Titelia

Holdings of NYLIM VP Epoch U.S. Equity Yield Portfolio

ISIN US56064D4455

NEW YORK LIFE INVESTMENTS VP FUNDS TRUST · Original filing · Compare with another fund · Report an error

Net assets
898.3M $ including 869.8M $ in equities, 96.8 %
Positions
99 in 4 countries
Top ten
19.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Johnson & Johnson 82,16020.1M $2.24 %
2Chevron Corp 92,81519.2M $2.14 %
3Broadcom Inc 59,75418.5M $2.06 %
4JPMorgan Chase & Co 62,60518.4M $2.05 %
5AbbVie Inc 81,10517.6M $1.96 %
6Bank of America Corp 359,07017.5M $1.95 %
7Walmart Inc 124,71715.5M $1.73 %
8American Electric Power Co Inc 117,57915.4M $1.72 %
9Cisco Systems, Inc. 194,67615.1M $1.68 %
10Merck & Co Inc 120,99914.6M $1.62 %
11MetLife Inc 194,14113.7M $1.53 %
12Entergy Corp 119,88513.5M $1.50 %
13CVS Health Corp 184,51213.3M $1.48 %
14Medtronic PLC 150,52913M $1.45 %
15AT&T Inc 444,10412.9M $1.43 %
16Dell Technologies Inc 78,38012.9M $1.43 %
17Travelers Cos Inc/The 42,63612.4M $1.38 %
18Hasbro Inc 131,63112.3M $1.37 %
19Verizon Communications Inc 244,17612.3M $1.36 %
20Microsoft Corp 32,16511.9M $1.33 %
21Analog Devices Inc 36,57611.6M $1.30 %
22NextEra Energy Inc 122,82411.4M $1.27 %
23International Business Machines Corp. 46,98011.4M $1.27 %
24Philip Morris International Inc. 68,57511.3M $1.26 %
25Eaton Corp PLC 31,65711.3M $1.26 %
26Wells Fargo & Co 138,90011.1M $1.23 %
27Nutrien Ltd 142,74210.8M $1.20 %
28US Bancorp 206,76810.8M $1.20 %
29Emerson Electric Co. 81,80510.7M $1.19 %
30McDonald's Corp. 33,49810.4M $1.16 %
31Blackrock Inc 10,2799.9M $1.10 %
32Cummins Inc 17,7899.6M $1.07 %
33Eli Lilly & Co 10,2359.4M $1.05 %
34Lockheed Martin Corp 15,4299.3M $1.04 %
35Linde PLC 18,7509.3M $1.03 %
36Omnicom Group Inc 119,1219M $1.00 %
37TotalEnergies SE 97,8718.9M $0.99 %
38Alphabet Inc 30,8478.8M $0.99 %
39Procter & Gamble Co/The 60,2808.7M $0.97 %
40Honeywell International Inc 38,2528.6M $0.96 %
41MSC Industrial Direct Co Inc 93,5108.6M $0.96 %
42Prologis Inc 64,0208.5M $0.94 %
43Pfizer Inc 298,1128.4M $0.93 %
44Hewlett Packard Enterprise Co 350,7208.4M $0.93 %
45Coca-Cola Europacific Partners PLC 91,6408.3M $0.92 %
46Comcast Corp 282,4298.1M $0.90 %
47UnitedHealth Group Inc 29,6848M $0.89 %
48Iron Mountain Inc 77,4227.9M $0.88 %
49NetApp Inc 76,4717.8M $0.87 %
50Marsh & McLennan Cos Inc 45,1397.8M $0.87 %
51General Dynamics Corp 22,6727.8M $0.87 %
52Bristol-Myers Squibb Co 126,7697.7M $0.86 %
53Columbia Banking System Inc 275,2117.5M $0.84 %
54Texas Instruments Inc 38,5327.5M $0.83 %
55Meta Platforms Inc 12,6797.3M $0.81 %
56CME Group Inc 24,2977.2M $0.80 %
57RTX Corp 37,0327.1M $0.80 %
58Home Depot Inc/The 20,9286.9M $0.77 %
59Hubbell Inc 13,6826.7M $0.75 %
60Regions Financial Corp 254,9746.7M $0.74 %
61United Parcel Service Inc 67,6736.7M $0.74 %
62VICI Properties Inc 243,1906.6M $0.74 %
63PepsiCo Inc 42,2906.6M $0.73 %
64Snap-on Inc 18,0266.5M $0.73 %
65KLA Corp 4,2886.3M $0.70 %
66Republic Services Inc 28,2186.2M $0.69 %
67Colgate-Palmolive Co 72,2316.2M $0.69 %
68Apple Inc 23,5676M $0.67 %
69Alliant Energy Corp 83,3466M $0.67 %
70Toro Co/The 63,4335.9M $0.66 %
71Truist Financial Corp 128,4165.9M $0.66 %
72Gilead Sciences Inc 41,6115.8M $0.65 %
73Duke Energy Corp 43,9135.7M $0.64 %
74Microchip Technology Inc 86,6695.6M $0.62 %
75Amgen Inc 15,7685.5M $0.62 %
76Mondelez International Inc 95,8705.5M $0.62 %
77Coca-Cola Co/The 72,5545.5M $0.61 %
78Scotts Miracle-Gro Co/The 90,7175.5M $0.61 %
79Salesforce Inc 29,1995.5M $0.61 %
80CMS Energy Corp 69,7955.4M $0.60 %
81Watsco Inc 14,7255.4M $0.60 %
82PPG Industries Inc 48,6735.2M $0.58 %
83WEC Energy Group Inc 44,7975.2M $0.58 %
84OGE Energy Corp 107,9845.2M $0.58 %
85Voya Financial Inc 75,7665.2M $0.58 %
86Lazard Inc 119,1295.1M $0.56 %
87Pinnacle West Capital Corp. 50,1165M $0.56 %
88Accenture PLC 25,4555M $0.56 %
89NiSource Inc 107,5745M $0.56 %
90Essential Utilities Inc 122,8634.9M $0.55 %
91Realty Income Corp 80,8094.9M $0.55 %
92American Tower Corp 28,5724.9M $0.55 %
93NNN REIT Inc 116,5414.9M $0.55 %
94Ameren Corp 44,3984.9M $0.54 %
95Best Buy Co Inc 74,5894.8M $0.53 %
96McCormick & Co Inc/MD 94,8804.8M $0.53 %
97Hormel Foods Corp 209,8634.8M $0.53 %
98Vail Resorts Inc 36,6934.7M $0.52 %
99Paychex Inc 47,0144.3M $0.48 %

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Sector breakdown

  • Technology 15.3 %
  • Health care 14.2 %
  • Financials 14.0 %
  • Industrials 11.5 %
  • Utilities 8.3 %
  • Consumer staples 6.8 %
  • Communication 6.7 %
  • Real estate 3.8 %
  • Materials 2.9 %
  • Consumer discretionary 2.0 %
  • Energy 1.0 %
  • Unattributed 13.4 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.8 %
  • Canada 1.2 %
  • France 1.0 %
  • United Kingdom 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States96841.8M $96.78 %
2Canada110.8M $1.24 %
3France18.9M $1.02 %
4United Kingdom18.3M $0.96 %
Cite this page

Titelia. "Holdings of NYLIM VP Epoch U.S. Equity Yield Portfolio". https://titelia.com/en/funds/S000009429