New York Life Investment Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, New York Life Investment Management Llc disclosed 778 stock positions valued at approximately $14.15B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 778
- Portfolio Value
- $14.15B
Holdings by Sector
New York Life Investment Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.15% | 3,640,286 | +92,020 | +2.59% | $728,384,826 |
| APPLE INC | AAPL | Technology | 4.75% | 2,319,660 | +58,309 | +2.58% | $671,216,818 |
| MICROSOFT CORP | MSFT | Technology | 3.07% | 1,162,926 | +39,934 | +3.56% | $433,794,657 |
| NEW YORK LIFE INVESTMENTS ET | LRND | Other | 2.68% | 8,599,898 | +3,180,497 | +58.69% | $379,267,543 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.51% | 1,492,511 | +22,501 | +1.53% | $355,725,072 |
| ALPHABET INC | GOOGL | Communication Services | 2.44% | 964,737 | +39,018 | +4.21% | $344,768,062 |
| NEW YORK LIFE INVESTMENTS ET | IQSM | Other | 2.34% | 8,329,582 | +518,188 | +6.63% | $331,487,378 |
| NEW YORK LIFE INVESTMENTS ET | IQSU | Other | 2.09% | 4,724,616 | -191,748 | -3.90% | $295,732,615 |
| NEW YORK LIFE INVTS ACTIVE E | CPLB | Other | 1.96% | 13,263,659 | +378,440 | +2.94% | $277,210,473 |
| BROADCOM INC | AVGO | Technology | 1.87% | 699,053 | +7,972 | +1.15% | $264,067,271 |
| ALPHABET INC | GOOG | Communication Services | 1.75% | 701,829 | +5,305 | +0.76% | $247,977,241 |
| NEW YORK LIFE INVESTMENTS ET | IQSI | Other | 1.54% | 5,695,211 | +563,885 | +10.99% | $218,085,007 |
| ISHARES TR | FLOT | Other | 1.43% | 3,955,418 | +909,626 | +29.87% | $201,924,089 |
| VANGUARD WORLD FD | MGC | Other | 1.41% | 730,563 | -13,779 | -1.85% | $199,903,953 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.37% | 168,423 | -84 | -0.05% | $194,408,985 |
| META PLATFORMS INC | META | Communication Services | 1.32% | 330,926 | +11,218 | +3.51% | $186,407,307 |
| TESLA INC | TSLA | Consumer Cyclical | 1.26% | 423,945 | +4,263 | +1.02% | $178,311,267 |
| NEW YORK LIFE INVTS ACTIVE E | SECR | Other | 1.26% | 6,997,978 | +2,218,575 | +46.42% | $177,598,184 |
| ELI LILLY & CO | LLY | Healthcare | 1.10% | 129,708 | +9,633 | +8.02% | $155,575,666 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.00% | 242,459 | -1,014 | -0.42% | $140,846,858 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.90% | 254,496 | +664 | +0.26% | $127,347,253 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.86% | 373,305 | -1,331 | -0.36% | $122,193,926 |
| NEW YORK LIFE INVTS ACTIVE E | IQHI | Other | 0.84% | 4,602,678 | +276,263 | +6.39% | $118,864,160 |
| NEW YORK LIFE INVESTMENTS ET | HFXI | Other | 0.81% | 3,003,229 | -113,101 | -3.63% | $114,392,993 |
| ISHARES TR | IEFA | Other | 0.74% | 1,078,383 | +47,556 | +4.61% | $104,154,501 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.73% | 1,446,949 | +307,716 | +27.01% | $103,095,116 |
| INTEL CORP | INTC | Technology | 0.70% | 704,143 | +4,911 | +0.70% | $98,319,487 |
| FRANKLIN TEMPLETON ETF TR | FLBL | Other | 0.69% | 4,268,479 | +1,571,463 | +58.27% | $97,833,539 |
| APPLIED MATLS INC | AMAT | Technology | 0.67% | 130,731 | +3,709 | +2.92% | $94,518,513 |
| NEW YORK LIFE INVTS ACTIVE E | IWLG | Other | 0.63% | 1,580,116 | -510,264 | -24.41% | $89,418,764 |
Showing 30 of 778 holdings in the latest reporting period.