NEW YORK LIFE INSURANCE CO — 13F Holdings & Portfolio

CIK 71633 · latest 13F-HR filed 2026-05-07

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$490.6M

Long-equity book

Holdings

6

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+0 / −0 / ↑1 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD 500 INDEX FUND$54.9M +23.5%
Show all 1

Top Trims

  • NETSKOPE INC-$15.3M -63.5%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD 500 INDEX FUND VOO 922908363 $288.3M 58.77% 482,482 SH
2 S&P DEPOSITORY RECEIPTS SPY 78462F103 $92.7M 18.89% 142,522 SH
3 NYLI MACKAY MUNI SHRT DURAT MMSD 64953X100 $50.0M 10.18% 1,977,705 SH
4 NYLI MACKAY SECURITIZED INCOME ETF SECR 45409F686 $26.0M 5.30% 1,013,087 SH
5 NYLI MACKAY CALIFORNIA MUNI INTERMEDIATE MMCA 45409F777 $24.8M 5.06% 1,151,544 SH
6 NETSKOPE INC NTSK 64119N608 $8.8M 1.79% 1,035,245 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $490.6M 6 0000071633-26-000005
2025-12-31 2026-02-11 $456.1M 6 0000071633-26-000002