Latest NEW YORK LIFE INVESTMENT MANAGEMENT LLC Stock Portfolio

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Performance:

2025 Q4: -1.57%YTD: 8.59%2024: 15.22%

Performance for 2025 Q4 is -1.57%, and YTD is 8.59%, and 2024 is 15.22%.

About NEW YORK LIFE INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

NEW YORK LIFE INVESTMENT MANAGEMENT LLC is a hedge fund based in New York, NY. On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported an equity portfolio of $11.6 Billions as of 31 Dec, 2025.

The top stock holdings of NEW YORK LIFE INVESTMENT MANAGEMENT LLC are NVDA, AAPL, MSFT. The fund has invested 5.4% of it's portfolio in NVIDIA CORPORATION and 4.9% of portfolio in APPLE INC.

The fund managers got completely rid off LINDE PLC (LIN), ACCENTURE PLC IRELAND (ACN) and EATON CORP PLC (ETN) stocks. They significantly reduced their stock positions in INSMED INC (INSM), LKQ CORP (LKQ) and MOHAWK INDS INC (MHK). NEW YORK LIFE INVESTMENT MANAGEMENT LLC opened new stock positions in NEW YORK LIFE INVTS ACTIVE E, ANYWHERE REAL ESTATE INC (HOUS) and AIR LEASE CORP (AL). The fund showed a lot of confidence in some stocks as they added substantially to ARES MANAGEMENT CORPORATION (ARES), NETFLIX INC (NFLX) and NEW YORK LIFE INVESTMENTS ET (AGGP).

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that NEW YORK LIFE INVESTMENT MANAGEMENT LLC made a return of -1.57% in the last quarter. In trailing 12 months, it's portfolio return was 8.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
new york life invts active e	24,939,900
teck resources ltd	11,013,700
anywhere real estate inc	10,050,500
air lease corp	8,451,830
carvana co	8,160,600
cadence bank	4,761,920
avidity biosciences inc	4,538,420
sandisk corp	4,470,580

New stocks bought by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Additions

Ticker	% Inc.
ares management corporation	1,033
netflix inc	906
new york life investments et	744
comerica inc	437
servicenow inc	405
dayforce inc	342
exact sciences corp	242
hologic inc	223

Additions to existing portfolio by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Reductions

Ticker	% Reduced
select sector spdr tr	-54.96
ishares tr	-46.19
vanguard mun bd fds	-44.48
tapestry inc	-43.14
vanguard scottsdale fds	-35.48
ishares tr	-29.88
franklin templeton etf tr	-26.23
schwab strategic tr	-25.51

NEW YORK LIFE INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Sector Distribution

NEW YORK LIFE INVESTMENT MANAGEMENT LLC has about 28.1% of it's holdings in Others sector.

Sector	%
Others	28.1
Technology	25.3
Financial Services	7.9
Communication Services	7.8
Consumer Cyclical	7.6
Healthcare	6.9
Industrials	5.5
Consumer Defensive	3.4
Utilities	3.1
Energy	2
Real Estate	1.6

Market Cap. Distribution

NEW YORK LIFE INVESTMENT MANAGEMENT LLC has about 68.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	38.4
LARGE-CAP	30.3
UNALLOCATED	28
SMALL-CAP	1.7
MID-CAP	1.6

Stocks belong to which Index?

About 68.9% of the stocks held by NEW YORK LIFE INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.5
Others	31.1
RUSSELL 2000	2.4

Top 5 Winners (%)		%
ALB	albemarle corp	73.4 %
MU	micron technology inc	70.4 %
RVMD	revolution medicines inc	66.2 %
AA	alcoa corp	58.1 %
WBD	warner bros discovery inc	47.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	58.8 M
GOOG	alphabet inc	46.9 M
AAPL	apple inc	36.5 M
LLY	eli lilly & co	34.5 M
MU	micron technology inc	19.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-75.0 %
TPL	texas pacific land corporati	-60.0 %
LCID	lucid group inc	-53.5 %
DD	dupont de nemours inc	-48.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-352.9 M
NOW	servicenow inc	-70.7 M
MSFT	microsoft corp	-36.9 M
META	meta platforms inc	-22.2 M
ORCL	oracle corp	-19.8 M

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NEW YORK LIFE INVESTMENT MANAGEMENT LLC has 765 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for NEW YORK LIFE INVESTMENT MANAGEMENT LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.05	41,145	5,598,600	added	6.55

AAPL	apple inc	4.93	2,102,490	571,582,000	reduced	-1.29

AAXJ	ishares tr	0.26	286,461	30,751,600	unchanged	0.00

AAXJ	ishares tr	0.20	221,546	23,729,800	reduced	-46.19

AAXJ	ishares tr	0.14	322,520	16,696,900	added	10.27

AAXJ	ishares tr	0.08	85,327	9,398,770	added	57.28

ABBV	abbvie inc	0.48	242,317	55,367,000	added	1.01

ABC	cencora inc	0.08	27,994	9,454,970	reduced	-0.3

ABNB	airbnb inc	0.07	63,542	8,623,920	added	1.21

ABT	abbott labs	0.26	238,369	29,865,300	added	0.87

ACSG	dbx etf tr	0.03	98,425	3,233,260	reduced	-11.12

ADBE	adobe inc	0.19	62,116	21,740,000	reduced	-0.09

ADI	analog devices inc	0.17	71,363	19,353,600	reduced	-1.38

ADM	archer daniels midland co	0.04	69,915	4,019,410	reduced	-0.48

ADP	automatic data processing in	0.13	60,512	15,565,500	added	1.77

ADSK	autodesk inc	0.08	31,575	9,346,520	added	0.65

AEE	ameren corp	0.03	36,906	3,685,430	added	1.05

AEP	american elec pwr co inc	0.07	73,414	8,465,370	added	1.05

AFL	aflac inc	0.06	68,610	7,565,620	reduced	-2.44

AGGH	simplify exchange traded fun	0.10	430,212	11,727,600	reduced	-13.93