NEW YORK LIFE INSURANCE CO

CIK 0000071633 · Q2 2026

13F Equity AUM

$527.2M

+7.5% QoQ

Positions

-3 QoQ

AUM Rank

#4,785

Top 38%

Skill Alpha (FF)

-2.3%/yr

Underperformer

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

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

VOO77.7%

SPY20.2%

NTSK2.1%

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

Sector Allocation

Financial Services97.8%

Technology2.1%

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

Position Sizing

Positions: 3Median: 20.19%Avg: 33.33%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(2.1%)

3–5%

0(0.0%)

5%+

2(97.8%)

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

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Portfolio Overlap

Shared: 0Unique: 3vs 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

New0Increased1Decreased0Exited3

Increased

VOO77.7%

+114K(+24%)

Exited

MMSD

-1,977,705

SECR

-1,013,087

MMCA

-1,151,544

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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