MondegarAI
NYL Investors LLC

Q4 2025 · 13F-HR

NYL Investors LLCholdings as filed

Filed 2026-02-11 · accession 0001606720-26-000001

$294.3M
Reported value
32
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · NYL Investors LLC · Q4 2025

AI · grounded in 13F

NYL Investors LLC closed its position in XOM for a reduction of $16.37M. The fund established new positions in BKLN and [[stock:SRLN], valued at $14.61M and $5.38M respectively. Additionally, the fund accumulated shares of EXE by 900.06% while closing positions in CHRD and EXEEZ.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C813VCLTVANGUARD LONG TERM CORPORATE BOND$48.5M16.5%638,807CommonSOLE
78464A367SPLBING SPDR BLOOMBERG BARCLAYS LONG TERM ET$32.9M11.2%1,456,598CommonSOLE
464287242LQDISHARES IBOXX INVESTMENT GRADE$29.2M9.91%264,749CommonSOLE
464289511IGLBISHARES 10 YEAR INVEST GRADE CORP$20.0M6.79%396,152CommonSOLE
165167735EXEEXPAND ENERGY CORP$18.8M6.40%170,590CommonSOLE
46435G672IAGGISHARES CORE INTL AGGREGATE BND ET$17.1M5.80%341,342CommonSOLE
46138G508BKLNINVESCO SENIOR LOAN ETF$14.6M4.96%695,556CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$12.4M4.20%87,332CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK INDEX F$12.4M4.20%87,577CommonSOLE
92206C870VCITVANGUARD INTERMEDIATE TERM CORPORA$10.0M3.40%119,582CommonSOLE
921937793BLVVANGUARD LONG TERM BOND INDEX FUND$10.0M3.40%143,828CommonSOLE
45409B453IQSINYLI CANDRIAM ESG INTNA EQUITY ETF$6.1M2.07%173,108CommonSOLE
46432F834IXUSISHARES MSCI TOTAL INTL STOCK ETF$6.1M2.07%71,907CommonSOLE
78467V608SRLNSPDR BLACKSTONE / GSO SENIOR LOAN$5.4M1.83%130,318CommonSOLE
464287150ITOTISHARES CORE S&P TOTAL U.S. STOCK$5.2M1.78%35,215CommonSOLE
808524102SCHBSCHWAB US BROAD MARKET ETF$5.2M1.78%199,564CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$4.3M1.48%45,239CommonSOLE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND$4.3M1.45%88,310CommonSOLE
922908363VOOVANGUARD 500 INDEX FUND$3.9M1.32%6,217CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US INDE$3.6M1.22%48,889CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$3.6M1.21%35,571CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET INDEX F$3.6M1.21%47,965CommonSOLE
78464A649SPABSPDR PORTFOLIO AGGREGATE BOND ETF$3.6M1.21%137,928CommonSOLE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$3.6M1.21%151,945CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$3.1M1.06%4,554CommonSOLE
92206C649VTWVVANGUARD RUSSELL 2000 VALUE$2.3M0.77%14,206CommonSOLE
92206C623VTWGVANGUARD RUSSELL 2000 GROWTH INDEX$2.2M0.76%9,482CommonSOLE
253651202DBDDIEBOLD NIXDORF INC$1.4M0.46%19,901CommonSOLE
703481101PTENPATTERSON UTI ENERGY COM$676,8970.23%110,785CommonSOLE
34984V209FETFORUM ENERGY TECHNOLOGIES INC$380,6140.13%10,301CommonSOLE
681919106OMCOMNICOM GROUP$210,5960.07%2,608CommonSOLE
07134L107BATLBATTALION OIL CORP$6640.00%588CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.