NYL Investors LLC

CIK 0001606720 · Q2 2026

13F Equity AUM

$260.8M

-1.4% QoQ

Positions

-31 QoQ

AUM Rank

#7,061

Top 56%

Skill Alpha (FF)

-4.9%/yr

Underperformer

Rank #7,383 · Top 90%

vs S&P -10.2%/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

No sector data available.

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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