New York Life Investment Management LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$11.8B
Holdings
780
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.4% (3.39M → 18.9k shares)
5.2%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 2.10M shares)
4.9%
03
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 1.08M shares)
3.5%
04
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 1.40M shares)
2.6%
05
$IQSM
NEW YORK LIFE INVESTMENTS ET
Q1 2026: Exited (was 5.78M shares)
2.3%
06
$CPLB
NEW YORK LIFE INVTS ACTIVE E
Q1 2026: Exited (was 12.80M shares)
2.3%
07
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 860.5k shares)
2.3%
08
$IQSU
NEW YORK LIFE INVESTMENTS ET
Q1 2026: Exited (was 3.69M shares)
2.1%
09
$AVGO
BROADCOM INC
Q1 2026: Sold 99.7% (657.0k → 2.0k shares)
1.8%
10
$LRND
NEW YORK LIFE INVESTMENTS ET
Q1 2026: Exited (was 1.60M shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.