NYL Investors LLC

CIK 0001606720 · Q2 2026

13F Equity AUM

$260.8M

-1.4% QoQ

Positions

-2 QoQ

AUM Rank

#5,386

Top 62%

Skill Alpha (FF)

-4.3%/yr

Underperformer

Rank #7,452 · Top 90%

vs S&P -11.2%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 57.0%Top 10: 77.4%Top 20: 93.9%

VCLT18.7%

SPLB12.6%

LQD11.2%

IGLB7.8%

IAGG6.8%

ACWI5.1%

VT5.1%

VCIT3.9%

BLV3.9%

IXUS2.6%

Others (19)22.6%

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

Sector Allocation

Financial Services98.7%

Other1.3%

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

Position Sizing

Positions: 29Median: 1.64%Avg: 3.45%

0–0.5%

4(0.7%)

0.5–1%

1(0.7%)

1–3%

15(23.8%)

3–5%

2(7.8%)

5%+

7(67.1%)

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

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Portfolio Overlap

Shared: 0Unique: 29vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New0Increased12Decreased7Exited2

Increased

VCLT18.7%

+5K(+1%)

IGLB7.8%

+4K(+1%)

SPLB12.6%

+4K(+0%)

VT5.1%

+3K(+4%)

VEU1.5%

+3K(+8%)

ACWI5.1%

+3K(+4%)

LQD11.2%

+3K(+1%)

SCHB2.1%

+3K(+1%)

BLV3.9%

+3K(+2%)

IXUS2.6%

+2K(+3%)

Decreased

IQSI1.4%

-79,000(-46%)

IAGG6.8%

-4,514(-1%)

SPAB1.4%

-747(-1%)

SCHZ1.4%

-459(-0%)

BNDX1.7%

-378(-0%)

BND1.4%

-190(-0%)

AGG1.4%

-123(-0%)

Exited

BKLN

-524,558

SRLN

-47,600

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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