NEW YORK LIFE INSURANCE CO

CIK 0000071633 · Q1 2026

13F Equity AUM

$490.6M

+7.6% QoQ

Positions

0 QoQ

AUM Rank

#4,357

Top 35%

Skill Alpha (FF)

-2.0%/yr

Underperformer

Rank #5,248 · Top 64%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 98.2%Top 10: 100.0%Top 20: 100.0%

VOO58.8%

SPY18.9%

MMSD10.2%

SECR5.3%

MMCA5.1%

NTSK1.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services98.2%

Other1.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 7.74%Avg: 16.67%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(1.8%)

3–5%

0(0.0%)

5%+

5(98.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 3Unique: 3vs 20 funds

0%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.1%

MORGAN STANLEY

0.1%

JPMORGAN CHASE & CO

0.1%

BANK OF AMERICA CORP /DE/

0.1%

STATE STREET CORP

0.1%

FMR LLC

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased1Decreased1Exited0

Increased

VOO58.8%

+110K(+30%)

Decreased

NTSK1.8%

-338,958(-25%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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