New York Life Investment Management LLC Top Holdings and 13F Report (2026)

About New York Life Investment Management LLC

Investment Activity

New York Life Investment Management LLC has $14.32 billion in total holdings as of June 30, 2026.
New York Life Investment Management LLC owns shares of 778 different stocks, but just 145 companies or ETFs make up 80% of its holdings.
Approximately 9.84% of the portfolio was purchased this quarter.
About 2.64% of the portfolio was sold this quarter.
This quarter, New York Life Investment Management LLC has purchased 781 new stocks and bought additional shares in 425 stocks.
New York Life Investment Management LLC sold shares of 294 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

NVIDIA: $728,384,826
Apple: $671,216,818
Microsoft: $433,794,657
NYLI U.S. Large Cap R&D Leaders ETF: $379,267,543
Amazon.com: $355,725,072

Largest New Holdings this Quarter

64953X100 - NEW YORK LIFE INVTS ACTIVE E: $100,206,356 Holding
64953X407 - NEW YORK LIFE INVTS ACTIVE E: $40,061,764 Holding
64953X308 - NEW YORK LIFE INVTS ACTIVE E: $24,419,300 Holding
78468R606 - SPDR Portfolio High Yield Bond ETF: $16,795,627 Holding
92189H649 - VANECK ETF TRUST: $8,111,352 Holding

Largest Purchases this Quarter

NYLI U.S. Large Cap R&D Leaders ETF: 3,180,497 shares (about $140.26M)
NEW YORK LIFE INVTS ACTIVE E: 3,955,410 shares (about $100.21M)
NYLI MacKay California Municipal Intermediate ETF: 2,788,137 shares (about $60.75M)
NEW YORK LIFE INVTS ACTIVE E: 2,218,575 shares (about $56.30M)
KLA: 176,535 shares (about $53.26M)

Largest Sales this Quarter

Vanguard Short-Term Treasury ETF: 757,502 shares (about $44.09M)
NYLI Winslow Large Cap Growth ETF: 510,264 shares (about $28.88M)
JPMorgan Equity Premium Income ETF: 416,513 shares (about $23.52M)
Vanguard Mortgage-Backed Securities ETF: 264,758 shares (about $12.39M)
NYLI Candriam U.S. Large Cap Equity ETF: 191,748 shares (about $12.00M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$728,384,826	$18,412,282 â–²	2.6%	3,640,286	5.1%	Technology
AAPL Apple	$671,216,818	$16,872,292 â–²	2.6%	2,319,660	4.7%	Technology
MSFT Microsoft	$433,794,657	$14,896,181 â–²	3.6%	1,162,926	3.0%	Technology
LRND NYLI U.S. Large Cap R&D Leaders ETF	$379,267,543	$140,264,371 â–²	58.7%	8,599,898	2.6%	ETF
AMZN Amazon.com	$355,725,072	$5,362,888 â–²	1.5%	1,492,511	2.5%	Consumer Discretionary
GOOGL Alphabet	$344,768,062	$13,943,863 â–²	4.2%	964,737	2.4%	Communication Services
IQSM NYLI Candriam U.S. Mid Cap Equity ETF	$331,487,378	$20,622,017 â–²	6.6%	8,329,582	2.3%	ETF
IQSU NYLI Candriam U.S. Large Cap Equity ETF	$295,732,615	$12,002,274 â–¼	-3.9%	4,724,616	2.1%	ETF
ESGB NYLI MacKay ESG Core Plus Bond ETF	$277,210,473	$7,909,396 â–²	2.9%	13,263,659	1.9%	ETF
AVGO Broadcom	$264,067,271	$3,011,423 â–²	1.2%	699,053	1.8%	Technology
GOOG Alphabet	$247,977,241	$1,874,416 â–²	0.8%	701,829	1.7%	Communication Services
IQSI NYLI Candriam International Equity ETF	$218,085,007	$21,592,679 â–²	11.0%	5,695,211	1.5%	ETF
FLOT iShares Floating Rate Bond ETF	$201,924,089	$46,436,407 â–²	29.9%	3,955,418	1.4%	ETF
MGC Vanguard Mega Cap ETF	$199,903,953	$3,770,348 â–¼	-1.9%	730,563	1.4%	ETF
MU Micron Technology	$194,408,985	$96,960 â–¼	0.0%	168,423	1.4%	Technology
META Meta Platforms	$186,407,307	$6,318,987 â–²	3.5%	330,926	1.3%	Communication Services
TSLA Tesla	$178,311,267	$1,793,018 â–²	1.0%	423,945	1.2%	Consumer Discretionary
NEW YORK LIFE INVTS ACTIVE E	$177,598,184	$56,304,105 â–²	46.4%	6,997,978	1.2%	MACKAY SECURITI
LLY Eli Lilly and Company	$155,575,666	$11,554,109 â–²	8.0%	129,708	1.1%	Healthcare
AMD Advanced Micro Devices	$140,846,858	$589,043 â–¼	-0.4%	242,459	1.0%	Technology
BRK.B Berkshire Hathaway	$127,347,253	$332,259 â–²	0.3%	254,496	0.9%	Finance
JPM JPMorgan Chase & Co.	$122,193,926	$435,676 â–¼	-0.4%	373,305	0.9%	Finance
IQHI NYLI MacKay High Income ETF	$118,864,160	$7,134,492 â–²	6.4%	4,602,678	0.8%	ETF
HFXI NYLI FTSE International Equity Currency Neutral ETF	$114,392,993	$4,308,017 â–¼	-3.6%	3,003,229	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$104,154,501	$4,593,147 â–²	4.6%	1,078,383	0.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$103,095,116	$21,924,765 â–²	27.0%	1,446,949	0.7%	ETF
NEW YORK LIFE INVTS ACTIVE E	$100,206,356	$100,206,356 â–²	New Holding	3,955,410	0.7%	MACKAY MUNI SHRT
INTC Intel	$98,319,487	$685,723 â–²	0.7%	704,143	0.7%	Technology
FLBL Franklin Senior Loan ETF	$97,833,539	$36,017,932 â–²	58.3%	4,268,479	0.7%	ETF
AMAT Applied Materials	$94,518,513	$2,681,607 â–²	2.9%	130,731	0.7%	Technology
IWFG NYLI Winslow Focused Large Cap Growth ETF	$93,217,316	$46,608,658 â–²	100.0%	1,719,014	0.7%	ETF
IWLG NYLI Winslow Large Cap Growth ETF	$89,418,764	$28,875,840 â–¼	-24.4%	1,580,116	0.6%	ETF
LAM RESEARCH CORP	$89,085,281	$2,312,682 â–²	2.7%	205,583	0.6%	COM NEW
VGSH Vanguard Short-Term Treasury ETF	$88,825,480	$44,086,616 â–¼	-33.2%	1,526,211	0.6%	ETF
JNJ Johnson & Johnson	$85,161,220	$177,525 â–²	0.2%	335,320	0.6%	Healthcare
V Visa	$84,952,515	$858,754 â–¼	-1.0%	247,610	0.6%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$81,488,849	$10,973,220 â–²	15.6%	823,286	0.6%	ETF
XOM ExxonMobil	$78,937,890	$397,308 â–¼	-0.5%	577,369	0.6%	Energy
CSCO Cisco Systems	$75,903,122	$1,998,347 â–²	2.7%	646,204	0.5%	Technology
IJR iShares Core S&P Small-Cap ETF	$72,623,551	$13,994,828 â–²	23.9%	489,674	0.5%	ETF
MMCA NYLI MacKay California Municipal Intermediate ETF	$71,319,450	$60,750,717 â–²	574.8%	3,273,186	0.5%	ETF
WALMART INC	$69,162,672	$184,274 â–²	0.3%	610,654	0.5%	COM
CAT Caterpillar	$68,315,465	$497,308 â–¼	-0.7%	64,152	0.5%	Industrials
EMXC iShares MSCI Emerging Markets ex China ETF	$63,230,197	$4,615,571 â–²	7.9%	618,086	0.4%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$62,382,718	$9,188,187 â–²	17.3%	181,964	0.4%	ETF
ABBV AbbVie	$61,964,337	$188,478 â–²	0.3%	246,242	0.4%	Healthcare
MA Mastercard	$61,690,037	$447,346 â–¼	-0.7%	120,113	0.4%	Finance
SCHA Schwab US Small-Cap ETF	$61,233,087	$2,778,072 â–¼	-4.3%	1,694,799	0.4%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$60,689,724	$13,889,441 â–²	29.7%	1,967,252	0.4%	ETF
KLAC KLA	$59,184,640	$53,262,374 â–²	899.4%	196,164	0.4%	Technology
GE GE Aerospace	$58,011,866	$390,548 â–¼	-0.7%	155,224	0.4%	Industrials
COST Costco Wholesale	$57,812,046	$119,740 â–²	0.2%	61,800	0.4%	Consumer Staples
VO Vanguard Mid-Cap ETF	$55,468,174	$41,213,246 â–²	289.1%	688,447	0.4%	ETF
BAC Bank of America	$55,361,483	$781,025 â–¼	-1.4%	971,595	0.4%	Finance
UNH UnitedHealth Group	$52,583,429	$289,694 â–²	0.6%	126,515	0.4%	Healthcare
HD Home Depot	$52,506,998	$260,278 â–²	0.5%	148,880	0.4%	Consumer Discretionary
PG Procter & Gamble	$50,997,726	$197,964 â–²	0.4%	347,775	0.4%	Consumer Staples
NEW YORK LIFE INVTS ACTIVE E	$50,733,060	$25,366,530 â–²	100.0%	1,990,000	0.4%	MACK MU ALLO ETF
GE VERNOVA INC	$46,822,870	$521,638 â–¼	-1.1%	39,854	0.3%	COM
ICVT iShares Convertible Bond ETF	$46,733,795	$10,653,589 â–²	29.5%	383,882	0.3%	ETF
SANDISK CORP	$46,272,679	$272,848 â–²	0.6%	20,351	0.3%	COM
PANW Palo Alto Networks	$45,190,606	$2,048,507 â–²	4.7%	132,516	0.3%	Technology
MUB iShares National Muni Bond ETF	$44,894,974	$19,776,359 â–²	78.7%	417,162	0.3%	ETF
MRK Merck & Co., Inc.	$44,198,860	$101,515 â–¼	-0.2%	343,960	0.3%	Healthcare
KO CocaCola	$43,838,095	$153,763 â–²	0.4%	539,413	0.3%	Consumer Staples
VTEB Vanguard Tax-Exempt Bond ETF	$43,446,096	$17,708,260 â–²	68.8%	858,958	0.3%	ETF
CVX Chevron	$43,223,246	$55,695 â–²	0.1%	260,758	0.3%	Energy
NFLX Netflix	$41,875,029	$3,998 â–¼	0.0%	586,485	0.3%	Communication Services
GS The Goldman Sachs Group	$41,558,205	$576,481 â–¼	-1.4%	41,091	0.3%	Finance
USHY iShares Broad USD High Yield Corporate Bond ETF	$41,412,645	$6,151,280 â–²	17.4%	1,118,656	0.3%	ETF
TXN Texas Instruments	$40,459,128	$86,440 â–²	0.2%	135,737	0.3%	Technology
NEW YORK LIFE INVTS ACTIVE E	$40,061,764	$40,061,764 â–²	New Holding	1,594,498	0.3%	INVT GRA CLO ETF
MRVL Marvell Technology	$39,787,380	$34,070,275 â–²	595.9%	133,564	0.3%	Technology
CWB SPDR Bloomberg Convertible Securities ETF	$39,444,222	$933,721 â–¼	-2.3%	365,834	0.3%	ETF
PM Philip Morris International	$38,636,406	$4,674,714 â–¼	-10.8%	213,567	0.3%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$37,360,534	$337,760 â–²	0.9%	320,224	0.3%	CL A
IBM International Business Machines	$36,865,225	$341,108 â–¼	-0.9%	131,095	0.3%	Technology
IJH iShares Core S&P Mid-Cap ETF	$36,807,841	$8,963,420 â–²	32.2%	477,342	0.3%	ETF
RTX RTX	$35,565,268	$203,580 â–²	0.6%	187,452	0.2%	Industrials
WFC Wells Fargo & Company	$35,232,655	$298,578 â–¼	-0.8%	426,339	0.2%	Finance
MNA NYLI Merger Arbitrage ETF	$34,938,059	$6,946,609 â–²	24.8%	957,745	0.2%	ETF
MS Morgan Stanley	$34,898,392	$669,137 â–¼	-1.9%	166,946	0.2%	Finance
ORCL Oracle	$34,750,522	$142,447 â–²	0.4%	237,124	0.2%	Technology
C Citigroup	$33,262,614	$1,356,352 â–¼	-3.9%	237,658	0.2%	Finance
WDC Western Digital	$32,684,580	$236,326 â–²	0.7%	51,172	0.2%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$32,385,305	$2,881,672 â–²	9.8%	390,938	0.2%	ETF
QCOM Qualcomm	$31,744,520	$310,447 â–²	1.0%	171,787	0.2%	Technology
CRWD CrowdStrike	$31,677,941	$3,063,244 â–²	10.7%	41,510	0.2%	Technology
PEP PepsiCo	$31,550,366	$810,369 â–²	2.6%	233,016	0.2%	Consumer Staples
AMGN Amgen	$31,387,475	$4,292,570 â–²	15.8%	86,677	0.2%	Healthcare
GVI iShares Intermediate Government/Credit Bond ETF	$30,392,079		0.0%	286,461	0.2%	ETF
APH Amphenol	$30,208,729	$101,737 â–²	0.3%	171,329	0.2%	Technology
GLW Corning	$29,728,987	$188,252 â–¼	-0.6%	116,388	0.2%	Technology
DBMF iMGP DBi Managed Futures Strategy ETF	$29,660,172	$8,767,071 â–²	42.0%	968,970	0.2%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$28,929,100	$5,969,484 â–²	26.0%	490,490	0.2%	ETF
ADI Analog Devices	$28,846,854	$56,398 â–¼	-0.2%	72,631	0.2%	Technology
MCD McDonald's	$28,642,048	$13,516 â–¼	0.0%	105,960	0.2%	Consumer Discretionary
VTV Vanguard Value ETF	$27,650,740	$6,256,334 â–²	29.2%	126,879	0.2%	ETF
ARISTA NETWORKS INC	$27,585,794	$960,841 â–²	3.6%	162,384	0.2%	COM SHS
NEE NextEra Energy	$27,256,886	$36,337 â–²	0.1%	310,549	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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New York Life Investment Management LLC Top Holdings and 13F Report (2026)

About New York Life Investment Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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New York Life Investment Management LLC Top Holdings and 13F Report (2026)

About New York Life Investment Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNew York Life Investment Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools