NEW YORK LIFE INVESTMENT MANAGEMENT LLC

$11.8B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1133639 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $11.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 781
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 56
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 41

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$12.6M	+162,757	$631M	$619M	3,385,509	3,548,266
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$2.3M	+158,865	$572M	$574M	2,102,486	2,261,351
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$109M	+38,168	$525M	$416M	1,084,824	1,122,992
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$17.2M	+69,124	$323M	$306M	1,400,886	1,470,010
position key `sid:sec:prov:47ca61c6b49723b17741b61d9145b2dc` · issuer key `cusip6:45409B` CANDRIAM US MID	ADD	+$71.2M	+2,035,508	$200M	$271M	5,775,886	7,811,394
position key `sid:sec:prov:c622d381a6cf2fd9b9fe031e68f12b79` · issuer key `cusip6:45409F` NYLI MACKAY CORE	ADD	−$1.4M	+87,617	$272M	$270M	12,797,602	12,885,219
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$3.1M	+65,206	$269M	$266M	860,513	925,719
position key `sid:sec:prov:fd1507b7d83f402b9886cc8cf07a4a5a` · issuer key `cusip6:45409B` CANDRIAM US LRG	ADD	+$50.0M	+1,231,111	$202M	$252M	3,685,253	4,916,364
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$13.5M	+34,078	$227M	$214M	657,003	691,081
position key `sid:sec:prov:fe885688d1cbcad9eb9d9746efdabc79` · issuer key `cusip6:45409B` NYLI US LC R&D L	ADD	+$136M	+3,814,585	$65.4M	$201M	1,604,816	5,419,401
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$11.9M	+21,735	$212M	$200M	674,789	696,524
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$17.4M	+16,245	$200M	$183M	303,463	319,708
position key `sid:sec:prov:5b951968c2c087e847f28eafe570d36b` · issuer key `cusip6:45409B` NYLI CANDRIAM IN	ADD	+$10.3M	+281,245	$171M	$181M	4,850,081	5,131,326
position key `sid:sec:prov:562fba1b5020edb2d0b8d70706ee0532` · issuer key `cusip6:921910` MEGA CAP INDEX	ADD	−$956K	+40,113	$177M	$176M	704,229	744,342
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$27.6M	+11,361	$184M	$156M	408,321	419,682
position key `sid:sec:prov:5a7fcb3dee6c4561333e06d370e28221` · issuer key `cusip6:46429B` FLTG RATE NT ETF	TRIM	−$4.2M	−87,684	$159M	$155M	3,133,476	3,045,792
position key `sid:sec:prov:5c0159d8e365eac662fab857eba96ecb` · issuer key `cusip6:92206C` SHORT TERM TREAS	TRIM	−$30.0M	−503,061	$164M	$134M	2,786,774	2,283,713
position key `sid:sec:prov:476a50b48381d8ed4e3f0531cbcd4197` · issuer key `cusip6:45409F` NYLI MACKAY SECU	ADD	+$1.6M	+78,650	$121M	$123M	4,700,753	4,779,403
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$4.3M	+3,342	$126M	$122M	250,490	253,832
position key `sid:sec:prov:d1760d2e7c010dd06ee75977ece77a0a` · issuer key `cusip6:45409F` NYLI MACKAY HIGH	ADD	+$17.5M	+749,478	$93.5M	$111M	3,576,937	4,326,415
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$11.0M	+7,115	$121M	$110M	112,960	120,075
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$10.1M	+1,321	$120M	$110M	373,315	374,636
position key `sid:sec:prov:d871f502e94ab19729d4bd95e2c42d19` · issuer key `cusip6:45409B` NYLI FTSE INTERN	TRIM	−$269K	−116,812	$105M	$105M	3,233,142	3,116,330
position key `sid:sec:prov:bef09f44f9e4484336a06e8b8e244416` · issuer key `cusip6:45409F` NYLI WINSLOW LAR	TRIM	−$34.8M	−392,677	$135M	$99.8M	2,483,057	2,090,380
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$28.9M	+2,379	$69.5M	$98.4M	577,896	580,275
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$9.8M	+97,337	$83.5M	$93.3M	933,490	1,030,827
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$11.3M	−6,106	$70.5M	$81.8M	340,727	334,621
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$8.7M	+7,680	$67.0M	$75.7M	601,347	609,027
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$10.3M	+5,146	$85.9M	$75.6M	244,967	250,113
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	−$6.1M	−126,704	$79.1M	$73.0M	1,265,937	1,139,233
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$4.4M	+48,290	$66.3M	$70.7M	664,133	712,423
position key `sid:sec:prov:e2f842400aeb5f35f60e00e3b98b6d7a` · issuer key `cusip6:35473P` SENIOR LOAN ETF	ADD	−$379K	+32,203	$62.4M	$62.0M	2,664,813	2,697,016
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$9.1M	+925	$52.4M	$61.5M	60,747	61,672
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$7.4M	+2,100	$67.9M	$60.5M	118,884	120,984
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$10.2M	+4,910	$46.7M	$56.9M	163,597	168,507
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$1.9M	+5,539	$54.5M	$56.4M	581,002	586,541
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$14.3M	+909	$39.6M	$53.9M	259,513	260,422
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$2.0M	+3,176	$55.4M	$53.4M	242,317	245,493
position key `pos:11515` · issuer key `iss:1633` US SML CAP ETF	ADD	+$2.2M	+41,282	$49.3M	$51.5M	1,730,408	1,771,690
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	+$3.8M	+14,830	$47.0M	$50.8M	162,096	176,926
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$1.5M	+7,594	$48.6M	$50.0M	338,831	346,425
position key `pos:14060` · issuer key `iss:47` COM	ADD	−$1.2M	+6,662	$50.7M	$49.5M	236,811	243,473
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	TRIM	+$1.3M	−2,382	$47.8M	$49.1M	397,694	395,312
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$3.7M	+43,858	$45.1M	$48.8M	585,333	629,191
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$942K	+3,810	$49.7M	$48.7M	144,332	148,142
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$5.5M	+11,815	$53.5M	$48.0M	973,487	985,302
position key `sid:sec:prov:b109b7c8cad7049669c3adbdfaee4b50` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$1.4M	−46,964	$48.1M	$46.7M	1,563,991	1,517,027
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$9.3M	+4,107	$55.7M	$46.4M	313,222	317,329
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$9.0M	+472	$36.7M	$45.8M	64,147	64,619
position key `pos:12365` · issuer key `iss:1016` MSCI EMRG CHN	TRIM	−$6.2M	−132,520	$51.3M	$45.1M	705,488	572,968
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	−$2.9M	+3,014	$47.2M	$44.3M	153,255	156,269
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$13.0M	+8,811	$30.4M	$43.4M	118,211	127,022
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$10.8M	+13,345	$32.0M	$42.8M	186,901	200,246
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$5.7M	+4,462	$35.8M	$41.5M	340,288	344,750
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$3.8M	+6,521	$37.1M	$40.9M	531,000	537,521
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$4.8M	+22,794	$34.7M	$39.6M	216,613	239,407
position key `sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645c` · issuer key `cusip6:46432F` MSCI USA MMENTM	TRIM	−$4.5M	−11,529	$41.7M	$37.2M	166,692	155,163
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$2.3M	+2,618	$33.7M	$36.0M	183,761	186,379
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$5.9M	+22,504	$29.4M	$35.3M	204,527	227,031
position key `pos:11938` · issuer key `iss:834` COM	ADD	−$901K	+539	$36.1M	$35.2M	41,122	41,661
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$9.4M	+916	$25.7M	$35.2M	39,382	40,298
position key `sid:sec:prov:a171e06cda613d537a724e47e506b8dd` · issuer key `cusip6:46435U` BROAD USD HIGH	ADD	+$3.9M	+118,908	$31.2M	$35.1M	833,587	952,495
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$10.3M	+5,078	$45.0M	$34.7M	231,074	236,152
position key `pos:18026` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$7.9M	−98,399	$42.2M	$34.3M	472,893	374,494
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$5.9M	−729	$40.1M	$34.2M	430,681	429,952
position key `pos:16115` · issuer key `iss:1869` COM	ADD	−$7.0M	+1,628	$41.0M	$34.0M	124,190	125,818
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$1.3M	+2,560	$31.6M	$32.9M	103,450	106,010
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$7.1M	+157	$39.1M	$32.1M	132,151	132,308
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$6.6M	+16,229	$24.9M	$31.5M	611,437	627,666
position key `pos:18143` · issuer key `iss:982` COM	ADD	+$6.8M	+47,113	$24.1M	$30.9M	652,119	699,232
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$4.6M	+12,361	$25.5M	$30.2M	1,028,503	1,040,864
position key `sid:sec:prov:6fc893e698af684b99e89bc4cb5eb170` · issuer key `cusip6:46435G` CONV BD ETF	ADD	+$2.9M	+20,010	$27.2M	$30.2M	276,361	296,371
position key `pos:18187` · issuer key `iss:1040` COM NEW	ADD	+$5.7M	+521	$23.2M	$28.9M	19,108	19,629
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$4.6M	+8,523	$24.2M	$28.8M	301,612	310,135
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$1.4M	−5,277	$29.5M	$28.1M	252,626	247,349
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$2.3M	−334	$30.3M	$28.0M	170,481	170,147
position key `sid:sec:prov:8aa5a63856d1a2f50fee9e8b8b2bd65c` · issuer key `cusip6:45409B` NYLI MERGER ARBI	TRIM	−$2.8M	−90,093	$30.7M	$27.9M	857,413	767,320
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$4.1M	+1,379	$31.6M	$27.5M	54,492	55,871
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$1.6M	+3,638	$24.9M	$26.4M	161,783	165,421
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$2.2M	+968	$24.2M	$26.3M	73,855	74,823
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$3.4M	+3,497	$22.9M	$26.3M	131,950	135,447
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$10.6M	+857	$36.6M	$25.9M	138,092	138,949
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	TRIM	−$15.7M	−270,401	$41.6M	$25.9M	727,039	456,638
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$3.7M	+5,022	$22.1M	$25.8M	180,153	185,175
position key `pos:17095` · issuer key `iss:588` COM	ADD	−$4.1M	+4,170	$29.5M	$25.4M	259,662	263,832
position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907` TAX EXEMPT BD	ADD	+$1.5M	+33,557	$23.9M	$25.4M	475,297	508,854
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	TRIM	−$1.4M	−33,761	$26.2M	$24.8M	389,913	356,152
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$5.1M	+3,127	$29.9M	$24.8M	238,369	241,496
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$1.0M	+11,855	$23.7M	$24.8M	221,546	233,401
position key `pos:16805` · issuer key `iss:997` COM NEW	ADD	−$4.8M	+1,407	$29.2M	$24.4M	51,506	52,913
position key `sid:sec:prov:2207b285aa55e19540dd71babf194eeb` · issuer key `cusip6:37954Y` US PFD ETF	TRIM	−$7.6M	−367,890	$32.0M	$24.4M	1,693,467	1,325,577
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$1.6M	+15,845	$22.8M	$24.4M	345,255	361,100
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$4.7M	+1,777	$28.9M	$24.2M	78,109	79,886
position key `pos:16131` · issuer key `iss:1632` COM	ADD	+$458K	+19,320	$22.9M	$23.3M	229,005	248,325
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	ADD	+$4.9M	+84,903	$18.2M	$23.2M	304,375	389,278
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$3.8M	+1,410	$19.4M	$23.2M	71,363	72,773
position key `sid:sec:prov:b5da1899e91159f39d606484b3813f7c` · issuer key `cusip6:46138G` SR LN ETF	ADD	+$517K	+55,926	$22.2M	$22.7M	1,058,159	1,114,085
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$6.6M	+776	$15.8M	$22.5M	169,300	170,076
position key `pos:13471` · issuer key `iss:562` COM	ADD	+$5.8M	+4,052	$16.6M	$22.4M	35,662	39,714
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$2.8M	+11,422	$19.4M	$22.2M	778,898	790,320

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 7

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:e985d6714f4a7c9d073bd88c5f9be6a6` · issuer key `cusip6:45409F` NYLI WINSLOW FOC	NO CHANGE	−$6.0M	$46.0M	$39.9M	859,507	859,507
position key `pos:17791` · issuer key `iss:1013` INTRM GOV CR ETF	NO CHANGE	−$192K	$30.8M	$30.6M	286,461	286,461
position key `sid:sec:prov:6d56700b88ad3d931238dc5d1bf27acf` · issuer key `cusip6:64953X` NYLI MACKAY MUNI	NO CHANGE	−$21.6K	$24.9M	$24.9M	995,000	995,000
position key `sid:sec:prov:d9735da79efd4594296b959adfbbf373` · issuer key `cusip6:45409F` NYLI MACKAY CALI	NO CHANGE	−$129K	$10.6M	$10.5M	485,049	485,049
position key `pos:14885` · issuer key `iss:1830` COM	NO CHANGE	−$568K	$8.6M	$8.1M	175,358	175,358
position key `sid:sec:prov:1f9670ec90aa1490e232ba48d306c6aa` · issuer key `cusip6:45409B` NYLI GLOBAL EQUI	NO CHANGE	−$229K	$7.0M	$6.8M	190,000	190,000
position key `sid:sec:prov:e2a355a48b1445d81b24ae4747edeb05` · issuer key `cusip6:45409F` NYLI CBRE REAL A	NO CHANGE	+$218K	$5.3M	$5.6M	190,000	190,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 738 issuers · $11.8B disclosed value over 781 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

NEW YORK LIFE INVESTMENTS ET

7 positions · 7 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for NEW YORK LIFE INVESTMENTS ET, as it reported them
NEW YORK LIFE INVESTMENTS ET · CANDRIAM US MID CUSIP 45409B248 src ↗	$271M	7,811,394
NEW YORK LIFE INVESTMENTS ET · CANDRIAM US LRG CUSIP 45409B461 src ↗	$252M	4,916,364
NEW YORK LIFE INVESTMENTS ET · NYLI US LC R&D L CUSIP 45409B263 src ↗	$201M	5,419,401
NEW YORK LIFE INVESTMENTS ET · NYLI CANDRIAM IN CUSIP 45409B453 src ↗	$181M	5,131,326
NEW YORK LIFE INVESTMENTS ET · NYLI FTSE INTERN CUSIP 45409B560 src ↗	$105M	3,116,330
NEW YORK LIFE INVESTMENTS ET · NYLI MERGER ARBI CUSIP 45409B800 src ↗	$27.9M	767,320
NEW YORK LIFE INVESTMENTS ET · NYLI GLOBAL EQUI CUSIP 45409B255 src ↗	$6.8M	190,000

ticker not yet mapped

$1.0B

27,352,135

8.8%

—

NEW YORK LIFE INVTS ACTIVE E

7 positions · 7 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for NEW YORK LIFE INVTS ACTIVE E, as it reported them
NEW YORK LIFE INVTS ACTIVE E · NYLI MACKAY CORE CUSIP 45409F785 src ↗	$270M	12,885,219
NEW YORK LIFE INVTS ACTIVE E · NYLI MACKAY SECU CUSIP 45409F686 src ↗	$123M	4,779,403
NEW YORK LIFE INVTS ACTIVE E · NYLI MACKAY HIGH CUSIP 45409F736 src ↗	$111M	4,326,415
NEW YORK LIFE INVTS ACTIVE E · NYLI WINSLOW LAR CUSIP 45409F769 src ↗	$99.8M	2,090,380
NEW YORK LIFE INVTS ACTIVE E · NYLI WINSLOW FOC CUSIP 45409F751 src ↗	$39.9M	859,507
NEW YORK LIFE INVTS ACTIVE E · NYLI MACKAY CALI CUSIP 45409F777 src ↗	$10.5M	485,049
NEW YORK LIFE INVTS ACTIVE E · NYLI CBRE REAL A CUSIP 45409F710 src ↗	$5.6M	190,000

ticker not yet mapped

$660M

25,615,973

5.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$619M

3,548,266

5.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$574M

2,261,351

4.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$266M	925,719
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$200M	696,524

$466M

1,622,243

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$416M

1,122,992

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$306M

1,470,010

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$214M

691,081

1.8%

—

VANGUARD SCOTTSDALE FDS

5 positions · 5 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$134M	2,283,713
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$23.2M	389,278
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$17.9M	381,666
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$15.5M	164,862
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$3.8M	38,373

ticker not yet mapped

$194M

3,257,892

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$183M

319,708

1.5%

—

VANGUARD WORLD FD · MEGA CAP INDEX CUSIP 921910873
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$176M

744,342

1.5%

—

ISHARES TR

6 positions · 6 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$70.7M	712,423
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$49.1M	395,312
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$24.4M	361,100
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$13.7M	20,942
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$8.8M	101,941
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$4.5M	13,600

ticker not yet mapped

$171M

1,605,318

1.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$155M	3,045,792
ISHARES TR · MSCI CHINA ETF CUSIP 46429B671 src ↗	$8.6M	153,705

ticker not yet mapped

$164M

3,199,497

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$156M

419,682

1.3%

—

ISHARES TR

2 positions · 2 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$93.3M	1,030,827
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$37.2M	155,163

ticker not yet mapped

$131M

1,185,990

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$122M

253,832

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$110M

120,075

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$110M

374,636

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$98.4M

580,275

0.8%

—

ISHARES TR

5 positions · 5 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$30.6M	286,461
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$24.8M	233,401
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$22.1M	432,356
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$7.4M	66,874
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$444K	3,207

ticker not yet mapped

$85.3M

1,022,299

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$81.8M

334,621

0.7%

—

VANGUARD INDEX FDS

3 positions · 3 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$50.8M	176,926
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$19.3M	98,171
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$9.0M	15,142

ticker not yet mapped

$79.1M

290,239

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$75.7M

609,027

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$75.6M

250,113

0.6%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$73.0M

1,139,233

0.6%

—

ISHARES INC

2 positions · 2 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$45.1M	572,968
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$24.8M	356,152

ticker not yet mapped

$69.9M

929,120

0.6%

—

FRANKLIN TEMPLETON ETF TR

2 positions · 2 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for FRANKLIN TEMPLETON ETF TR, as it reported them
FRANKLIN TEMPLETON ETF TR · SENIOR LOAN ETF CUSIP 35473P595 src ↗	$62.0M	2,697,016
FRANKLIN TEMPLETON ETF TR · FRANKLIN INDIA CUSIP 35473P769 src ↗	$7.4M	223,501

ticker not yet mapped

$69.5M

2,920,517

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$61.5M

61,672

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$60.5M

120,984

0.5%

—

SCHWAB STRATEGIC TR

2 positions · 2 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$51.5M	1,771,690
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$6.9M	223,251

ticker not yet mapped

$58.4M

1,994,941

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$56.9M

168,507

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$56.4M

586,541

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$53.9M

260,422

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$53.4M

245,493

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$50.0M

346,425

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$49.5M

243,473

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$48.8M

629,191

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$48.7M

148,142

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$48.0M

985,302

0.4%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R200
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$46.7M

1,517,027

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$46.4M

317,329

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$45.8M

64,619

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$44.3M

156,269

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$43.4M

127,022

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$42.8M

200,246

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$41.5M

344,750

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$40.9M

537,521

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$39.6M

239,407

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$36.0M

186,379

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$35.3M

227,031

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$35.2M

41,661

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$35.2M

40,298

0.3%

—

ISHARES TR · BROAD USD HIGH CUSIP 46435U853
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$35.1M

952,495

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$34.7M

236,152

0.3%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$34.3M

374,494

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$34.2M

429,952

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$34.0M

125,818

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$32.9M

106,010

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$32.1M

132,308

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$31.5M

627,666

0.3%

—

SELECT SECTOR SPDR TR

6 positions · 6 reported rows

Rows NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$15.9M	143,139
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$7.0M	140,676
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$4.0M	81,904
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$1.7M	15,202
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$1.4M	10,807
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$838K	5,716

ticker not yet mapped

$30.9M

397,444

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$30.9M

699,232

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$30.2M

1,040,864

0.3%

—

ISHARES TR · CONV BD ETF CUSIP 46435G102
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$30.2M

296,371

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$28.9M

19,629

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$28.8M

310,135

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$28.1M

247,349

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$28.0M

170,147

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$27.5M

55,871

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$26.4M

165,421

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$26.3M

74,823

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$26.3M

135,447

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$25.9M

138,949

0.2%

—

J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$25.9M

456,638

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$25.8M

185,175

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$25.4M

263,832

0.2%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$25.4M

508,854

0.2%

—

NEW YORK LIFE INVTS ACTIVE E · NYLI MACKAY MUNI CUSIP 64953X209
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$24.9M

995,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$24.8M

241,496

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$24.4M

52,913

0.2%

—

GLOBAL X FDS · US PFD ETF CUSIP 37954Y657
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$24.4M

1,325,577

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$24.2M

79,886

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$23.3M

248,325

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$23.2M

72,773

0.2%

—

INVESCO EXCH TRADED FD TR II · SR LN ETF CUSIP 46138G508
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$22.7M

1,114,085

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$22.5M

170,076

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$22.4M

39,714

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$22.2M

790,320

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$21.9M

170,107

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$21.7M

109,068

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$21.6M

170,752

0.2%

—

LITMAN GREGORY FDS TR · IMGP DBI MANAGED CUSIP 53700T827
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$20.6M

682,558

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.5M

103,929

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.5M

285,632

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.3M

126,509

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.0M

82,404

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$19.9M

88,222

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$19.7M

83,502

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$19.3M

45,449

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$19.3M

20,063

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 46.1%below median 80.0%
Concentration index: 130 bpsbelow median 446 bps
Positions with value: 781 / 781median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 46.1% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 130 · QoQ moves: 822

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open NEW YORK LIFE INVESTMENT MANAGEMENT LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).