Fund Holdings — NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Total Portfolio Value
$11.82B
Total Bought
$1.49B
Total Sold
$315.99M
Net Transaction
+$1.18B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NEW YORK LIFE INVESTMENTS ET
NYLI US LC R&D L
1,604,8165,419,401+3,814,58565,420201,4731.70%+136,053
NEW YORK LIFE INVESTMENTS ET
CANDRIAM US MID
5,775,8867,811,394+2,035,508199,961271,1832.29%+71,222
NEW YORK LIFE INVESTMENTS ET
CANDRIAM US LRG
3,685,2534,916,364+1,231,111201,761251,7592.13%+49,998
EXXON MOBIL CORP577,896580,275+2,37969,54498,4490.83%+28,905
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
9,108381,666+372,55831917,9190.15%+17,600
NEW YORK LIFE INVTS ACTIVE E
MACKAY HIGH INCM
3,576,9374,326,415+749,47893,537111,0420.94%+17,505
VERTIV HOLDINGS CO(VRT)2,32559,680+57,35537714,9550.13%+14,578
CHEVRON CORPORATION(CVX)259,513260,422+90939,55253,8810.46%+14,329
APPLIED MATLS INC118,211127,022+8,81130,37943,4150.37%+13,036
JOHNSON & JOHNSON(JNJ)340,727334,621-6,10670,51381,7950.69%+11,281
LAM RESEARCH CORP(LRCX)186,901200,246+13,34531,99442,7850.36%+10,791
NEW YORK LIFE INVESTMENTS ET
CANDRIAM INTL EQ
4,850,0815,131,326+281,245170,588180,8391.53%+10,252
MICRON TECHNOLOGY INC(MU)163,597168,507+4,91046,69256,9280.48%+10,236
ISHARES TR
CORE MSCI EAFE
933,4901,030,827+97,33783,50993,3210.79%+9,811
GE VERNOVA INC(GEV)39,38240,298+91625,73935,1760.30%+9,437
COSTCO WHOLESALE CORPORATION(COST)60,74761,672+92552,38561,4520.52%+9,067
CATERPILLAR INC(CAT)64,14764,619+47236,74845,7800.39%+9,032
WALMART INC(WMT)601,347609,027+7,68066,99675,6900.64%+8,694
SANDISK CORP(SNDK)18,83320,231+1,3984,47112,8540.11%+8,383
WARNER BROS DISCOVERY INC(WBD)359,438669,275+309,83710,35918,3780.16%+8,019
CIENA CORP(CIEN)019,574+19,57407,5990.06%+7,599
ESSENTIAL UTILS INC(WTRG)22,985199,939+176,9548828,0520.07%+7,170
INTEL CORP(INTC)652,119699,232+47,11324,06330,8570.26%+6,794
VERIZON COMMUNICATIONS INC(VZ)611,437627,666+16,22924,90431,5090.27%+6,605
CONOCOPHILLIPS(COP)169,300170,076+77615,84822,4500.19%+6,602
COHERENT CORP(COHR)026,003+26,00306,1940.05%+6,194
CORNING INC(GLW)113,817117,125+3,3089,96615,9250.13%+5,960
PEPSICO INC(PEP)204,527227,031+22,50429,35435,2560.30%+5,902
DEERE & CO(DE)35,66239,714+4,05216,60322,3710.19%+5,768
KLA CORP(KLAC)19,10819,629+52123,21828,9020.24%+5,684
WESTERN DIGITAL CORP(WDC)46,78450,802+4,0188,05913,7410.12%+5,682
MERCK & CO INC(MRK)340,288344,750+4,46235,81941,4700.35%+5,651
SEALED AIR CORP NEW(SDA)0134,173+134,17305,6420.05%+5,642
ISHARES TR322,520432,356+109,83616,69722,1490.19%+5,452
ONESTREAM INC
CL A
0215,678+215,67805,1760.04%+5,176
PENUMBRA INC(PEN)3,21318,520+15,3079996,0810.05%+5,082
VANGUARD INDEX FDS74,85998,171+23,31214,29719,2610.16%+4,964
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
304,375389,278+84,90318,24123,1820.20%+4,940
PHILIP MORRIS INTL INC(PM)216,613239,407+22,79434,74539,5840.33%+4,839
AT&T INC(T)1,028,5031,040,864+12,36125,54830,1750.26%+4,627
NEXTERA ENERGY INC(NEE)301,612310,135+8,52324,21328,8050.24%+4,592
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
570,325682,558+112,23316,00320,5790.17%+4,576
LUMENTUM HLDGS INC(LITE)6,8759,921+3,0462,5346,9720.06%+4,438
AMICUS THERAPEUTIC
COM
0306,400+306,40004,4310.04%+4,431
ISHARES TR664,133712,423+48,29066,33470,7220.60%+4,389
WEBSTER FINL CORP(WBS)7,48966,490+59,0014714,6160.04%+4,144
VALERO ENERGY CORP(VLO)44,46545,292+8277,23811,1910.09%+3,952
MASIMO CORP022,191+22,19103,9470.03%+3,947
ISHARES TR
BROAD USD HIGH
833,587952,495+118,90831,17235,0900.30%+3,918
ANALOG DEVICES INC(ADI)71,36372,773+1,41019,35423,1520.20%+3,798
VANGUARD INDEX FDS162,096176,926+14,83047,04350,8100.43%+3,766
COCA COLA CO(KO)531,000537,521+6,52137,12240,8780.35%+3,756
CISCO SYS INC(CSCO)585,333629,191+43,85845,08848,8190.41%+3,731
GILEAD SCIENCES INC(GILD)180,153185,175+5,02222,11225,8080.22%+3,696
MARATHON PETE CORP(MPC)43,74543,948+2037,11410,7310.09%+3,617
SILICON LABORATORIES INC(SLAB)017,255+17,25503,5920.03%+3,592
DIGITALBRIDGE GROUP INC(DBRG)0232,896+232,89603,5910.03%+3,591
CLEAR CHANNEL OUTDOOR HLDGS(CCO)01,508,197+1,508,19703,5740.03%+3,574
LOCKHEED MARTIN CORP(LMT)27,93028,138+20813,50917,0060.14%+3,497
STELLAR BANCORP INC095,213+95,21303,4860.03%+3,486
EQUINIX INC(EQIX)14,24714,632+38510,91514,3430.12%+3,427
TEXAS INSTRS INC(TXN)131,950135,447+3,49722,89226,2960.22%+3,404
SELECT SECTOR SPDR TR
ST STR SVC ETF
106,996143,139+36,14312,59615,8680.13%+3,273
NCR ATLEOS CORPORATION(NATL)073,571+73,57103,2060.03%+3,206
QUANTA SVCS INC21,66022,267+6079,14212,2250.10%+3,083
EOG RES INC(EOG)74,34875,322+9747,80710,8890.09%+3,082
PHILLIPS 66(PSX)55,27555,999+7247,13310,2020.09%+3,069
ARCELLX INC
COMMON STOCK
026,243+26,24303,0130.03%+3,013
HONEYWELL INTL INC(HON)87,08288,222+1,14016,98919,9410.17%+2,952
ISHARES TR
CONV BD ETF
276,361296,371+20,01027,22230,1680.26%+2,946
SLB LIMITED(SLB)204,633207,514+2,8817,85410,6640.09%+2,810
PFIZER INC(PFE)778,898790,320+11,42219,39522,1920.19%+2,798
SUN CTRY AIRLS HLDGS INC0161,285+161,28502,6640.02%+2,664
TRI POINTE HOMES INC
COM
056,680+56,68002,6490.02%+2,649
MODERNA INC(MRNA)80,13098,483+18,3532,3635,0030.04%+2,640
SEMRUSH HLDGS INC
CL A COM
0217,676+217,67602,5990.02%+2,599
SCHWAB STRATEGIC TR145,828223,251+77,4234,3856,9120.06%+2,527
BAKER HUGHES COMPANY(BKR)143,066146,991+3,9256,5158,9740.08%+2,459
BRISTOL-MYERS SQUIBB CO(BMY)295,175303,035+7,86015,92218,3790.16%+2,457
OCCIDENTAL PETE CORP(OXY)98,67999,972+1,2934,0586,4980.05%+2,441
CORTEVA INC(CTVA)95,551104,986+9,4356,4058,7880.07%+2,384
FEDEX CORP(FDX)31,58132,247+6669,12211,4860.10%+2,363
APPLE INC(AAPL)2,102,4862,261,351+158,865571,582573,9084.86%+2,326
VANECK ETF TRUST
JP MRGAN EM LOC
092,375+92,37502,3200.02%+2,320
TERADYNE INC(TER)21,48121,763+2824,1586,4520.05%+2,294
WILLIAMS COS INC(WMB)167,367169,563+2,19610,06012,3410.10%+2,280
VERIS RESIDENTIAL INC0120,016+120,01602,2650.02%+2,265
RTX CORPORATION(RTX)183,761186,379+2,61833,70235,9530.30%+2,251
TARGA RES CORP(TRGP)31,20231,897+6955,7577,9980.07%+2,241
COMFORT SYS USA INC(FIX)4,8294,892+634,5076,7460.06%+2,239
SCHWAB STRATEGIC TR1,730,4081,771,690+41,28249,28251,5210.44%+2,239
GREEN DOT CORP(GDOT)0197,423+197,42302,2150.02%+2,215
ECHOSTAR CORP(ECHO)018,771+18,77102,1980.02%+2,198
DELL TECHNOLOGIES INC(DELL)44,85547,789+2,9345,6467,8440.07%+2,197
KEYSIGHT TECHNOLOGIES INC(KEYS)25,02925,696+6675,0867,2560.06%+2,170
NORTHROP GRUMMAN CORP(NOC)18,38418,524+14010,48312,6380.11%+2,155
AMGEN INC(AMGN)73,85574,823+96824,17326,3260.22%+2,153
WELLTOWER INC(WELL)99,222103,929+4,70718,41720,5480.17%+2,131
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
975,667868,553-107,11412,92815,0430.13%+2,116
ALTRIA GROUP INC(MO)226,302229,321+3,01913,04915,1330.13%+2,084
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NEW YORK LIFE INVESTMENT MANAGEMENT LLC — 13F Holdings — Q1 2026 | TickerTrail