NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $11.8B across 781 positions as of Q1 2026. Top holdings: NVDA (5.2%), AAPL (4.9%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q1 2026 Summary
Active quarter - 56 new positions, 41 exits, 645 increased. Top move: LRND (INCREASED, conviction 78). Portfolio: $11.8B across 781 positions.
Top holdings by portfolio weight
NVDA5.24%
AAPL4.86%
MSFT3.52%
AMZN2.59%
IQSM2.29%
CPLB2.29%
GOOGL2.25%
IQSU2.13%
AVGO1.81%
LRND1.70%
Other1.69%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings781 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 3.5M | $618.8M | 5.2% | $118.29 | +94.58% | 16 qtrssince 2022-Q2 | Increased 64 | |
APPLE INC | 2.3M | $573.9M | 4.9% | $148.01 | +102.85% | 16 qtrssince 2022-Q2 | Increased 62 | |
MICROSOFT CORP | 1.1M | $415.7M | 3.5% | $263.74 | +62.01% | 16 qtrssince 2022-Q2 | Increased 59 | |
AMAZON COM INC | 1.5M | $306.2M | 2.6% | $130.47 | +102.46% | 16 qtrssince 2022-Q2 | Increased 56 | |
NEW YORK LIFE INVESTMENTS ET | 7.8M | $271.2M | 2.3% | $29.55 | +25.42% | 14 qtrssince 2022-Q4 | Increased 68 | |
NEW YORK LIFE INVTS ACTIVE E | 12.9M | $270.3M | 2.3% | $18.89 | +10.14% | 17 qtrssince 2022-Q1 | Increased 53 | |
ALPHABET INC | 925,719 | $266.2M | 2.3% | $121.35 | +227.20% | 16 qtrssince 2022-Q2 | Increased 57 | |
NEW YORK LIFE INVESTMENTS ET | 4.9M | $251.8M | 2.1% | $35.27 | +69.33% | 24 qtrssince 2020-Q2 | Increased 68 | |
BROADCOM INC | 691,081 | $213.9M | 1.8% | $174.00 | +145.79% | 16 qtrssince 2022-Q2 | Increased 51 | |
NEW YORK LIFE INVESTMENTS ET | 5.4M | $201.5M | 1.7% | $39.11 | +13.98% | 17 qtrssince 2022-Q1 | Increased 78 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer