0.3%148,4450.3%Consumer DiscretionaryUSHYiShares Broad USD High Yield Corporate Bond ETF$41,443,023$1,484,630 ▲3.7%1,160,2190.3%ETFPMPhilip Morris International$40,716,218$36,637 ▼-0.1%213,3750.3%Consumer StaplesNFLXNetflix$40,291,621$516,005 ▼-1.3%579,0690.3%Communication ServicesCRWDCrowdStrike$40,137,424$29,147,651 ▲265.2%151,6050.3%TechnologyMRVLMarvell Technology$39,057,107$3,768,163 ▲10.7%147,8260.3%TechnologyTXNTexas Instruments$38,151,339$132,763 ▲0.3%136,2110.3%TechnologyKLACKLA$38,007,451$230,797 ▼-0.6%194,9800.3%TechnologyGE VERNOVA INC$37,810,492$70,336 ▼-0.2%39,7800.3%COMJEPIJPMorgan Equity Premium Income ETF$37,196,558$34,940,730 ▲1,548.9%661,6250.3%ETFAMGNAmgen$37,116,063$580,841 ▲1.6%88,0550.3%HealthcareGSThe Goldman Sachs Group$36,460,979$535,714 ▼-1.4%40,4960.3%FinanceSANDISK CORP$35,333,686$74,815 ▼-0.2%20,3080.2%COMTMOThermo Fisher Scientific$35,295,664$865,414 ▼-2.4%52,2860.2%HealthcareRTXRTX$34,797,493$2,970 ▼0.0%187,4360.2%IndustrialsARISTA NETWORKS INC$34,710,059$1,650,301 ▲5.0%170,4900.2%COM SHSDBMFiMGP DBi Managed Futures Strategy ETF$34,498,781$2,978,187 ▲9.4%1,060,5220.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$34,065,180$23,679,276 ▼-41.0%107,3460.2%ETFVGITVanguard Intermediate-Term Treasury ETF$33,710,886$5,919,723 ▲21.3%594,9680.2%ETFWFCWells Fargo & Company$33,673,433$455,004 ▼-1.3%420,6550.2%FinanceMMCANYLIM MacKay California Municipal Intermediate ETF$33,509,242$33,509,242 ▼-50.0%1,636,5930.2%ETFQCOMQualcomm$33,118,550$1,502,871 ▲4.8%179,9530.2%TechnologyORCLOracle$33,080,787$523,662 ▲1.6%240,9380.2%TechnologyVTEBVanguard Tax-Exempt Bond ETF$32,561,089$8,119,162 ▼-20.0%687,5230.2%ETFMUBiShares National Muni Bond ETF$32,511,131$9,663,947 ▼-22.9%321,5740.2%ETFMSMorgan Stanley$31,214,321$184,883 ▼-0.6%165,9630.2%FinanceAPHAmphenol$30,944,591$16,501,556 ▲114.3%367,0770.2%TechnologyIBMInternational Business Machines$30,874,653$2,042,930 ▲7.1%140,3840.2%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$30,652,346$1,076,182 ▼-3.4%377,6780.2%ETFXLCCommunication Services Select Sector SPDR Fund$30,650,136$5,885,405 ▲23.8%276,2020.2%ETFCCitigroup$30,220,373$551,585 ▼-1.8%233,3980.2%FinancePEPPepsiCo$29,900,471$372,684 ▲1.3%235,9570.2%Consumer StaplesGVIiShares Intermediate Government/Credit Bond ETF$29,525,5350.0%286,4610.2%ETFVBVanguard Small-Cap ETF$29,258,374$29,258,374 ▲New Holding102,8450.2%ETFADIAnalog Devices$28,786,071$27,373 ▼-0.1%72,5620.2%TechnologyPFFDGlobal X U.S. Preferred ETF$28,681,136$4,267,208 ▲17.5%1,629,6100.2%ETFVZVerizon Communications$28,428,529$212,837 ▼-0.7%619,7630.2%Communication ServicesICVTiShares Convertible Bond ETF$28,030,467$15,323,247 ▼-35.3%248,2000.2%ETFCRMSalesforce$27,890,000$164,372 ▼-0.6%121,4880.2%TechnologyDELLDell Technologies$27,504,308$1,855,390 ▲7.2%51,1280.2%TechnologyGILDGilead Sciences$27,495,999$14,458 ▲0.1%184,4750.2%HealthcareVTVVanguard Value ETF$27,416,0140.0%126,8790.2%ETFShowing largest 100 holdings. 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