NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
778
Total value ($000)
$14,317,189
Net value change ($000)
+2,498,674 (21.1%)
New positions
57
Sold out positions
60
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 177,795 88.2%
MU 137,481 241.5%
NVDA 109,567 17.7%
MMSD 100,206 NEW
AAPL 97,309 17.0%
AMD 91,317 184.4%
GOOGL 78,568 29.5%
INTC 67,462 218.6%
MMCA 60,861 582.0%
IQSM 60,304 22.2%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -44,864 -33.6%
JEPI -23,616 -91.2%
HON -19,941 -100.0%
XOM -19,511 -19.8%
PDBC -15,043 -100.0%
NFLX -14,521 -25.7%
VMBS -12,447 -69.5%
CVX -10,658 -19.8%
IWLG -10,334 -10.4%
PLTR -9,058 -19.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type