Arkolith/Funds/New York Life Investment Management LLC

New York Life Investment Management LLC

CIK 1133639
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Active Filer

New York Life Investment Management LLC holds a diversified book of 781 stocks worth $11.8B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Ciena Corp and trimmed Ishares Floating Rate Bond E. Their largest long position is Nvidia Corp at 5% of the equity book.

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Use Arkolith to show NEW YORK LIFE INVESTMENT MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
645
existing
Trimmed
73
reduced
Sold out
41
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
29%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

71% mapped to company sectors

Information Technology
30%
ETF / fund or unclassified
29%
Financials
9%
Consumer Discretionary
8%
Health Care
6%
Industrials
6%
Utilities
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

781 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$618.8M3.55M
5.2%
+4.8%
Added · +163K sh
2Apple Inc
COM
$573.9M2.26M
4.9%
+7.5%
Added · +159K sh
3Microsoft Corp
COM
$415.7M1.12M
3.5%
+3.5%
Added · +38K sh
4Amazon Com Inc
COM
$306.2M1.47M
2.6%
+4.9%
Added · +69K sh
5New York Life Investments Et
CANDRIAM US MID
$271.2M7.81M
2.3%
+35%
Added · +2.0M sh
6New York Life Invts Active E
NYLI MACKAY CORE
$270.3M12.89M
2.3%
+0.7%
Added · +88K sh
7Alphabet Inc
CAP STK CL A
$266.2M925.7K
2.3%
+7.6%
Added · +65K sh
8New York Life Investments Et
CANDRIAM US LRG
$251.8M4.92M
2.1%
+33%
Added · +1.2M sh
9Broadcom Inc
COM
$213.9M691.1K
1.8%
+5.2%
Added · +34K sh
10New York Life Investments Et
NYLI US LC R&D L
$201.5M5.42M
1.7%
+238%
Added · +3.8M sh
11Alphabet Inc
CAP STK CL C
$199.8M696.5K
1.7%
+3.2%
Added · +22K sh
12Meta Platforms Inc
CL A
$182.9M319.7K
1.5%
+5.3%
Added · +16K sh
13New York Life Investments Et
NYLI CANDRIAM IN
$180.8M5.13M
1.5%
+5.8%
Added · +281K sh
14Vanguard World FD
MEGA CAP INDEX
$175.9M744.3K
1.5%
+5.7%
Added · +40K sh
15Tesla Inc
COM
$156.0M419.7K
1.3%
+2.8%
Added · +11K sh
16Ishares TR
FLTG RATE NT ETF
$155.2M3.05M
1.3%
−2.8%
Reduced · −88K sh
17Vanguard Scottsdale FDS
SHORT TERM TREAS
$133.7M2.28M
1.1%
−18%
Reduced · −503K sh
18New York Life Invts Active E
NYLI MACKAY SECU
$122.6M4.78M
1.0%
+1.7%
Added · +79K sh
19Berkshire Hathaway Inc Del
CL B NEW
$121.6M253.8K
1.0%
+1.3%
Added · +3K sh
20New York Life Invts Active E
NYLI MACKAY HIGH
$111.0M4.33M
0.9%
+21%
Added · +749K sh
21Eli Lilly & Co
COM
$110.4M120.1K
0.9%
+6.3%
Added · +7K sh
22JPMorgan Chase & Co
COM
$110.2M374.6K
0.9%
+0.3%
Added · +1K sh
23New York Life Investments Et
NYLI FTSE INTERN
$104.6M3.12M
0.9%
−3.6%
Reduced · −117K sh
24New York Life Invts Active E
NYLI WINSLOW LAR
$99.8M2.09M
0.8%
−16%
Reduced · −393K sh
25Exxon Mobil Corp
COM
$98.4M580.3K
0.8%
+0.4%
Added · +2K sh
26Ishares TR
CORE MSCI EAFE
$93.3M1.03M
0.8%
+10%
Added · +97K sh
27Johnson & Johnson
COM
$81.8M334.6K
0.7%
−1.8%
Reduced · −6K sh
28Walmart Inc
COM
$75.7M609.0K
0.6%
+1.3%
Added · +8K sh
29Visa Inc
COM CL A
$75.6M250.1K
0.6%
+2.1%
Added · +5K sh
30Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$73.0M1.14M
0.6%
−10%
Reduced · −127K sh
31Ishares TR
CORE US AGGBD ET
$70.7M712.4K
0.6%
+7.3%
Added · +48K sh
32Franklin Templeton ETF TR
SENIOR LOAN ETF
$62.0M2.70M
0.5%
+1.2%
Added · +32K sh
33Costco Wholesale Corporation
COM
$61.5M61.7K
0.5%
+1.5%
Added · +925 sh
34Mastercard Incorporated
CL A
$60.5M121.0K
0.5%
+1.8%
Added · +2K sh
35Micron Technology Inc
COM
$56.9M168.5K
0.5%
+3.0%
Added · +5K sh
36Netflix Inc.
COM
$56.4M586.5K
0.5%
+0.9%
Added · +6K sh
37Chevron Corporation
COM
$53.9M260.4K
0.5%
+0.3%
Added · +909 sh
38Abbvie Inc
COM
$53.4M245.5K
0.5%
+1.3%
Added · +3K sh
39Schwab Strategic TR
US SML CAP ETF
$51.5M1.77M
0.4%
+2.4%
Added · +41K sh
40Vanguard Index FDS
MID CAP ETF
$50.8M176.9K
0.4%
+9.1%
Added · +15K sh
41Procter & Gamble Co
COM
$50.0M346.4K
0.4%
+2.2%
Added · +8K sh
42Advanced Micro Devices Inc
COM
$49.5M243.5K
0.4%
+2.8%
Added · +7K sh
43Ishares TR
CORE S&P SCP ETF
$49.1M395.3K
0.4%
−0.6%
Reduced · −2K sh
44Cisco Sys Inc
COM
$48.8M629.2K
0.4%
+7.5%
Added · +44K sh
45Home Depot Inc
COM
$48.7M148.1K
0.4%
+2.6%
Added · +4K sh
46Bank America Corp
COM
$48.0M985.3K
0.4%
+1.2%
Added · +12K sh
47SPDR Series Trust
STATE STREET SPD
$46.7M1.52M
0.4%
−3.0%
Reduced · −47K sh
48Palantir Technologies Inc
CL A
$46.4M317.3K
0.4%
+1.3%
Added · +4K sh
49Caterpillar Inc
COM
$45.8M64.6K
0.4%
+0.7%
Added · +472 sh
50Ishares Inc
MSCI EMRG CHN
$45.1M573.0K
0.4%
−19%
Reduced · −133K sh
Showing 50 of 781 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 2026781$11.8B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026766$11.6B13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025804$11.4B13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025798$10.7B13F-HR
Q1 2025Mar 31, 2025May 8, 2025818$9.8B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025819$10.2B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024845$10.3B13F-HR
Q2 2024Jun 30, 2024Aug 5, 20241,399$9.9B13F-HR
Q1 2024Mar 31, 2024May 6, 20241,875$10.0B13F-HR
Q4 2023Dec 31, 2023Feb 6, 20241,840$9.8B13F-HR
Q3 2023Sep 30, 2023Nov 8, 20231,826$9.3B13F-HR
Q2 2023Jun 30, 2023Aug 7, 20231,839$9.6B13F-HR
Q1 2023Mar 31, 2023May 8, 20231,762$9.0B13F-HR
Q4 2022Dec 31, 2022Feb 10, 20231,205$8.7B13F-HR
Q3 2022Sep 30, 2022Nov 10, 20221,212$8.3B13F-HR
Q2 2022Jun 30, 2022Aug 12, 20221,256$8.6B13F-HR
Q1 2022Mar 31, 2022Apr 26, 202252$1.9B13F-HR
Q4 2021Dec 31, 2021Feb 7, 202246$1.9B13F-HR
Q3 2021Sep 30, 2021Nov 5, 202143$1.8B13F-HR
Q2 2021Jun 30, 2021Jul 29, 202130$1.7B13F-HR
Q1 2021Mar 31, 2021May 14, 202131$1.7B13F-HR
Q4 2020Dec 31, 2020Feb 23, 202126$1.5B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202026$1.1B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202026$946.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.