Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $728,384,826 | 5.1% |
| Apple Inc.COM | COM | $671,216,818 | 4.7% |
| Microsoft Corp.COM | COM | $433,794,657 | 3.0% |
| New York Life Investments ETNYLI US LC R&D L | NYLI US LC R&D L | $379,267,543 | 2.6% |
| Amazon Com Inc.COM | COM | $355,725,072 | 2.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $344,768,062 | 2.4% |
| New York Life Investments ETCANDRIAM US MID | CANDRIAM US MID | $331,487,378 | 2.3% |
| New York Life Investments ETCANDRIAM US LRG | CANDRIAM US LRG | $295,732,615 | 2.1% |
| New York Life Invts Active EMACK CORE BD ETF | MACK CORE BD ETF | $277,210,473 | 1.9% |
| Broadcom Inc.COM | COM | $264,067,271 | 1.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $247,977,241 | 1.7% |
| New York Life Investments ETCANDRIAM INTL EQ | CANDRIAM INTL EQ | $218,085,007 | 1.5% |
| iShares TRFLTG RATE NT ETF | FLTG RATE NT ETF | $201,924,089 | 1.4% |
| Vanguard World FDMEGA CAP INDEX | MEGA CAP INDEX | $199,903,953 | 1.4% |
| Micron Technology Inc.COM | COM | $194,408,985 | 1.4% |
| Meta Platforms Inc.CL A | CL A | $186,407,307 | 1.3% |
| Tesla Inc.COM | COM | $178,311,267 | 1.2% |
| New York Life Invts Active EMACKAY SECURITI | MACKAY SECURITI | $177,598,184 | 1.2% |
| Eli Lilly & COCOM | COM | $155,575,666 | 1.1% |
| Advanced Micro Devices Inc.COM | COM | $140,846,858 | 1.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $127,347,253 | 0.9% |
| JPMORGAN Chase & COCOM | COM | $122,193,926 | 0.9% |
| New York Life Invts Active EMACKAY HIGH INCM | MACKAY HIGH INCM | $118,864,160 | 0.8% |
| New York Life Investments ETFTSE INTL EQTY C | FTSE INTL EQTY C | $114,392,993 | 0.8% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $104,154,501 | 0.7% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $103,095,116 | 0.7% |
| New York Life Invts Active EMACKAY MUNI SHRT | MACKAY MUNI SHRT | $100,206,356 | 0.7% |
| Intel Corp.COM | COM | $98,319,487 | 0.7% |
| Franklin Templeton ETF TRSENIOR LOAN ETF | SENIOR LOAN ETF | $97,833,539 | 0.7% |
| Applied Matls Inc.COM | COM | $94,518,513 | 0.7% |
| New York Life Invts Active EWINSLOW FOCUSED | WINSLOW FOCUSED | $93,217,316 | 0.7% |
| New York Life Invts Active EWINSLOW LAR CAP | WINSLOW LAR CAP | $89,418,764 | 0.6% |
| Lam Research Corp.COM NEW | COM NEW | $89,085,281 | 0.6% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $88,825,480 | 0.6% |
| Johnson & JohnsonCOM | COM | $85,161,220 | 0.6% |
| Visa Inc.COM CL A | COM CL A | $84,952,515 | 0.6% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $81,488,849 | 0.6% |
| Exxon Mobil Corp.COM | COM | $78,937,890 | 0.6% |
| Cisco Sys Inc.COM | COM | $75,903,122 | 0.5% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $72,623,551 | 0.5% |
| New York Life Invts Active EMACKAY CALI MUN | MACKAY CALI MUN | $71,319,450 | 0.5% |
| Walmart Inc.COM | COM | $69,162,672 | 0.5% |
| Caterpillar Inc.COM | COM | $68,315,465 | 0.5% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $63,230,197 | 0.4% |
| iShares TRMSCI USA MMENTM | MSCI USA MMENTM | $62,382,718 | 0.4% |
| Abbvie Inc.COM | COM | $61,964,337 | 0.4% |
| Mastercard IncorporatedCL A | CL A | $61,690,037 | 0.4% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $61,233,087 | 0.4% |
| SPDR Series TrustST STR RATE ETF | ST STR RATE ETF | $60,689,724 | 0.4% |
| KLA Corp.COM NEW | COM NEW | $59,184,640 | 0.4% |
Nvidia CorporationCOM$728,384,826
- Class
- COM
- Share
- 5.1%
Apple Inc.COM$671,216,818
- Class
- COM
- Share
- 4.7%
Microsoft Corp.COM$433,794,657
- Class
- COM
- Share
- 3.0%
New York Life Investments ETNYLI US LC R&D L$379,267,543
- Class
- NYLI US LC R&D L
- Share
- 2.6%
Amazon Com Inc.COM$355,725,072
- Class
- COM
- Share
- 2.5%
Alphabet Inc.CAP STK CL A$344,768,062
- Class
- CAP STK CL A
- Share
- 2.4%
New York Life Investments ETCANDRIAM US MID$331,487,378
- Class
- CANDRIAM US MID
- Share
- 2.3%
New York Life Investments ETCANDRIAM US LRG$295,732,615
- Class
- CANDRIAM US LRG
- Share
- 2.1%
New York Life Invts Active EMACK CORE BD ETF$277,210,473
- Class
- MACK CORE BD ETF
- Share
- 1.9%
Broadcom Inc.COM$264,067,271
- Class
- COM
- Share
- 1.8%
Alphabet Inc.CAP STK CL C$247,977,241
- Class
- CAP STK CL C
- Share
- 1.7%
New York Life Investments ETCANDRIAM INTL EQ$218,085,007
- Class
- CANDRIAM INTL EQ
- Share
- 1.5%
iShares TRFLTG RATE NT ETF$201,924,089
- Class
- FLTG RATE NT ETF
- Share
- 1.4%
Vanguard World FDMEGA CAP INDEX$199,903,953
- Class
- MEGA CAP INDEX
- Share
- 1.4%
Micron Technology Inc.COM$194,408,985
- Class
- COM
- Share
- 1.4%
Meta Platforms Inc.CL A$186,407,307
- Class
- CL A
- Share
- 1.3%
Tesla Inc.COM$178,311,267
- Class
- COM
- Share
- 1.2%
New York Life Invts Active EMACKAY SECURITI$177,598,184
- Class
- MACKAY SECURITI
- Share
- 1.2%
Eli Lilly & COCOM$155,575,666
- Class
- COM
- Share
- 1.1%
Advanced Micro Devices Inc.COM$140,846,858
- Class
- COM
- Share
- 1.0%
Berkshire Hathaway Inc. DelCL B NEW$127,347,253
- Class
- CL B NEW
- Share
- 0.9%
JPMORGAN Chase & COCOM$122,193,926
- Class
- COM
- Share
- 0.9%
New York Life Invts Active EMACKAY HIGH INCM$118,864,160
- Class
- MACKAY HIGH INCM
- Share
- 0.8%
New York Life Investments ETFTSE INTL EQTY C$114,392,993
- Class
- FTSE INTL EQTY C
- Share
- 0.8%
iShares TRCORE MSCI EAFE$104,154,501
- Class
- CORE MSCI EAFE
- Share
- 0.7%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$103,095,116
- Class
- VAN FTSE DEV MKT
- Share
- 0.7%
New York Life Invts Active EMACKAY MUNI SHRT$100,206,356
- Class
- MACKAY MUNI SHRT
- Share
- 0.7%
Intel Corp.COM$98,319,487
- Class
- COM
- Share
- 0.7%
Franklin Templeton ETF TRSENIOR LOAN ETF$97,833,539
- Class
- SENIOR LOAN ETF
- Share
- 0.7%
Applied Matls Inc.COM$94,518,513
- Class
- COM
- Share
- 0.7%
New York Life Invts Active EWINSLOW FOCUSED$93,217,316
- Class
- WINSLOW FOCUSED
- Share
- 0.7%
New York Life Invts Active EWINSLOW LAR CAP$89,418,764
- Class
- WINSLOW LAR CAP
- Share
- 0.6%
Lam Research Corp.COM NEW$89,085,281
- Class
- COM NEW
- Share
- 0.6%
Vanguard Scottsdale FdsSHORT TERM TREAS$88,825,480
- Class
- SHORT TERM TREAS
- Share
- 0.6%
Johnson & JohnsonCOM$85,161,220
- Class
- COM
- Share
- 0.6%
Visa Inc.COM CL A$84,952,515
- Class
- COM CL A
- Share
- 0.6%
iShares TRCORE US AGGBD ET$81,488,849
- Class
- CORE US AGGBD ET
- Share
- 0.6%
Exxon Mobil Corp.COM$78,937,890
- Class
- COM
- Share
- 0.6%
Cisco Sys Inc.COM$75,903,122
- Class
- COM
- Share
- 0.5%
iShares TRCORE S&P SCP ETF$72,623,551
- Class
- CORE S&P SCP ETF
- Share
- 0.5%
New York Life Invts Active EMACKAY CALI MUN$71,319,450
- Class
- MACKAY CALI MUN
- Share
- 0.5%
Walmart Inc.COM$69,162,672
- Class
- COM
- Share
- 0.5%
Caterpillar Inc.COM$68,315,465
- Class
- COM
- Share
- 0.5%
iShares Inc.MSCI EMRG CHN$63,230,197
- Class
- MSCI EMRG CHN
- Share
- 0.4%
iShares TRMSCI USA MMENTM$62,382,718
- Class
- MSCI USA MMENTM
- Share
- 0.4%
Abbvie Inc.COM$61,964,337
- Class
- COM
- Share
- 0.4%
Mastercard IncorporatedCL A$61,690,037
- Class
- CL A
- Share
- 0.4%
Schwab Strategic TRUS SML CAP ETF$61,233,087
- Class
- US SML CAP ETF
- Share
- 0.4%
SPDR Series TrustST STR RATE ETF$60,689,724
- Class
- ST STR RATE ETF
- Share
- 0.4%
KLA Corp.COM NEW$59,184,640
- Class
- COM NEW
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 778 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1133639
- File number
- 028-06325
- Options
- 0 call, 0 put
- In the 25 largest
- 45.9%
Common questions
What are New York Life Investment Management’s 13F holdings worth?
$14,317,188,644 across 778 positions for the quarter ended 30 June 2026.
What is New York Life Investment Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $728,384,826, or 5.1% of reported 13F value, as of 30 June 2026.
How concentrated is New York Life Investment Management’s 13F portfolio?
The ten largest positions accounted for 28.5% of reported value and the twenty-five largest for 45.9%, across 778 positions as of 30 June 2026.
Does Form 13F show everything New York Life Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does New York Life Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.