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 759 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
- 759
- 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 |
| 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 | IQSU | Other | 2.09% | 4,724,616 | -191,748 | -3.90% | $295,732,615 |
| 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 |
| 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 |
| 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 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 |
| LAM RESEARCH CORP | LRCX | Other | 0.63% | 205,583 | +5,337 | +2.67% | $89,085,281 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.63% | 1,526,211 | -757,502 | -33.17% | $88,825,480 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 335,320 | +699 | +0.21% | $85,161,220 |
| VISA INC | V | Financial Services | 0.60% | 247,610 | -2,503 | -1.00% | $84,952,515 |
| ISHARES TR | AGG | Other | 0.58% | 823,286 | +110,863 | +15.56% | $81,488,849 |
| EXXON MOBIL CORP | XOM | Energy | 0.56% | 577,369 | -2,906 | -0.50% | $78,937,890 |
| CISCO SYS INC | CSCO | Technology | 0.54% | 646,204 | +17,013 | +2.70% | $75,903,122 |
Showing 30 of 759 holdings in the latest reporting period.