Titelia

Holdings of NYLIM VP Wellington Small Cap Portfolio

NEW YORK LIFE INVESTMENTS VP FUNDS TRUST ·259 declared positions · as of Mar 31, 2026

Original filing · Net assets 356.4M $ · Ten largest lines: 13 % of the equity sleeve

Sector breakdown

  • Financials 1.8 %
  • Technology 1.8 %
  • Industrials 0.4 %
  • Health care 0.3 %
  • Unattributed 95.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 98.2 %
  • CAD 1.3 %
  • SEK 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.3 %
  • IL 1.9 %
  • CA 1.5 %
  • BM 1.3 %
  • KY 1.1 %
  • SE 0.5 %
  • IE 0.1 %
  • CH 0.1 %
  • GG 0.1 %
  • SG 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US242316.2M $93.33 %
2IL26.5M $1.93 %
3CA45.2M $1.55 %
4BM34.5M $1.32 %
5KY33.7M $1.09 %
6SE11.7M $0.51 %
7IE1388.1K $0.11 %
8CH1273.1K $0.08 %
9GG1181.6K $0.05 %
10SG156K $0.02 %

Positions

RankCompanySharesValueWeight
1Nextpower Inc 49,4256M $1.67 %
2Tower Semiconductor Ltd 33,5475.9M $1.65 %
3Kaiser Aluminum Corp 41,3025M $1.40 %
4Lundin Mining Corp 176,6304.4M $1.24 %
5Champion Homes Inc 55,2124.1M $1.15 %
6Ameresco Inc 159,5364.1M $1.14 %
7Xometry Inc 94,5923.9M $1.08 %
8Laureate Education Inc 108,5843.8M $1.06 %
9Vishay Intertechnology Inc 205,9103.7M $1.04 %
10MKS Inc 14,9083.4M $0.96 %
11First Interstate BancSystem Inc 99,0503.3M $0.93 %
12Renasant Corp 90,7303.3M $0.92 %
13TransMedics Group Inc 32,7303.3M $0.91 %
14Life Time Group Holdings Inc 118,2343.2M $0.89 %
15Verra Mobility Corp 211,6143M $0.85 %
16Hexcel Corp 36,0972.9M $0.82 %
17TTM Technologies Inc 29,5142.9M $0.81 %
18Blue Bird Corp 50,1402.8M $0.80 %
19Centuri Holdings Inc 96,7572.8M $0.79 %
20DigitalOcean Holdings Inc 32,1002.8M $0.77 %
21Federal Agricultural Mortgage Corp 18,2462.7M $0.76 %
22NetScout Systems Inc 85,1152.7M $0.76 %
23Excelerate Energy Inc 80,1202.7M $0.75 %
24American Healthcare REIT Inc 56,4012.7M $0.75 %
25A10 Networks Inc 105,4132.4M $0.68 %
26Enova International Inc 17,4242.4M $0.66 %
27Sensata Technologies Holding PLC 66,0082.3M $0.65 %
28Power Integrations Inc 45,3302.3M $0.65 %
29Spire Inc 25,5442.3M $0.65 %
30DNOW Inc 193,1372.3M $0.65 %
31CareTrust REIT Inc 62,7222.3M $0.65 %
32Kinetik Holdings Inc 47,4282.3M $0.64 %
33Atlas Energy Solutions Inc 173,2572.3M $0.64 %
34Macerich Co/The 118,7992.2M $0.63 %
35Five Below Inc 9,7682.2M $0.63 %
36Maximus Inc 34,7502.2M $0.63 %
37Vita Coco Co Inc/The 45,8732.2M $0.62 %
38Modine Manufacturing Co 10,1102.2M $0.61 %
39Southwest Gas Holdings Inc 25,1482.2M $0.61 %
40Bread Financial Holdings Inc 29,1702.2M $0.61 %
41National Storage Affiliates Trust 57,4892.2M $0.61 %
42New Jersey Resources Corp 39,2442.2M $0.60 %
43Pebblebrook Hotel Trust 169,3222.1M $0.60 %
44Adeia Inc 87,6382.1M $0.59 %
45Select Water Solutions Inc 137,4072.1M $0.59 %
46Home BancShares Inc/AR 77,3862.1M $0.58 %
47Zurn Elkay Water Solutions Corp 46,4602.1M $0.58 %
48TriNet Group Inc 57,1782.1M $0.58 %
49Radian Group Inc 62,4772.1M $0.58 %
50Artivion Inc 56,4252.1M $0.58 %
51Upbound Group Inc 114,2812.1M $0.58 %
52Brady Corp 25,2992.1M $0.58 %
53Covista Inc 17,7692M $0.57 %
54Ichor Holdings Ltd 43,4622M $0.57 %
55Old National Bancorp/IN 91,6582M $0.57 %
56Choice Hotels International Inc 19,5262M $0.57 %
57Phinia Inc 29,4202M $0.57 %
58Atlantic Union Bankshares Corp 56,2762M $0.56 %
59RingCentral Inc 53,8312M $0.56 %
60CVB Financial Corp 102,6022M $0.56 %
61Carter's Inc 55,5702M $0.56 %
62Kennametal Inc 53,5521.9M $0.54 %
63Leggett & Platt Inc 195,3811.9M $0.54 %
64Remitly Global Inc 123,1351.9M $0.54 %
65MSC Industrial Direct Co Inc 20,8331.9M $0.54 %
66Simmons First National Corp 98,4611.9M $0.54 %
67Sturm Ruger & Co Inc 46,9771.9M $0.53 %
68Helix Energy Solutions Group Inc 189,3381.9M $0.53 %
69Sonoco Products Co 34,6011.9M $0.53 %
70FNB Corp/PA 111,8421.9M $0.52 %
71Steven Madden Ltd 55,0121.9M $0.52 %
72SiTime Corp 5,3921.9M $0.52 %
73ConnectOne Bancorp Inc 68,3121.8M $0.51 %
74Huntington Bancshares Inc/OH 116,1511.8M $0.51 %
75Air Lease Corp 27,4381.8M $0.50 %
76Advance Auto Parts Inc 33,6341.8M $0.50 %
77Unitil Corp 33,6611.8M $0.49 %
78Flywire Corp 150,8171.8M $0.49 %
79First Hawaiian Inc 71,0701.8M $0.49 %
80Signet Jewelers Ltd 20,6501.7M $0.49 %
81Loomis AB 38,4571.7M $0.49 %
82Greif Inc 25,8911.7M $0.49 %
83MillerKnoll Inc 119,5411.7M $0.49 %
84Bank OZK 37,2481.7M $0.48 %
85Phillips Edison & Co Inc 45,5911.7M $0.48 %
86SiriusPoint Ltd 78,4131.7M $0.47 %
87PROG Holdings Inc 58,6381.7M $0.47 %
88Dolby Laboratories Inc 27,5611.7M $0.46 %
89Omnicell Inc 49,1901.6M $0.46 %
90Applied Industrial Technologies Inc 6,1851.6M $0.46 %
91Cushman & Wakefield Ltd 133,1981.6M $0.46 %
92Protagonist Therapeutics Inc 15,3791.6M $0.45 %
93Malibu Boats Inc 61,9881.6M $0.45 %
94Whirlpool Corp 29,4661.6M $0.45 %
95H2O America 27,0561.6M $0.45 %
96Waystar Holding Corp 65,7111.6M $0.44 %
97PJT Partners Inc 11,3181.6M $0.44 %
98Tidewater Inc 18,8801.6M $0.44 %
99Seacoast Banking Corp of Florida 51,2911.6M $0.44 %
100WSFS Financial Corp 23,7001.6M $0.44 %