Titelia

Holdings of NYLIM VP Income Builder Portfolio

NEW YORK LIFE INVESTMENTS VP FUNDS TRUST · 110 declared positions · as of Mar 31, 2026

Original filing · Net assets 553.4M $ · Ten largest lines: 19.9 % of the equity sleeve

Sector breakdown

  • Technology 16.6 %
  • Health care 11.6 %
  • Financials 6.0 %
  • Industrials 5.1 %
  • Communication 4.7 %
  • Consumer staples 4.5 %
  • Utilities 4.5 %
  • Consumer discretionary 2.5 %
  • Energy 1.7 %
  • Materials 0.6 %
  • Unattributed 42.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 73.0 %
  • EUR 10.6 %
  • GBP 7.3 %
  • CAD 2.5 %
  • CHF 2.4 %
  • NOK 1.5 %
  • JPY 1.5 %
  • HKD 1.1 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 67.5 %
  • GB 7.9 %
  • FR 4.7 %
  • CA 3.6 %
  • DE 3.4 %
  • CH 2.4 %
  • TW 2.2 %
  • NO 1.5 %
  • IT 1.5 %
  • JP 1.5 %
  • KR 1.1 %
  • HK 1.1 %
  • Other countries 1.5 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US70237M $67.48 %
GB1127.9M $7.95 %
FR616.7M $4.75 %
CA412.6M $3.58 %
DE512.1M $3.43 %
CH38.3M $2.35 %
TW17.9M $2.24 %
NO25.4M $1.55 %
IT25.3M $1.52 %
JP25.3M $1.52 %
KR14M $1.14 %
HK13.7M $1.06 %

Positions

CompanySharesValueWeight
Dell Technologies Inc 50,0978.2M $1.49 %
Cisco Systems, Inc. 102,1957.9M $1.43 %
Taiwan Semiconductor Manufacturing Co Ltd 23,2657.9M $1.42 %
Broadcom Inc 25,1097.8M $1.40 %
Hewlett Packard Enterprise Co 299,5137.1M $1.29 %
AbbVie Inc 30,4986.6M $1.20 %
Analog Devices Inc 20,4516.5M $1.18 %
Microsoft Corp 17,5446.5M $1.17 %
International Business Machines Corp. 25,1516.1M $1.10 %
Texas Instruments Inc 27,3795.3M $0.96 %
American Electric Power Co Inc 39,4315.2M $0.93 %
Hasbro Inc 52,4044.9M $0.89 %
Microchip Technology Inc 75,3074.9M $0.88 %
AT&T Inc 163,4314.7M $0.86 %
CVS Health Corp 63,8724.6M $0.83 %
BAE Systems PLC 156,5744.6M $0.82 %
Manulife Financial Corp 132,0994.6M $0.82 %
Entergy Corp 39,6954.5M $0.81 %
Chevron Corp 20,1394.2M $0.75 %
Apple Inc 16,3354.1M $0.75 %
NextEra Energy Inc 44,3324.1M $0.74 %
Philip Morris International Inc. 24,4174M $0.73 %
Coca-Cola Europacific Partners PLC 44,3434M $0.73 %
Samsung Electronics Co Ltd 1,3694M $0.72 %
Novartis AG 26,1884M $0.72 %
MSC Industrial Direct Co Inc 42,2843.9M $0.71 %
Orange SA 188,4953.9M $0.70 %
AIA Group Ltd 330,6003.7M $0.67 %
MetLife Inc 51,5983.6M $0.66 %
Nutrien Ltd 48,2463.6M $0.66 %
Verizon Communications Inc 72,1133.6M $0.65 %
Restaurant Brands International Inc 48,7363.6M $0.65 %
JPMorgan Chase & Co 12,2403.6M $0.65 %
Bank of America Corp 73,8163.6M $0.65 %
Merck & Co Inc 29,3263.5M $0.64 %
Coca-Cola Co/The 46,3543.5M $0.64 %
Lockheed Martin Corp 5,7663.5M $0.63 %
Iron Mountain Inc 33,8493.5M $0.62 %
Johnson & Johnson 14,0723.4M $0.62 %
Equinor ASA 81,0023.4M $0.62 %
McDonald's Corp. 10,7843.4M $0.61 %
BAWAG Group AG 21,5073.3M $0.59 %
Snam SpA 425,1793.2M $0.58 %
GSK PLC 116,6573.2M $0.58 %
TotalEnergies SE 34,1703.2M $0.57 %
US Bancorp 60,0053.1M $0.56 %
NiSource Inc 65,5703.1M $0.55 %
NetApp Inc 29,8253.1M $0.55 %
Sanofi SA 31,5443M $0.55 %
Alphabet Inc 10,5563M $0.55 %
Medtronic PLC 34,7513M $0.54 %
Astellas Pharma Inc 183,5003M $0.54 %
Home Depot Inc/The 9,0553M $0.54 %
Imperial Brands PLC 70,7772.9M $0.52 %
ONEOK Inc 31,8622.9M $0.52 %
Allianz SE 6,8542.8M $0.51 %
AXA SA 61,0152.8M $0.51 %
Bristol-Myers Squibb Co 44,7982.7M $0.49 %
Deutsche Telekom AG 70,3262.6M $0.47 %
Meta Platforms Inc 4,4582.6M $0.46 %
Deutsche Post AG 49,3912.5M $0.46 %
Mondelez International Inc 44,0382.5M $0.46 %
Pfizer Inc 88,4462.5M $0.45 %
McCormick & Co Inc/MD 47,5572.4M $0.43 %
Royal Bank of Canada 14,6142.4M $0.43 %
Schroders PLC 306,3132.3M $0.42 %
Toyota Motor Corp. 112,3002.3M $0.42 %
Omnicom Group Inc 30,6462.3M $0.42 %
VICI Properties Inc 82,1632.2M $0.41 %
Columbia Banking System Inc 81,5832.2M $0.40 %
Roche Holding AG 5,6662.2M $0.40 %
Regions Financial Corp 85,3812.2M $0.40 %
Linde PLC 4,4312.2M $0.40 %
Honeywell International Inc 9,6682.2M $0.39 %
PepsiCo Inc 14,0232.2M $0.39 %
Pinnacle West Capital Corp. 21,4492.2M $0.39 %
Truist Financial Corp 46,5392.1M $0.39 %
Watsco Inc 5,8742.1M $0.39 %
Duke Energy Corp 16,2972.1M $0.39 %
Terna - Rete Elettrica Nazionale 182,9382.1M $0.38 %
Siemens AG 8,7192.1M $0.37 %
Nestle SA 20,6332M $0.37 %
Vinci SA 13,6572M $0.37 %
Blackrock Inc 2,1092M $0.37 %
Accenture PLC 10,2032M $0.37 %
Lazard Inc 47,5832M $0.37 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 3,2242M $0.36 %
Rogers Communications Inc 52,1832M $0.36 %
Telenor ASA 113,8342M $0.36 %
United Parcel Service Inc 20,1262M $0.36 %
Intertek Group PLC 40,3752M $0.36 %
Vail Resorts Inc 15,3222M $0.36 %
Eaton Corp PLC 5,4862M $0.35 %
NNN REIT Inc 46,2751.9M $0.35 %
Paychex Inc 21,0401.9M $0.35 %
Toro Co/The 20,6441.9M $0.35 %
Essential Utilities Inc 47,7681.9M $0.35 %
Croda International PLC 51,3771.9M $0.35 %
Best Buy Co Inc 29,7721.9M $0.35 %
Hormel Foods Corp 84,1811.9M $0.34 %
Scotts Miracle-Gro Co/The 30,8281.9M $0.34 %
Lloyds Banking Group PLC 1,488,1191.8M $0.33 %
Reckitt Benckiser Group PLC 27,0831.8M $0.33 %
General Dynamics Corp 5,3061.8M $0.33 %
DCC PLC 29,4911.8M $0.33 %
Cie Generale des Etablissements Michelin SCA 52,1101.8M $0.32 %
Eli Lilly & Co 1,8781.7M $0.31 %
Segro PLC 195,7541.7M $0.31 %
Unilever PLC 29,4191.6M $0.30 %
Quad/Graphics Inc 639.7 $