Data as of Q4 2025 (Dec 31, 2025)

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

•CIK: 1133639•Filing: Q4 2025

NEW YORK LIFE INVESTMENT MANAGEMENT LLC, with $11.6B in AUM, is known for its focus on technology and growth stocks, as evidenced by top holdings like NVDA, AAPL, and MSFT. Recently, the fund has made notable moves by adding LRND and EXK, up 765% and 536% respectively, while exiting LIN and ACN, reflecting a strategy of capitalizing on high-growth opportunities.

Total AUM
$11.6B
QoQ Performance
+2.0%
Positions
716
Top 10 Concentration
34.8%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
NVDA5.4%
AAPL4.9%
MSFT4.5%
AMZN2.8%
CPLB2.3%
GOOGL2.3%
AVGO2.0%
GOOG1.8%

📈 Biggest Buys

VGSH
VANGUARD SCOTTSDALE FDS
+221.9%
1.4% of portfolio
LRND
NEW YORK LIFE INVESTMENTS ET
+744.6%
0.6% of portfolio
NFLX
NETFLIX INC
+906.8%
0.5% of portfolio
JEPI
J P MORGAN EXCHANGE TRADED F
+191.9%
0.4% of portfolio
MMMA
NEW YORK LIFE INVTS ACTIVE E
NEW
0.2% of portfolio

📉 Biggest Sells

IQSU
NEW YORK LIFE INVESTMENTS ET
-18.6%
1.7% of portfolio
FLBL
FRANKLIN TEMPLETON ETF TR
-26.2%
0.5% of portfolio
MUB
ISHARES TR
-46.2%
0.2% of portfolio
VTEB
VANGUARD MUN BD FDS
-44.5%
0.2% of portfolio
IQSM
NEW YORK LIFE INVESTMENTS ET
-6.3%
1.7% of portfolio

Sector Breakdown

Other42.8%
Technology30.5%
Consumer8.2%
Financial6.6%
Healthcare5.2%
Industrial2.3%
Communication1.4%
Consumer Staples0.9%

🚪 Exited Positionssold since Q3 2025

LIN
LINDE PLC
SOLD
$32.5M
ACN
ACCENTURE PLC IRELAND
SOLD
$22.6M
ETN
EATON CORP PLC
SOLD
$20.0M
VTIP
VANGUARD MALVERN FDS
SOLD
$18.8M
MDT
MEDTRONIC PLC
SOLD
$16.6M
+602 more exited positions

Changes from Q3 2025

NEW3 new positions
↑106 increased
↓88 decreased

Historical Filings

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

📌 Top Holdings

NVDA5.4%
NVIDIA CORPORATION
$631.4M
AAPL4.9%
APPLE INC
$571.6M
MSFT4.5%
MICROSOFT CORP
$524.6M
AMZN2.8%
AMAZON COM INC
$323.4M
CPLB2.3%
NEW YORK LIFE INVTS ACTIVE E
$271.7M

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