NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
781
Total value ($000)
$11,818,515
Net value change ($000)
+220,388 (1.9%)
New positions
56
Sold out positions
41
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRND 136,053 208.0%
IQSM 71,222 35.6%
IQSU 49,998 24.8%
XOM 28,905 41.6%
VMBS 17,600 5517.2%
IQHI 17,505 18.7%
VRT 14,578 3866.8%
CVX 14,329 36.2%
AMAT 13,036 42.9%
JNJ 11,282 16.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -108,945 -20.8%
IWLG -34,829 -25.9%
VGSH -29,978 -18.3%
TSLA -27,613 -15.0%
META -17,398 -8.7%
AMZN -17,194 -5.3%
JEPI -15,734 -37.8%
AVGO -13,493 -5.9%
NVDA -12,579 -2.0%
GOOGL -11,944 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type