NYL Investors LLC

CIK 0001606720 · Q1 2026

13F Equity AUM

$264.7M

-10.1% QoQ

Positions

-1 QoQ

AUM Rank

#6,330

Top 51%

Skill Alpha (FF)

-4.9%/yr

Underperformer

Rank #7,382 · Top 90%

vs S&P -15.0%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 55.5%Top 10: 75.5%Top 20: 92.5%

VCLT18.1%

SPLB12.2%

LQD10.9%

IGLB7.5%

IAGG6.7%

ACWI4.2%

VT4.2%

BKLN4.0%

VCIT3.8%

BLV3.7%

Others (21)24.5%

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: 31Median: 1.65%Avg: 3.23%

0–0.5%

4(0.8%)

0.5–1%

4(3.0%)

1–3%

13(20.7%)

3–5%

5(20.0%)

5%+

5(55.5%)

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

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Portfolio Overlap

Shared: 29Unique: 2vs 20 funds

0.4%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)

MORGAN STANLEY

0.6%

JPMORGAN CHASE & CO

0.6%

BANK OF AMERICA CORP /DE/

0.6%

BlackRock, Inc.

0.6%

FMR LLC

0.6%

STATE STREET CORP

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

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

New0Increased10Decreased8Exited1

Increased

IAGG6.7%

+11K(+3%)

SCHZ1.4%

+6K(+4%)

SPAB1.4%

+5K(+4%)

VCLT18.1%

+4K(+1%)

IGLB7.5%

+4K(+1%)

BNDX1.6%

+3K(+3%)

BND1.4%

+2K(+4%)

AGG1.4%

+1K(+4%)

LQD10.9%

+1K(+0%)

VCIT3.8%

+1K(+1%)

Decreased

BKLN4.0%

-170,998(-25%)

SRLN0.7%

-82,718(-63%)

SCHB1.8%

-8,514(-4%)

VT4.2%

-6,813(-8%)

VEU1.2%

-6,690(-14%)

ACWI4.2%

-6,407(-7%)

IXUS2.2%

-3,838(-5%)

ITOT1.8%

-1,450(-4%)

Exited

EXE

-170,590

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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