NY
New York Life Insurance Co 13F Holdings & Recent Stock Buys (Q2 2026)
New York Life Insurance CoCIK: 0000071633
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$527.2M
Reporting period: 2026-06-30 · Number of holdings: 3
NEW YORK LIFE INSURANCE CO disclosed 3 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $527.2M and a quarterly turnover rate of 46.8%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 46.81
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 6
- Sizing Uniformity
- 88.17
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VOO
+23.6% $121.2M
Sold out MMSD
Sold out SECR
Sold out MMCA
Add SPY
0.0% $13.7M
Add NTSK
0.0% $2.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 77.66% | +18.89% | +23.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 20.19% | +1.30% | — | |
| 3 | NTSK | Netskope Inc-cl A | Stock-Other | 2.15% | +0.36% | — |
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+14.4%
- Stdev
- +12.3%
- Beta
- +0.94
- Alpha
- -0.9%
- Max Drawdown
- -7.1%
- Annualized Perf
- +18.6%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +3.01
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.17
- Calmar
- +2.63
- Information Ratio
- -1.31
- Tracking Error
- +1.6%
- Stdev Down
- +6%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +37.3%
- Worst 12 Months
- +8.4%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.46
- Stdev Sectors
- —
- Skewness
- -0.03
- Kurtosis
- -0.45
- Upside Potential
- +4.64
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 3 | $527.2M | 47 | ||
| 2026 Q1 | 6 | $490.6M | 16 | ||
| 2025 Q4 | 6 | $456.1M | 15 | ||
| 2025 Q3 | 5 | $406.0M | 29 | ||
| 2025 Q2 | 5 | $351.3M | 0 | ||
| 2025 Q1 | 3 | $297.5M | 100 | ||
| 2024 Q4 | 4 | $524.7M | 0 | ||
| 2024 Q3 | 4 | $469.5M | 0 | ||
| 2024 Q2 | 4 | $397.6M | 0 | ||
| 2024 Q1 | 3 | $353.4M | 0 | ||
| 2023 Q4 | 3 | $179.3M | 0 | ||
| 2023 Q3 | 8 | $897.0M | 0 | ||
| 2023 Q2 | 7 | $930.6M | 0 | ||
| 2023 Q1 | 9 | $1.1B | 0 | ||
| 2022 Q4 | 8 | $1.0B | 0 | ||
| 2022 Q3 | 8 | $962.1M | 0 | ||
| 2022 Q2 | 8 | $1.0B | 0 | ||
| 2017 Q4 | 12 | $1.1B | 35 | ||
| 2017 Q3 | 12 | $857.6M | 10 | ||
| 2017 Q2 | 12 | $778.9M | 37 | ||
| 2017 Q1 | 10 | $684.5M | — |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
New York Life Insurance Co's most significant position changes for 2026-06-30: Sold out: Nyli Mackay Muni Shrt Durat (MMSD); Sold out: Nyli Mackay Secur Inc ETF (SECR); Sold out: Nyli Mackay Ca Muni Interm (MMCA); Add: Vanguard S&p 500 ETF (VOO) — shares +23.57%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +18.9% | +23.57% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | — | Unchanged |
| 3 | NTSK | Netskope Inc-cl A | +0.4% | — | Unchanged |
| 4 | MMCA | Nyli Mackay Ca Muni Interm | -5.1% | EXIT | Sold out |
| 5 | SECR | Nyli Mackay Secur Inc ETF | -5.3% | EXIT | Sold out |
| 6 | MMSD | Nyli Mackay Muni Shrt Durat | -10.2% | EXIT | Sold out |
Filing History
FAQ
What is New York Life Insurance Co and what type of investor is it?
New York Life Insurance Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $527.2M, spread across 3 disclosed positions.
What are New York Life Insurance Co's largest equity positions?
Based on the latest 13F filing, New York Life Insurance Co's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $409.5M (77.7%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $106.4M (20.2%)
3. Netskope Inc-cl A (NTSK) — $11.3M (2.1%)
What changes did New York Life Insurance Co make in its most recent portfolio filing?
In the latest reported quarter, New York Life Insurance Co made 4 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 0 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Nyli Mackay Muni Shrt Durat (MMSD); Sold out: Nyli Mackay Secur Inc ETF (SECR); Sold out: Nyli Mackay Ca Muni Interm (MMCA); Add: Vanguard S&p 500 ETF (VOO) — shares +23.57%
What sectors does New York Life Insurance Co focus on?
Sector breakdown data is not yet available for New York Life Insurance Co. Check back after the next 13F processing cycle.
Investment Profile
New York Life Insurance Co returned an annualized 18.6% over the trailing 36 months — underperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.94 (roughly in line with the market) and a 36% quarterly batting average against the index.
Its portfolio is concentrated and moderately active.
Its turnover score has risen from 0 to 47 over the past 4 quarters — a shift toward more active trading.
It has added to its VOO position for two straight quarters, increasing it by $176.1M to reach $409.5M.
Peer Institutions
Institutions with a similar AUM
YL
Yelin Lapidot Holdings Management Ltd.
CIK 0001590495
Total reported value
$527.4M
96 stks
2026-06-30
Concentration20.3
Portfolio Stability17.4
Sector conviction59.9
AUM within 0.0% of this institution
View detail
FN
First National CORP /ma/ /adv
CIK 0000816192
Total reported value
$527.5M
174 stks
2025-09-30
Stale — no recent filing
Concentration9.3
Portfolio Stability28.4
Sector conviction74.3
AUM within 0.0% of this institution
View detail
GW
Global Wealth Strategies & Associates
CIK 0001912297
Total reported value
$527.6M
97 stks
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Concentration41.6
Portfolio Stability31.8
Sector conviction61.1
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BS
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Concentration59.2
Portfolio Stability12.9
Sector conviction43.7
Also holds Vanguard S&p 500 ETF as its largest position
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ET
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CIK 0000033250
Total reported value
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Concentration8.0
Portfolio Stability24.9
Sector conviction48.3
Also holds Vanguard S&p 500 ETF as its largest position
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SI
Sentry Investment Management LLC
CIK 0000089014
Total reported value
$168.0M
1 stks
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Concentration100.0
Portfolio Stability14.2
Sector conviction0.0
Also holds Vanguard S&p 500 ETF as its largest position
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Developer Access
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