NEW YORK LIFE INVESTMENT MANAGEMENT LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$11.6B

Total Positions

766

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA5.44%

AAPL4.93%

MSFT4.52%

AMZN2.79%

CPLB2.34%

GOOGL2.32%

AVGO1.96%

GOOG1.83%

IQSU1.74%

META1.73%

Other17.63%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

GE15Q held

GE AEROSPACE

Avg $52.54 · $39.7M est. P&L

Est. P&L

+493.44%

CEG15Q held

Constellation Energy Corp

Avg $65.28 · $12.5M est. P&L

Est. P&L

+447.04%

MU15Q held

Micron Technology Inc

Avg $57.02 · $38.5M est. P&L

Est. P&L

+413.22%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 766 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	3.4M	$631.4M	5.4%	—	$115.32	+62.62%	15 qtrs	Increased 62
AAPL Apple Inc	2.1M	$571.6M	4.9%	—	$139.26	+95.91%	15 qtrs	Decreased 0
MSFT Microsoft Corp	1.1M	$524.6M	4.5%	—	$258.80	+88.36%	15 qtrs	Increased 59
AMZN Amazon.com Inc	1.4M	$323.4M	2.8%	—	$126.60	+83.67%	15 qtrs	Increased 56
CPLB NEW YORK LIFE INVTS ACTIVE E	12.8M	$271.7M	2.3%	—	$18.88	+12.09%	16 qtrs	Decreased 0
GOOGL Alphabet Inc	860,513	$269.3M	2.3%	—	$107.54	+191.85%	15 qtrs	Increased 55
AVGO Broadcom Inc	657,003	$227.4M	2.0%	—	$166.74	+109.81%	15 qtrs	Increased 50
GOOG Alphabet Inc	674,789	$211.7M	1.8%	—	$103.08	+205.16%	15 qtrs	Increased 49
IQSU NEW YORK LIFE INVESTMENTS ET	3.7M	$201.8M	1.7%	—	$29.06	+89.77%	23 qtrs	Decreased 0
META Meta Platforms Inc	303,463	$200.3M	1.7%	—	$184.12	+261.70%	15 qtrs	Increased 49
IQSM NEW YORK LIFE INVESTMENTS ET	5.8M	$200M	1.7%	—	$27.16	+28.81%	13 qtrs	Decreased 0
TSLA Tesla Inc	408,321	$183.6M	1.6%	—	$255.61	+77.78%	15 qtrs	Decreased 0
MGC VANGUARD WORLD FD M	704,229	$176.9M	1.5%	—	$172.60	+46.48%	23 qtrs	Decreased 0
IQSI NEW YORK LIFE INVESTMENTS ET	4.9M	$170.6M	1.5%	—	$23.43	+50.60%	23 qtrs	Decreased 0
VGSH VANGUARD SCOTTSDALE FDS	2.8M	$163.7M	1.4%	—	$57.76	+1.41%	9 qtrs	Increased 77
FLOT ISHARES TR	3.1M	$159.4M	1.4%	—	$45.54	+11.25%	15 qtrs	Increased 49
IWLG NEW YORK LIFE INVTS ACTIVE E	2.5M	$134.6M	1.2%	—	$41.11	+32.80%	15 qtrs	Increased 51
BRK/B Berkshire Hathaway Inc	250,490	$125.9M	1.1%	—	—	—	15 qtrs	Increased 48
LLY Eli Lilly & Co	112,960	$121.4M	1.0%	—	$356.98	+201.96%	15 qtrs	Increased 49
SECR NEW YORK LIFE INVTS ACTIVE E	4.7M	$121M	1.0%	—	$23.84	+7.88%	7 qtrs	Increased 47
JPM JPMORGAN CHASE & CO.	373,315	$120.3M	1.0%	—	$106.67	+201.83%	15 qtrs	Decreased 0
HFXI NEW YORK LIFE INVESTMENTS ET	3.2M	$104.9M	0.9%	—	$15.82	+105.95%	28 qtrs	Decreased 0
IQHI NEW YORK LIFE INVTS ACTIVE E	3.6M	$93.5M	0.8%	—	$22.73	+14.73%	13 qtrs	Increased 52
V Visa Inc	244,967	$85.9M	0.7%	—	$201.27	+75.33%	15 qtrs	Decreased 0
IEFA ISHARES TR	933,490	$83.5M	0.7%	—	$69.37	+29.54%	23 qtrs	Increased 47
Showing 25 of 766 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

USHYISHARES TR

Q1 2024 → Q4 2025+638,172 shares+$24.1M

USIGISHARES TR

Q1 2024 → Q4 2025+116,394 shares+$6.1M

APHAmphenol Corp

Q4 2024 → Q4 2025+7,381 shares+$12.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer