NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Est. AUM

$11.8M

13F long equity, this entity only

Positions

780

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$618K	3548266	5.24%	SOLE
2	APPLE INC	COM	$573K	2261351	4.86%	SOLE
3	MICROSOFT CORP	COM	$415K	1122992	3.52%	SOLE
4	AMAZON COM INC	COM	$306K	1470010	2.59%	SOLE
5	NEW YORK LIFE INVESTMENTS ET	CANDRIAM US MID	$271K	7811394	2.30%	SOLE
6	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY CORE	$270K	12885219	2.29%	SOLE
7	ALPHABET INC	CAP STK CL A	$266K	925719	2.26%	SOLE
8	NEW YORK LIFE INVESTMENTS ET	CANDRIAM US LRG	$251K	4916364	2.13%	SOLE
9	BROADCOM INC	COM	$213K	691081	1.81%	SOLE
10	NEW YORK LIFE INVESTMENTS ET	NYLI US LC R&D L	$201K	5419401	1.70%	SOLE
11	ALPHABET INC	CAP STK CL C	$199K	696524	1.69%	SOLE
12	META PLATFORMS INC	CL A	$182K	319708	1.54%	SOLE
13	NEW YORK LIFE INVESTMENTS ET	NYLI CANDRIAM IN	$180K	5131326	1.53%	SOLE
14	VANGUARD WORLD FD	MEGA CAP INDEX	$175K	744342	1.48%	SOLE
15	TESLA INC	COM	$156K	419682	1.32%	SOLE
16	ISHARES TR	FLTG RATE NT ETF	$155K	3045792	1.31%	SOLE
17	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$133K	2283713	1.13%	SOLE
18	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY SECU	$122K	4779403	1.03%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$121K	253832	1.03%	SOLE
20	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY HIGH	$111K	4326415	0.94%	SOLE
21	ELI LILLY & CO	COM	$110K	120075	0.93%	SOLE
22	JPMORGAN CHASE & CO	COM	$110K	374636	0.93%	SOLE
23	NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$104K	3116330	0.88%	SOLE
24	NEW YORK LIFE INVTS ACTIVE E	NYLI WINSLOW LAR	$99K	2090380	0.84%	SOLE
25	EXXON MOBIL CORP	COM	$98K	580275	0.83%	SOLE
26	ISHARES TR	CORE MSCI EAFE	$93K	1030827	0.79%	SOLE
27	JOHNSON & JOHNSON	COM	$81K	334621	0.69%	SOLE
28	WALMART INC	COM	$75K	609027	0.64%	SOLE
29	VISA INC	COM CL A	$75K	250113	0.64%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$73K	1139233	0.62%	SOLE
31	ISHARES TR	CORE US AGGBD ET	$70K	712423	0.59%	SOLE
32	FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$62K	2697016	0.53%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$61K	61672	0.52%	SOLE
34	MASTERCARD INCORPORATED	CL A	$60K	120984	0.51%	SOLE
35	MICRON TECHNOLOGY INC	COM	$56K	168507	0.47%	SOLE
36	NETFLIX INC.	COM	$56K	586541	0.47%	SOLE
37	ABBVIE INC	COM	$53K	245493	0.45%	SOLE
38	CHEVRON CORPORATION	COM	$53K	260422	0.45%	SOLE
39	SCHWAB STRATEGIC TR	US SML CAP ETF	$51K	1771690	0.43%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$50K	176926	0.42%	SOLE
41	PROCTER & GAMBLE CO	COM	$50K	346425	0.42%	SOLE
42	ISHARES TR	CORE S&P SCP ETF	$49K	395312	0.42%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$49K	243473	0.42%	SOLE
44	CISCO SYS INC	COM	$48K	629191	0.41%	SOLE
45	BANK AMERICA CORP	COM	$48K	985302	0.41%	SOLE
46	HOME DEPOT INC	COM	$48K	148142	0.41%	SOLE
47	PALANTIR TECHNOLOGIES INC	CL A	$46K	317329	0.39%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$46K	1517027	0.39%	SOLE
49	ISHARES INC	MSCI EMRG CHN	$45K	572968	0.38%	SOLE
50	CATERPILLAR INC	COM	$45K	64619	0.38%	SOLE

1–50 of 780

1 / 16

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.