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NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Q2 2026 13F filing

Updated 31 days ago

788 disclosed positions worth $14.3B

Portfolio value
$14.3B
Total holdings
788
New positions
57
Closed positions
60
Increased
425
Decreased
294
Turnover
14.8%
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+2.6%
Value
$728.4M
Shares
3.64M
% Port
5.09%
A

APPLE INC

+2.6%
Value
$671.2M
Shares
2.32M
% Port
4.69%
M

MICROSOFT CORP

+3.6%
Value
$433.8M
Shares
1.16M
% Port
3.03%
?
4.N/A

NEW YORK LIFE INVESTMENTS ET

+55.2%
Value
$370.9M
Shares
8.41M
% Port
2.59%
A

AMAZON COM INC

+1.5%
Value
$355.7M
Shares
1.49M
% Port
2.48%
G

ALPHABET INC

+4.2%
Value
$344.8M
Shares
964.7K
% Port
2.41%
?
7.N/A

NEW YORK LIFE INVESTMENTS ET

+6.6%
Value
$331.5M
Shares
8.33M
% Port
2.32%
?
8.N/A

NEW YORK LIFE INVESTMENTS ET

-3.9%
Value
$295.7M
Shares
4.72M
% Port
2.07%
?
9.N/A

NEW YORK LIFE INVTS ACTIVE E

+2.9%
Value
$277.2M
Shares
13.26M
% Port
1.94%
A
10.AVGO

BROADCOM INC

+1.1%
Value
$264.1M
Shares
699.1K
% Port
1.84%
G

ALPHABET INC

+0.8%
Value
$248M
Shares
701.8K
% Port
1.73%
?
12.N/A

NEW YORK LIFE INVESTMENTS ET

+11.0%
Value
$218.1M
Shares
5.70M
% Port
1.52%
E
13.ETHA

ISHARES TR

+29.9%
Value
$201.9M
Shares
3.96M
% Port
1.41%
V
14.VGES

VANGUARD WORLD FD

-1.9%
Value
$199.9M
Shares
730.6K
% Port
1.40%
M
15.MU

MICRON TECHNOLOGY INC

-0.1%
Value
$194.4M
Shares
168.4K
% Port
1.36%
M
16.META

META PLATFORMS INC

+3.5%
Value
$186.4M
Shares
330.9K
% Port
1.30%
T
17.TSLA

TESLA INC

+1.0%
Value
$178.3M
Shares
423.9K
% Port
1.25%
L
18.LLY

ELI LILLY & CO

+8.0%
Value
$155.6M
Shares
129.7K
% Port
1.09%
?
19.N/A

NEW YORK LIFE INVTS ACTIVE E

+25.2%
Value
$151.9M
Shares
5.98M
% Port
1.06%
A
20.AMD

ADVANCED MICRO DEVICES INC

-0.4%
Value
$140.8M
Shares
242.5K
% Port
0.98%
B

BERKSHIRE HATHAWAY INC DEL

+0.3%
Value
$127.3M
Shares
254.5K
% Port
0.89%
J

JPMORGAN CHASE & CO

-0.4%
Value
$122.2M
Shares
373.3K
% Port
0.85%
I
23.IR

NEW YORK LIFE INVESTMENTS ET

-3.6%
Value
$114.4M
Shares
3.00M
% Port
0.80%
?
24.N/A

NEW YORK LIFE INVTS ACTIVE E

+2.1%
Value
$114.1M
Shares
4.42M
% Port
0.80%
E
25.ETHA

ISHARES TR

+4.6%
Value
$104.2M
Shares
1.08M
% Port
0.73%
V
26.VGES

VANGUARD TAX-MANAGED FDS

+27.0%
Value
$103.1M
Shares
1.45M
% Port
0.72%
I
27.INTC

INTEL CORP

+0.7%
Value
$98.3M
Shares
704.1K
% Port
0.69%
?
28.N/A

FRANKLIN TEMPLETON ETF TR

+58.3%
Value
$97.8M
Shares
4.27M
% Port
0.68%
A
29.AMAT

APPLIED MATLS INC

+2.9%
Value
$94.5M
Shares
130.7K
% Port
0.66%
?
30.N/A

NEW YORK LIFE INVTS ACTIVE E

-24.4%
Value
$89.4M
Shares
1.58M
% Port
0.62%
L
31.LRCX

LAM RESEARCH CORP

+2.7%
Value
$89.1M
Shares
205.6K
% Port
0.62%
V
32.VGES

VANGUARD SCOTTSDALE FDS

-33.2%
Value
$88.8M
Shares
1.53M
% Port
0.62%
J
33.JNJ

JOHNSON & JOHNSON

+0.2%
Value
$85.2M
Shares
335.3K
% Port
0.59%
V
34.V

VISA INC

-1.0%
Value
$85M
Shares
247.6K
% Port
0.59%
E
35.ETHA

ISHARES TR

+15.6%
Value
$81.5M
Shares
823.3K
% Port
0.57%
X
36.XOM

EXXON MOBIL CORP

-0.5%
Value
$78.9M
Shares
577.4K
% Port
0.55%
C
37.CSCO

CISCO SYS INC

+2.7%
Value
$75.9M
Shares
646.2K
% Port
0.53%
E
38.ETHA

ISHARES TR

+23.9%
Value
$72.6M
Shares
489.7K
% Port
0.51%
W
39.WMT

WALMART INC

+0.3%
Value
$69.2M
Shares
610.7K
% Port
0.48%
C
40.CAT

CATERPILLAR INC

-0.7%
Value
$68.3M
Shares
64.2K
% Port
0.48%
E
41.ETHA

ISHARES INC

+7.9%
Value
$63.2M
Shares
618.1K
% Port
0.44%
E
42.ETHA

ISHARES TR

+17.3%
Value
$62.4M
Shares
182.0K
% Port
0.44%
A
43.ABBV

ABBVIE INC

+0.3%
Value
$62M
Shares
246.2K
% Port
0.43%
M
44.MA

MASTERCARD INCORPORATED

-0.7%
Value
$61.7M
Shares
120.1K
% Port
0.43%
S

SCHWAB STRATEGIC TR

-4.3%
Value
$61.2M
Shares
1.69M
% Port
0.43%
S

SPDR SERIES TRUST

+29.7%
Value
$60.7M
Shares
1.97M
% Port
0.42%
K
47.KLAC

KLA CORP

+899.4%
Value
$59.2M
Shares
196.2K
% Port
0.41%
G
48.GE

GE AEROSPACE

-0.7%
Value
$58M
Shares
155.2K
% Port
0.41%
C
49.COST

COSTCO WHOLESALE CORPORATION

+0.2%
Value
$57.8M
Shares
61.8K
% Port
0.40%
V
50.VGES

VANGUARD INDEX FDS

+289.1%
Value
$55.5M
Shares
688.4K
% Port
0.39%