Data as of Q4 2025 (Dec 31, 2025)

NEW YORK LIFE INSURANCE CO

โ€ขCIK: 71633โ€ขFiling: Q4 2025

**NEW YORK LIFE INSURANCE CO** manages $456M across a concentrated portfolio of six holdings. The strategy exhibits a significant overweight to broad market indices, evidenced by the top two positions in VOO ($233.4M) and SPY ($97.2M). Further allocations include substantial exposure to sector-specific and thematic plays, notably MMSD ($50.2M) and SECR ($26.1M). This structure suggests a core mandate focused on large-cap equity market participation with targeted tactical overlays.

Total AUM
$456.1M
QoQ Performance
+12.3%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
SPY
MMSD
SECR
MMCA
NTSK
VOO51.2%
SPY21.3%
MMSD11.0%
SECR5.7%
MMCA5.5%
NTSK5.3%

๐Ÿ“ˆ Biggest Buys

MMCA
NYLI MACKAY CALIFORNIA MUNI INTERMEDIATE
NEW
5.5% of portfolio
MMSD
NYLI MACKAY MUNI SHRT DURAT
+98.8%
11.0% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

ETF72.5%
Other27.5%

Changes from Q3 2025

NEW1 new position
โ†‘1 increased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023