New York Life Investment Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), New York Life Investment Management LLC reported 778 stock positions worth $14.3 billion. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 3.0%). Compared with Q1 2026, it opened 57 new positions, sold out of 60, added to 422 and reduced 296. The biggest buy was Nylim US LG Ca R&D LD ETF-Ui (LRND, shares +59%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −33%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001133639
Portfolio Value
$14.3B (Q2 2026)
SEC Filing
0001133639-26-000005 ↗ filed Aug 10, 2026

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $10.0B Q1 2024 Q2 2024: $9.9B Q2 2024 Q3 2024: $10.3B Q3 2024 Q4 2024: $10.2B Q4 2024 Q1 2025: $9.8B Q1 2025 Q2 2025: $10.7B Q2 2025 Q3 2025: $11.4B Q3 2025 Q4 2025: $11.6B Q4 2025 Q1 2026: $11.8B Q1 2026 Q2 2026: $14.3B $14.3B Q2 2026

Holdings 778 stocks · $14.3B
NVDA Nvidia Corp. 5.09% 3,640,286 $728.4M Add +2.6%
AAPL Apple Inc. 4.69% 2,319,660 $671.2M Add +2.6%
MSFT Microsoft Corp. 3.03% 1,162,926 $433.8M Add +3.6%
LRND Nylim US LG Ca R&D LD ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.65% 8,599,898 $379.3M Add +58.7%
AMZN Amazon.com Inc. 2.48% 1,492,511 $355.7M Add +1.5%
GOOGL Alphabet Inc. Class A 2.41% 964,737 $344.8M Add +4.2%
IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.32% 8,329,582 $331.5M Add +6.6%
IQSU Nylim Cndrim US LC Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.07% 4,724,616 $295.7M Reduce -3.9%
CPLB Nylim Mackay Core Plus Bond filed as NEW YORK LIFE INVTS ACTIVE E 1.94% 13,263,659 $277.2M Add +2.9%
AVGO Broadcom Inc. 1.84% 699,053 $264.1M Add +1.1%
GOOG Alphabet Inc. Class C 1.73% 701,829 $248.0M Add +0.8%
IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.52% 5,695,211 $218.1M Add +11.0%
FLOT iShares Floating Rate Bond E 1.41% 3,955,418 $201.9M Add +29.9%
MGC Vngrd Mrngstr MG Cap ETF-Usd 1.40% 730,563 $199.9M Reduce -1.9%
MU Micron Technology Inc. 1.36% 168,423 $194.4M Reduce -0.1%
META Meta Platforms Inc. Class A 1.30% 330,926 $186.4M Add +3.5%
TSLA Tesla Inc. 1.25% 423,945 $178.3M Add +1.0%
SECR Nylim Mackay Securitized Inc. filed as NEW YORK LIFE INVTS ACTIVE E 1.24% 6,997,978 $177.6M Add +46.4%
LLY Eli Lilly & Co. 1.09% 129,708 $155.6M Add +8.0%
AMD Advanced Micro Devices 0.98% 242,459 $140.8M Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.89% 254,496 $127.3M Add +0.3%
JPM JPMorgan Chase & Co. 0.85% 373,305 $122.2M Reduce -0.4%
IQHI Nylim Mackay High Income ETF filed as NEW YORK LIFE INVTS ACTIVE E 0.83% 4,602,678 $118.9M Add +6.4%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.80% 3,003,229 $114.4M Reduce -3.6%
IEFA iShares Core MSCI Eafe ETF 0.73% 1,078,383 $104.2M Add +4.6%
VEA Vanguard Ftse Developed ETF 0.72% 1,446,949 $103.1M Add +27.0%
MMSD Nylim Mackay Muni Short Dura filed as NEW YORK LIFE INVTS ACTIVE E 0.70% 3,955,410 $100.2M New
INTC Intel Corp. 0.69% 704,143 $98.3M Add +0.7%
FLBL Franklin Senior Loan ETF 0.68% 4,268,479 $97.8M Add +58.3%
AMAT Applied Materials Inc. 0.66% 130,731 $94.5M Add +2.9%
IWFG Nylim Winslow Focused Large filed as NEW YORK LIFE INVTS ACTIVE E 0.65% 1,719,014 $93.2M Add +100.0%
IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E 0.62% 1,580,116 $89.4M Reduce -24.4%
LRCX Lam Research Corp. 0.62% 205,583 $89.1M Add +2.7%
VGSH Vanguard Short-Term Treasury 0.62% 1,526,211 $88.8M Reduce -33.2%
JNJ Johnson & Johnson 0.59% 335,320 $85.2M Add +0.2%
V Visa Inc. Class A 0.59% 247,610 $85.0M Reduce -1.0%
AGG iShares Core U.S. Aggregate 0.57% 823,286 $81.5M Add +15.6%
XOM Exxon Mobil Corp. 0.55% 577,369 $78.9M Reduce -0.5%
CSCO Cisco Systems Inc. 0.53% 646,204 $75.9M Add +2.7%
IJR iShares Core S&P Small-Cap E 0.51% 489,674 $72.6M Add +23.9%
MMCA Nylim Mackay California Muni filed as NEW YORK LIFE INVTS ACTIVE E 0.50% 3,273,186 $71.3M Add +574.8%
WMT Walmart Inc. 0.48% 610,654 $69.2M Add +0.3%
CAT Caterpillar Inc. 0.48% 64,152 $68.3M Reduce -0.7%
EMXC iShares MSCI Emr MRK Ex Chna 0.44% 618,086 $63.2M Add +7.9%
MTUM iShares MSCI USA Momentum Fa 0.44% 181,964 $62.4M Add +17.3%
ABBV Abbvie Inc. 0.43% 246,242 $62.0M Add +0.3%
MA Mastercard Inc. Class A 0.43% 120,113 $61.7M Reduce -0.7%
SCHA Schwab US Small-Cap ETF 0.43% 1,694,799 $61.2M Reduce -4.3%
FLRN SS SPDR BB Ig Float RT ETF 0.42% 1,967,252 $60.7M Add +29.7%
KLAC KLA Corp. 0.41% 196,164 $59.2M No change
GE General Electric filed as GE AEROSPACE 0.41% 155,224 $58.0M Reduce -0.7%
COST Costco Wholesale Corp. 0.40% 61,800 $57.8M Add +0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.39% 688,447 $55.5M Reduce -2.7%
BAC Bank of America Corp. 0.39% 971,595 $55.4M Reduce -1.4%
UNH Unitedhealth Group Inc. 0.37% 126,515 $52.6M Add +0.6%
HD Home Depot Inc. 0.37% 148,880 $52.5M Add +0.5%
PG The Procter & Gamble Co. 0.36% 347,775 $51.0M Add +0.4%
MMMA Nylim Mackay Muni Allocation filed as NEW YORK LIFE INVTS ACTIVE E 0.35% 1,990,000 $50.7M Add +100.0%
GEV GE Vernova Inc. 0.33% 39,854 $46.8M Reduce -1.1%
ICVT iShares Convertible Bond ETF 0.33% 383,882 $46.7M Add +29.5%
SNDK Sandisk Corp. 0.32% 20,351 $46.3M Add +0.6%
PANW Palo Alto Networks Inc. 0.32% 132,516 $45.2M Add +4.8%
MUB iShares National Muni Bond E 0.31% 417,162 $44.9M Add +78.7%
MRK Merck & Co. Inc. 0.31% 343,960 $44.2M Reduce -0.2%
KO The Coca-Cola Co. 0.31% 539,413 $43.8M Add +0.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.30% 858,958 $43.4M Add +68.8%
CVX Chevron Corp. 0.30% 260,758 $43.2M Add +0.1%
NFLX Netflix Inc. 0.29% 586,485 $41.9M Reduce -0.0%
GS Goldman Sachs Group Inc. 0.29% 41,091 $41.6M Reduce -1.4%
USHY iShares Broad Usd High Yield 0.29% 1,118,656 $41.4M Add +17.4%
TXN Texas Instruments Inc. 0.28% 135,737 $40.5M Add +0.2%
CLOO Nylim Investment GR Clo ETF filed as NEW YORK LIFE INVTS ACTIVE E 0.28% 1,594,498 $40.1M New
MRVL Marvell Technology Inc. 0.28% 133,564 $39.8M Add +595.9%
CWB SS SPDR BB Conv Sec ETF 0.28% 365,834 $39.4M Reduce -2.3%
PM Philip Morris International 0.27% 213,567 $38.6M Reduce -10.8%
PLTR Palantir Technologies Inc. Class A 0.26% 320,224 $37.4M Add +0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.26% 131,095 $36.9M Reduce -0.9%
IJH iShares Core S&P Midcap ETF 0.26% 477,342 $36.8M Add +32.2%
RTX RTX Corp. 0.25% 187,452 $35.6M Add +0.6%
WFC Wells Fargo & Co. 0.25% 426,339 $35.2M Reduce -0.8%
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.24% 957,745 $34.9M Add +24.8%
MS Morgan Stanley 0.24% 166,946 $34.9M Reduce -1.9%
ORCL Oracle Corp. 0.24% 237,124 $34.8M Add +0.4%
C Citigroup Inc. 0.23% 237,658 $33.3M Reduce -3.9%
WDC Western Digital Corp. 0.23% 51,172 $32.7M Add +0.7%
IEMG iShares Core MSCI Emerging 0.23% 390,938 $32.4M Add +9.8%
QCOM Qualcomm Inc. 0.22% 171,787 $31.7M Add +1.0%
CRWD CrowdStrike Holdings Inc. Class A 0.22% 41,510 $31.7M Add +10.7%
PEP Pepsico Inc. 0.22% 233,016 $31.6M Add +2.6%
AMGN Amgen Inc. 0.22% 86,677 $31.4M Add +15.8%
GVI iShares Intermediate Governm 0.21% 286,461 $30.4M No change
APH Amphenol Corp. Class A 0.21% 171,329 $30.2M Add +0.3%
GLW Corning Inc. 0.21% 116,388 $29.7M Reduce -0.6%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.21% 968,970 $29.7M Add +42.0%
VGIT Vanguard Intermediate-Term T 0.20% 490,490 $28.9M Add +26.0%
ADI Analog Devices Inc. 0.20% 72,631 $28.8M Reduce -0.2%
MCD McDonald's Corp. 0.20% 105,960 $28.6M Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.19% 126,879 $27.7M Add +29.2%
ANET Arista Networks Inc. 0.19% 162,384 $27.6M Add +3.6%
NEE Nextera Energy Inc. 0.19% 310,549 $27.3M Add +0.1%

Show all 778 holdings

Portfolio Sells Q1 2026 → Q2 2026
VGSH Vanguard Short-Term Treasury Reduce -33.2% 0.62% −0.51
XOM Exxon Mobil Corp. Reduce -0.5% 0.55% −0.28
IWLG Nylim Winslow Large Cap Grow Reduce -24.4% 0.62% −0.22
JEPI JPMorgan Equity Premium Inco Reduce -91.2% 0.02% −0.20
NFLX Netflix Inc. Reduce -0.0% 0.29% −0.18
HON Honeywell International Inc. Sold out 0.00% −0.17
PDBC Invesco Optimum Yield Divers Sold out 0.00% −0.13
VMBS Vanguard Mortgage-Backed Sec Reduce -69.4% 0.04% −0.11
T AT&T Inc. Reduce -0.3% 0.15% −0.11
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -1.9% 1.40% −0.09
HFXI Nylim Ftse Intr Eq CN ETF-Ui Reduce -3.6% 0.80% −0.09
CRM Salesforce Inc. Reduce -12.1% 0.13% −0.09
VZ Verizon Communications Inc. Reduce -0.5% 0.18% −0.08
MA Mastercard Inc. Class A Reduce -0.7% 0.43% −0.08
JPM JPMorgan Chase & Co. Reduce -0.4% 0.85% −0.08
MCD McDonald's Corp. Reduce -0.1% 0.20% −0.08
TXNM TXNM Energy Inc. Sold out 0.00% −0.07
HOLX Hologic Inc. Sold out 0.00% −0.07
COP Conocophillips Reduce -0.1% 0.12% −0.07
PM Philip Morris International Reduce -10.8% 0.27% −0.07
IQSU Nylim Cndrim US LC Eq ETF-Ui Reduce -3.9% 2.07% −0.06
SHV iShares 0-1 Year Treasury Bo Sold out 0.00% −0.06
XLB SS Materials Select Sector Sold out 0.00% −0.06
WTRG Essential Utilities Inc. Reduce -83.2% 0.01% −0.06
SCHM Schwab US Mid Cap ETF Sold out 0.00% −0.06
GILD Gilead Sciences Inc. Reduce -0.4% 0.16% −0.06
VONV Vanguard Russell 1000 Value Reduce -35.8% 0.08% −0.05
TJX TJX Companies Inc. Reduce -0.0% 0.17% −0.05
SEE Sealed Air Corp. Sold out 0.00% −0.05
V Visa Inc. Class A Reduce -1.0% 0.59% −0.05
USIG iShares Broad Usd Investment Reduce -8.8% 0.14% −0.05
NEM Newmont Corp. Reduce -2.5% 0.10% −0.05
TMO Thermo Fisher Scientific Inc. Reduce -4.1% 0.19% −0.04
OS Onestream Inc. Sold out 0.00% −0.04
WFC Wells Fargo & Co. Reduce -0.8% 0.25% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.7% 0.39% −0.04
MRK Merck & Co. Inc. Reduce -0.2% 0.31% −0.04
TMUS T-Mobile US Inc. Reduce -1.5% 0.08% −0.04
DIS The Walt Disney Co. Reduce -1.8% 0.17% −0.04
SCHW Schwab (charles) Corp. Reduce -1.8% 0.16% −0.04
ICE Intercontinental Exchange Inc. Reduce -0.1% 0.07% −0.04
MCK McKesson Corp. Reduce -1.6% 0.09% −0.04
CMCSA Comcast Corp. Class A Reduce -0.4% 0.09% −0.04
REGN Regeneron Pharmaceuticals Reduce -1.4% 0.07% −0.04
FOLD Amicus Therapeutics Inc. Sold out 0.00% −0.04
CCL Carnival Corp. Sold out 0.00% −0.04
SPGI S&P Global Inc. Reduce -0.6% 0.13% −0.04
MASI Masimo Corp. Sold out 0.00% −0.03
CTRA Coterra Energy Inc. Sold out 0.00% −0.03
SOXX iShares Semiconductor ETF Reduce -89.3% 0.01% −0.03

Portfolio Buys Q1 2026 → Q2 2026
LRND Nylim US LG Ca R&D LD ETF-Ui Add +58.7% 2.65% +0.94
MMSD Nylim Mackay Muni Short Dura New 0.70% +0.70
INTC Intel Corp. Add +0.7% 0.69% +0.43
MMCA Nylim Mackay California Muni Add +574.8% 0.50% +0.41
IWFG Nylim Winslow Focused Large Add +100.0% 0.65% +0.31
AMAT Applied Materials Inc. Add +2.9% 0.66% +0.29
CLOO Nylim Investment GR Clo ETF New 0.28% +0.28
MRVL Marvell Technology Inc. Add +595.9% 0.28% +0.26
LRCX Lam Research Corp. Add +2.7% 0.62% +0.26
SNDK Sandisk Corp. Add +0.6% 0.32% +0.21
SECR Nylim Mackay Securitized Inc. Add +46.4% 1.24% +0.20
NISM Nylim Int SM MD CP Eq ETF-Ui New 0.17% +0.17
FLBL Franklin Senior Loan ETF Add +58.3% 0.68% +0.16
GOOGL Alphabet Inc. Class A Add +4.2% 2.41% +0.16
LLY Eli Lilly & Co. Add +8.0% 1.09% +0.15
PANW Palo Alto Networks Inc. Add +4.8% 0.32% +0.14
MMMA Nylim Mackay Muni Allocation Add +100.0% 0.35% +0.14
XLK SS Technology Select Sector Add +830.2% 0.13% +0.12
MTUM iShares MSCI USA Momentum Fa Add +17.3% 0.44% +0.12
SPHY SS SPDR P High Yield ETF New 0.12% +0.12
CSCO Cisco Systems Inc. Add +2.7% 0.53% +0.12
WDC Western Digital Corp. Add +0.7% 0.23% +0.11
UUP Invesco DB US Dollar Index B Add +956.4% 0.13% +0.11
MUB iShares National Muni Bond E Add +78.7% 0.31% +0.10
VEA Vanguard Ftse Developed ETF Add +27.0% 0.72% +0.10
CRWD CrowdStrike Holdings Inc. Class A Add +10.7% 0.22% +0.10
FLOT iShares Floating Rate Bond E Add +29.9% 1.41% +0.10
IJR iShares Core S&P Small-Cap E Add +23.9% 0.51% +0.09
VTEB Vanguard Tax-Exempt Bond ETF Add +68.8% 0.30% +0.09
UNH Unitedhealth Group Inc. Add +0.6% 0.37% +0.08
ICVT iShares Convertible Bond ETF Add +29.5% 0.33% +0.07
EMXC iShares MSCI Emr MRK Ex Chna Add +7.9% 0.44% +0.06
TXN Texas Instruments Inc. Add +0.2% 0.28% +0.06
D Dominion Energy Inc. Add +112.2% 0.12% +0.06
GPZ Vaneck Alt Asset Manager ETF New 0.06% +0.06
CZR Caesars Entertainment Inc. New 0.06% +0.06
WRND Nylim GBL Ety R&D LDR ETF-Ui Add +100.0% 0.11% +0.05
AES AES Corp. Add +535.9% 0.06% +0.05
IJH iShares Core S&P Midcap ETF Add +32.2% 0.26% +0.05
OGN Organon & Co. New 0.05% +0.05
TMHC Taylor Morrison Home Corp. New 0.05% +0.05
BCI Abrdn Bloomberg All Commodit Add +161.8% 0.09% +0.05
MCHI iShares MSCI China ETF Add +116.1% 0.12% +0.05
EQH Equitable Holdings Inc. Add +415.8% 0.06% +0.04
GSAT Globalstar Inc. New 0.04% +0.04
DDOG Datadog Inc. Class A Add +3.9% 0.09% +0.04
GOOG Alphabet Inc. Class C Add +0.8% 1.73% +0.04
FTNT Fortinet Inc. Add +1.5% 0.11% +0.04
CERY SS SPDR BBG En RY CM St N-Ui New 0.04% +0.04
HYLB Xtrackers Usd High Yield Cor New 0.04% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 778$14.3BNVDA, AAPL, MSFT, LRND, AMZN
Q1 2026 781$11.8BNVDA, AAPL, MSFT, AMZN, IQSM
Q4 2025 766$11.6BNVDA, AAPL, MSFT, AMZN, CPLB
Q3 2025 804$11.4BNVDA, MSFT, AAPL, AMZN, CPLB
Q2 2025 798$10.7BMSFT, NVDA, AAPL, AMZN, CPLB
Q1 2025 818$9.8BAAPL, MSFT, NVDA, CPLB, AMZN
Q4 2024 819$10.2BAAPL, MSFT, NVDA, AMZN, CPLB
Q3 2024 845$10.3BAAPL, MSFT, NVDA, IQSU, AMZN
Q2 2024 847$9.9BMSFT, AAPL, NVDA, IQSU, AMZN
Q1 2024 1,327$10.0BMSFT, AAPL, NVDA, IQSU, AMZN