New York Life Investment Management

New York, NYfiles as New York Life Investment Management LLC

$14.3bn in 778 US stocks at the end of 30 June 2026. The top 10 are 28.5% of the money. It changed about 11.2% of the portfolio this quarter.

Value

$14.3bn

Stocks

778

Top 10 share

28.5%

Turnover

11.2%

What changed this quarter

New

Bought for the first time this quarter.

New York Life Invts Active EMMSD
0.7% of the fund
New York Life Invts Active ECLOO
0.3% of the fund
New York Life Invts Active ENISM
0.2% of the fund
Spdr Series TrustSPHY
0.1% of the fund
Vaneck ETF TrustGPZ
<0.1% of the fund
Caesars EntertainmentCZR
<0.1% of the fund
OrganonOGN
<0.1% of the fund
Taylor Morrison Home
<0.1% of the fund
GlobalstarGSAT
<0.1% of the fund
Spdr Series TrustCERY
<0.1% of the fund
DBX ETF TRHYLB
<0.1% of the fund
Global Business Travel GroupGBTG
<0.1% of the fund
UnifirstUNF
<0.1% of the fund
Caseys General StoresCASY
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund
OktaOKTA
<0.1% of the fund
Catalyst Pharmaceuticals
<0.1% of the fund
Ishares TRITA
<0.1% of the fund
Orla MNG LTD NewORLA
<0.1% of the fund
Olaplex Hldgs
<0.1% of the fund
LiveRamp HoldingsRAMP
<0.1% of the fund
SemtechSMTC
<0.1% of the fund
Avanos MED
<0.1% of the fund
TransUnionTRU
<0.1% of the fund
EvercoreEVR
<0.1% of the fund

Added

Bought more of a stock they already held.

NvidiaNVDA
5.1% of the fund
+3%
AppleAAPL
4.7% of the fund
+3%
MicrosoftMSFT
3.0% of the fund
+4%
New York Life Investments ETLRND
2.6% of the fund
+59%
AlphabetGOOGL
2.4% of the fund
+4%
New York Life Investments ETIQSM
2.3% of the fund
+7%
New York Life Invts Active ECPLB
1.9% of the fund
+3%
New York Life Investments ETIQSI
1.5% of the fund
+11%
Ishares TRFLOT
1.4% of the fund
+30%
Meta PlatformsMETA
1.3% of the fund
+4%
New York Life Invts Active ESECR
1.2% of the fund
+46%
Eli LillyLLY
1.1% of the fund
+8%
New York Life Invts Active EIQHI
0.8% of the fund
+6%
Ishares TRIEFA
0.7% of the fund
+5%
Vanguard Tax-Managed FDSVEA
0.7% of the fund
+27%
Franklin Templeton ETF TRFLBL
0.7% of the fund
+58%
Applied MaterialsAMAT
0.7% of the fund
+3%
New York Life Invts Active EIWFG
0.7% of the fund
+100%
Lam ResearchLRCX
0.6% of the fund
+3%
Ishares TRAGG
0.6% of the fund
+16%
Cisco SystemsCSCO
0.5% of the fund
+3%
Ishares TRIJR
0.5% of the fund
+24%
New York Life Invts Active EMMCA
0.5% of the fund
+575%
IsharesEMXC
0.4% of the fund
+8%
Ishares TRMTUM
0.4% of the fund
+17%

Cut

Sold some of their stake.

New York Life Investments ETIQSU
2.1% of the fund
-4%
New York Life Investments ETHFXI
0.8% of the fund
-4%
New York Life Invts Active EIWLG
0.6% of the fund
-24%
Vanguard Scottsdale FDSVGSH
0.6% of the fund
-33%
Schwab Strategic TRSCHA
0.4% of the fund
-4%
Vanguard Index FDSVO
0.4% of the fund
-3%
Spdr Series TrustCWB
0.3% of the fund
-2%
Philip Morris InternationalPM
0.3% of the fund
-11%
CitigroupC
0.2% of the fund
-4%
Thermo Fisher ScientificTMO
0.2% of the fund
-4%
Ishares TRUSIG
0.1% of the fund
-9%
AppLovinAPP
0.1% of the fund
-8%
Booking HoldingsBKNG
0.1% of the fund
-4%
SalesforceCRM
0.1% of the fund
-12%
NewmontNEM
0.1% of the fund
-3%
Emerson ElectricEMR
<0.1% of the fund
-4%
Valero EnergyVLO
<0.1% of the fund
-2%
Vanguard Scottsdale FDSVONV
<0.1% of the fund
-36%
Arthur J. GallagherAJG
<0.1% of the fund
-3%
Carrier GlobalCARR
<0.1% of the fund
-7%
AutozoneAZO
<0.1% of the fund
-4%
ModernaMRNA
<0.1% of the fund
-7%
MetLifeMET
<0.1% of the fund
-3%
United Airlines HoldingsUAL
<0.1% of the fund
-3%
Becton DickinsonBDX
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Invesco Actvely Mngd ETC FDPDBC
-100%
Txnm EnergyTXNM
-100%
Hologic
-100%
Ishares TRSHV
-100%
Select Sector Spdr TRXLB
-100%
Schwab Strategic TRSCHM
-100%
Sealed Air Corp New
-100%
Onestream
-100%
Amicus Therapeutics
-100%
Carnival
-100%
Masimo
-100%
Coterra EnergyCTRA
-100%
Stellar Bancorp
-100%
CSG SYS Intl
-100%
Veeco InstrumentsVECO
-100%
Arcellx
-100%
XPOXPO
-100%
DuPont de NemoursDD
-100%
Proassurance
-100%
Sun Ctry Airls HldgsSNCY
-100%
MastecMTZ
-100%
TRI Pointe Homes
-100%
Semrush Hldgs
-100%
Vaneck ETF TrustEMLC
-100%

Holdings

NvidiaNVDA
Share
5.1%
Value
$728m
Shares
3,640,286
+3%
AppleAAPL
Share
4.7%
Value
$671m
Shares
2,319,660
+3%
MicrosoftMSFT
Share
3.0%
Value
$434m
Shares
1,162,926
+4%
New York Life Investments ETLRND
Share
2.6%
Value
$379m
Shares
8,599,898
+59%
Amazon.comAMZN
Share
2.5%
Value
$356m
Shares
1,492,511
Held
AlphabetGOOGL
Share
2.4%
Value
$345m
Shares
964,737
+4%
New York Life Investments ETIQSM
Share
2.3%
Value
$331m
Shares
8,329,582
+7%
New York Life Investments ETIQSU
Share
2.1%
Value
$296m
Shares
4,724,616
-4%
New York Life Invts Active ECPLB
Share
1.9%
Value
$277m
Shares
13,263,659
+3%
BroadcomAVGO
Share
1.8%
Value
$264m
Shares
699,053
Held
AlphabetGOOG
Share
1.7%
Value
$248m
Shares
701,829
Held
New York Life Investments ETIQSI
Share
1.5%
Value
$218m
Shares
5,695,211
+11%
Ishares TRFLOT
Share
1.4%
Value
$202m
Shares
3,955,418
+30%
Vanguard World FDMGC
Share
1.4%
Value
$200m
Shares
730,563
Held
Micron TechnologyMU
Share
1.4%
Value
$194m
Shares
168,423
Held
Meta PlatformsMETA
Share
1.3%
Value
$186m
Shares
330,926
+4%
TeslaTSLA
Share
1.2%
Value
$178m
Shares
423,945
Held
New York Life Invts Active ESECR
Share
1.2%
Value
$178m
Shares
6,997,978
+46%
Eli LillyLLY
Share
1.1%
Value
$156m
Shares
129,708
+8%
Advanced Micro DevicesAMD
Share
1.0%
Value
$141m
Shares
242,459
Held
Berkshire HathawayBRK-B
Share
0.9%
Value
$127m
Shares
254,496
Held
JPMorgan ChaseJPM
Share
0.9%
Value
$122m
Shares
373,305
Held
New York Life Invts Active EIQHI
Share
0.8%
Value
$119m
Shares
4,602,678
+6%
New York Life Investments ETHFXI
Share
0.8%
Value
$114m
Shares
3,003,229
-4%
Ishares TRIEFA
Share
0.7%
Value
$104m
Shares
1,078,383
+5%
Vanguard Tax-Managed FDSVEA
Share
0.7%
Value
$103m
Shares
1,446,949
+27%
New York Life Invts Active EMMSD
Share
0.7%
Value
$100m
Shares
3,955,410
New
IntelINTC
Share
0.7%
Value
$98m
Shares
704,143
Held
Franklin Templeton ETF TRFLBL
Share
0.7%
Value
$98m
Shares
4,268,479
+58%
Applied MaterialsAMAT
Share
0.7%
Value
$95m
Shares
130,731
+3%
New York Life Invts Active EIWFG
Share
0.7%
Value
$93m
Shares
1,719,014
+100%
New York Life Invts Active EIWLG
Share
0.6%
Value
$89m
Shares
1,580,116
-24%
Lam ResearchLRCX
Share
0.6%
Value
$89m
Shares
205,583
+3%
Vanguard Scottsdale FDSVGSH
Share
0.6%
Value
$89m
Shares
1,526,211
-33%
Johnson & JohnsonJNJ
Share
0.6%
Value
$85m
Shares
335,320
Held
VisaV
Share
0.6%
Value
$85m
Shares
247,610
Held
Ishares TRAGG
Share
0.6%
Value
$81m
Shares
823,286
+16%
ExxonMobil HoldingsXOM
Share
0.6%
Value
$79m
Shares
577,369
Held
Cisco SystemsCSCO
Share
0.5%
Value
$76m
Shares
646,204
+3%
Ishares TRIJR
Share
0.5%
Value
$73m
Shares
489,674
+24%
New York Life Invts Active EMMCA
Share
0.5%
Value
$71m
Shares
3,273,186
+575%
WalmartWMT
Share
0.5%
Value
$69m
Shares
610,654
Held
CaterpillarCAT
Share
0.5%
Value
$68m
Shares
64,152
Held
IsharesEMXC
Share
0.4%
Value
$63m
Shares
618,086
+8%
Ishares TRMTUM
Share
0.4%
Value
$62m
Shares
181,964
+17%
AbbVieABBV
Share
0.4%
Value
$62m
Shares
246,242
Held
MastercardMA
Share
0.4%
Value
$62m
Shares
120,113
Held
Schwab Strategic TRSCHA
Share
0.4%
Value
$61m
Shares
1,694,799
-4%
Spdr Series TrustFLRN
Share
0.4%
Value
$61m
Shares
1,967,252
+30%
KLAKLAC
Share
0.4%
Value
$59m
Shares
196,164
Held
General ElectricGE
Share
0.4%
Value
$58m
Shares
155,224
Held
Costco WholesaleCOST
Share
0.4%
Value
$58m
Shares
61,800
Held
Vanguard Index FDSVO
Share
0.4%
Value
$55m
Shares
688,447
-3%
Bank of AmericaBAC
Share
0.4%
Value
$55m
Shares
971,595
Held
UnitedHealth GroupUNH
Share
0.4%
Value
$53m
Shares
126,515
Held
Home DepotHD
Share
0.4%
Value
$53m
Shares
148,880
Held
Procter & GamblePG
Share
0.4%
Value
$51m
Shares
347,775
Held
New York Life Invts Active EMMMA
Share
0.4%
Value
$51m
Shares
1,990,000
+100%
GE VernovaGEV
Share
0.3%
Value
$47m
Shares
39,854
Held
Ishares TRICVT
Share
0.3%
Value
$47m
Shares
383,882
+30%
SandiskSNDK
Share
0.3%
Value
$46m
Shares
20,351
Held
Palo Alto NetworksPANW
Share
0.3%
Value
$45m
Shares
132,516
+5%
Ishares TRMUB
Share
0.3%
Value
$45m
Shares
417,162
+79%
MerckMRK
Share
0.3%
Value
$44m
Shares
343,960
Held
Coca-ColaKO
Share
0.3%
Value
$44m
Shares
539,413
Held
Vanguard MUN BD FDSVTEB
Share
0.3%
Value
$43m
Shares
858,958
+69%
ChevronCVX
Share
0.3%
Value
$43m
Shares
260,758
Held
NetflixNFLX
Share
0.3%
Value
$42m
Shares
586,485
Held
Goldman Sachs GroupGS
Share
0.3%
Value
$42m
Shares
41,091
Held
Ishares TRUSHY
Share
0.3%
Value
$41m
Shares
1,118,656
+17%
Texas InstrumentsTXN
Share
0.3%
Value
$40m
Shares
135,737
Held
New York Life Invts Active ECLOO
Share
0.3%
Value
$40m
Shares
1,594,498
New
Marvell TechnologyMRVL
Share
0.3%
Value
$40m
Shares
133,564
+596%
Spdr Series TrustCWB
Share
0.3%
Value
$39m
Shares
365,834
-2%
Philip Morris InternationalPM
Share
0.3%
Value
$39m
Shares
213,567
-11%
Palantir TechnologiesPLTR
Share
0.3%
Value
$37m
Shares
320,224
Held
International Business MachinesIBM
Share
0.3%
Value
$37m
Shares
131,095
Held
Ishares TRIJH
Share
0.3%
Value
$37m
Shares
477,342
+32%
RTXRTX
Share
0.2%
Value
$36m
Shares
187,452
Held
Wells Fargo & CompanyWFC
Share
0.2%
Value
$35m
Shares
426,339
Held
New York Life Investments ETMNA
Share
0.2%
Value
$35m
Shares
957,745
+25%
Morgan StanleyMS
Share
0.2%
Value
$35m
Shares
166,946
Held
OracleORCL
Share
0.2%
Value
$35m
Shares
237,124
Held
CitigroupC
Share
0.2%
Value
$33m
Shares
237,658
-4%
Western DigitalWDC
Share
0.2%
Value
$33m
Shares
51,172
Held
IsharesIEMG
Share
0.2%
Value
$32m
Shares
390,938
+10%
QualcommQCOM
Share
0.2%
Value
$32m
Shares
171,787
Held
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$32m
Shares
41,510
+11%
PepsiCoPEP
Share
0.2%
Value
$32m
Shares
233,016
+3%
AmgenAMGN
Share
0.2%
Value
$31m
Shares
86,677
+16%
Ishares TRGVI
Share
0.2%
Value
$30m
Shares
286,461
Held
AmphenolAPH
Share
0.2%
Value
$30m
Shares
171,329
Held
CorningGLW
Share
0.2%
Value
$30m
Shares
116,388
Held
Litman Gregory FDS TRDBMF
Share
0.2%
Value
$30m
Shares
968,970
+42%
Vanguard Scottsdale FDSVGIT
Share
0.2%
Value
$29m
Shares
490,490
+26%
Analog DevicesADI
Share
0.2%
Value
$29m
Shares
72,631
Held
McDonald'sMCD
Share
0.2%
Value
$29m
Shares
105,960
Held
Vanguard Index FDSVTV
Share
0.2%
Value
$28m
Shares
126,879
+29%
Arista NetworksANET
Share
0.2%
Value
$28m
Shares
162,384
+4%
NextEra EnergyNEE
Share
0.2%
Value
$27m
Shares
310,549
Held

Company	Share of fund	Value	Shares	Change
NvidiaNVDA	5.1%	$728m	3,640,286	+3%
AppleAAPL	4.7%	$671m	2,319,660	+3%
MicrosoftMSFT	3.0%	$434m	1,162,926	+4%
New York Life Investments ETLRND	2.6%	$379m	8,599,898	+59%
Amazon.comAMZN	2.5%	$356m	1,492,511	Held
AlphabetGOOGL	2.4%	$345m	964,737	+4%
New York Life Investments ETIQSM	2.3%	$331m	8,329,582	+7%
New York Life Investments ETIQSU	2.1%	$296m	4,724,616	-4%
New York Life Invts Active ECPLB	1.9%	$277m	13,263,659	+3%
BroadcomAVGO	1.8%	$264m	699,053	Held
AlphabetGOOG	1.7%	$248m	701,829	Held
New York Life Investments ETIQSI	1.5%	$218m	5,695,211	+11%
Ishares TRFLOT	1.4%	$202m	3,955,418	+30%
Vanguard World FDMGC	1.4%	$200m	730,563	Held
Micron TechnologyMU	1.4%	$194m	168,423	Held
Meta PlatformsMETA	1.3%	$186m	330,926	+4%
TeslaTSLA	1.2%	$178m	423,945	Held
New York Life Invts Active ESECR	1.2%	$178m	6,997,978	+46%
Eli LillyLLY	1.1%	$156m	129,708	+8%
Advanced Micro DevicesAMD	1.0%	$141m	242,459	Held
Berkshire HathawayBRK-B	0.9%	$127m	254,496	Held
JPMorgan ChaseJPM	0.9%	$122m	373,305	Held
New York Life Invts Active EIQHI	0.8%	$119m	4,602,678	+6%
New York Life Investments ETHFXI	0.8%	$114m	3,003,229	-4%
Ishares TRIEFA	0.7%	$104m	1,078,383	+5%
Vanguard Tax-Managed FDSVEA	0.7%	$103m	1,446,949	+27%
New York Life Invts Active EMMSD	0.7%	$100m	3,955,410	New
IntelINTC	0.7%	$98m	704,143	Held
Franklin Templeton ETF TRFLBL	0.7%	$98m	4,268,479	+58%
Applied MaterialsAMAT	0.7%	$95m	130,731	+3%
New York Life Invts Active EIWFG	0.7%	$93m	1,719,014	+100%
New York Life Invts Active EIWLG	0.6%	$89m	1,580,116	-24%
Lam ResearchLRCX	0.6%	$89m	205,583	+3%
Vanguard Scottsdale FDSVGSH	0.6%	$89m	1,526,211	-33%
Johnson & JohnsonJNJ	0.6%	$85m	335,320	Held
VisaV	0.6%	$85m	247,610	Held
Ishares TRAGG	0.6%	$81m	823,286	+16%
ExxonMobil HoldingsXOM	0.6%	$79m	577,369	Held
Cisco SystemsCSCO	0.5%	$76m	646,204	+3%
Ishares TRIJR	0.5%	$73m	489,674	+24%
New York Life Invts Active EMMCA	0.5%	$71m	3,273,186	+575%
WalmartWMT	0.5%	$69m	610,654	Held
CaterpillarCAT	0.5%	$68m	64,152	Held
IsharesEMXC	0.4%	$63m	618,086	+8%
Ishares TRMTUM	0.4%	$62m	181,964	+17%
AbbVieABBV	0.4%	$62m	246,242	Held
MastercardMA	0.4%	$62m	120,113	Held
Schwab Strategic TRSCHA	0.4%	$61m	1,694,799	-4%
Spdr Series TrustFLRN	0.4%	$61m	1,967,252	+30%
KLAKLAC	0.4%	$59m	196,164	Held
General ElectricGE	0.4%	$58m	155,224	Held
Costco WholesaleCOST	0.4%	$58m	61,800	Held
Vanguard Index FDSVO	0.4%	$55m	688,447	-3%
Bank of AmericaBAC	0.4%	$55m	971,595	Held
UnitedHealth GroupUNH	0.4%	$53m	126,515	Held
Home DepotHD	0.4%	$53m	148,880	Held
Procter & GamblePG	0.4%	$51m	347,775	Held
New York Life Invts Active EMMMA	0.4%	$51m	1,990,000	+100%
GE VernovaGEV	0.3%	$47m	39,854	Held
Ishares TRICVT	0.3%	$47m	383,882	+30%
SandiskSNDK	0.3%	$46m	20,351	Held
Palo Alto NetworksPANW	0.3%	$45m	132,516	+5%
Ishares TRMUB	0.3%	$45m	417,162	+79%
MerckMRK	0.3%	$44m	343,960	Held
Coca-ColaKO	0.3%	$44m	539,413	Held
Vanguard MUN BD FDSVTEB	0.3%	$43m	858,958	+69%
ChevronCVX	0.3%	$43m	260,758	Held
NetflixNFLX	0.3%	$42m	586,485	Held
Goldman Sachs GroupGS	0.3%	$42m	41,091	Held
Ishares TRUSHY	0.3%	$41m	1,118,656	+17%
Texas InstrumentsTXN	0.3%	$40m	135,737	Held
New York Life Invts Active ECLOO	0.3%	$40m	1,594,498	New
Marvell TechnologyMRVL	0.3%	$40m	133,564	+596%
Spdr Series TrustCWB	0.3%	$39m	365,834	-2%
Philip Morris InternationalPM	0.3%	$39m	213,567	-11%
Palantir TechnologiesPLTR	0.3%	$37m	320,224	Held
International Business MachinesIBM	0.3%	$37m	131,095	Held
Ishares TRIJH	0.3%	$37m	477,342	+32%
RTXRTX	0.2%	$36m	187,452	Held
Wells Fargo & CompanyWFC	0.2%	$35m	426,339	Held
New York Life Investments ETMNA	0.2%	$35m	957,745	+25%
Morgan StanleyMS	0.2%	$35m	166,946	Held
OracleORCL	0.2%	$35m	237,124	Held
CitigroupC	0.2%	$33m	237,658	-4%
Western DigitalWDC	0.2%	$33m	51,172	Held
IsharesIEMG	0.2%	$32m	390,938	+10%
QualcommQCOM	0.2%	$32m	171,787	Held
CrowdStrike HoldingsCRWD	0.2%	$32m	41,510	+11%
PepsiCoPEP	0.2%	$32m	233,016	+3%
AmgenAMGN	0.2%	$31m	86,677	+16%
Ishares TRGVI	0.2%	$30m	286,461	Held
AmphenolAPH	0.2%	$30m	171,329	Held
CorningGLW	0.2%	$30m	116,388	Held
Litman Gregory FDS TRDBMF	0.2%	$30m	968,970	+42%
Vanguard Scottsdale FDSVGIT	0.2%	$29m	490,490	+26%
Analog DevicesADI	0.2%	$29m	72,631	Held
McDonald'sMCD	0.2%	$29m	105,960	Held
Vanguard Index FDSVTV	0.2%	$28m	126,879	+29%
Arista NetworksANET	0.2%	$28m	162,384	+4%
NextEra EnergyNEE	0.2%	$27m	310,549	Held

Showing the largest 100 of 778.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 34.0% since 30 June 2025.

Where the money is

Technology26.3%

Financial services7.8%

Media & telecom7.0%

Retail & consumer6.4%

Health care6.3%

Industrials5.8%

Everyday goods3.1%

Energy1.9%

Utilities1.6%

Real estate1.4%

Materials1.1%

Other31.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.