NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings781 positions
NVIDIA CORP | 3.5M | $618.8M | 5.2% | $32.61 | +433.61% | 16 qtrssince 2022-Q2 | Increased 64 |
APPLE INC | 2.3M | $573.9M | 4.9% | $144.96 | +74.77% | 16 qtrssince 2022-Q2 | Increased 62 |
MICROSOFT CORP | 1.1M | $415.7M | 3.5% | $257.75 | +43.03% | 16 qtrssince 2022-Q2 | Increased 59 |
AMAZON COM INC | 1.5M | $306.2M | 2.6% | $128.02 | +62.69% | 16 qtrssince 2022-Q2 | Increased 56 |
NEW YORK LIFE INVESTMENTS ET | 7.8M | $271.2M | 2.3% | $29.55 | +22.98% | 14 qtrssince 2022-Q4 | Increased 68 |
NYLIM MACKAY CORE PLUS BOND ETF | 12.9M | $270.3M | 2.3% | $18.39 | +11.08% | 17 qtrssince 2022-Q1 | Increased 53 |
ALPHABET INC | 925,719 | $266.2M | 2.3% | $129.38 | +121.99% | 16 qtrssince 2022-Q2 | Increased 57 |
NEW YORK LIFE INVESTMENTS ET | 4.9M | $251.8M | 2.1% | $34.57 | +47.48% | 24 qtrssince 2020-Q2 | Increased 68 |
BROADCOM INC | 691,081 | $213.9M | 1.8% | $76.12 | +305.21% | 16 qtrssince 2022-Q2 | Increased 51 |
NEW YORK LIFE INVESTMENTS ET | 5.4M | $201.5M | 1.7% | $37.38 | -0.75% | 17 qtrssince 2022-Q1 | Increased 78 |
ALPHABET INC | 696,524 | $199.8M | 1.7% | $118.45 | +141.87% | 16 qtrssince 2022-Q2 | Increased 50 |
META PLATFORMS INC | 319,708 | $182.9M | 1.5% | $200.79 | +184.45% | 16 qtrssince 2022-Q2 | Increased 51 |
NEW YORK LIFE INVESTMENTS ET | 5.1M | $180.8M | 1.5% | $23.37 | +48.03% | 24 qtrssince 2020-Q2 | Increased 51 |
VANGUARD MEGA CAP ETF | 744,342 | $175.9M | 1.5% | $175.31 | +34.49% | 24 qtrssince 2020-Q2 | Increased 51 |
TESLA INC | 419,682 | $156M | 1.3% | $232.09 | +60.18% | 16 qtrssince 2022-Q2 | Increased 49 |
ISHARES FLOATING RATE BOND E | 3M | $155.2M | 1.3% | $44.59 | +12.30% | 16 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD SHORT-TERM TREASURY INDEX FUND | 2.3M | $133.7M | 1.1% | $56.68 | +1.68% | 10 qtrssince 2023-Q4 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 4.8M | $122.6M | 1.0% | $23.12 | +8.42% | 8 qtrssince 2024-Q2 | Increased 48 |
BERKSHIRE HATHAWAY INC DEL | 253,832 | $121.6M | 1.0% | $285.14 | +68.06% | 16 qtrssince 2022-Q2 | Increased 48 |
NEW YORK LIFE INVTS ACTIVE E | 4.3M | $111M | 0.9% | $22.30 | +11.34% | 14 qtrssince 2022-Q4 | Increased 51 |
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 Score: 4/5.0.
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
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