New York Life Investment Management Llc Portfolio Stock Holdings
New York Life Investment Management Llc disclosed 781 stock positions valued at approximately $11.8 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 781
- Portfolio Value
- $11.8B
Holdings by Sector
New York Life Investment Management Llc Portfolio Holdings in Q1 2026
763 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.24% | 3,548,266 | +162,757 | +4.81% | $618,817,590 |
| APPLE INC | AAPL | Technology | 4.86% | 2,261,351 | +158,865 | +7.56% | $573,908,270 |
| MICROSOFT CORP | MSFT | Technology | 3.52% | 1,122,992 | +38,168 | +3.52% | $415,697,949 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.59% | 1,470,010 | +69,124 | +4.93% | $306,158,983 |
| ALPHABET INC | GOOGL | Communication Services | 2.25% | 925,719 | +65,206 | +7.58% | $266,199,756 |
| NEW YORK LIFE INVESTMENTS ET | IQSU | Other | 2.13% | 4,916,364 | +1,231,111 | +33.41% | $251,758,644 |
| BROADCOM INC | AVGO | Technology | 1.81% | 691,081 | +34,078 | +5.19% | $213,896,480 |
| ALPHABET INC | GOOG | Communication Services | 1.69% | 696,524 | +21,735 | +3.22% | $199,804,875 |
| META PLATFORMS INC | META | Communication Services | 1.55% | 319,708 | +16,245 | +5.35% | $182,914,538 |
| VANGUARD WORLD FD | MGC | Other | 1.49% | 744,342 | +40,113 | +5.70% | $175,925,232 |
| TESLA INC | TSLA | Consumer Cyclical | 1.32% | 419,682 | +11,361 | +2.78% | $156,016,784 |
| ISHARES TR | FLOT | Other | 1.31% | 3,045,792 | -87,684 | -2.80% | $155,183,102 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.13% | 2,283,713 | -503,061 | -18.05% | $133,688,559 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.03% | 253,832 | +3,342 | +1.33% | $121,636,294 |
| ELI LILLY & CO | LLY | Healthcare | 0.93% | 120,075 | +7,115 | +6.30% | $110,441,383 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.93% | 374,636 | +1,321 | +0.35% | $110,202,926 |
| NEW YORK LIFE INVESTMENTS ET | HFXI | Other | 0.89% | 3,116,330 | -116,812 | -3.61% | $104,646,362 |
| EXXON MOBIL CORP | XOM | Energy | 0.83% | 580,275 | +2,379 | +0.41% | $98,449,457 |
| ISHARES TR | IEFA | Other | 0.79% | 1,030,827 | +97,337 | +10.43% | $93,320,769 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.69% | 334,621 | -6,106 | -1.79% | $81,794,757 |
| WALMART INC | WMT | Consumer Defensive | 0.64% | 609,027 | +7,680 | +1.28% | $75,689,876 |
| VISA INC | V | Financial Services | 0.64% | 250,113 | +5,146 | +2.10% | $75,594,153 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.62% | 1,139,233 | -126,704 | -10.01% | $73,002,051 |
| ISHARES TR | AGG | Other | 0.60% | 712,423 | +48,290 | +7.27% | $70,722,231 |
| FRANKLIN TEMPLETON ETF TR | FLBL | Other | 0.52% | 2,697,016 | +32,203 | +1.21% | $62,031,368 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.52% | 61,672 | +925 | +1.52% | $61,451,831 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.51% | 120,984 | +2,100 | +1.77% | $60,450,865 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.48% | 168,507 | +4,910 | +3.00% | $56,928,405 |
| NETFLIX INC. | NFLX | Communication Services | 0.48% | 586,541 | +5,539 | +0.95% | $56,395,917 |
| CHEVRON CORPORATION | CVX | Energy | 0.46% | 260,422 | +909 | +0.35% | $53,881,312 |
| ABBVIE INC | ABBV | Healthcare | 0.45% | 245,493 | +3,176 | +1.31% | $53,392,273 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.44% | 1,771,690 | +41,282 | +2.39% | $51,520,745 |
| VANGUARD INDEX FDS | VO | Other | 0.43% | 176,926 | +14,830 | +9.15% | $50,809,608 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.42% | 346,425 | +7,594 | +2.24% | $50,037,627 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.42% | 243,473 | +6,662 | +2.81% | $49,529,712 |
| ISHARES TR | IJR | Other | 0.42% | 395,312 | -2,382 | -0.60% | $49,141,235 |
| CISCO SYS INC | CSCO | Technology | 0.41% | 629,191 | +43,858 | +7.49% | $48,818,930 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 148,142 | +3,810 | +2.64% | $48,722,422 |
| BANK AMERICA CORP | BAC | Financial Services | 0.41% | 985,302 | +11,815 | +1.21% | $48,033,473 |
| SPDR SERIES TRUST | FLRN | Other | 0.40% | 1,517,027 | -46,964 | -3.00% | $46,694,091 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.39% | 317,329 | +4,107 | +1.31% | $46,418,886 |
| CATERPILLAR INC | CAT | Industrials | 0.39% | 64,619 | +472 | +0.74% | $45,779,977 |
| ISHARES INC | EMXC | Other | 0.38% | 572,968 | -132,520 | -18.78% | $45,069,662 |
| GE AEROSPACE | GE | Industrials | 0.38% | 156,269 | +3,014 | +1.97% | $44,344,454 |
| APPLIED MATLS INC | AMAT | Technology | 0.37% | 127,022 | +8,811 | +7.45% | $43,414,849 |
| LAM RESEARCH CORP | LRCX | Other | 0.36% | 200,246 | +13,345 | +7.14% | $42,784,560 |
| MERCK & CO INC | MRK | Healthcare | 0.35% | 344,750 | +4,462 | +1.31% | $41,469,978 |
| COCA COLA CO | KO | Consumer Defensive | 0.35% | 537,521 | +6,521 | +1.23% | $40,878,472 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.33% | 239,407 | +22,794 | +10.52% | $39,583,553 |
| ISHARES TR | MTUM | Other | 0.32% | 155,163 | -11,529 | -6.92% | $37,237,568 |
| RTX CORPORATION | RTX | Industrials | 0.30% | 186,379 | +2,618 | +1.42% | $35,952,509 |
| PEPSICO INC | PEP | Consumer Defensive | 0.30% | 227,031 | +22,504 | +11.00% | $35,255,644 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.30% | 41,661 | +539 | +1.31% | $35,244,789 |
| GE VERNOVA INC | GEV | Utilities | 0.30% | 40,298 | +916 | +2.33% | $35,176,124 |
| ISHARES TR | USHY | Other | 0.30% | 952,495 | +118,908 | +14.26% | $35,089,916 |
| ORACLE CORP | ORCL | Technology | 0.29% | 236,152 | +5,078 | +2.20% | $34,740,321 |
| SPDR SERIES TRUST | CWB | Other | 0.29% | 374,494 | -98,399 | -20.81% | $34,273,691 |
| WELLS FARGO & CO | WFC | Financial Services | 0.29% | 429,952 | -729 | -0.17% | $34,228,479 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.29% | 125,818 | +1,628 | +1.31% | $34,045,093 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.28% | 106,010 | +2,560 | +2.47% | $32,946,848 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.27% | 132,308 | +157 | +0.12% | $32,070,136 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.27% | 627,666 | +16,229 | +2.65% | $31,508,833 |
| INTEL CORP | INTC | Technology | 0.26% | 699,232 | +47,113 | +7.22% | $30,857,108 |
| ISHARES TR | GVI | Other | 0.26% | 286,461 | - | - | $30,559,660 |
| AT&T INC | T | Communication Services | 0.26% | 1,040,864 | +12,361 | +1.20% | $30,174,647 |
| ISHARES TR | ICVT | Other | 0.26% | 296,371 | +20,010 | +7.24% | $30,167,604 |
| KLA CORP | KLAC | Technology | 0.24% | 19,629 | +521 | +2.73% | $28,901,936 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.24% | 310,135 | +8,523 | +2.83% | $28,805,339 |
| CITIGROUP INC | C | Financial Services | 0.24% | 247,349 | -5,277 | -2.09% | $28,051,850 |
| MORGAN STANLEY | MS | Financial Services | 0.24% | 170,147 | -334 | -0.20% | $28,001,092 |
| NEW YORK LIFE INVESTMENTS ET | MNA | Other | 0.24% | 767,320 | -90,093 | -10.51% | $27,892,082 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.23% | 55,871 | +1,379 | +2.53% | $27,462,273 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.22% | 165,421 | +3,638 | +2.25% | $26,417,734 |
| AMGEN INC | AMGN | Healthcare | 0.22% | 74,823 | +968 | +1.31% | $26,326,473 |
| TEXAS INSTRS INC | TXN | Technology | 0.22% | 135,447 | +3,497 | +2.65% | $26,295,681 |
| SALESFORCE INC | CRM | Technology | 0.22% | 138,949 | +857 | +0.62% | $25,937,610 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.22% | 456,638 | -270,401 | -37.19% | $25,882,242 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.22% | 185,175 | +5,022 | +2.79% | $25,807,840 |
| DISNEY WALT CO | DIS | Communication Services | 0.22% | 263,832 | +4,170 | +1.61% | $25,428,128 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.21% | 508,854 | +33,557 | +7.06% | $25,386,726 |
| ISHARES INC | IEMG | Other | 0.21% | 356,152 | -33,761 | -8.66% | $24,841,602 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.21% | 241,496 | +3,127 | +1.31% | $24,794,394 |
| ISHARES TR | MUB | Other | 0.21% | 233,401 | +11,855 | +5.35% | $24,775,516 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.21% | 52,913 | +1,407 | +2.73% | $24,392,364 |
| GLOBAL X FDS | PFFD | Other | 0.21% | 1,325,577 | -367,890 | -21.72% | $24,390,617 |
| ISHARES TR | IJH | Other | 0.21% | 361,100 | +15,845 | +4.59% | $24,385,083 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.20% | 79,886 | +1,777 | +2.28% | $24,163,917 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.20% | 248,325 | +19,320 | +8.44% | $23,337,584 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.20% | 389,278 | +84,903 | +27.89% | $23,181,505 |
| ANALOG DEVICES INC | ADI | Technology | 0.20% | 72,773 | +1,410 | +1.98% | $23,152,002 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.19% | 1,114,085 | +55,926 | +5.29% | $22,738,475 |
| CONOCOPHILLIPS | COP | Energy | 0.19% | 170,076 | +776 | +0.46% | $22,450,032 |
| DEERE & CO | DE | Industrials | 0.19% | 39,714 | +4,052 | +11.36% | $22,370,896 |
| PFIZER INC | PFE | Healthcare | 0.19% | 790,320 | +11,422 | +1.47% | $22,192,186 |
| ISHARES TR | USIG | Other | 0.19% | 432,356 | +109,836 | +34.06% | $22,149,313 |
| QUALCOMM INC | QCOM | Technology | 0.19% | 170,107 | +11,032 | +6.94% | $21,906,379 |
| BOEING CO | BA | Industrials | 0.18% | 109,068 | +1,723 | +1.61% | $21,707,804 |
| AMPHENOL CORP | APH | Technology | 0.18% | 170,752 | +3,037 | +1.81% | $21,574,515 |
| LITMAN GREGORY FDS TR | DBMF | Other | 0.17% | 682,558 | +112,233 | +19.68% | $20,579,124 |
| WELLTOWER INC | WELL | Real Estate | 0.17% | 103,929 | +4,707 | +4.74% | $20,547,803 |