NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Est. AUM

$11.79B

13F long equity only

Positions

780

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$618.8M	3,548,266	5.25%	SOLE
2	APPLE INC	COM	$573.9M	2,261,351	4.87%	SOLE
3	MICROSOFT CORP	COM	$415.7M	1,122,992	3.52%	SOLE
4	AMAZON COM INC	COM	$306.2M	1,470,010	2.60%	SOLE
5	NEW YORK LIFE INVESTMENTS ET	CANDRIAM US MID	$271.2M	7,811,394	2.30%	SOLE
6	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY CORE	$270.3M	12,885,219	2.29%	SOLE
7	ALPHABET INC	CAP STK CL A	$266.2M	925,719	2.26%	SOLE
8	NEW YORK LIFE INVESTMENTS ET	CANDRIAM US LRG	$251.8M	4,916,364	2.13%	SOLE
9	BROADCOM INC	COM	$213.9M	691,081	1.81%	SOLE
10	NEW YORK LIFE INVESTMENTS ET	NYLI US LC R&D L	$201.5M	5,419,401	1.71%	SOLE
11	ALPHABET INC	CAP STK CL C	$199.8M	696,524	1.69%	SOLE
12	META PLATFORMS INC	CL A	$182.9M	319,708	1.55%	SOLE
13	NEW YORK LIFE INVESTMENTS ET	NYLI CANDRIAM IN	$180.8M	5,131,326	1.53%	SOLE
14	VANGUARD WORLD FD	MEGA CAP INDEX	$175.9M	744,342	1.49%	SOLE
15	TESLA INC	COM	$156.0M	419,682	1.32%	SOLE
16	ISHARES TR	FLTG RATE NT ETF	$155.2M	3,045,792	1.32%	SOLE
17	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$133.7M	2,283,713	1.13%	SOLE
18	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY SECU	$122.6M	4,779,403	1.04%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$121.6M	253,832	1.03%	SOLE
20	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY HIGH	$111.0M	4,326,415	0.94%	SOLE
21	ELI LILLY & CO	COM	$110.4M	120,075	0.94%	SOLE
22	JPMORGAN CHASE & CO	COM	$110.2M	374,636	0.93%	SOLE
23	NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$104.6M	3,116,330	0.89%	SOLE
24	NEW YORK LIFE INVTS ACTIVE E	NYLI WINSLOW LAR	$99.8M	2,090,380	0.85%	SOLE
25	EXXON MOBIL CORP	COM	$98.4M	580,275	0.83%	SOLE
26	ISHARES TR	CORE MSCI EAFE	$93.3M	1,030,827	0.79%	SOLE
27	JOHNSON & JOHNSON	COM	$81.8M	334,621	0.69%	SOLE
28	WALMART INC	COM	$75.7M	609,027	0.64%	SOLE
29	VISA INC	COM CL A	$75.6M	250,113	0.64%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$73.0M	1,139,233	0.62%	SOLE
31	ISHARES TR	CORE US AGGBD ET	$70.7M	712,423	0.60%	SOLE
32	FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$62.0M	2,697,016	0.53%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$61.5M	61,672	0.52%	SOLE
34	MASTERCARD INCORPORATED	CL A	$60.5M	120,984	0.51%	SOLE
35	MICRON TECHNOLOGY INC	COM	$56.9M	168,507	0.48%	SOLE
36	NETFLIX INC.	COM	$56.4M	586,541	0.48%	SOLE
37	CHEVRON CORPORATION	COM	$53.9M	260,422	0.46%	SOLE
38	ABBVIE INC	COM	$53.4M	245,493	0.45%	SOLE
39	SCHWAB STRATEGIC TR	US SML CAP ETF	$51.5M	1,771,690	0.44%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$50.8M	176,926	0.43%	SOLE
41	PROCTER & GAMBLE CO	COM	$50.0M	346,425	0.42%	SOLE
42	ADVANCED MICRO DEVICES INC	COM	$49.5M	243,473	0.42%	SOLE
43	ISHARES TR	CORE S&P SCP ETF	$49.1M	395,312	0.42%	SOLE
44	CISCO SYS INC	COM	$48.8M	629,191	0.41%	SOLE
45	HOME DEPOT INC	COM	$48.7M	148,142	0.41%	SOLE
46	BANK AMERICA CORP	COM	$48.0M	985,302	0.41%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$46.7M	1,517,027	0.40%	SOLE
48	PALANTIR TECHNOLOGIES INC	CL A	$46.4M	317,329	0.39%	SOLE
49	CATERPILLAR INC	COM	$45.8M	64,619	0.39%	SOLE
50	ISHARES INC	MSCI EMRG CHN	$45.1M	572,968	0.38%	SOLE

1–50 of 780

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