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Asset Manager ← All Institutions

NYL Investors LLC

51 MADISON AVENUE 20TH FLOOR, NEW YORK, NY 10010 • 212-576-7000

Q3 2025 · Filed 2025-11-04
Market Value
$303M
-16.1%
Holdings
36
-1
New Purchases
0
Added To
13
Closed
1
Reduced
5
Top 10 Concentration
70.9%
Turnover
2.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VCLT 16.13% 13.14% +2.99% $49M
SPLB 11.07% 9.06% +2.01% $34M
IGLB 6.62% 5.37% +1.25% $20M
IXUS 5.23% 4.09% +1.14% $16M
XOM 5.40% 4.33% +1.07% $16M
IAGG 5.52% 4.60% +0.91% $17M
VT 3.99% 3.08% +0.91% $12M
ACWI 3.99% 3.09% +0.90% $12M
VCIT 3.30% 2.67% +0.63% $10M
BLV 3.30% 2.69% +0.62% $10M
CHRD 2.72% 2.22% +0.50% $8M
SCHB 1.70% 1.32% +0.38% $5M
ITOT 1.70% 1.32% +0.38% $5M
IQSI 1.94% 1.59% +0.35% $6M
VOO 1.26% 0.98% +0.28% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LQD 9.65% 25.48% -15.82% $29M
IGSB 0.00% 0.73% -0.73% $0
EXEEZ 1.76% 1.79% -0.04% $5M
EXEEW 1.66% 1.68% -0.02% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.2%
Energy 0.7%
Communication Services 0.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $27M 8.8%
Large Cap 18 $141M 46.3%
Mid Cap 7 $91M 30.2%
Small Cap 5 $39M 12.7%
Micro Cap 2 $6M 1.9%

Portfolio Analytics

Avg Market Cap
$125.0B
Median Market Cap
$23.1B
Avg P/E
9.6
Median P/E
7.3
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
11
# ETFs / Funds
25

Top Holdings (36 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VCLT 16.13% 629,928 $49M $77.65 $1M +4,299 +0.7%
2 SPLB 11.07% 1,451,319 $34M $23.12 $826K +1,245 +0.1%
3 LQD 9.65% 262,632 $29M $111.47 -$63M -577,293 -68.7%
4 IGLB 6.62% 389,186 $20M $51.54 $653K +2,690 +0.7%
5 IAGG 5.52% 326,505 $17M $51.23 $92K +897 +0.3%
6 XOM 5.40% 145,170 $16M $112.75 $719K
7 IXUS 5.23% 192,001 $16M $82.58 $1M +788 +0.4%
8 VT 3.99% 87,809 $12M $137.80 $953K +1,075 +1.2%
9 ACWI 3.99% 87,502 $12M $138.24 $938K +731 +0.8%
10 BLV 3.30% 141,439 $10M $70.85 $314K +1,852 +1.3%
11 VCIT 3.30% 118,950 $10M $84.11 $346K +2,463 +2.1%
12 CHRD 2.72% 82,924 $8M $99.37 $209K
13 IQSI 1.94% 173,108 $6M $34.03 $145K
14 EXEEZ 1.76% 57,943 $5M $91.90 -$1M
15 SCHB 1.70% 200,066 $5M $25.71 $380K +159 +0.1%
16 ITOT 1.70% 35,306 $5M $145.65 $380K +39 +0.1%
17 EXEEW 1.66% 52,148 $5M $96.33 -$1M
18 EFA 1.39% 45,239 $4M $93.37 $180K
19 BNDX 1.38% 84,792 $4M $49.46 $30K +701 +0.8%
20 VOO 1.26% 6,217 $4M $612.38 $276K
21 VEU 1.16% 49,265 $4M $71.37 $313K +1,621 +3.4%
22 SCHZ 1.15% 148,158 $3M $23.47 $19K -639 -0.4%
23 BND 1.15% 46,755 $3M $74.37 $15K -269 -0.6%
24 AGG 1.15% 34,676 $3M $100.25 $19K -176 -0.5%
25 SPAB 1.15% 134,419 $3M $25.85 $16K -669 -0.5%
26 EXEEL 1.03% 32,188 $3M $96.71 -$359K
27 IVV 1.01% 4,554 $3M $669.30 $220K
28 VTOL 0.76% 64,189 $2M $36.08 $200K
29 EXE 0.60% 17,058 $2M $106.24 -$183K
30 VTWV 0.41% 7,971 $1M $155.87 $134K
31 VTWG 0.41% 5,311 $1M $233.78 $134K
32 PTEN 0.19% 110,785 $574K $5.18 -$83K
33 FET 0.09% 10,301 $275K $26.71 $75K
34 IPG 0.07% 7,584 $212K $27.91 $26K
35 BATL —% 588 $711 $1.21 -$48
36 IGSB —% -$3M -50,301 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IGSB —%
View SEC EDGAR Filings for NYL Investors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms