New York Life Investment Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), New York Life Investment Management LLC reported 781 stock positions worth $11.8 billion. Its top holding was Nvidia (NVDA) at 5.2% of the portfolio, followed by Apple (AAPL, 4.9%) and Microsoft (MSFT, 3.5%). Compared with Q4 2025, it opened 56 new positions, sold out of 41, added to 645 and reduced 73. The biggest buy was Nylim US LG Ca R&D LD ETF-Ui (LRND, shares +238%) and the biggest sale Nylim Winslow Large Cap Grow (IWLG, shares −16%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001133639
Portfolio Value
$11.8B (Q1 2026)
SEC Filing
0001133639-26-000002 ↗ filed May 7, 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 $11.8B Q1 2026 Q2 2026: $14.3B Q2 2026

Holdings 781 stocks · $11.8B
NVDA Nvidia Corp. 5.24% 3,548,266 $618.8M Add +4.8%
AAPL Apple Inc. 4.86% 2,261,351 $573.9M Add +7.6%
MSFT Microsoft Corp. 3.52% 1,122,992 $415.7M Add +3.5%
AMZN Amazon.com Inc. 2.59% 1,470,010 $306.2M Add +4.9%
IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.29% 7,811,394 $271.2M Add +35.2%
CPLB Nylim Mackay Core Plus Bond filed as NEW YORK LIFE INVTS ACTIVE E 2.29% 12,885,219 $270.3M Add +0.7%
GOOGL Alphabet Inc. Class A 2.25% 925,719 $266.2M Add +7.6%
IQSU Nylim Cndrim US LC Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.13% 4,916,364 $251.8M Add +33.4%
AVGO Broadcom Inc. 1.81% 691,081 $213.9M Add +5.2%
LRND Nylim US LG Ca R&D LD ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.70% 5,419,401 $201.5M Add +237.7%
GOOG Alphabet Inc. Class C 1.69% 696,524 $199.8M Add +3.2%
META Meta Platforms Inc. Class A 1.55% 319,708 $182.9M Add +5.3%
IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.53% 5,131,326 $180.8M Add +5.8%
MGC Vngrd Mrngstr MG Cap ETF-Usd 1.49% 744,342 $175.9M Add +5.7%
TSLA Tesla Inc. 1.32% 419,682 $156.0M Add +2.8%
FLOT iShares Floating Rate Bond E 1.31% 3,045,792 $155.2M Reduce -2.8%
VGSH Vanguard Short-Term Treasury 1.13% 2,283,713 $133.7M Reduce -18.1%
SECR Nylim Mackay Securitized Inc. filed as NEW YORK LIFE INVTS ACTIVE E 1.04% 4,779,403 $122.6M Add +1.7%
BRK.B Berkshire Hathaway Inc. Class B 1.03% 253,832 $121.6M Add +1.3%
IQHI Nylim Mackay High Income ETF filed as NEW YORK LIFE INVTS ACTIVE E 0.94% 4,326,415 $111.0M Add +20.9%
LLY Eli Lilly & Co. 0.93% 120,075 $110.4M Add +6.3%
JPM JPMorgan Chase & Co. 0.93% 374,636 $110.2M Add +0.3%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.89% 3,116,330 $104.6M Reduce -3.6%
IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E 0.84% 2,090,380 $99.8M Reduce -15.8%
XOM Exxon Mobil Corp. 0.83% 580,275 $98.4M Add +0.4%
IEFA iShares Core MSCI Eafe ETF 0.79% 1,030,827 $93.3M Add +10.4%
JNJ Johnson & Johnson 0.69% 334,621 $81.8M Reduce -1.8%
WMT Walmart Inc. 0.64% 609,027 $75.7M Add +1.3%
V Visa Inc. Class A 0.64% 250,113 $75.6M Add +2.1%
VEA Vanguard Ftse Developed ETF 0.62% 1,139,233 $73.0M Reduce -10.0%
AGG iShares Core U.S. Aggregate 0.60% 712,423 $70.7M Add +7.3%
FLBL Franklin Senior Loan ETF 0.52% 2,697,016 $62.0M Add +1.2%
COST Costco Wholesale Corp. 0.52% 61,672 $61.5M Add +1.5%
MA Mastercard Inc. Class A 0.51% 120,984 $60.5M Add +1.8%
MU Micron Technology Inc. 0.48% 168,507 $56.9M Add +3.0%
NFLX Netflix Inc. 0.48% 586,541 $56.4M Add +0.9%
CVX Chevron Corp. 0.46% 260,422 $53.9M Add +0.3%
ABBV Abbvie Inc. 0.45% 245,493 $53.4M Add +1.3%
SCHA Schwab US Small-Cap ETF 0.44% 1,771,690 $51.5M Add +2.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.43% 176,926 $50.8M Add +9.2%
PG The Procter & Gamble Co. 0.42% 346,425 $50.0M Add +2.2%
AMD Advanced Micro Devices 0.42% 243,473 $49.5M Add +2.8%
IJR iShares Core S&P Small-Cap E 0.42% 395,312 $49.1M Reduce -0.6%
CSCO Cisco Systems Inc. 0.41% 629,191 $48.8M Add +7.5%
HD Home Depot Inc. 0.41% 148,142 $48.7M Add +2.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.41% 985,302 $48.0M Add +1.2%
FLRN SS SPDR BB Ig Float RT ETF 0.40% 1,517,027 $46.7M Reduce -3.0%
PLTR Palantir Technologies Inc. Class A 0.39% 317,329 $46.4M Add +1.3%
CAT Caterpillar Inc. 0.39% 64,619 $45.8M Add +0.7%
EMXC iShares MSCI Emr MRK Ex Chna 0.38% 572,968 $45.1M Reduce -18.8%
GE General Electric filed as GE AEROSPACE 0.38% 156,269 $44.3M Add +2.0%
AMAT Applied Materials Inc. 0.37% 127,022 $43.4M Add +7.5%
LRCX Lam Research Corp. 0.36% 200,246 $42.8M Add +7.1%
MRK Merck & Co. Inc. 0.35% 344,750 $41.5M Add +1.3%
KO The Coca-Cola Co. 0.35% 537,521 $40.9M Add +1.2%
IWFG Nylim Winslow Focused Large filed as NEW YORK LIFE INVTS ACTIVE E 0.34% 859,507 $39.9M No change
PM Philip Morris International 0.33% 239,407 $39.6M Add +10.5%
MTUM iShares MSCI USA Momentum Fa 0.32% 155,163 $37.2M Reduce -6.9%
RTX RTX Corp. 0.30% 186,379 $36.0M Add +1.4%
PEP Pepsico Inc. 0.30% 227,031 $35.3M Add +11.0%
GS Goldman Sachs Group Inc. 0.30% 41,661 $35.2M Add +1.3%
GEV GE Vernova Inc. 0.30% 40,298 $35.2M Add +2.3%
USHY iShares Broad Usd High Yield 0.30% 952,495 $35.1M Add +14.3%
ORCL Oracle Corp. 0.29% 236,152 $34.7M Add +2.2%
CWB SS SPDR BB Conv Sec ETF 0.29% 374,494 $34.3M Reduce -20.8%
WFC Wells Fargo & Co. 0.29% 429,952 $34.2M Reduce -0.2%
UNH Unitedhealth Group Inc. 0.29% 125,818 $34.0M Add +1.3%
MCD McDonald's Corp. 0.28% 106,010 $32.9M Add +2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 132,308 $32.1M Add +0.1%
VZ Verizon Communications Inc. 0.27% 627,666 $31.5M Add +2.6%
INTC Intel Corp. 0.26% 699,232 $30.9M Add +7.2%
GVI iShares Intermediate Governm 0.26% 286,461 $30.6M No change
T AT&T Inc. 0.26% 1,040,864 $30.2M Add +1.2%
ICVT iShares Convertible Bond ETF 0.26% 296,371 $30.2M Add +7.2%
KLAC KLA Corp. 0.24% 19,629 $28.9M Add +2.7%
NEE Nextera Energy Inc. 0.24% 310,135 $28.8M Add +2.8%
C Citigroup Inc. 0.24% 247,349 $28.1M Reduce -2.1%
MS Morgan Stanley 0.24% 170,147 $28.0M Reduce -0.2%
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.24% 767,320 $27.9M Reduce -10.5%
TMO Thermo Fisher Scientific Inc. 0.23% 55,871 $27.5M Add +2.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.22% 165,421 $26.4M Add +2.3%
AMGN Amgen Inc. 0.22% 74,823 $26.3M Add +1.3%
TXN Texas Instruments Inc. 0.22% 135,447 $26.3M Add +2.6%
CRM Salesforce Inc. 0.22% 138,949 $25.9M Add +0.6%
JEPI JPMorgan Equity Premium Inco 0.22% 456,638 $25.9M Reduce -37.2%
GILD Gilead Sciences Inc. 0.22% 185,175 $25.8M Add +2.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 263,832 $25.4M Add +1.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.21% 508,854 $25.4M Add +7.1%
MMMA Nylim Mackay Muni Allocation filed as NEW YORK LIFE INVTS ACTIVE E 0.21% 995,000 $24.9M No change
IEMG iShares Core MSCI Emerging 0.21% 356,152 $24.8M Reduce -8.7%
ABT Abbott Laboratories 0.21% 241,496 $24.8M Add +1.3%
MUB iShares National Muni Bond E 0.21% 233,401 $24.8M Add +5.3%
ISRG Intuitive Surgical Inc. 0.21% 52,913 $24.4M Add +2.7%
PFFD Global X US Preferred ETF 0.21% 1,325,577 $24.4M Reduce -21.7%
IJH iShares Core S&P Midcap ETF 0.21% 361,100 $24.4M Add +4.6%
AXP American Express Co. 0.20% 79,886 $24.2M Add +2.3%
SCHW Schwab (charles) Corp. 0.20% 248,325 $23.3M Add +8.4%
VGIT Vanguard Intermediate-Term T 0.20% 389,278 $23.2M Add +27.9%
ADI Analog Devices Inc. 0.20% 72,773 $23.2M Add +2.0%
BKLN Invesco Senior Loan ETF 0.19% 1,114,085 $22.7M Add +5.3%

Show all 781 holdings

Portfolio Sells Q4 2025 → Q1 2026
IWLG Nylim Winslow Large Cap Grow Reduce -15.8% 0.84% −0.32
VGSH Vanguard Short-Term Treasury Reduce -18.1% 1.13% −0.28
JEPI JPMorgan Equity Premium Inco Reduce -37.2% 0.22% −0.14
DAY Dayforce Inc. Sold out 0.00% −0.10
HOUS Anywhere Real Estate Inc. Sold out 0.00% −0.09
CWB SS SPDR BB Conv Sec ETF Reduce -20.8% 0.29% −0.07
AL Sumisho Air Lease Corp. Sold out 0.00% −0.07
PFFD Global X US Preferred ETF Reduce -21.7% 0.21% −0.07
VEA Vanguard Ftse Developed ETF Reduce -10.0% 0.62% −0.06
TGNA Tegna Inc. Sold out 0.00% −0.06
SHCO Soho House & Co. Inc. Sold out 0.00% −0.06
FLOT iShares Floating Rate Bond E Reduce -2.8% 1.31% −0.06
EMXC iShares MSCI Emr MRK Ex Chna Reduce -18.8% 0.38% −0.06
EXAS Exact Sciences Corp. Sold out 0.00% −0.06
WFC Wells Fargo & Co. Reduce -0.2% 0.29% −0.06
CMA Comerica Inc. Sold out 0.00% −0.05
MTUM iShares MSCI USA Momentum Fa Reduce -6.9% 0.32% −0.04
VONV Vanguard Russell 1000 Value Reduce -24.5% 0.13% −0.04
CADE Cadence Bank Sold out 0.00% −0.04
RNAM Avidity Biosciences Inc. Sold out 0.00% −0.04
SOXX iShares Semiconductor ETF Reduce -54.0% 0.04% −0.04
FLIN Franklin Ftse India ETF Reduce -25.9% 0.06% −0.04
NGD New Gold Inc. Sold out 0.00% −0.03
REVG Rev Group Inc. Sold out 0.00% −0.03
CDTX Cidara Therapeutics Inc. Sold out 0.00% −0.03
HI Hillenbrand Inc. Sold out 0.00% −0.03
MNA Nylim Merger Arbtrage ETF-Ui Reduce -10.5% 0.24% −0.03
MS Morgan Stanley Reduce -0.2% 0.24% −0.02
AMWD American Woodmark Corp. Sold out 0.00% −0.02
FLRN SS SPDR BB Ig Float RT ETF Reduce -3.0% 0.40% −0.02
JAMF Jamf Holding Corp. Sold out 0.00% −0.02
HFXI Nylim Ftse Intr Eq CN ETF-Ui Reduce -3.6% 0.89% −0.02
SHV iShares 0-1 Year Treasury Bo Reduce -21.6% 0.06% −0.02
STAA Staar Surgical Co. Sold out 0.00% −0.02
C Citigroup Inc. Reduce -2.1% 0.24% −0.02
COIN Coinbase Global Inc. Class A Reduce -1.9% 0.05% −0.02
IEMG iShares Core MSCI Emerging Reduce -8.7% 0.21% −0.02
BE Bloom Energy Corp. Class A Sold out 0.00% −0.01
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.01
LW Lamb Weston Holdings Inc. Sold out 0.00% −0.01
MOH Molina Healthcare Inc. Reduce -48.6% 0.01% −0.01
GM General Motors Co. Reduce -1.8% 0.08% −0.01
PAYC Paycom Software Inc. Reduce -47.0% 0.01% −0.01
MTCH Match Group Inc. Sold out 0.00% −0.01
IT Gartner Inc. Reduce -1.4% 0.01% −0.01
CFLT Confluent Inc. Class A Sold out 0.00% −0.01
MOFG Midwestone Financial Group I Sold out 0.00% −0.01
SYF Synchrony Financial Reduce -1.2% 0.03% −0.01
NSC Norfolk Southern Corp. Reduce -2.4% 0.16% −0.01
FYBR Frontier Communications Pare Sold out 0.00% −0.01

Portfolio Buys Q4 2025 → Q1 2026
LRND Nylim US LG Ca R&D LD ETF-Ui Add +237.7% 1.70% +1.14
IQSM Nylim CND US MD CP Eq ETF-Ui Add +35.2% 2.29% +0.57
IQSU Nylim Cndrim US LC Eq ETF-Ui Add +33.4% 2.13% +0.39
XOM Exxon Mobil Corp. Add +0.4% 0.83% +0.23
VMBS Vanguard Mortgage-Backed Sec Add +4090.4% 0.15% +0.15
IQHI Nylim Mackay High Income ETF Add +20.9% 0.94% +0.13
VRT Vertiv Holdings Co. Class A Add +2466.9% 0.13% +0.12
CVX Chevron Corp. Add +0.3% 0.46% +0.11
AMAT Applied Materials Inc. Add +7.5% 0.37% +0.11
LRCX Lam Research Corp. Add +7.1% 0.36% +0.09
MU Micron Technology Inc. Add +3.0% 0.48% +0.08
GEV GE Vernova Inc. Add +2.3% 0.30% +0.08
CAT Caterpillar Inc. Add +0.7% 0.39% +0.07
SNDK Sandisk Corp. Add +7.4% 0.11% +0.07
IEFA iShares Core MSCI Eafe ETF Add +10.4% 0.79% +0.07
COST Costco Wholesale Corp. Add +1.5% 0.52% +0.07
WBD Warner Bros Discovery Inc. Add +86.2% 0.16% +0.07
CIEN Ciena Corp. New 0.06% +0.06
WMT Walmart Inc. Add +1.3% 0.64% +0.06
WTRG Essential Utilities Inc. Add +769.9% 0.07% +0.06
IQSI Nylim Cndrm Intrnt Eq ETF-Ui Add +5.8% 1.53% +0.06
INTC Intel Corp. Add +7.2% 0.26% +0.05
COP Conocophillips Add +0.5% 0.19% +0.05
COHR Coherent Corp. New 0.05% +0.05
VZ Verizon Communications Inc. Add +2.6% 0.27% +0.05
GLW Corning Inc. Add +2.9% 0.13% +0.05
SEE Sealed Air Corp. New 0.05% +0.05
WDC Western Digital Corp. Add +8.6% 0.12% +0.05
DE Deere & Co. Add +11.4% 0.19% +0.05
PEP Pepsico Inc. Add +11.0% 0.30% +0.05
KLAC KLA Corp. Add +2.7% 0.24% +0.04
OS Onestream Inc. New 0.04% +0.04
USIG iShares Broad Usd Investment Add +34.1% 0.19% +0.04
PEN Penumbra Inc. Add +476.4% 0.05% +0.04
MRK Merck & Co. Inc. Add +1.3% 0.35% +0.04
VTV Vanguard Mrngstr Val ETF-Aui Add +31.1% 0.16% +0.04
VGIT Vanguard Intermediate-Term T Add +27.9% 0.20% +0.04
FOLD Amicus Therapeutics Inc. New 0.04% +0.04
LITE Lumentum Holdings Inc. Add +44.3% 0.06% +0.04
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Add +19.7% 0.17% +0.04
PM Philip Morris International Add +10.5% 0.33% +0.04
T AT&T Inc. Add +1.2% 0.26% +0.04
NEE Nextera Energy Inc. Add +2.8% 0.24% +0.04
WBS Webster Financial Corp. Add +787.8% 0.04% +0.04
MASI Masimo Corp. New 0.03% +0.03
VLO Valero Energy Corp. Add +1.9% 0.09% +0.03
DBRG Digitalbridge Group Inc. New 0.03% +0.03
SLAB Silicon Laboratories Inc. New 0.03% +0.03
CCO Clear Channel Outdoor Holdin New 0.03% +0.03
MPC Marathon Petroleum Corp. Add +0.5% 0.09% +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