New York Life Insurance Co — Quarterly 13F Portfolio Report

CIK: 0000071633

Concentrated strategyMomentum followerQuality / disciplined sizing

Total reported value

$490.6M

Reporting period: 2026-03-31 · Number of holdings: 6

NEW YORK LIFE INSURANCE CO disclosed 6 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $490.6M and a quarterly turnover rate of 15.9%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "N"

Personality snowflake

Concentration: 100
Portfolio Stability: 15.92
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 12
Sizing Uniformity: 87.12

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.

Recent moves

Add VOO
+29.6%　$54.9M
Trim NTSK
-24.7%　-$15.3M
Trim SPY
0.0%　-$4.5M
Trim MMSD
0.0%　-$239.3K
Trim MMCA
0.0%　-$305.2K
Trim SECR
0.0%　-$83.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	58.77%	+7.60%	+29.64%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	18.89%	-2.42%	—
3	MMSD	Nyli Mackay Muni Shrt Durat	ETF-Other	10.18%	-0.83%	—
4	SECR	Nyli Mackay Secur INC ETF	ETF-Other	5.30%	-0.42%	—
5	MMCA	Nyli Mackay Ca Muni Interm	ETF-Other	5.06%	-0.45%	—
6	NTSK	Netskope Inc-cl A	Stock-Other	1.79%	-3.49%	-24.67%

Portfolio Performance

Performance for Q3 2026

+4.4%

Performance Last 4 Quarters

+15.1%

Based on 85% of reported portfolio value with available pricing

Stdev: +13.2%
Beta: +1.01
Alpha: -1.3%
Max Drawdown: -7.7%
Annualized Perf: +17.7%
Batting Avg vs S&P: +41.7%
Sortino: +2.69
Stutzer: +0.39
Treynor: +0.17
Sterling: +1.02
Calmar: +2.29
Information Ratio: -1
Tracking Error: +1.3%
Stdev Down: +6.4%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +37.5%
Worst 12 Months: +8.3%
Efficiency Ratio: +0.54
Sharpe: +1.3
Stdev Sectors: —
Skewness: +0.13
Kurtosis: -0.39
Upside Potential: +4.4

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
2026-03-31	6	$490.6M	16	1VOO 2SPY 3MMSD Top holdings2026-03-31 1.VOO 2.SPY 3.MMSD 4.SECR 5.MMCA 6.NTSK
2025-12-31	6	$456.1M	15	1VOO 2SPY 3MMSD Top holdings2025-12-31 1.VOO 2.SPY 3.MMSD 4.SECR 5.MMCA 6.NTSK
2025-09-30	5	$406.0M	29	1VOO 2SPY 3NTSK Top holdings2025-09-30 1.VOO 2.SPY 3.NTSK 4.SECR 5.MMSD
2025-06-30	5	$351.3M	0	1VOO 2SPY 3SECR Top holdings2025-06-30 1.VOO 2.SPY 3.SECR 4.MMSD 5.RBRK
2025-03-31	3	$297.5M	100	1VOO 2SPY 3SECR Top holdings2025-03-31 1.VOO 2.SPY 3.SECR
2024-12-31	4	$524.7M	0	1VOO 2SPY 3SECR Top holdings2024-12-31 1.VOO 2.SPY 3.SECR 4.5ZZ0
2024-09-30	4	$469.5M	0	1VOO 2SPY 3SECR Top holdings2024-09-30 1.VOO 2.SPY 3.SECR 4.5ZZ0
2024-06-30	4	$397.6M	0	1VOO 2SPY 3SECR Top holdings2024-06-30 1.VOO 2.SPY 3.SECR 4.5ZZ0
2024-03-31	3	$353.4M	0	1VOO 2SPY 35ZZ0 Top holdings2024-03-31 1.VOO 2.SPY 3.5ZZ0
2023-12-31	3	$179.3M	0	1SPY 2VOO 35ZZ0 Top holdings2023-12-31 1.SPY 2.VOO 3.5ZZ0
2023-09-30	8	$897.0M	0	1SPY 2VOO 3MMCA Top holdings2023-09-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.5ZZ0
2023-06-30	7	$930.6M	0	1SPY 2VOO 3MMCA Top holdings2023-06-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B
2023-03-31	9	$1.1B	0	1SPY 2VOO 3MMCA Top holdings2023-03-31 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C 9.BBIO
2022-12-31	8	$1.0B	0	1SPY 2VOO 3MMCA Top holdings2022-12-31 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C
2022-09-30	8	$962.1M	0	1SPY 2VOO 3MMCA Top holdings2022-09-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C
2022-06-30	8	$1.0B	0	1SPY 2VOO 3MMCA Top holdings2022-06-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C
2017-12-31	12	$1.1B	35	1SPY 2VOO345409B Top holdings2017-12-31 1.SPY 2.VOO 3.45409B 4.45409B 5.45409B 6.MMIT 7.45409B 8.45409B 9.MMIN 10.45409B
2017-09-30	12	$857.6M	10	1SPY 2VOO345409B Top holdings2017-09-30 1.SPY 2.VOO 3.45409B 4.45409B 5.45409B 6.HFXI 7.45409B 8.45409B 9.45409B 10.45409B
2017-06-30	12	$778.9M	37	1SPY 2VOO345409B Top holdings2017-06-30 1.SPY 2.VOO 3.45409B 4.45409B 5.45409B 6.HFXI 7.45409B 8.45409B 9.45409B 10.45409B
2017-03-31	10	$684.5M	—	1SPY245409B345409B Top holdings2017-03-31 1.SPY 2.45409B 3.45409B 4.HFXI 5.45409B 6.45409B 7.45409B 8.45409B 9.45409B 10.45409B

Holding changes this quarter

New York Life Insurance Co's most significant position changes for 2026-03-31: Add: Vanguard S&p 500 ETF (VOO) — shares +29.64%; Trim: Netskope Inc-cl A (NTSK) — shares -24.67%.

Position changes disclosed by New York Life Insurance Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+7.6%	+29.64%	Add
2	SECR	Nyli Mackay Secur INC ETF	-0.4%	—	Unchanged
3	MMCA	Nyli Mackay Ca Muni Interm	-0.5%	—	Unchanged
4	MMSD	Nyli Mackay Muni Shrt Durat	-0.8%	—	Unchanged
5	SPY	Ss Spdr S&p 500 ETF Trust-us	-2.4%	—	Unchanged
6	NTSK	Netskope Inc-cl A	-3.5%	-24.67%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-07	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-08-13	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-30	13F-HR	View on EDGAR
2024-09-30	2024-11-06	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-09	13F-HR	View on EDGAR
2022-06-30	2022-08-10	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2017-09-30	2017-11-06	13F-HR	View on EDGAR
2017-06-30	2017-08-10	13F-HR	View on EDGAR
2017-03-31	2017-05-12	13F-HR	View on EDGAR

FAQ

What is New York Life Insurance Co and what type of investor is it?

New York Life Insurance Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $490.6M, spread across 6 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) — $288.3M (58.8%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $92.7M (18.9%) 3. Nyli Mackay Muni Shrt Durat (MMSD) — $50.0M (10.2%) 4. Nyli Mackay Secur INC ETF (SECR) — $26.0M (5.3%) 5. Nyli Mackay Ca Muni Interm (MMCA) — $24.8M (5.1%)

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 2 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Vanguard S&p 500 ETF (VOO) — shares +29.64%; Trim: Netskope Inc-cl A (NTSK) — shares -24.67%

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.

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Portfolio Stability100.0

Sector conviction47.8

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View detail

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Mid Atlantic Financial Management Inc/adv

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View detail

New York Life Insurance Co — Quarterly 13F Portfolio Report

CIK: 0000071633

Concentrated strategyMomentum followerQuality / disciplined sizing

Total reported value

$490.6M

Reporting period: 2026-03-31 · Number of holdings: 6

NEW YORK LIFE INSURANCE CO disclosed 6 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $490.6M and a quarterly turnover rate of 15.9%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "N"

Personality snowflake

Concentration: 100
Portfolio Stability: 15.92
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 12
Sizing Uniformity: 87.12

Recent moves

Add VOO
+29.6%　$54.9M
Trim NTSK
-24.7%　-$15.3M
Trim SPY
0.0%　-$4.5M
Trim MMSD
0.0%　-$239.3K
Trim MMCA
0.0%　-$305.2K
Trim SECR
0.0%　-$83.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	58.77%	+7.60%	+29.64%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	18.89%	-2.42%	—
3	MMSD	Nyli Mackay Muni Shrt Durat	ETF-Other	10.18%	-0.83%	—
4	SECR	Nyli Mackay Secur INC ETF	ETF-Other	5.30%	-0.42%	—
5	MMCA	Nyli Mackay Ca Muni Interm	ETF-Other	5.06%	-0.45%	—
6	NTSK	Netskope Inc-cl A	Stock-Other	1.79%	-3.49%	-24.67%

Portfolio Performance

Performance for Q3 2026

+4.4%

Performance Last 4 Quarters

+15.1%

Based on 85% of reported portfolio value with available pricing

Stdev: +13.2%
Beta: +1.01
Alpha: -1.3%
Max Drawdown: -7.7%
Annualized Perf: +17.7%
Batting Avg vs S&P: +41.7%
Sortino: +2.69
Stutzer: +0.39
Treynor: +0.17
Sterling: +1.02
Calmar: +2.29
Information Ratio: -1
Tracking Error: +1.3%
Stdev Down: +6.4%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +37.5%
Worst 12 Months: +8.3%
Efficiency Ratio: +0.54
Sharpe: +1.3
Stdev Sectors: —
Skewness: +0.13
Kurtosis: -0.39
Upside Potential: +4.4

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
2026-03-31	6	$490.6M	16	1VOO 2SPY 3MMSD Top holdings2026-03-31 1.VOO 2.SPY 3.MMSD 4.SECR 5.MMCA 6.NTSK
2025-12-31	6	$456.1M	15	1VOO 2SPY 3MMSD Top holdings2025-12-31 1.VOO 2.SPY 3.MMSD 4.SECR 5.MMCA 6.NTSK
2025-09-30	5	$406.0M	29	1VOO 2SPY 3NTSK Top holdings2025-09-30 1.VOO 2.SPY 3.NTSK 4.SECR 5.MMSD
2025-06-30	5	$351.3M	0	1VOO 2SPY 3SECR Top holdings2025-06-30 1.VOO 2.SPY 3.SECR 4.MMSD 5.RBRK
2025-03-31	3	$297.5M	100	1VOO 2SPY 3SECR Top holdings2025-03-31 1.VOO 2.SPY 3.SECR
2024-12-31	4	$524.7M	0	1VOO 2SPY 3SECR Top holdings2024-12-31 1.VOO 2.SPY 3.SECR 4.5ZZ0
2024-09-30	4	$469.5M	0	1VOO 2SPY 3SECR Top holdings2024-09-30 1.VOO 2.SPY 3.SECR 4.5ZZ0
2024-06-30	4	$397.6M	0	1VOO 2SPY 3SECR Top holdings2024-06-30 1.VOO 2.SPY 3.SECR 4.5ZZ0
2024-03-31	3	$353.4M	0	1VOO 2SPY 35ZZ0 Top holdings2024-03-31 1.VOO 2.SPY 3.5ZZ0
2023-12-31	3	$179.3M	0	1SPY 2VOO 35ZZ0 Top holdings2023-12-31 1.SPY 2.VOO 3.5ZZ0
2023-09-30	8	$897.0M	0	1SPY 2VOO 3MMCA Top holdings2023-09-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.5ZZ0
2023-06-30	7	$930.6M	0	1SPY 2VOO 3MMCA Top holdings2023-06-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B
2023-03-31	9	$1.1B	0	1SPY 2VOO 3MMCA Top holdings2023-03-31 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C 9.BBIO
2022-12-31	8	$1.0B	0	1SPY 2VOO 3MMCA Top holdings2022-12-31 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C
2022-09-30	8	$962.1M	0	1SPY 2VOO 3MMCA Top holdings2022-09-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C
2022-06-30	8	$1.0B	0	1SPY 2VOO 3MMCA Top holdings2022-06-30 1.SPY 2.VOO 3.MMCA 4.45409B 5.45409B 6.45409B 7.45409B 8.21077C
2017-12-31	12	$1.1B	35	1SPY 2VOO345409B Top holdings2017-12-31 1.SPY 2.VOO 3.45409B 4.45409B 5.45409B 6.MMIT 7.45409B 8.45409B 9.MMIN 10.45409B
2017-09-30	12	$857.6M	10	1SPY 2VOO345409B Top holdings2017-09-30 1.SPY 2.VOO 3.45409B 4.45409B 5.45409B 6.HFXI 7.45409B 8.45409B 9.45409B 10.45409B
2017-06-30	12	$778.9M	37	1SPY 2VOO345409B Top holdings2017-06-30 1.SPY 2.VOO 3.45409B 4.45409B 5.45409B 6.HFXI 7.45409B 8.45409B 9.45409B 10.45409B
2017-03-31	10	$684.5M	—	1SPY245409B345409B Top holdings2017-03-31 1.SPY 2.45409B 3.45409B 4.HFXI 5.45409B 6.45409B 7.45409B 8.45409B 9.45409B 10.45409B

Holding changes this quarter

New York Life Insurance Co's most significant position changes for 2026-03-31: Add: Vanguard S&p 500 ETF (VOO) — shares +29.64%; Trim: Netskope Inc-cl A (NTSK) — shares -24.67%.

Position changes disclosed by New York Life Insurance Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+7.6%	+29.64%	Add
2	SECR	Nyli Mackay Secur INC ETF	-0.4%	—	Unchanged
3	MMCA	Nyli Mackay Ca Muni Interm	-0.5%	—	Unchanged
4	MMSD	Nyli Mackay Muni Shrt Durat	-0.8%	—	Unchanged
5	SPY	Ss Spdr S&p 500 ETF Trust-us	-2.4%	—	Unchanged
6	NTSK	Netskope Inc-cl A	-3.5%	-24.67%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-07	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-08-13	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-30	13F-HR	View on EDGAR
2024-09-30	2024-11-06	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-09	13F-HR	View on EDGAR
2022-06-30	2022-08-10	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2017-09-30	2017-11-06	13F-HR	View on EDGAR
2017-06-30	2017-08-10	13F-HR	View on EDGAR
2017-03-31	2017-05-12	13F-HR	View on EDGAR