1y return+16.3%S&P 500 +20.9%
3y return+49.4%S&P 500 +68.5%
5y return+45.3%S&P 500 +74.5%
10y return+83.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $184 against $357 in the S&P 500.2
New York Life Investment Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $728.4M | 5.1% | +2.6% |
| AAPLApple Inc | $671.2M | 4.7% | +2.6% |
| MSFTMicrosoft Corp | $433.8M | 3.0% | +3.6% |
| LRNDNew York Life Investments Et | $379.3M | 2.6% | +58.7% |
| AMZNAmazon Com Inc | $355.7M | 2.5% | +1.5% |
| GOOGLAlphabet Inc | $344.8M | 2.4% | +4.2% |
| IQSMNew York Life Investments Et | $331.5M | 2.3% | +6.6% |
| IQSUNew York Life Investments Et | $295.7M | 2.1% | −3.9% |
| CPLBNew York Life Invts Active E | $277.2M | 1.9% | +2.9% |
| AVGOBroadcom Inc | $264.1M | 1.8% | +1.2% |
| GOOGAlphabet Inc | $248.0M | 1.7% | |
| IQSINew York Life Investments Et | $218.1M | 1.5% | +11.0% |
| FLOTIshares Tr | $201.9M | 1.4% | +29.9% |
| MGCVanguard World Fd | $199.9M | 1.4% | −1.9% |
| MUMicron Technology Inc | $194.4M | 1.4% | |
| METAMeta Platforms Inc | $186.4M | 1.3% | +3.5% |
| TSLATesla Inc | $178.3M | 1.2% | +1.0% |
| SECRNew York Life Invts Active E | $177.6M | 1.2% | +46.4% |
| LLYEli Lilly & Co | $155.6M | 1.1% | +8.0% |
| AMDAdvanced Micro Devices Inc | $140.8M | 1.0% | |
| BRK/BBerkshire Hathaway Inc Del | $127.3M | 0.9% | |
| JPMJpmorgan Chase & Co | $122.2M | 0.9% | |
| IQHINew York Life Invts Active E | $118.9M | 0.8% | +6.4% |
| HFXINew York Life Investments Et | $114.4M | 0.8% | −3.6% |
| IEFAIshares Tr | $104.2M | 0.7% | +4.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2022 | +1219.9% | $728.4M |
| AMATApplied Matls Inc | June 30, 2022 | +694.7% | $94.5M |
| AVGOBroadcom Inc | June 30, 2022 | +677.6% | $264.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2022 | +659.7% | $140.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $89.1M |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $155.6M |
| METAMeta Platforms Inc | June 30, 2022 | +249.3% | $186.4M |
| GOOGLAlphabet Inc | June 30, 2022 | +228.0% | $344.8M |
| GOOGAlphabet Inc | June 30, 2022 | +223.0% | $248.0M |
| JPMJpmorgan Chase & Co | June 30, 2022 | +190.7% | $122.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $19.9M
- PDBCInvesco Actvely Mngd Etc Fd was $15.0M
- TXNMTxnm Energy Inc was $8.8M
- Hologic IncCUSIP 436440101 was $8.5M
- SHVIshares Tr was $7.4M
- XLBSelect Sector Spdr Tr was $7.0M
- SCHMSchwab Strategic Tr was $6.9M
- Sealed Air Corp NewCUSIP 81211K100 was $5.6M
- Onestream IncCUSIP 68278B107 was $5.2M
- Amicus TherapeuticCUSIP 03152W109 was $4.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: New York Life Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1133639&type=13F-HR&dateb=&owner=include&count=40CIK 1133639
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1133639/000113363926000005/Filed August 10, 2026 · accession 0001133639-26-000005