New York Life Investment Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), New York Life Investment Management LLC reported 766 stock positions worth $11.6 billion. Its top holding was Nvidia (NVDA) at 5.4% of the portfolio, followed by Apple (AAPL, 4.9%) and Microsoft (MSFT, 4.5%). Compared with Q3 2025, it opened 61 new positions, sold out of 100, added to 272 and reduced 428. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +222%) and the biggest sale Nylim Cndrim US LC Eq ETF-Ui (IQSU, shares −19%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001133639
Portfolio Value
$11.6B (Q4 2025)
SEC Filing
0001133639-26-000001 ↗ filed Feb 5, 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 $11.6B Q4 2025 Q1 2026: $11.8B Q1 2026 Q2 2026: $14.3B Q2 2026

Holdings 766 stocks · $11.6B
NVDA Nvidia Corp. 5.44% 3,385,509 $631.4M Add +1.9%
AAPL Apple Inc. 4.93% 2,102,486 $571.6M Reduce -1.3%
MSFT Microsoft Corp. 4.52% 1,084,824 $524.6M Add +2.0%
AMZN Amazon.com Inc. 2.79% 1,400,886 $323.4M Add +6.0%
CPLB Nylim Mackay Core Plus Bond filed as NEW YORK LIFE INVTS ACTIVE E 2.34% 12,797,602 $271.7M Reduce -0.7%
GOOGL Alphabet Inc. Class A 2.32% 860,513 $269.3M Add +4.6%
AVGO Broadcom Inc. 1.96% 657,003 $227.4M Add +2.8%
GOOG Alphabet Inc. Class C 1.83% 674,789 $211.7M Add +2.2%
IQSU Nylim Cndrim US LC Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.74% 3,685,253 $201.8M Reduce -18.6%
META Meta Platforms Inc. Class A 1.73% 303,463 $200.3M Add +2.7%
IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.72% 5,775,886 $200.0M Reduce -6.3%
TSLA Tesla Inc. 1.58% 408,321 $183.6M Reduce -0.3%
MGC Vngrd Mrngstr MG Cap ETF-Usd 1.53% 704,229 $176.9M Reduce -1.0%
IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.47% 4,850,081 $170.6M Reduce -3.9%
VGSH Vanguard Short-Term Treasury 1.41% 2,786,774 $163.7M Add +221.9%
FLOT iShares Floating Rate Bond E 1.37% 3,133,476 $159.4M Add +1.8%
IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E 1.16% 2,483,057 $134.6M Add +7.1%
BRK.B Berkshire Hathaway Inc. Class B 1.09% 250,490 $125.9M Add +1.0%
LLY Eli Lilly & Co. 1.05% 112,960 $121.4M Add +3.9%
SECR Nylim Mackay Securitized Inc. filed as NEW YORK LIFE INVTS ACTIVE E 1.04% 4,700,753 $121.0M Add +0.1%
JPM JPMorgan Chase & Co. 1.04% 373,315 $120.3M Reduce -0.0%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.90% 3,233,142 $104.9M Reduce -7.5%
IQHI Nylim Mackay High Income ETF filed as NEW YORK LIFE INVTS ACTIVE E 0.81% 3,576,937 $93.5M Add +27.2%
V Visa Inc. Class A 0.74% 244,967 $85.9M Reduce -1.2%
IEFA iShares Core MSCI Eafe ETF 0.72% 933,490 $83.5M Add +12.5%
VEA Vanguard Ftse Developed ETF 0.68% 1,265,937 $79.1M Add +14.6%
JNJ Johnson & Johnson 0.61% 340,727 $70.5M Add +3.6%
XOM Exxon Mobil Corp. 0.60% 577,896 $69.5M Reduce -0.2%
MA Mastercard Inc. Class A 0.59% 118,884 $67.9M Reduce -1.1%
WMT Walmart Inc. 0.58% 601,347 $67.0M Add +0.9%
AGG iShares Core U.S. Aggregate 0.57% 664,133 $66.3M Add +8.8%
LRND Nylim US LG Ca R&D LD ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.56% 1,604,816 $65.4M Add +744.6%
FLBL Franklin Senior Loan ETF 0.54% 2,664,813 $62.4M Reduce -26.2%
PLTR Palantir Technologies Inc. Class A 0.48% 313,222 $55.7M Add +1.5%
ABBV Abbvie Inc. 0.48% 242,317 $55.4M Add +1.0%
NFLX Netflix Inc. 0.47% 581,002 $54.5M Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.46% 973,487 $53.5M Reduce -1.8%
COST Costco Wholesale Corp. 0.45% 60,747 $52.4M Add +0.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.44% 705,488 $51.3M Add +24.9%
AMD Advanced Micro Devices 0.44% 236,811 $50.7M Add +0.1%
HD Home Depot Inc. 0.43% 144,332 $49.7M Reduce -0.6%
SCHA Schwab US Small-Cap ETF 0.42% 1,730,408 $49.3M Add +28.1%
PG The Procter & Gamble Co. 0.42% 338,831 $48.6M Reduce -0.9%
FLRN SS SPDR BB Ig Float RT ETF 0.41% 1,563,991 $48.1M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 0.41% 397,694 $47.8M Reduce -15.2%
GE General Electric filed as GE AEROSPACE 0.41% 153,255 $47.2M Reduce -0.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.41% 162,096 $47.0M Add +0.7%
MU Micron Technology Inc. 0.40% 163,597 $46.7M Add +0.3%
IWFG Nylim Winslow Focused Large filed as NEW YORK LIFE INVTS ACTIVE E 0.40% 859,507 $46.0M No change
CSCO Cisco Systems Inc. 0.39% 585,333 $45.1M Add +0.9%
ORCL Oracle Corp. 0.39% 231,074 $45.0M Add +1.8%
CWB SS SPDR BB Conv Sec ETF 0.36% 472,893 $42.2M Reduce -6.6%
MTUM iShares MSCI USA Momentum Fa 0.36% 166,692 $41.7M Add +10.2%
JEPI JPMorgan Equity Premium Inco 0.36% 727,039 $41.6M Add +191.9%
UNH Unitedhealth Group Inc. 0.35% 124,190 $41.0M Add +1.0%
WFC Wells Fargo & Co. 0.35% 430,681 $40.1M Reduce -1.0%
CVX Chevron Corp. 0.34% 259,513 $39.6M Reduce -0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 132,151 $39.1M Reduce -2.9%
KO The Coca-Cola Co. 0.32% 531,000 $37.1M Add +0.9%
CAT Caterpillar Inc. 0.32% 64,147 $36.7M Add +0.8%
CRM Salesforce Inc. 0.32% 138,092 $36.6M Reduce -0.8%
GS Goldman Sachs Group Inc. 0.31% 41,122 $36.1M Add +0.0%
MRK Merck & Co. Inc. 0.31% 340,288 $35.8M Add +0.3%
PM Philip Morris International 0.30% 216,613 $34.7M Add +3.6%
RTX RTX Corp. 0.29% 183,761 $33.7M Add +1.1%
PFFD Global X US Preferred ETF 0.28% 1,693,467 $32.0M Reduce -6.9%
LRCX Lam Research Corp. 0.28% 186,901 $32.0M Add +0.6%
MCD McDonald's Corp. 0.27% 103,450 $31.6M Add +6.7%
TMO Thermo Fisher Scientific Inc. 0.27% 54,492 $31.6M Add +6.3%
USHY iShares Broad Usd High Yield 0.27% 833,587 $31.2M Add +81.5%
GVI iShares Intermediate Governm 0.27% 286,461 $30.8M No change
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.26% 857,413 $30.7M Add +11.3%
AMAT Applied Materials Inc. 0.26% 118,211 $30.4M Add +0.5%
MS Morgan Stanley 0.26% 170,481 $30.3M Reduce -3.7%
ABT Abbott Laboratories 0.26% 238,369 $29.9M Add +0.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.25% 259,662 $29.5M Reduce -1.0%
C Citigroup Inc. 0.25% 252,626 $29.5M Reduce -5.8%
PEP Pepsico Inc. 0.25% 204,527 $29.4M Add +1.8%
ISRG Intuitive Surgical Inc. 0.25% 51,506 $29.2M Reduce -1.6%
AXP American Express Co. 0.25% 78,109 $28.9M Reduce -1.5%
INTU Intuit Inc. 0.24% 41,249 $27.3M Add +1.1%
ICVT iShares Convertible Bond ETF 0.23% 276,361 $27.2M Reduce -29.9%
QCOM Qualcomm Inc. 0.23% 159,075 $27.2M Add +0.5%
IEMG iShares Core MSCI Emerging 0.23% 389,913 $26.2M Add +30.3%
GEV GE Vernova Inc. 0.22% 39,382 $25.7M Reduce -0.8%
APP AppLovin Corp. Class A 0.22% 38,013 $25.6M Add +3.2%
T AT&T Inc. 0.22% 1,028,503 $25.5M Add +5.9%
MMMA Nylim Mackay Muni Allocation filed as NEW YORK LIFE INVTS ACTIVE E 0.21% 995,000 $24.9M New
VZ Verizon Communications Inc. 0.21% 611,437 $24.9M Reduce -0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.21% 161,783 $24.9M Reduce -0.7%
NEE Nextera Energy Inc. 0.21% 301,612 $24.2M Add +0.4%
AMGN Amgen Inc. 0.21% 73,855 $24.2M Add +1.0%
INTC Intel Corp. 0.21% 652,119 $24.1M Add +2.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.21% 475,297 $23.9M Reduce -44.5%
MUB iShares National Muni Bond E 0.20% 221,546 $23.7M Reduce -46.2%
BKNG Booking Holdings Inc. 0.20% 4,419 $23.7M Add +0.4%
NOW ServiceNow Inc. 0.20% 153,944 $23.6M Add +1.1%
SPGI S&P Global Inc. 0.20% 44,998 $23.5M Reduce -1.1%
BA The Boeing Co. 0.20% 107,345 $23.3M Add +4.5%
UBER Uber Technologies Inc. 0.20% 284,599 $23.3M Add +0.6%

Show all 766 holdings

Portfolio Sells Q3 2025 → Q4 2025
IQSU Nylim Cndrim US LC Eq ETF-Ui Reduce -18.6% 1.74% −0.38
LIN Linde PLC Sold out 0.00% −0.29
FLBL Franklin Senior Loan ETF Reduce -26.2% 0.54% −0.22
ACN Accenture PLC Class A Sold out 0.00% −0.20
MUB iShares National Muni Bond E Reduce -46.2% 0.20% −0.18
ETN Eaton Corp. PLC Sold out 0.00% −0.18
VTEB Vanguard Tax-Exempt Bond ETF Reduce -44.5% 0.21% −0.17
VTIP Vanguard Short-Term Tips Sold out 0.00% −0.17
MDT Medtronic PLC Sold out 0.00% −0.15
STIP iShares 0-5 Year Tips Bond E Sold out 0.00% −0.14
CB Chubb Ltd. Sold out 0.00% −0.12
TT Trane Technologies PLC Sold out 0.00% −0.12
IQSM Nylim CND US MD CP Eq ETF-Ui Reduce -6.3% 1.72% −0.11
ICVT iShares Convertible Bond ETF Reduce -29.9% 0.23% −0.11
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.10
COOP Mr Cooper Group Inc. Sold out 0.00% −0.10
JCI Johnson Controls Internation Sold out 0.00% −0.09
VGIT Vanguard Intermediate-Term T Reduce -35.5% 0.16% −0.09
AON Aon PLC Class A Sold out 0.00% −0.09
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.09
HD Home Depot Inc. Reduce -0.6% 0.43% −0.09
TEL Te Connectivity PLC Sold out 0.00% −0.08
CPLB Nylim Mackay Core Plus Bond Reduce -0.7% 2.34% −0.08
IJR iShares Core S&P Small-Cap E Reduce -15.2% 0.41% −0.08
NXPI NXP Semiconductors NV Sold out 0.00% −0.08
VWOB Vanguard Emerg MKTS Gov BND Sold out 0.00% −0.08
INFA Informatica Inc. Class A Sold out 0.00% −0.07
VRNA Verona Pharma Ltd. Sold out 0.00% −0.07
STX Seagate Technology Holdings Sold out 0.00% −0.06
SAND Sandstorm Gold Ltd. Sold out 0.00% −0.06
VTLE Vital Energy Inc. Sold out 0.00% −0.05
HFXI Nylim Ftse Intr Eq CN ETF-Ui Reduce -7.5% 0.90% −0.05
GRMN Garmin Ltd. Sold out 0.00% −0.05
QUAL iShares MSCI USA Quality Fac Sold out 0.00% −0.05
SCS Steelcase Inc. Class A Sold out 0.00% −0.05
FISV Fiserv Inc. Reduce -1.6% 0.05% −0.04
SPNS Sapiens International Corp. Sold out 0.00% −0.04
WTW Willis Towers Watson PLC Sold out 0.00% −0.04
PG The Procter & Gamble Co. Reduce -0.9% 0.42% −0.04
ACGL Arch Capital Group Ltd. Sold out 0.00% −0.04
IQSI Nylim Cndrm Intrnt Eq ETF-Ui Reduce -3.9% 1.47% −0.04
XLB SS Materials Select Sector Reduce -36.9% 0.07% −0.04
CWB SS SPDR BB Conv Sec ETF Reduce -6.6% 0.36% −0.04
XLF SS Financial Select Sector Reduce -55.0% 0.03% −0.04
VRNT Verint Systems Inc. Sold out 0.00% −0.04
ARIS WATER SOLUTIONS INC-A Sold out 0.00% −0.04
PFFD Global X US Preferred ETF Reduce -6.9% 0.28% −0.03
COIN Coinbase Global Inc. Class A Reduce -1.9% 0.06% −0.03
MLNK Meridianlink Inc. Sold out 0.00% −0.03
AVDX Avidxchange Holdings Inc. Sold out 0.00% −0.03

Portfolio Buys Q3 2025 → Q4 2025
VGSH Vanguard Short-Term Treasury Add +221.9% 1.41% +0.96
GOOGL Alphabet Inc. Class A Add +4.6% 2.32% +0.56
LRND Nylim US LG Ca R&D LD ETF-Ui Add +744.6% 0.56% +0.50
GOOG Alphabet Inc. Class C Add +2.2% 1.83% +0.41
LLY Eli Lilly & Co. Add +3.9% 1.05% +0.32
AMZN Amazon.com Inc. Add +6.0% 2.79% +0.24
JEPI JPMorgan Equity Premium Inco Add +191.9% 0.36% +0.23
MMMA Nylim Mackay Muni Allocation New 0.21% +0.21
MU Micron Technology Inc. Add +0.3% 0.40% +0.16
IQHI Nylim Mackay High Income ETF Add +27.2% 0.81% +0.15
USHY iShares Broad Usd High Yield Add +81.5% 0.27% +0.12
EMXC iShares MSCI Emr MRK Ex Chna Add +24.9% 0.44% +0.11
AVGO Broadcom Inc. Add +2.8% 1.96% +0.11
AMD Advanced Micro Devices Add +0.1% 0.44% +0.10
VEA Vanguard Ftse Developed ETF Add +14.6% 0.68% +0.10
TECK Teck Resources Ltd.-CLS B New 0.10% +0.10
SCHA Schwab US Small-Cap ETF Add +28.1% 0.42% +0.09
BKLN Invesco Senior Loan ETF Add +95.7% 0.19% +0.09
EA Electronic Arts Inc. Add +156.2% 0.15% +0.09
VONV Vanguard Russell 1000 Value Add +105.7% 0.17% +0.09
HOUS Anywhere Real Estate Inc. New 0.09% +0.09
IEFA iShares Core MSCI Eafe ETF Add +12.5% 0.72% +0.08
IJH iShares Core S&P Midcap ETF Add +65.4% 0.20% +0.08
DAY Dayforce Inc. Add +342.2% 0.10% +0.08
AL Sumisho Air Lease Corp. New 0.07% +0.07
JNJ Johnson & Johnson Add +3.6% 0.61% +0.07
CVNA Carvana Co. New 0.07% +0.07
IWLG Nylim Winslow Large Cap Grow Add +7.1% 1.16% +0.06
MRK Merck & Co. Inc. Add +0.3% 0.31% +0.06
LRCX Lam Research Corp. Add +0.6% 0.28% +0.06
TMO Thermo Fisher Scientific Inc. Add +6.3% 0.27% +0.05
IEMG iShares Core MSCI Emerging Add +30.3% 0.23% +0.05
AMAT Applied Materials Inc. Add +0.5% 0.26% +0.05
CAT Caterpillar Inc. Add +0.8% 0.32% +0.05
EXAS Exact Sciences Corp. Add +242.4% 0.06% +0.05
KVUE Kenvue Inc. Add +109.2% 0.09% +0.05
CMA Comerica Inc. Add +437.3% 0.05% +0.05
HOLX Hologic Inc. Add +223.5% 0.06% +0.05
SOXX iShares Semiconductor ETF Add +115.0% 0.08% +0.04
VTV Vanguard Mrngstr Val ETF-Aui Add +51.1% 0.12% +0.04
CADE Cadence Bank New 0.04% +0.04
IVV iShares Core S&P 500 ETF Add +61.1% 0.11% +0.04
CSCO Cisco Systems Inc. Add +0.9% 0.39% +0.04
RNAM Avidity Biosciences Inc. New 0.04% +0.04
SNDK Sandisk Corp. New 0.04% +0.04
WMT Walmart Inc. Add +0.9% 0.58% +0.04
ARES Ares Management Corp. Class A Add +1033.2% 0.04% +0.04
QRVO Qorvo Inc. New 0.03% +0.03
NGD New Gold Inc. New 0.03% +0.03
AGG iShares Core U.S. Aggregate Add +8.8% 0.57% +0.03

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