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CIK: 0001133639
Total reported value
$14.3B
$14.3B
781 檔
15.3%
During the Q1 2026 filing period, New York Life Investment Management LLC (CIK: 0001133639) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $14.3B across 781 reported positions.
In Q1 2026, New York Life Investment Management LLC displayed an active expansion posture, initiating 21 new positions and adding to 143 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 15.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
CIEN
市值: $7.6M
Top Position Liquidated / Trimmed
DAY
前期市值: $11.3M
Showing top 200 holdings (of 781 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.24% | -0.15% | +4.81% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.86% | -0.17% | +7.56% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | -0.49% | +3.52% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | -0.11% | +4.93% | |
| 5 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 2.29% | +0.03% | +35.24% | |
| 6 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 2.29% | -0.35% | +0.68% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.25% | +0.16% | +7.58% | |
| 8 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 2.13% | -0.06% | +33.41% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.03% | +5.19% | |
| 10 | LRND | Nyli US Lrg Cap R&d Lead-usd | ETF-Other | 1.70% | +0.95% | +237.70% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | +0.04% | +3.22% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.25% | +5.35% | |
| 13 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.53% | -0.01% | +5.80% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.49% | -0.09% | +5.70% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.32% | -0.07% | +2.78% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.31% | +0.10% | -2.80% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.13% | -0.51% | -18.05% | |
| 18 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 1.04% | +0.20% | +1.67% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.14% | +1.33% | |
| 20 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.94% | -0.11% | +20.95% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.16% | +6.30% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.08% | +0.35% | |
| 23 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.89% | -0.09% | -3.61% | |
| 24 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 0.84% | -0.22% | -15.81% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.28% | +0.41% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.06% | +10.43% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.10% | -1.79% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.16% | +1.28% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.05% | +2.10% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | +0.10% | -10.01% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.03% | +7.27% | |
| 32 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.52% | +0.16% | +1.21% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.12% | +1.52% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.08% | +1.77% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.48% | +0.88% | +3.00% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.19% | +0.95% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.16% | +0.35% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.02% | +1.31% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.44% | -0.01% | +2.39% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | -0.04% | +9.15% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.06% | +2.24% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.56% | +2.81% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.09% | -0.60% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.12% | +7.49% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.04% | +2.64% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.02% | +1.21% | |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.40% | +0.02% | -3.00% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.13% | +1.31% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.09% | +0.74% | |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.38% | +0.06% | -18.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRND | Nyli US Lrg Cap R&d Lead-usd | +1.1% | +237.70% | Add |
| 2 | IQSM | Nyli Candriam US M/c Eq ETF | +0.6% | +35.24% | Add |
| 3 | IQSU | Nyli Candriam US L/c Eq ETF | +0.4% | +33.41% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +0.41% | Add |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +4090.45% | Add |
| 6 | IQHI | Nyli Mackay High Income ETF | +0.1% | +20.95% | Add |
| 7 | VRT | Vertiv Holdings Co-a | +0.1% | +2466.88% | Add |
| 8 | CVX | Chevron CORP | +0.1% | +0.35% | Add |
| 9 | AMAT | Applied Materials Inc | +0.1% | +7.45% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.79% | Trim |
| 11 | LRCX | Lam Research CORP | +0.1% | +7.14% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | +3.00% | Add |
| 13 | GEV | GE Vernova Inc | +0.1% | +2.33% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.43% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +1.52% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +0.74% | Add |
| 17 | SNDK | Sandisk CORP | +0.1% | +7.42% | Add |
| 18 | WBD | Warner Bros Discovery Inc | +0.1% | +86.20% | Add |
| 19 | IQSI | Nyli Candriam Intl Eqty ETF | +0.1% | +5.80% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +1.28% | Add |
| 21 | WTRG | Essential Utilities Inc | +0.1% | +769.87% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | +2.65% | Add |
| 23 | INTC | Intel CORP | +0.1% | +7.22% | Add |
| 24 | COP | Conocophillips | +0.1% | +0.46% | Add |
| 25 | PEP | Pepsico Inc | +0.1% | +11.00% | Add |
| 26 | DE | Deere & Co | +0.1% | +11.36% | Add |
| 27 | WDC | Western Digital CORP | +0.1% | +8.59% | Add |
| 28 | USIG | Ishares Broad Usd Investment | +0.1% | +34.06% | Add |
| 29 | GLW | Corning Inc | 0% | +2.91% | Add |
| 30 | KLAC | Kla CORP | 0% | +2.73% | Add |
| 31 | MRK | Merck & Co. Inc. | 0% | +1.31% | Add |
| 32 | PEN | Penumbra Inc | 0% | +476.41% | Add |
| 33 | VTV | Vanguard Value ETF | 0% | +31.14% | Add |
| 34 | VGIT | Vanguard Intermediate-term T | 0% | +27.89% | Add |
| 35 | T | At&t Inc | 0% | +1.20% | Add |
| 36 | LITE | Lumentum Holdings Inc | 0% | +44.31% | Add |
| 37 | WBS | Webster Financial CORP | 0% | +787.84% | Add |
| 38 | PM | Philip Morris International | 0% | +10.52% | Add |
| 39 | NEE | Nextera Energy Inc | 0% | +2.83% | Add |
| 40 | DBMF | Imgp Dbi Managed Futures Str | 0% | +19.68% | Add |
| 41 | AGG | Ishares Core U.s. Aggregate | 0% | +7.27% | Add |
| 42 | VLO | Valero Energy CORP | 0% | +1.86% | Add |
| 43 | USHY | Ishares Broad Usd High Yield | 0% | +14.26% | Add |
| 44 | ADI | Analog Devices Inc | 0% | +1.98% | Add |
| 45 | KO | Coca-cola Co/the | 0% | +1.23% | Add |
| 46 | GILD | Gilead Sciences Inc | 0% | +2.79% | Add |
| 47 | MPC | Marathon Petroleum CORP | 0% | +0.46% | Add |
| 48 | EQIX | Equinix Inc | 0% | +2.70% | Add |
| 49 | PSX | Phillips 66 | 0% | +1.31% | Add |
| 50 | ICVT | Ishares Convertible Bond ETF | 0% | +7.24% | Add |
According to official SEC Form 13F filings, New York Life Investment Management LLC reported a total U.S. public equity portfolio value of $14.3B across 781 disclosed positions in Q1 2026.
During Q1 2026, New York Life Investment Management LLC's top holdings by market value included NVDA (5.2%)、AAPL (4.9%)、MSFT (3.5%). The largest single position, NVDA, represented 5.2% of total portfolio value.
In Q1 2026, New York Life Investment Management LLC made 199 total portfolio adjustments, initiating 21 new buys, adding to 143 positions, trimming 19 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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