BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

NYLIM VP American Century Large Cap Equity Portfolio

· Nylim Vp Funds Trust
Monthly Holdings $338M AUM 110 positions Period Jun 2026 Filed Aug 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp. 67066G104 Jun 2026 135,231 $27.1M 8.04% EC
2 Alphabet, Inc. 02079K305 Jun 2026 60,942 $21.8M 6.47% EC
3 Microsoft Corp. 594918104 Jun 2026 49,583 $18.5M 5.50% EC
4 Apple, Inc. 037833100 Jun 2026 56,607 $16.4M 4.87% EC
5 Amazon.com, Inc. 023135106 Jun 2026 48,246 $11.5M 3.42% EC
6 Broadcom, Inc. 11135F101 Jun 2026 29,188 $11.0M 3.28% EC
7 Micron Technology, Inc. 595112103 Jun 2026 5,984 $6.9M 2.05% EC
8 Applied Materials, Inc. 038222105 Jun 2026 8,276 $6.0M 1.78% EC
9 Eli Lilly & Co. 532457108 Jun 2026 4,598 $5.5M 1.64% EC
10 NextEra Energy, Inc. 65339F101 Jun 2026 61,326 $5.4M 1.60% EC
11 JPMorgan Chase & Co. 46625H100 Jun 2026 15,757 $5.2M 1.53% EC
12 Meta Platforms, Inc. 30303M102 Jun 2026 9,127 $5.1M 1.53% EC
13 Analog Devices, Inc. 032654105 Jun 2026 12,892 $5.1M 1.52% EC
14 Mastercard, Inc. 57636Q104 Jun 2026 9,925 $5.1M 1.51% EC
15 Bank of America Corp. 060505104 Jun 2026 86,203 $4.9M 1.46% EC
16 Lam Research Corp. 512807306 Jun 2026 11,128 $4.8M 1.43% EC
17 Tesla, Inc. 88160R101 Jun 2026 11,159 $4.7M 1.39% EC
18 International Business Machines Corp. 459200101 Jun 2026 16,024 $4.5M 1.34% EC
19 Cummins, Inc. 231021106 Jun 2026 6,215 $4.4M 1.32% EC
20 Regions Financial Corp. 7591EP100 Jun 2026 146,602 $4.4M 1.32% EC
21 SLB Ltd. 806857108 Jun 2026 88,064 $4.1M 1.22% EC
22 Home Depot, Inc. (The) 437076102 Jun 2026 11,569 $4.1M 1.21% EC
23 Welltower, Inc. 95040Q104 Jun 2026 17,390 $3.9M 1.17% EC
24 Cadence Design Systems, Inc. 127387108 Jun 2026 9,970 $3.7M 1.11% EC
25 Linde plc N/A Jun 2026 6,708 $3.5M 1.03% EC
26 TJX Cos., Inc. (The) 872540109 Jun 2026 22,819 $3.5M 1.03% EC
27 AbbVie, Inc. 00287Y109 Jun 2026 13,676 $3.4M 1.02% EC
28 Prologis, Inc. 74340W103 Jun 2026 24,952 $3.4M 1.00% EC
29 Williams Cos., Inc. (The) 969457100 Jun 2026 42,443 $3.2M 0.94% EC
30 Goldman Sachs Group, Inc. (The) 38141G104 Jun 2026 2,972 $3.0M 0.89% EC
31 Visa, Inc. 92826C839 Jun 2026 8,584 $2.9M 0.88% EC
32 Western Digital Corp. 958102105 Jun 2026 4,598 $2.9M 0.87% EC
33 American Express Co. 025816109 Jun 2026 8,570 $2.9M 0.86% EC
34 Eaton Corp. plc N/A Jun 2026 6,701 $2.9M 0.85% EC
35 Trane Technologies plc N/A Jun 2026 5,812 $2.9M 0.85% EC
36 Johnson Controls International plc N/A Jun 2026 18,963 $2.8M 0.82% EC
37 GE Vernova, Inc. 36828A101 Jun 2026 2,339 $2.7M 0.82% EC
38 Marriott International, Inc. 571903202 Jun 2026 7,051 $2.6M 0.78% EC
39 Danaher Corp. 235851102 Jun 2026 13,683 $2.6M 0.77% EC
40 S&P Global, Inc. 78409V104 Jun 2026 6,315 $2.6M 0.76% EC
41 Gilead Sciences, Inc. 375558103 Jun 2026 20,271 $2.6M 0.76% EC
42 Cigna Group (The) 125523100 Jun 2026 9,280 $2.6M 0.76% EC
43 Advanced Micro Devices, Inc. 007903107 Jun 2026 4,237 $2.5M 0.73% EC
44 United Rentals, Inc. 911363109 Jun 2026 2,167 $2.5M 0.73% EC
45 Motorola Solutions, Inc. 620076307 Jun 2026 5,879 $2.4M 0.73% EC
46 Sysco Corp. 871829107 Jun 2026 29,042 $2.4M 0.72% EC
47 MetLife, Inc. 59156R108 Jun 2026 27,232 $2.3M 0.68% EC
48 Taiwan Semiconductor Manufacturing Co. Ltd. 874039100 Jun 2026 4,497 $2.1M 0.64% EC
49 Procter & Gamble Co. (The) 742718109 Jun 2026 14,565 $2.1M 0.63% EC
50 Crowdstrike Holdings, Inc. 22788C105 Jun 2026 2,798 $2.1M 0.63% EC
51 Xylem, Inc. 98419M100 Jun 2026 17,969 $2.1M 0.63% EC
52 UnitedHealth Group, Inc. 91324P102 Jun 2026 5,087 $2.1M 0.63% EC
53 PepsiCo, Inc. 713448108 Jun 2026 15,197 $2.1M 0.61% EC
54 Thermo Fisher Scientific, Inc. 883556102 Jun 2026 4,058 $2.0M 0.60% EC
55 Parker-Hannifin Corp. 701094104 Jun 2026 2,078 $2.0M 0.60% EC
56 Deere & Co. 244199105 Jun 2026 3,170 $2.0M 0.60% EC
57 Equinix, Inc. 29444U700 Jun 2026 1,834 $1.9M 0.57% EC
58 Ecolab, Inc. 278865100 Jun 2026 6,736 $1.9M 0.56% EC
59 Netflix, Inc. 64110L106 Jun 2026 26,247 $1.9M 0.56% EC
60 Vertex Pharmaceuticals, Inc. 92532F100 Jun 2026 3,757 $1.9M 0.55% EC
61 BlackRock, Inc. 09290D101 Jun 2026 1,906 $1.8M 0.54% EC
62 Union Pacific Corp. 907818108 Jun 2026 6,646 $1.8M 0.54% EC
63 Amphenol Corp. 032095101 Jun 2026 9,940 $1.8M 0.52% EC
64 ASML Holding NV N/A Jun 2026 889 $1.7M 0.52% EC
65 Ameriprise Financial, Inc. 03076C106 Jun 2026 3,765 $1.7M 0.51% EC
66 O'Reilly Automotive, Inc. 67103H107 Jun 2026 18,746 $1.7M 0.51% EC
67 Automatic Data Processing, Inc. 053015103 Jun 2026 7,363 $1.6M 0.49% EC
68 Ball Corp. 058498106 Jun 2026 26,395 $1.6M 0.49% EC
69 Booking Holdings, Inc. 09857L108 Jun 2026 9,209 $1.6M 0.49% EC
70 Costco Wholesale Corp. 22160K105 Jun 2026 1,670 $1.6M 0.46% EC
71 Church & Dwight Co., Inc. 171340102 Jun 2026 15,474 $1.5M 0.45% EC
72 Ferguson Enterprises, Inc. 31488V107 Jun 2026 6,139 $1.5M 0.43% EC
73 IDEXX Laboratories, Inc. 45168D104 Jun 2026 2,759 $1.5M 0.43% EC
74 ServiceNow, Inc. 81762P102 Jun 2026 13,754 $1.4M 0.41% EC
75 Dynatrace, Inc. 268150109 Jun 2026 30,781 $1.4M 0.40% EC
76 Merck & Co., Inc. 58933Y105 Jun 2026 10,358 $1.3M 0.40% EC
77 AppLovin Corp. 03831W108 Jun 2026 2,563 $1.3M 0.39% EC
78 Progressive Corp. (The) 743315103 Jun 2026 5,976 $1.3M 0.39% EC
79 FedEx Corp. 31428X106 Jun 2026 4,101 $1.3M 0.38% EC
80 Cencora, Inc. 03073E105 Jun 2026 4,461 $1.3M 0.38% EC
81 Cisco Systems, Inc. 17275R102 Jun 2026 10,704 $1.3M 0.37% EC
82 Uber Technologies, Inc. 90353T100 Jun 2026 17,411 $1.3M 0.37% EC
83 Honeywell International, Inc. 438516205 Jun 2026 5,480 $1.2M 0.36% EC
84 Intuitive Surgical, Inc. 46120E602 Jun 2026 3,082 $1.2M 0.36% EC
85 Honeywell Aerospace, Inc. 43849R105 Jun 2026 5,480 $1.2M 0.36% EC
86 Marsh & McLennan Cos., Inc. 571748102 Jun 2026 7,240 $1.2M 0.36% EC
87 Intercontinental Exchange, Inc. 45866F104 Jun 2026 9,403 $1.2M 0.34% EC
88 Agilent Technologies, Inc. 00846U101 Jun 2026 8,613 $1.1M 0.34% EC
89 Colgate-Palmolive Co. 194162103 Jun 2026 11,933 $1.1M 0.33% EC
90 Verizon Communications, Inc. 92343V104 Jun 2026 23,979 $1.0M 0.30% EC
91 Bristol-Myers Squibb Co. 110122108 Jun 2026 16,330 $941K 0.28% EC
92 Coherent Corp. 19247G107 Jun 2026 2,351 $927K 0.28% EC
93 Workday, Inc. 98138H101 Jun 2026 7,439 $911K 0.27% EC
94 Salesforce, Inc. 79466L302 Jun 2026 5,441 $852K 0.25% EC
95 INVESCO GOVT AND AGCY LEX 825252885 Jun 2026 833,580 $834K 0.25% STIV
96 Cheniere Energy, Inc. 16411R208 Jun 2026 3,389 $810K 0.24% EC
97 MongoDB, Inc. 60937P106 Jun 2026 2,395 $804K 0.24% EC
98 KKR & Co., Inc. 48251W104 Jun 2026 8,623 $791K 0.24% EC
99 NYLIM U.S. Government Liquidity Fund 56064L488 Jun 2026 784,588 $785K 0.23% STIV
100 iShares Core S&P 500 ETF 464287200 Jun 2026 931 $697K 0.21%
101 Airbnb, Inc. 009066101 Jun 2026 3,943 $564K 0.17% EC
102 Liberty Media Corp.-Liberty Formula One 531229755 Jun 2026 5,415 $515K 0.15% EC
103 Fedex Freight Holding Co., Inc. 314352105 Jun 2026 2,200 $332K 0.10% EC
104 N/A N/A Jun 2026 1 $620 0.00% DFE
105 N/A N/A Jun 2026 1 $496 0.00% DFE
106 N/A N/A Jun 2026 1 $453 0.00% DFE
107 N/A N/A Jun 2026 1 $422 0.00% DFE
108 N/A N/A Jun 2026 1 $412 0.00% DFE
109 Danish Krone N/A Jun 2026 253 $39 0.00% STIV
110 EURO N/A Jun 2026 20 $23 0.00% STIV