New York Life Investment Management LLC
Filing Date
Global Rank
#475
/ 8,622
▲ 16
· as of Mar 2026
Top Industry
Semiconductors
13.1%
3Y Alpha vs SPY
-2.7%
Period ended 4 months ago
Filed May 7, 2026 · 3mo
16 quarters · since Jun 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+63.7%
SPY
+67.9%
Annualised alpha
-1.0%
Max drawdown
−18.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
703 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.5%
−0.2 pts
Top 5
26.4%
−1.9 pts
Top 10
35.9%
−2.9 pts
HHI
193
Diversified−25
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.1% | $2,820,296,400 |
| Financial Services | 12.2% | $1,009,546,177 |
| Consumer Cyclical | 10.3% | $850,359,548 |
| Healthcare | 9.8% | $813,144,281 |
| Industrials | 8.7% | $718,071,791 |
| Communication Services | 8.6% | $706,969,840 |
| Consumer Defensive | 5.4% | $445,301,707 |
| Energy | 3.9% | $319,354,841 |
| Utilities | 2.7% | $227,224,780 |
| Real Estate | 2.3% | $191,205,254 |
| Basic Materials | 1.6% | $133,160,453 |
| Unclassified | 0.3% | $28,875,662 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WBD | Warner Bros. Discovery, Inc. | +309,837 | 669,275 | $18,378,291 | |
| WTRG | Essential Utilities, Inc. | +176,954 | 199,939 | $8,051,543 | |
| NVDA | Nvidia Corp | +162,757 | 3,548,266 | $618,817,590 | |
| AAPL | Apple Inc. | +158,865 | 2,261,351 | $573,908,270 | |
| KVUE | Kenvue Inc. | +106,315 | 696,678 | $12,010,728 | |
| HBAN | Huntington Bancshares Inc /Md/ | +71,556 | 298,298 | $4,668,363 | |
| AMZN | Amazon Com Inc | +69,124 | 1,470,010 | $306,158,982 | |
| GOOGL | Alphabet Inc. | +65,206 | 925,719 | $266,199,755 | |
| WBS | Webster Financial Corp | +59,001 | 66,490 | $4,615,735 | |
| VRT | Vertiv Holdings Co | +57,355 | 59,680 | $14,954,614 | |
| INTC | Intel Corp | +47,113 | 699,232 | $30,857,108 | |
| CSCO | Cisco Systems, Inc. | +43,858 | 629,191 | $48,818,929 | |
| AGNC | AGNC Investment Corp. | +42,047 | 133,997 | $1,343,989 | |
| MSFT | Microsoft Corp | +38,168 | 1,122,992 | $415,697,948 | |
| FITB | Fifth Third Bancorp | +35,763 | 131,535 | $6,111,116 | |
| AVGO | Broadcom Inc. | +34,078 | 691,081 | $213,896,480 | |
| HL | Hecla Mining Co/De/ | +31,409 | 88,850 | $1,655,275 | |
| NLY | Annaly Capital Management Inc | +29,240 | 89,923 | $1,901,871 | |
| VECO | Veeco Instruments Inc | +28,113 | 91,370 | $3,093,788 | |
| DOC | Healthpeak Properties, Inc. | +25,903 | 181,989 | $2,990,079 | |
| PANW | Palo Alto Networks Inc | +25,320 | 126,509 | $20,281,922 | |
| AVTR | Avantor, Inc. | +23,436 | 81,627 | $639,955 | |
| HST | Host Hotels & Resorts, Inc. | +23,285 | 172,308 | $3,301,421 | |
| KIM | Kimco Realty Corp | +23,202 | 176,101 | $3,956,989 | |
| CDE | Coeur Mining, Inc. | +22,818 | 81,021 | $1,520,764 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DBA | Invesco Db Agriculture Fund | −26,530 | 688,702 | $18,815,338 | |
| VTRS | Viatris Inc | −16,557 | 193,416 | $2,613,050 | |
| TECK | Teck Resources Ltd | −13,089 | 216,890 | $11,224,057 | |
| TXNM | Txnm Energy Inc | −9,055 | 150,025 | $8,770,461 | |
| NWE | NorthWestern Energy Group, Inc. | −7,844 | 129,999 | $8,572,134 | |
| PRA | Proassurance Corp | −6,547 | 109,413 | $2,704,689 | |
| JNJ | Johnson & Johnson | −6,106 | 334,621 | $81,794,757 | |
| MOH | Molina Healthcare, Inc. | −5,844 | 6,191 | $825,260 | |
| C | Citigroup Inc | −5,277 | 247,349 | $28,051,850 | |
| PAYC | Paycom Software, Inc. | −5,261 | 5,928 | $720,489 | |
| WY | Weyerhaeuser Co | −4,759 | 100,246 | $2,449,009 | |
| MOS | Mosaic Co | −3,975 | 53,389 | $1,361,419 | |
| INVH | Invitation Homes Inc. | −3,487 | 78,315 | $1,946,127 | |
| LUV | Southwest Airlines Co | −2,615 | 67,346 | $2,530,189 | |
| GM | General Motors Co | −2,283 | 125,921 | $9,381,114 | |
| APG | APi Group Corp | −2,102 | 11,270 | $456,660 | |
| KR | Kroger Co | −2,000 | 86,699 | $6,273,539 | |
| NSC | Norfolk Southern Corp | −1,565 | 64,199 | $18,425,113 | |
| MGM | MGM Resorts International | −1,449 | 26,301 | $973,400 | |
| CLH | Clean Harbors Inc | −1,410 | 3,133 | $898,325 | |
| FCX | Freeport-Mcmoran Inc | −1,311 | 207,148 | $12,176,159 | |
| GTLS | Chart Industries Inc | −1,088 | 48,508 | $10,029,029 | |
| MOD | Modine Manufacturing Co | −909 | 3,318 | $719,043 | |
| RRX | Regal Rexnord Corp | −841 | 2,220 | $415,717 | |
| WFC | Wells Fargo & Company/Mn | −729 | 429,952 | $34,228,478 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CIEN | Ciena Corp | 19,574 | $7,599,214 | |
| COHR | Coherent Corp. | 26,003 | $6,194,174 | |
| SEE | SEALED AIR CORP/DE | 134,173 | $5,641,974 | |
| OS | OneStream, Inc. | 215,678 | $5,176,272 | |
| FOLD | AMICUS THERAPEUTICS, INC. | 306,400 | $4,430,544 | |
| MASI | Masimo Corp | 22,191 | $3,947,113 | |
| SLAB | Silicon Laboratories Inc. | 17,255 | $3,591,628 | |
| DBRG | DigitalBridge Group, Inc. | 232,896 | $3,591,256 | |
| CCO | Clear Channel Outdoor Holdings, Inc. | 1,508,197 | $3,574,426 | |
| STEL | Stellar Bancorp, Inc. | 95,213 | $3,485,747 | |
| NATL | NCR Atleos Corp | 73,571 | $3,206,224 | |
| ACLX | Arcellx, Inc. | 26,243 | $3,013,221 | |
| SNCY | Sun Country Airlines Holdings, LLC | 161,285 | $2,664,428 | |
| TPH | Tri Pointe Homes, Inc. | 56,680 | $2,648,656 | |
| SEMR | SEMrush Holdings, Inc. | 217,676 | $2,599,051 | |
| VRE | Veris Residential, Inc. | 120,016 | $2,264,701 | |
| GDOT | Green Dot Corp | 197,423 | $2,215,086 | |
| ECHO | EchoStar CORP | 18,771 | $2,197,520 | |
| THR | Thermon Group Holdings, Inc. | 39,205 | $1,975,932 | |
| GDEN | NEW ROYAL HOLDCO I INC. | 69,128 | $1,845,026 | |
| UUP | Invesco DB US Dollar Index Bullish Fund | 60,008 | $1,667,022 | |
| AEIS | Advanced Energy Industries Inc | 4,984 | $1,608,386 | |
| EHAB | Enhabit, Inc. | 99,734 | $1,405,252 | |
| HTBK | HERITAGE COMMERCE CORP | 110,363 | $1,377,330 | |
| ONTO | Onto Innovation Inc. | 6,526 | $1,338,286 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AL | SUMISHO AIR LEASE CORP | 131,587 | $8,451,833 | |
| TGNA | TEGNA INC | 373,253 | $7,244,840 | |
| EXAS | EXACT SCIENCES CORP | 65,142 | $6,615,821 | |
| NGD | New Gold Inc. /FI | 454,524 | $3,958,904 | |
| AMWD | American Woodmark Corp | 45,946 | $2,476,489 | |
| STAA | Staar Surgical Co | 86,748 | $2,003,011 | |
| BE | Bloom Energy Corp | 18,408 | $1,599,471 | |
| RIVN | Rivian Automotive, Inc. / DE | 73,078 | $1,440,367 | |
| LW | Lamb Weston Holdings, Inc. | 31,103 | $1,302,904 | |
| MTCH | Match Group, Inc. | 32,940 | $1,063,632 | |
| ARW | Arrow Electronics, Inc. | 4,697 | $517,515 | |
| WH | Wyndham Hotels & Resorts, Inc. | 6,756 | $510,483 | |
| CVLT | Commvault Systems Inc | 4,035 | $505,827 | |
| HRB | H&R Block Inc | 11,461 | $499,470 | |
| RLI | Rli Corp | 7,589 | $485,544 | |
| OLED | Universal Display Corp \Pa\ | 4,125 | $481,717 | |
| LPX | Louisiana-Pacific Corp | 5,671 | $457,989 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | 50,995 | $405,410 | |
| FOUR | Shift4 Payments, Inc. | 5,838 | $367,618 | |
| ELF | e.l.f. Beauty, Inc. | 4,750 | $361,190 | |
| DUOL | Duolingo, Inc. | 2,016 | $353,808 | |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | 2,606 | $285,643 | |
| ZS | Zscaler, Inc. | 998 | $224,470 | |
| LCID | Lucid Group, Inc. | 11,478 | $121,322 | |
| No positions match the current search. | ||||
703 tracked positions ·
$8,263,510,734 total
· filing declares
781 positions · $11,818,514,851
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 703 positions by value
· page 1 of 15
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 3,548,266 | $618,817,590 | 7.49% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,261,351 | $573,908,270 | 6.95% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,122,992 | $415,697,948 | 5.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,470,010 | $306,158,982 | 3.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 925,719 | $266,199,755 | 3.22% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 691,081 | $213,896,480 | 2.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 319,708 | $182,914,538 | 2.21% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 419,682 | $156,016,783 | 1.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 253,832 | $121,636,294 | 1.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 120,075 | $110,441,382 | 1.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 374,636 | $110,202,925 | 1.33% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 580,275 | $98,449,456 | 1.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 334,621 | $81,794,757 | 0.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 609,027 | $75,689,875 | 0.92% | |
| V |
Visa Inc.
Financial Services
|
Added | 250,113 | $75,594,153 | 0.91% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 61,672 | $61,451,830 | 0.74% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 120,984 | $60,450,865 | 0.73% | |
| MU |
Micron Technology Inc
Technology
|
Added | 168,507 | $56,928,404 | 0.69% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 586,541 | $56,395,917 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 260,422 | $53,881,311 | 0.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 245,493 | $53,392,272 | 0.65% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 346,425 | $50,037,627 | 0.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 243,473 | $49,529,712 | 0.60% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 629,191 | $48,818,929 | 0.59% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 148,142 | $48,722,422 | 0.59% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 985,302 | $48,033,472 | 0.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 317,329 | $46,418,886 | 0.56% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 64,619 | $45,779,976 | 0.55% | |
| GE |
General Electric Co
Industrials
|
Added | 156,269 | $44,344,454 | 0.54% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 127,022 | $43,414,849 | 0.53% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 200,246 | $42,784,560 | 0.52% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 344,750 | $41,469,977 | 0.50% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 537,521 | $40,878,472 | 0.49% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 239,407 | $39,583,553 | 0.48% | |
| RTX |
RTX Corp
Industrials
|
Added | 186,379 | $35,952,509 | 0.44% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 227,031 | $35,255,643 | 0.43% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 41,661 | $35,244,789 | 0.43% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 40,298 | $35,176,124 | 0.43% | |
| ORCL |
Oracle Corp
Technology
|
Added | 236,152 | $34,740,320 | 0.42% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 429,952 | $34,228,478 | 0.41% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 125,818 | $34,045,092 | 0.41% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 106,010 | $32,946,847 | 0.40% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 132,308 | $32,070,136 | 0.39% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 627,666 | $31,508,833 | 0.38% | |
| INTC |
Intel Corp
Technology
|
Added | 699,232 | $30,857,108 | 0.37% | |
| T |
At&T Inc.
Communication Services
|
Added | 1,040,864 | $30,174,647 | 0.37% | |
| KLAC |
Kla Corp
Technology
|
Added | 19,629 | $28,901,935 | 0.35% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 310,135 | $28,805,338 | 0.35% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 247,349 | $28,051,850 | 0.34% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 170,147 | $28,001,091 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.