NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings778 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 3.6M | $728.4M | 5.1% | $120.36 | +80.75% | 17 qtrssince 2022-Q2 | Increased 63 |
APPLE INC | 2.3M | $671.2M | 4.7% | $148.58 | +115.17% | 17 qtrssince 2022-Q2 | Increased 59 |
MICROSOFT CORP | 1.2M | $433.8M | 3.0% | $261.69 | +96.24% | 17 qtrssince 2022-Q2 | Increased 59 |
NEW YORK LIFE INVESTMENTS ET | 8.6M | $379.3M | 2.6% | $40.96 | +13.73% | 18 qtrssince 2022-Q1 | Increased 76 |
AMAZON COM INC | 1.5M | $355.7M | 2.5% | $132.09 | +101.70% | 17 qtrssince 2022-Q2 | Increased 54 |
ALPHABET INC | 964,737 | $344.8M | 2.4% | $130.89 | +164.79% | 17 qtrssince 2022-Q2 | Increased 55 |
NEW YORK LIFE INVESTMENTS ET | 8.3M | $331.5M | 2.3% | $30.19 | +33.53% | 15 qtrssince 2022-Q4 | Increased 57 |
NEW YORK LIFE INVESTMENTS ET | 4.7M | $295.7M | 2.1% | $35.27 | +78.48% | 25 qtrssince 2020-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 13.3M | $277.2M | 1.9% | $18.95 | +9.25% | 18 qtrssince 2022-Q1 | Increased 50 |
BROADCOM INC | 699,053 | $264.1M | 1.8% | $175.30 | +110.38% | 17 qtrssince 2022-Q2 | Increased 49 |
ALPHABET INC | 701,829 | $248M | 1.7% | $111.18 | +208.41% | 17 qtrssince 2022-Q2 | Increased 49 |
NEW YORK LIFE INVESTMENTS ET | 5.7M | $218.1M | 1.5% | $25.57 | +53.62% | 25 qtrssince 2020-Q2 | Increased 54 |
ISHARES TR | 4M | $201.9M | 1.4% | $46.00 | +11.01% | 17 qtrssince 2022-Q2 | Increased 61 |
VANGUARD WORLD FD | 730,563 | $199.9M | 1.4% | $176.62 | +59.75% | 25 qtrssince 2020-Q2 | Decreased 0 |
MICRON TECHNOLOGY INC | 168,423 | $194.4M | 1.4% | $66.42 | +1304.48% | 17 qtrssince 2022-Q2 | Decreased 0 |
META PLATFORMS INC | 330,926 | $186.4M | 1.3% | $220.09 | +162.63% | 17 qtrssince 2022-Q2 | Increased 50 |
TESLA INC | 423,945 | $178.3M | 1.2% | $260.94 | +33.65% | 17 qtrssince 2022-Q2 | Increased 48 |
NEW YORK LIFE INVTS ACTIVE E | 7M | $177.6M | 1.2% | $24.35 | +2.86% | 9 qtrssince 2024-Q2 | Increased 65 |
ELI LILLY & CO | 129,708 | $155.6M | 1.1% | $450.19 | +160.91% | 17 qtrssince 2022-Q2 | Increased 52 |
ADVANCED MICRO DEVICES INC | 242,459 | $140.8M | 1.0% | $81.11 | +474.03% | 17 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $14.3B across 778 positions as of Q2 2026. Top holdings: NVDA (5.1%), AAPL (4.7%), MSFT (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 57 new positions, 60 exits, 425 increased. Top move: LRND (INCREASED, conviction 76). Portfolio: $14.3B across 778 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR