New York Life Investment Management LLC

13F filer · CIK 0001133639

Reported Aug 10, 2026

13F portfolio value$14.3BU.S. long equity reported on 13F

Positions703Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight25.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026703 positions
NVDANvidia Corp	$728M	5.09%	0.02%	+2.6%	Q4 2013
AAPLApple Inc.	$671M	4.69%	0.02%	+2.6%	Q2 2014
MSFTMicrosoft Corp	$434M	3.03%	0.02%	+3.6%	Q2 2022
AMZNAmazon Com Inc	$356M	2.48%	0.01%	+1.5%	Q2 2022
GOOGLAlphabet Inc.	$345M	2.41%	0.01%	+4.2%	Q2 2022
AVGOBroadcom Inc.	$264M	1.84%	0.01%	+1.2%	Q2 2022
GOOGAlphabet Inc.	$248M	1.73%	Not reported	+0.8%	Q2 2022
MUMicron Technology Inc	$194M	1.36%	0.01%	-0.1%	Q4 2014
METAMeta Platforms, Inc.	$186M	1.30%	Not reported	+3.5%	Q1 2015
TSLATesla, Inc.	$178M	1.25%	0.01%	+1.0%	Q2 2022
LLYELI LILLY & Co	$156M	1.09%	0.01%	+8.0%	Q3 2013
AMDAdvanced Micro Devices Inc	$141M	0.98%	0.01%	-0.4%	Q2 2022
BRK.BBerkshire Hathaway Inc	$127M	0.89%	Not reported	+0.3%	Q2 2022
JPMJPMorgan Chase & Co	$122M	0.85%	0.01%	-0.4%	Q4 2014
INTCIntel Corp	$98.3M	0.69%	0.01%	+0.7%	Q2 2014
AMATApplied Materials Inc	$94.5M	0.66%	0.02%	+2.9%	Q2 2022
LRCXLam Research Corp	$89.1M	0.62%	0.02%	+2.7%	Q2 2022
JNJJohnson & Johnson	$85.2M	0.59%	0.01%	+0.2%	Q3 2013
VVisa Inc.	$85M	0.59%	0.01%	-1.0%	Q4 2014
XOMExxonMobil Holdings Corp	$78.9M	0.55%	0.01%	-0.5%	Q3 2013
CSCOCisco Systems, Inc.	$75.9M	0.53%	0.02%	+2.7%	Q1 2014
WMTWalmart Inc.	$69.2M	0.48%	0.01%	+0.3%	Q1 2014
CATCaterpillar Inc	$68.3M	0.48%	0.01%	-0.7%	Q2 2022
EMXCEmax Holdings Corp	$63.2M	0.44%	Not reported	+7.9%	Q4 2023
ABBVAbbVie Inc.	$62M	0.43%	0.01%	+0.3%	Q2 2014
MAMastercard Inc	$61.7M	0.43%	0.01%	-0.7%	Q1 2015
KLACKla Corp	$59.2M	0.41%	0.02%	-0.1%	Q2 2022
GEGeneral Electric Co	$58M	0.41%	0.02%	-0.7%	Q2 2022
COSTCostco Wholesale Corp	$57.8M	0.40%	0.01%	+0.2%	Q1 2014
BACBank of America Corp	$55.4M	0.39%	0.01%	-1.4%	Q2 2022
UNHUnitedhealth Group Inc	$52.6M	0.37%	0.01%	+0.6%	Q1 2014
HDHome Depot, Inc.	$52.5M	0.37%	0.01%	+0.5%	Q2 2022
PGPROCTER & GAMBLE Co	$51M	0.36%	0.01%	+0.4%	Q1 2014
GEVGE Vernova Inc.	$46.8M	0.33%	0.02%	-1.1%	Q2 2024
SNDKSandisk Corp	$46.3M	0.32%	0.01%	+0.6%	Q4 2025
PANWPalo Alto Networks Inc	$45.2M	0.32%	0.02%	+4.8%	Q2 2022
MRKMerck & Co., Inc.	$44.2M	0.31%	0.01%	-0.2%	Q4 2013
KOCoca Cola Co	$43.8M	0.31%	0.01%	+0.4%	Q2 2015
CVXChevron Corp	$43.2M	0.30%	0.01%	+0.1%	Q4 2013
NFLXNetflix Inc	$41.9M	0.29%	0.01%	0.0%	Q3 2015
GSGoldman Sachs Group Inc	$41.6M	0.29%	0.01%	-1.4%	Q2 2022
TXNTexas Instruments Inc	$40.5M	0.28%	0.01%	+0.2%	Q2 2022
CLOOVanEck CLO Opportunities Fund	$40.1M	0.28%	Not reported	New	Q2 2026
MRVLMarvell Technology, Inc.	$39.8M	0.28%	0.02%	+595.9%	Q2 2022
PMPhilip Morris International Inc.	$38.6M	0.27%	0.01%	-10.8%	Q3 2013
PLTRPalantir Technologies Inc.	$37.4M	0.26%	0.01%	+0.9%	Q3 2024
IBMInternational Business Machines Corp	$36.9M	0.26%	0.01%	-0.9%	Q4 2014
RTXRTX Corp	$35.6M	0.25%	0.01%	+0.6%	Q2 2022
WFCWells Fargo & Company	$35.2M	0.25%	0.01%	-0.8%	Q2 2022
MSMorgan Stanley	$34.9M	0.24%	0.01%	-1.9%	Q2 2022

Q1 2026Reported May 7, 2026708 positions
NVDANvidia Corp	$619M	5.24%	0.01%	+4.8%	Q4 2013
AAPLApple Inc.	$574M	4.86%	0.02%	+7.6%	Q2 2014
MSFTMicrosoft Corp	$416M	3.52%	0.02%	+3.5%	Q2 2022
AMZNAmazon Com Inc	$306M	2.59%	0.01%	+4.9%	Q2 2022
GOOGLAlphabet Inc.	$266M	2.25%	0.01%	+7.6%	Q2 2022
AVGOBroadcom Inc.	$214M	1.81%	0.01%	+5.2%	Q2 2022
GOOGAlphabet Inc.	$200M	1.69%	Not reported	+3.2%	Q2 2022
METAMeta Platforms, Inc.	$183M	1.55%	Not reported	+5.4%	Q1 2015
TSLATesla, Inc.	$156M	1.32%	0.01%	+2.8%	Q2 2022
BRK.BBerkshire Hathaway Inc	$122M	1.03%	Not reported	+1.3%	Q2 2022
LLYELI LILLY & Co	$110M	0.93%	0.01%	+6.3%	Q3 2013
JPMJPMorgan Chase & Co	$110M	0.93%	0.01%	+0.4%	Q4 2014
XOMExxonMobil Holdings Corp	$98.4M	0.83%	0.01%	+0.4%	Q3 2013
JNJJohnson & Johnson	$81.8M	0.69%	0.01%	-1.8%	Q3 2013
WMTWalmart Inc.	$75.7M	0.64%	0.01%	+1.3%	Q1 2014
VVisa Inc.	$75.6M	0.64%	0.01%	+2.1%	Q4 2014
COSTCostco Wholesale Corp	$61.5M	0.52%	0.01%	+1.5%	Q1 2014
MAMastercard Inc	$60.5M	0.51%	0.01%	+1.8%	Q1 2015
MUMicron Technology Inc	$56.9M	0.48%	0.01%	+3.0%	Q4 2014
NFLXNetflix Inc	$56.4M	0.48%	0.01%	+1.0%	Q3 2015
CVXChevron Corp	$53.9M	0.46%	0.01%	+0.4%	Q4 2013
ABBVAbbVie Inc.	$53.4M	0.45%	0.01%	+1.3%	Q2 2014
PGPROCTER & GAMBLE Co	$50M	0.42%	0.01%	+2.2%	Q1 2014
AMDAdvanced Micro Devices Inc	$49.5M	0.42%	0.01%	+2.8%	Q2 2022
CSCOCisco Systems, Inc.	$48.8M	0.41%	0.02%	+7.5%	Q1 2014
HDHome Depot, Inc.	$48.7M	0.41%	0.01%	+2.6%	Q2 2022
BACBank of America Corp	$48M	0.41%	0.01%	+1.2%	Q2 2022
PLTRPalantir Technologies Inc.	$46.4M	0.39%	0.01%	+1.3%	Q3 2024
CATCaterpillar Inc	$45.8M	0.39%	0.01%	+0.7%	Q2 2022
EMXCEmax Holdings Corp	$45.1M	0.38%	Not reported	-18.8%	Q4 2023
GEGeneral Electric Co	$44.3M	0.38%	0.02%	+2.0%	Q2 2022
AMATApplied Materials Inc	$43.4M	0.37%	0.02%	+7.5%	Q2 2022
LRCXLam Research Corp	$42.8M	0.36%	0.02%	+7.1%	Q2 2022
MRKMerck & Co., Inc.	$41.5M	0.35%	0.01%	+1.3%	Q4 2013
KOCoca Cola Co	$40.9M	0.35%	0.01%	+1.2%	Q2 2015
PMPhilip Morris International Inc.	$39.6M	0.33%	0.02%	+10.5%	Q3 2013
RTXRTX Corp	$36M	0.30%	0.01%	+1.4%	Q2 2022
PEPPepsico Inc	$35.3M	0.30%	0.02%	+11.0%	Q2 2022
GSGoldman Sachs Group Inc	$35.2M	0.30%	0.01%	+1.3%	Q2 2022
GEVGE Vernova Inc.	$35.2M	0.30%	0.02%	+2.3%	Q2 2024
ORCLOracle Corp	$34.7M	0.29%	0.01%	+2.2%	Q2 2022
WFCWells Fargo & Company	$34.2M	0.29%	0.01%	-0.2%	Q2 2022
UNHUnitedhealth Group Inc	$34M	0.29%	0.01%	+1.3%	Q1 2014
MCDMcdonalds Corp	$32.9M	0.28%	0.01%	+2.5%	Q3 2013
IBMInternational Business Machines Corp	$32.1M	0.27%	0.01%	+0.1%	Q4 2014
VZVerizon Communications Inc	$31.5M	0.27%	0.02%	+2.7%	Q3 2013
INTCIntel Corp	$30.9M	0.26%	0.01%	+7.2%	Q2 2014
TAt&T Inc.	$30.2M	0.26%	0.01%	+1.2%	Q2 2014
KLACKla Corp	$28.9M	0.24%	0.02%	+2.7%	Q2 2022
NEENextera Energy Inc	$28.8M	0.24%	0.01%	+2.8%	Q2 2022

Q4 2025Reported Feb 5, 2026698 positions
NVDANvidia Corp	$631M	5.44%	0.01%	+1.9%	Q4 2013
AAPLApple Inc.	$572M	4.93%	0.01%	-1.3%	Q2 2014
MSFTMicrosoft Corp	$525M	4.52%	0.01%	+2.0%	Q2 2022
AMZNAmazon Com Inc	$323M	2.79%	0.01%	+6.0%	Q2 2022
GOOGLAlphabet Inc.	$269M	2.32%	0.01%	+4.6%	Q2 2022
AVGOBroadcom Inc.	$227M	1.96%	0.01%	+2.8%	Q2 2022
GOOGAlphabet Inc.	$212M	1.83%	Not reported	+2.2%	Q2 2022
METAMeta Platforms, Inc.	$200M	1.73%	Not reported	+2.7%	Q1 2015
TSLATesla, Inc.	$184M	1.58%	0.01%	-0.3%	Q2 2022
BRK.BBerkshire Hathaway Inc	$126M	1.09%	Not reported	+1.0%	Q2 2022
LLYELI LILLY & Co	$121M	1.05%	0.01%	+3.9%	Q3 2013
JPMJPMorgan Chase & Co	$120M	1.04%	0.01%	0.0%	Q4 2014
VVisa Inc.	$85.9M	0.74%	0.01%	-1.2%	Q4 2014
JNJJohnson & Johnson	$70.5M	0.61%	0.01%	+3.6%	Q3 2013
XOMExxonMobil Holdings Corp	$69.5M	0.60%	0.01%	-0.2%	Q3 2013
MAMastercard Inc	$67.9M	0.59%	0.01%	-1.1%	Q1 2015
WMTWalmart Inc.	$67M	0.58%	0.01%	+0.9%	Q1 2014
PLTRPalantir Technologies Inc.	$55.7M	0.48%	0.01%	+1.5%	Q3 2024
ABBVAbbVie Inc.	$55.4M	0.48%	0.01%	+1.0%	Q2 2014
NFLXNetflix Inc	$54.5M	0.47%	0.01%	+0.7%	Q3 2015
BACBank of America Corp	$53.5M	0.46%	0.01%	-1.8%	Q2 2022
COSTCostco Wholesale Corp	$52.4M	0.45%	0.01%	+0.9%	Q1 2014
EMXCEmax Holdings Corp	$51.3M	0.44%	Not reported	+24.9%	Q4 2023
AMDAdvanced Micro Devices Inc	$50.7M	0.44%	0.01%	+0.1%	Q2 2022
HDHome Depot, Inc.	$49.7M	0.43%	0.01%	-0.6%	Q2 2022
PGPROCTER & GAMBLE Co	$48.6M	0.42%	0.01%	-0.9%	Q1 2014
GEGeneral Electric Co	$47.2M	0.41%	0.01%	-1.0%	Q2 2022
MUMicron Technology Inc	$46.7M	0.40%	0.01%	+0.4%	Q4 2014
CSCOCisco Systems, Inc.	$45.1M	0.39%	0.01%	+0.9%	Q1 2014
ORCLOracle Corp	$45M	0.39%	0.01%	+1.8%	Q2 2022
UNHUnitedhealth Group Inc	$41M	0.35%	0.01%	+1.0%	Q1 2014
WFCWells Fargo & Company	$40.1M	0.35%	0.01%	-1.0%	Q2 2022
CVXChevron Corp	$39.6M	0.34%	0.01%	-0.7%	Q4 2013
IBMInternational Business Machines Corp	$39.1M	0.34%	0.01%	-2.9%	Q4 2014
KOCoca Cola Co	$37.1M	0.32%	0.01%	+0.9%	Q2 2015
CATCaterpillar Inc	$36.7M	0.32%	0.01%	+0.8%	Q2 2022
CRMSalesforce, Inc.	$36.6M	0.32%	0.01%	-0.8%	Q2 2022
GSGoldman Sachs Group Inc	$36.1M	0.31%	0.01%	0.0%	Q2 2022
MRKMerck & Co., Inc.	$35.8M	0.31%	0.01%	+0.3%	Q4 2013
PMPhilip Morris International Inc.	$34.7M	0.30%	0.01%	+3.6%	Q3 2013
RTXRTX Corp	$33.7M	0.29%	0.01%	+1.1%	Q2 2022
LRCXLam Research Corp	$32M	0.28%	0.01%	+0.6%	Q2 2022
MCDMcdonalds Corp	$31.6M	0.27%	0.01%	+6.7%	Q3 2013
TMOThermo Fisher Scientific Inc.	$31.6M	0.27%	0.01%	+6.4%	Q4 2014
AMATApplied Materials Inc	$30.4M	0.26%	0.01%	+0.5%	Q2 2022
MSMorgan Stanley	$30.3M	0.26%	0.01%	-3.7%	Q2 2022
ABTAbbott Laboratories	$29.9M	0.26%	0.01%	+0.9%	Q2 2022
DISWalt Disney Co	$29.5M	0.25%	0.01%	-1.0%	Q2 2022
CCitigroup Inc	$29.5M	0.25%	0.01%	-5.8%	Q4 2014
PEPPepsico Inc	$29.4M	0.25%	0.02%	+1.8%	Q2 2022

Q3 2025Reported Nov 6, 2025734 positions
NVDANvidia Corp	$620M	5.45%	0.01%	+0.1%	Q4 2013
MSFTMicrosoft Corp	$551M	4.84%	0.01%	-1.9%	Q2 2022
AAPLApple Inc.	$542M	4.77%	0.01%	-3.4%	Q2 2014
AMZNAmazon Com Inc	$290M	2.55%	0.01%	+2.5%	Q2 2022
METAMeta Platforms, Inc.	$217M	1.91%	Not reported	-0.4%	Q1 2015
AVGOBroadcom Inc.	$211M	1.85%	0.01%	-0.1%	Q2 2022
GOOGLAlphabet Inc.	$200M	1.76%	0.01%	-3.3%	Q2 2022
TSLATesla, Inc.	$182M	1.60%	0.01%	-2.5%	Q2 2022
GOOGAlphabet Inc.	$161M	1.41%	Not reported	-3.6%	Q2 2022
BRK.BBerkshire Hathaway Inc	$125M	1.10%	Not reported	-0.2%	Q2 2022
JPMJPMorgan Chase & Co	$118M	1.04%	0.01%	-1.2%	Q4 2014
VVisa Inc.	$84.6M	0.74%	0.01%	-3.3%	Q4 2014
LLYELI LILLY & Co	$82.9M	0.73%	0.01%	+0.7%	Q3 2013
NFLXNetflix Inc	$69.2M	0.61%	0.01%	-0.4%	Q3 2015
MAMastercard Inc	$68.3M	0.60%	0.01%	-1.0%	Q1 2015
XOMExxonMobil Holdings Corp	$65.3M	0.57%	0.01%	-1.3%	Q3 2013
ORCLOracle Corp	$63.8M	0.56%	0.01%	+2.0%	Q2 2022
WMTWalmart Inc.	$61.4M	0.54%	0.01%	+1.4%	Q1 2014
JNJJohnson & Johnson	$61M	0.54%	0.01%	-1.1%	Q3 2013
HDHome Depot, Inc.	$58.8M	0.52%	0.01%	-2.5%	Q2 2022
PLTRPalantir Technologies Inc.	$56.3M	0.49%	0.01%	+6.6%	Q3 2024
COSTCostco Wholesale Corp	$55.7M	0.49%	0.01%	-0.2%	Q1 2014
ABBVAbbVie Inc.	$55.5M	0.49%	0.01%	-0.6%	Q2 2014
PGPROCTER & GAMBLE Co	$52.5M	0.46%	0.01%	-2.7%	Q1 2014
BACBank of America Corp	$51.2M	0.45%	0.01%	+0.9%	Q2 2022
GEGeneral Electric Co	$46.5M	0.41%	0.01%	-3.2%	Q2 2022
UNHUnitedhealth Group Inc	$42.5M	0.37%	0.01%	-1.5%	Q1 2014
CVXChevron Corp	$40.6M	0.36%	0.01%	+18.3%	Q4 2013
CSCOCisco Systems, Inc.	$39.7M	0.35%	0.01%	-3.1%	Q1 2014
IBMInternational Business Machines Corp	$38.4M	0.34%	0.01%	+7.1%	Q4 2014
AMDAdvanced Micro Devices Inc	$38.3M	0.34%	0.01%	-3.0%	Q2 2022
EMXCEmax Holdings Corp	$38.1M	0.34%	Not reported	-10.8%	Q4 2023
WFCWells Fargo & Company	$36.5M	0.32%	0.01%	-1.7%	Q2 2022
KOCoca Cola Co	$34.9M	0.31%	0.01%	-0.2%	Q2 2015
PMPhilip Morris International Inc.	$33.9M	0.30%	0.01%	+0.4%	Q3 2013
CRMSalesforce, Inc.	$33M	0.29%	0.01%	-3.2%	Q2 2022
GSGoldman Sachs Group Inc	$32.7M	0.29%	0.01%	-1.5%	Q2 2022
LINLinde PLC	$32.5M	0.29%	0.01%	-3.0%	Q2 2022
ABTAbbott Laboratories	$31.7M	0.28%	0.01%	-1.7%	Q2 2022
RTXRTX Corp	$30.4M	0.27%	0.01%	-0.2%	Q2 2022
CATCaterpillar Inc	$30.4M	0.27%	0.01%	-0.8%	Q2 2022
DISWalt Disney Co	$30M	0.26%	0.01%	-2.6%	Q2 2022
MCDMcdonalds Corp	$29.5M	0.26%	0.01%	-9.8%	Q3 2013
MRKMerck & Co., Inc.	$28.5M	0.25%	0.01%	-1.9%	Q4 2013
PEPPepsico Inc	$28.2M	0.25%	0.01%	-2.2%	Q2 2022
MSMorgan Stanley	$28.1M	0.25%	0.01%	-4.2%	Q2 2022
NOWServiceNow, Inc.	$28M	0.25%	0.01%	-1.9%	Q2 2022
INTUIntuit Inc.	$27.9M	0.24%	0.01%	-2.5%	Q4 2013
UBERUber Technologies, Inc	$27.7M	0.24%	0.01%	-0.7%	Q3 2022
TAt&T Inc.	$27.4M	0.24%	0.01%	-0.8%	Q2 2014

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