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Holdings (Monthly) Guide ↗

NYLIM VP Dimensional U.S. Equity Portfolio

· Nylim Vp Funds Trust
Monthly Holdings $968M AUM 117 positions Period Jun 2026 Filed Aug 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp. 67066G104 Jun 2026 360,824 $72.2M 7.47% EC
2 Apple, Inc. 037833100 Jun 2026 226,165 $65.4M 6.78% EC
3 Eli Lilly & Co. 532457108 Jun 2026 38,338 $46.0M 4.76% EC
4 Visa, Inc. 92826C839 Jun 2026 123,883 $42.5M 4.40% EC
5 Microsoft Corp. 594918104 Jun 2026 106,548 $39.7M 4.11% EC
6 Lam Research Corp. 512807306 Jun 2026 81,003 $35.1M 3.63% EC
7 Caterpillar, Inc. 149123101 Jun 2026 29,956 $31.9M 3.30% EC
8 KLA Corp. 482480100 Jun 2026 85,190 $25.7M 2.66% EC
9 Meta Platforms, Inc. 30303M102 Jun 2026 44,685 $25.2M 2.61% EC
10 Mastercard, Inc. 57636Q104 Jun 2026 45,854 $23.6M 2.44% EC
11 Home Depot, Inc. (The) 437076102 Jun 2026 65,791 $23.2M 2.40% EC
12 Oracle Corp. 68389X105 Jun 2026 131,679 $19.3M 2.00% EC
13 Micron Technology, Inc. 595112103 Jun 2026 16,028 $18.5M 1.92% EC
14 PepsiCo, Inc. 713448108 Jun 2026 107,296 $14.5M 1.50% EC
15 Amgen, Inc. 031162100 Jun 2026 38,541 $14.0M 1.44% EC
16 Merck & Co., Inc. 58933Y105 Jun 2026 108,030 $13.9M 1.44% EC
17 TJX Cos., Inc. (The) 872540109 Jun 2026 88,481 $13.4M 1.39% EC
18 Gilead Sciences, Inc. 375558103 Jun 2026 96,845 $12.2M 1.27% EC
19 Union Pacific Corp. 907818108 Jun 2026 42,523 $11.6M 1.20% EC
20 United Rentals, Inc. 911363109 Jun 2026 10,167 $11.5M 1.19% EC
21 QUALCOMM, Inc. 747525103 Jun 2026 59,121 $10.9M 1.13% EC
22 AbbVie, Inc. 00287Y109 Jun 2026 41,559 $10.5M 1.08% EC
23 Texas Instruments, Inc. 882508104 Jun 2026 32,678 $9.7M 1.01% EC
24 Ross Stores, Inc. 778296103 Jun 2026 45,471 $9.7M 1.00% EC
25 Vertiv Holdings Co. 92537N108 Jun 2026 28,455 $9.5M 0.99% EC
26 Western Digital Corp. 958102105 Jun 2026 14,884 $9.5M 0.98% EC
27 WW Grainger, Inc. 384802104 Jun 2026 6,814 $9.3M 0.96% EC
28 Targa Resources Corp. 87612G101 Jun 2026 33,786 $9.1M 0.94% EC
29 International Business Machines Corp. 459200101 Jun 2026 30,854 $8.7M 0.90% EC
30 Cheniere Energy, Inc. 16411R208 Jun 2026 35,001 $8.4M 0.87% EC
31 Vistra Corp. 92840M102 Jun 2026 50,173 $8.0M 0.82% EC
32 Lockheed Martin Corp. 539830109 Jun 2026 15,557 $7.9M 0.82% EC
33 Ameriprise Financial, Inc. 03076C106 Jun 2026 16,530 $7.6M 0.79% EC
34 Costco Wholesale Corp. 22160K105 Jun 2026 7,985 $7.5M 0.77% EC
35 Royal Caribbean Cruises Ltd. N/A Jun 2026 23,177 $7.4M 0.76% EC
36 AppLovin Corp. 03831W108 Jun 2026 14,177 $7.3M 0.76% EC
37 Netflix, Inc. 64110L106 Jun 2026 100,784 $7.2M 0.74% EC
38 Bristol-Myers Squibb Co. 110122108 Jun 2026 124,097 $7.2M 0.74% EC
39 Travelers Cos., Inc. (The) 89417E109 Jun 2026 21,325 $7.0M 0.73% EC
40 Sysco Corp. 871829107 Jun 2026 83,999 $7.0M 0.73% EC
41 Automatic Data Processing, Inc. 053015103 Jun 2026 30,409 $6.8M 0.71% EC
42 Waste Management, Inc. 94106L109 Jun 2026 30,216 $6.7M 0.70% EC
43 Adobe, Inc. 00724F101 Jun 2026 32,764 $6.7M 0.70% EC
44 Sherwin-Williams Co. (The) 824348106 Jun 2026 19,119 $6.6M 0.68% EC
45 IDEXX Laboratories, Inc. 45168D104 Jun 2026 11,913 $6.3M 0.65% EC
46 Kroger Co. (The) 501044101 Jun 2026 111,701 $6.2M 0.64% EC
47 American Express Co. 025816109 Jun 2026 18,044 $6.1M 0.63% EC
48 Fortinet, Inc. 34959E109 Jun 2026 39,004 $6.0M 0.62% EC
49 Illinois Tool Works, Inc. 452308109 Jun 2026 22,049 $6.0M 0.62% EC
50 Moody's Corp. 615369105 Jun 2026 13,057 $5.9M 0.61% EC
51 Kimberly-Clark Corp. 494368103 Jun 2026 53,770 $5.9M 0.61% EC
52 Motorola Solutions, Inc. 620076307 Jun 2026 14,035 $5.8M 0.60% EC
53 NetApp, Inc. 64110D104 Jun 2026 37,351 $5.8M 0.60% EC
54 Colgate-Palmolive Co. 194162103 Jun 2026 61,239 $5.6M 0.58% EC
55 United Parcel Service, Inc. 911312106 Jun 2026 49,811 $5.4M 0.55% EC
56 Williams-Sonoma, Inc. 969904101 Jun 2026 22,468 $5.2M 0.54% EC
57 Cencora, Inc. 03073E105 Jun 2026 17,987 $5.1M 0.53% EC
58 Expedia Group, Inc. 30212P303 Jun 2026 19,133 $4.9M 0.51% EC
59 Cintas Corp. 172908105 Jun 2026 28,436 $4.8M 0.50% EC
60 Devon Energy Corp. 25179M103 Jun 2026 114,141 $4.7M 0.49% EC
61 NRG Energy, Inc. 629377508 Jun 2026 31,851 $4.7M 0.48% EC
62 Darden Restaurants, Inc. 237194105 Jun 2026 21,739 $4.5M 0.46% EC
63 Paychex, Inc. 704326107 Jun 2026 45,436 $4.5M 0.46% EC
64 Aon plc N/A Jun 2026 12,569 $4.2M 0.43% EC
65 Target Corp. 87612E106 Jun 2026 31,752 $4.1M 0.43% EC
66 Procter & Gamble Co. (The) 742718109 Jun 2026 27,162 $4.0M 0.41% EC
67 Corpay, Inc. 219948106 Jun 2026 11,841 $3.9M 0.41% EC
68 Coca-Cola Co. (The) 191216100 Jun 2026 48,458 $3.9M 0.41% EC
69 Chipotle Mexican Grill, Inc. 169656105 Jun 2026 113,968 $3.9M 0.40% EC
70 Burlington Stores, Inc. 122017106 Jun 2026 12,041 $3.8M 0.39% EC
71 LPL Financial Holdings, Inc. 50212V100 Jun 2026 13,103 $3.7M 0.38% EC
72 3M Co. 88579Y101 Jun 2026 22,361 $3.6M 0.37% EC
73 Amphenol Corp. 032095101 Jun 2026 20,268 $3.6M 0.37% EC
74 Verisk Analytics, Inc. 92345Y106 Jun 2026 19,122 $3.4M 0.36% EC
75 NYLIM U.S. Government Liquidity Fund 56064L488 Jun 2026 3,414,200 $3.4M 0.35% STIV
76 Best Buy Co., Inc. 086516101 Jun 2026 43,871 $3.3M 0.34% EC
77 eBay, Inc. 278642103 Jun 2026 29,576 $3.3M 0.34% EC
78 Las Vegas Sands Corp. 517834107 Jun 2026 70,784 $3.3M 0.34% EC
79 Autodesk, Inc. 052769106 Jun 2026 16,774 $3.3M 0.34% EC
80 Tractor Supply Co. 892356106 Jun 2026 99,067 $3.1M 0.32% EC
81 Zoetis, Inc. 98978V103 Jun 2026 40,381 $2.9M 0.30% EC
82 General Motors Co. 37045V100 Jun 2026 36,566 $2.8M 0.29% EC
83 Ulta Beauty, Inc. 90384S303 Jun 2026 6,169 $2.8M 0.29% EC
84 Hershey Co. (The) 427866108 Jun 2026 15,728 $2.8M 0.29% EC
85 Seagate Technology Holdings plc N/A Jun 2026 2,731 $2.6M 0.27% EC
86 DaVita, Inc. 23918K108 Jun 2026 11,702 $2.6M 0.27% EC
87 Carvana Co. 146869102 Jun 2026 33,545 $2.2M 0.23% EC
88 Equitable Holdings, Inc. 29452E101 Jun 2026 48,023 $2.1M 0.22% EC
89 CDW Corp. 12514G108 Jun 2026 14,722 $2.1M 0.21% EC
90 GoDaddy, Inc. 380237107 Jun 2026 21,446 $1.8M 0.19% EC
91 AT&T, Inc. 00206R102 Jun 2026 83,698 $1.7M 0.18% EC
92 Lululemon Athletica, Inc. 550021109 Jun 2026 14,633 $1.7M 0.17% EC
93 Gartner, Inc. 366651107 Jun 2026 11,933 $1.5M 0.16% EC
94 Comfort Systems USA, Inc. 199908104 Jun 2026 773 $1.5M 0.16% EC
95 Southern Copper Corp. 84265V105 Jun 2026 7,994 $1.4M 0.14% EC
96 INVESCO GOVT AND AGCY LEX 825252885 Jun 2026 1,309,875 $1.3M 0.14% STIV
97 Jabil, Inc. 466313103 Jun 2026 3,286 $1.3M 0.13% EC
98 Carnival Corp. Ltd. N/A Jun 2026 40,971 $1.2M 0.12% EC
99 Booz Allen Hamilton Holding Corp. 099502106 Jun 2026 16,845 $1.0M 0.11% EC
100 EMCOR Group, Inc. 29084Q100 Jun 2026 1,156 $959K 0.10% EC
101 Honeywell International, Inc. 438516205 Jun 2026 3,990 $893K 0.09% EC
102 Honeywell Aerospace, Inc. 43849R105 Jun 2026 3,990 $882K 0.09% EC
103 Charter Communications, Inc. 16119P108 Jun 2026 5,662 $805K 0.08% EC
104 Lennox International, Inc. 526107107 Jun 2026 1,297 $743K 0.08% EC
105 Manhattan Associates, Inc. 562750109 Jun 2026 5,072 $706K 0.07% EC
106 Clorox Co. (The) 189054109 Jun 2026 6,926 $661K 0.07% EC
107 Warner Music Group Corp. 934550203 Jun 2026 21,820 $591K 0.06% EC
108 Medpace Holdings, Inc. 58506Q109 Jun 2026 1,068 $566K 0.06% EC
109 Pool Corp. 73278L105 Jun 2026 2,414 $519K 0.05% EC
110 Tapestry, Inc. 876030107 Jun 2026 1,286 $188K 0.02% EC
111 FTAI Aviation Ltd. N/A Jun 2026 667 $180K 0.02% EC
112 T-Mobile US, Inc. 872590104 Jun 2026 820 $138K 0.01% EC
113 Live Nation Entertainment, Inc. 538034109 Jun 2026 513 $94K 0.01% EC
114 Rollins, Inc. 775711104 Jun 2026 2,188 $91K 0.01% EC
115 NVR, Inc. 62944T105 Jun 2026 11 $75K 0.01% EC
116 TechnipFMC plc N/A Jun 2026 965 $64K 0.01% EC
117 Alnylam Pharmaceuticals, Inc. 02043Q107 Jun 2026 55 $17K 0.00% EC