NEW YORK LIFE INVESTMENT MANAGEMENT LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NEW YORK LIFE INVESTMENT MANAGEMENT LLC opened 49 positions, added to 372, reduced 279, sold out of 54 and left 1 unchanged. The largest increase in value was MU (+$137,480,580); the largest decrease was MMMA (-$24,918,283).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 3,548,266; Shares 2026-06-30 3,640,286.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 2,261,351; Shares 2026-06-30 2,319,660.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 925,719; Shares 2026-06-30 964,737.
- INTC: Country of operation United States; Class COM; Shares 2026-03-31 699,232; Shares 2026-06-30 704,143.
Two Form 13F-HR filings compared (SEC CIK 1133639): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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NVDA
NVIDIA CORPORATION | United States | COM | 3,548,266 | 3,640,286 | +92,020 | $618,817,590 | $728,384,826 | +$109,567,236 |
|---|
AAPL
APPLE INC | United States | COM | 2,261,351 | 2,319,660 | +58,309 | $573,908,270 | $671,216,818 | +$97,308,548 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 925,719 | 964,737 | +39,018 | $266,199,756 | $344,768,062 | +$78,568,306 |
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INTC
INTEL CORP | United States | COM | 699,232 | 704,143 | +4,911 | $30,857,108 | $98,319,487 | +$67,462,379 |
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AMAT
APPLIED MATLS INC | United States | COM | 127,022 | 130,731 | +3,709 | $43,414,849 | $94,518,513 | +$51,103,664 |
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AVGO
BROADCOM INC | United States | COM | 691,081 | 699,053 | +7,972 | $213,896,480 | $264,067,271 | +$50,170,791 |
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AMZN
AMAZON COM INC | United States | COM | 1,470,010 | 1,492,511 | +22,501 | $306,158,983 | $355,725,072 | +$49,566,089 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 696,524 | 701,829 | +5,305 | $199,804,875 | $247,977,241 | +$48,172,366 |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 200,246 | 205,583 | +5,337 | $42,784,560 | $89,085,281 | +$46,300,721 |
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LLY
ELI LILLY & CO | United States | COM | 120,075 | 129,708 | +9,633 | $110,441,383 | $155,575,666 | +$45,134,283 |
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MRVL
MARVELL TECHNOLOGY INC | United States | COM | 19,192 | 133,564 | +114,372 | $1,900,968 | $39,787,380 | +$37,886,412 |
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SNDK
SANDISK CORP | United States | COM | 20,231 | 20,351 | +120 | $12,853,564 | $46,272,679 | +$33,419,115 |
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KLAC
KLA CORP | United States | COM NEW | 19,629 | 196,164 | +176,535 | $28,901,936 | $59,184,640 | +$30,282,704 |
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CSCO
CISCO SYS INC | United States | COM | 629,191 | 646,204 | +17,013 | $48,818,930 | $75,903,122 | +$27,084,192 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 126,509 | 132,516 | +6,007 | $20,281,923 | $45,190,606 | +$24,908,683 |
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TSLA
TESLA INC | United States | COM | 419,682 | 423,945 | +4,263 | $156,016,784 | $178,311,267 | +$22,294,483 |
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WDC
WESTERN DIGITAL CORP | United States | COM | 50,802 | 51,172 | +370 | $13,741,433 | $32,684,580 | +$18,943,147 |
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UNH
UNITEDHEALTH GROUP INC | United States | COM | 125,818 | 126,515 | +697 | $34,045,093 | $52,583,429 | +$18,538,336 |
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MSFT
MICROSOFT CORP | United States | COM | 1,122,992 | 1,162,926 | +39,934 | $415,697,949 | $433,794,657 | +$18,096,708 |
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CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 37,496 | 41,510 | +4,014 | $14,638,813 | $31,677,941 | +$17,039,128 |
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UUP
INVESCO DB US DLR INDEX TR | United States | BULLISH FD | 60,008 | 633,892 | +573,884 | $1,667,022 | $18,008,872 | +$16,341,850 |
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TXN
TEXAS INSTRS INC | United States | COM | 135,447 | 135,737 | +290 | $26,295,681 | $40,459,128 | +$14,163,447 |
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CVX
CHEVRON CORPORATION | United States | COM | 260,422 | 260,758 | +336 | $53,881,312 | $43,223,246 | -$10,658,066 |
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D
DOMINION ENERGY INC | United States | COM | 118,569 | 251,557 | +132,988 | $7,329,936 | $17,178,828 | +$9,848,892 |
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QCOM
QUALCOMM INC | United States | COM | 170,107 | 171,787 | +1,680 | $21,906,379 | $31,744,520 | +$9,838,141 |
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PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 317,329 | 320,224 | +2,895 | $46,418,886 | $37,360,534 | -$9,058,352 |
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APH
AMPHENOL CORP | United States | CL A | 170,752 | 171,329 | +577 | $21,574,515 | $30,208,729 | +$8,634,214 |
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ABBV
ABBVIE INC | United States | COM | 245,493 | 246,242 | +749 | $53,392,273 | $61,964,337 | +$8,572,064 |
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ANET
ARISTA NETWORKS INC | United States | COM SHS | 156,728 | 162,384 | +5,656 | $19,243,064 | $27,585,794 | +$8,342,730 |
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AES
AES CORP | United States | COM | 97,612 | 620,716 | +523,104 | $1,375,353 | $9,099,697 | +$7,724,344 |
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FTNT
FORTINET INC | United States | COM | 102,055 | 103,621 | +1,566 | $8,339,935 | $15,918,258 | +$7,578,323 |
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DDOG
DATADOG INC | United States | CL A COM | 48,858 | 50,767 | +1,909 | $5,767,687 | $13,217,696 | +$7,450,009 |
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INTU
INTUIT | United States | COM | 44,121 | 45,112 | +991 | $19,077,038 | $11,774,232 | -$7,302,806 |
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EQH
EQUITABLE HLDGS INC | United States | COM | 35,485 | 183,046 | +147,561 | $1,316,848 | $8,032,058 | +$6,715,210 |
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WMT
WALMART INC | United States | COM | 609,027 | 610,654 | +1,627 | $75,689,876 | $69,162,672 | -$6,527,204 |
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BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 253,832 | 254,496 | +664 | $121,636,294 | $127,347,253 | +$5,710,959 |
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CVS
CVS HEALTH CORP | United States | COM | 176,615 | 177,779 | +1,164 | $12,684,489 | $18,391,238 | +$5,706,749 |
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VRT
VERTIV HOLDINGS CO | United States | COM CL A | 59,680 | 61,651 | +1,971 | $14,954,614 | $20,641,988 | +$5,687,374 |
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AMGN
AMGEN INC | United States | COM | 74,823 | 86,677 | +11,854 | $26,326,473 | $31,387,475 | +$5,061,002 |
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CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 43,353 | 45,213 | +1,860 | $12,046,498 | $16,969,343 | +$4,922,845 |
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TER
TERADYNE INC | United States | COM | 21,763 | 23,293 | +1,530 | $6,451,859 | $11,270,085 | +$4,818,226 |
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COHR
COHERENT CORP | United States | COM | 26,003 | 27,191 | +1,188 | $6,194,175 | $10,726,034 | +$4,531,859 |
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VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 38,069 | 43,218 | +5,149 | $16,999,331 | $21,467,677 | +$4,468,346 |
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BSX
BOSTON SCIENTIFIC CORP | United States | COM | 220,446 | 221,348 | +902 | $13,832,987 | $9,447,133 | -$4,385,854 |
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HUM
HUMANA INC | United States | COM | 17,914 | 17,943 | +29 | $3,106,108 | $7,127,318 | +$4,021,210 |
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CME
CME GROUP INC | United States | COM | 53,518 | 54,092 | +574 | $15,806,541 | $11,945,136 | -$3,861,405 |
|---|
PWR
QUANTA SVCS INC | United States | COM | 22,267 | 22,268 | +1 | $12,225,028 | $16,033,851 | +$3,808,823 |
|---|
HD
HOME DEPOT INC | United States | COM | 148,142 | 148,880 | +738 | $48,722,422 | $52,506,998 | +$3,784,576 |
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VEEV
VEEVA SYS INC | United States | CL A COM | 4,678 | 25,848 | +21,170 | $821,737 | $4,587,245 | +$3,765,508 |
|---|
PEP
PEPSICO INC | United States | COM | 227,031 | 233,016 | +5,985 | $35,255,644 | $31,550,366 | -$3,705,278 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 61,672 | 61,800 | +128 | $61,451,831 | $57,812,046 | -$3,639,785 |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 4,892 | 5,214 | +322 | $6,746,019 | $10,333,887 | +$3,587,868 |
|---|
DE
DEERE & CO | United States | COM | 39,714 | 40,775 | +1,061 | $22,370,896 | $25,864,806 | +$3,493,910 |
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META
META PLATFORMS INC | United States | CL A | 319,708 | 330,926 | +11,218 | $182,914,538 | $186,407,307 | +$3,492,769 |
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HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 109,713 | 110,111 | +398 | $7,603,111 | $11,041,931 | +$3,438,820 |
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CMI
CUMMINS INC | United States | COM | 19,205 | 19,229 | +24 | $10,332,674 | $13,714,315 | +$3,381,641 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 334,621 | 335,320 | +699 | $81,794,757 | $85,161,220 | +$3,366,463 |
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WELL
WELLTOWER INC | United States | COM | 103,929 | 105,305 | +1,376 | $20,547,803 | $23,901,076 | +$3,353,273 |
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ZTS
ZOETIS INC | United States | CL A | 70,628 | 71,601 | +973 | $8,348,936 | $5,145,248 | -$3,203,688 |
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NOC
NORTHROP GRUMMAN CORP | United States | COM | 18,524 | 18,584 | +60 | $12,637,814 | $9,465,017 | -$3,172,797 |
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DBA
INVESCO DB MULTI-SECTOR COMM | United States | AGRICULTURE FD | 688,702 | 824,292 | +135,590 | $18,815,339 | $21,983,868 | +$3,168,529 |
|---|
MPWR
MONOLITHIC PWR SYS INC | United States | COM | 7,249 | 8,013 | +764 | $7,925,694 | $11,076,851 | +$3,151,157 |
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PFE
PFIZER INC | United States | COM | 790,320 | 794,237 | +3,917 | $22,192,186 | $19,125,227 | -$3,066,959 |
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KO
COCA COLA CO | United States | COM | 537,521 | 539,413 | +1,892 | $40,878,472 | $43,838,095 | +$2,959,623 |
|---|
TDG
TRANSDIGM GROUP INC | United States | COM | 7,843 | 9,025 | +1,182 | $9,089,723 | $12,021,661 | +$2,931,938 |
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LITE
LUMENTUM HLDGS INC | United States | COM | 9,921 | 11,511 | +1,590 | $6,972,082 | $9,877,129 | +$2,905,047 |
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ABT
ABBOTT LABORATORIES | United States | COM | 241,496 | 242,521 | +1,025 | $24,794,394 | $22,006,356 | -$2,788,038 |
|---|
DAL
DELTA AIR LINES INC | United States | COM NEW | 95,547 | 96,592 | +1,045 | $6,351,965 | $9,046,807 | +$2,694,842 |
|---|
CIEN
CIENA CORP | United States | COM NEW | 19,574 | 20,949 | +1,375 | $7,599,214 | $10,276,741 | +$2,677,527 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 28,138 | 28,269 | +131 | $17,006,326 | $14,401,925 | -$2,604,401 |
|---|
KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 25,696 | 28,071 | +2,375 | $7,255,780 | $9,826,815 | +$2,571,035 |
|---|
UNP
UNION PAC CORP | United States | COM | 82,404 | 82,660 | +256 | $19,992,858 | $22,483,520 | +$2,490,662 |
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ADBE
ADOBE INC | United States | COM | 65,403 | 65,907 | +504 | $15,898,161 | $13,512,253 | -$2,385,908 |
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MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 99,184 | 99,538 | +354 | $7,186,873 | $9,567,593 | +$2,380,720 |
|---|
DVN
DEVON ENERGY CORP NEW | United States | COM | 86,053 | 160,702 | +74,649 | $4,330,187 | $6,640,207 | +$2,310,020 |
|---|
BBY
BEST BUY INC | United States | COM | 26,711 | 52,841 | +26,130 | $1,714,846 | $4,009,575 | +$2,294,729 |
|---|
VTRS
VIATRIS INC | United States | COM | 193,416 | 306,470 | +113,054 | $2,613,050 | $4,866,744 | +$2,253,694 |
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SBUX
STARBUCKS CORP | United States | COM | 169,413 | 169,868 | +455 | $15,177,711 | $17,358,811 | +$2,181,100 |
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RVMD
REVOLUTION MEDICINES INC | United States | COM | 23,082 | 23,449 | +367 | $2,244,725 | $4,391,529 | +$2,146,804 |
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AXON
AXON ENTERPRISE INC | United States | COM | 12,975 | 13,597 | +622 | $5,510,353 | $7,622,614 | +$2,112,261 |
|---|
CNC
CENTENE CORP DEL | United States | COM | 64,996 | 65,428 | +432 | $2,127,969 | $4,199,823 | +$2,071,854 |
|---|
BA
BOEING CO | United States | COM | 109,068 | 109,754 | +686 | $21,707,804 | $23,758,448 | +$2,050,644 |
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NKE
NIKE INC | United States | CL B | 177,004 | 178,706 | +1,702 | $9,349,351 | $7,335,881 | -$2,013,470 |
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MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 75,004 | 75,197 | +193 | $4,846,008 | $6,857,966 | +$2,011,958 |
|---|
USB
US BANCORP | United States | COM NEW | 230,601 | 230,911 | +310 | $11,993,558 | $13,947,024 | +$1,953,466 |
|---|
SNPS
SYNOPSYS INC | United States | COM | 30,409 | 31,272 | +863 | $12,056,560 | $13,949,501 | +$1,892,941 |
|---|
MKSI
MKS INC. | United States | COM | 8,304 | 8,385 | +81 | $1,908,342 | $3,729,648 | +$1,821,306 |
|---|
BAX
BAXTER INTL INC | United States | COM | 70,519 | 140,008 | +69,489 | $1,184,719 | $2,984,971 | +$1,800,252 |
|---|
JBL
JABIL INC | United States | COM | 14,695 | 14,722 | +27 | $3,903,433 | $5,675,037 | +$1,771,604 |
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Q
QNITY ELECTRONICS INC | United States | COMMON STOCK | 29,200 | 31,267 | +2,067 | $3,369,096 | $5,106,214 | +$1,737,118 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 66,778 | 68,204 | +1,426 | $13,567,954 | $15,274,286 | +$1,706,332 |
|---|
CSX
CSX CORP | United States | COM | 258,899 | 259,194 | +295 | $10,627,804 | $12,319,491 | +$1,691,687 |
|---|
OXY
OCCIDENTAL PETE CORP | United States | COM | 99,972 | 101,174 | +1,202 | $6,498,180 | $4,914,021 | -$1,584,159 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 310,135 | 310,549 | +414 | $28,805,339 | $27,256,886 | -$1,548,453 |
|---|
MTSI
MACOM TECH SOLUTIONS HLDGS I | United States | COM | 9,125 | 9,348 | +223 | $2,026,389 | $3,555,699 | +$1,529,310 |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 131,535 | 135,131 | +3,596 | $6,111,116 | $7,617,334 | +$1,506,218 |
|---|
APG
API GROUP CORP | United States | COM STK | 11,270 | 46,221 | +34,951 | $456,660 | $1,957,459 | +$1,500,799 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 17,519 | 17,545 | +26 | $15,683,710 | $17,161,115 | +$1,477,405 |
|---|
DOW
DOW HLDGS INC | United States | COM | 99,776 | 100,471 | +695 | $4,155,670 | $2,748,887 | -$1,406,783 |
|---|
ADSK
AUTODESK INC | United States | COM | 33,756 | 34,509 | +753 | $8,081,186 | $6,709,240 | -$1,371,946 |
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