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Holdings (Monthly) Guide ↗

NYLI Epoch U.S. Equity Yield Fund

· New York Life Investments Funds Trust
Monthly Holdings $1.1B AUM 98 positions Period Jan 2026 Filed Mar 26, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Johnson & Johnson 478160104 Jan 2026 117,788 $26.8M 2.35% EC
2 Bank of America Corp. 060505104 Jan 2026 455,621 $24.2M 2.13% EC
3 JPMorgan Chase & Co. 46625H100 Jan 2026 78,023 $23.9M 2.09% EC
4 Broadcom, Inc. 11135F101 Jan 2026 70,759 $23.4M 2.06% EC
5 Cummins, Inc. 231021106 Jan 2026 40,038 $23.2M 2.03% EC
6 AbbVie, Inc. 00287Y109 Jan 2026 102,914 $23.0M 2.01% EC
7 MetLife, Inc. 59156R108 Jan 2026 270,974 $21.4M 1.88% EC
8 Chevron Corp. 166764100 Jan 2026 117,772 $20.8M 1.83% EC
9 Medtronic plc N/A Jan 2026 191,005 $19.7M 1.73% EC
10 International Business Machines Corp. 459200101 Jan 2026 59,613 $18.3M 1.60% EC
11 Walmart, Inc. 931142103 Jan 2026 153,009 $18.2M 1.60% EC
12 Cisco Systems, Inc. 17275R102 Jan 2026 231,443 $18.1M 1.59% EC
13 American Electric Power Co., Inc. 025537101 Jan 2026 149,195 $17.9M 1.57% EC
14 CVS Health Corp. 126650100 Jan 2026 234,125 $17.4M 1.53% EC
15 NYLI U.S. Government Liquidity Fund 56064L488 Jan 2026 17,095,604 $17.1M 1.50% STIV
16 Merck & Co., Inc. 58933Y105 Jan 2026 153,535 $16.9M 1.49% EC
17 Microsoft Corp. 594918104 Jan 2026 37,521 $16.1M 1.42% EC
18 Wells Fargo & Co. 949746101 Jan 2026 176,249 $15.9M 1.40% EC
19 Entergy Corp. 29364G103 Jan 2026 164,805 $15.8M 1.39% EC
20 Philip Morris International, Inc. 718172109 Jan 2026 87,014 $15.6M 1.37% EC
21 Travelers Cos., Inc. (The) 89417E109 Jan 2026 54,101 $15.4M 1.35% EC
22 U.S. Bancorp 902973304 Jan 2026 270,377 $15.2M 1.33% EC
23 Hasbro, Inc. 418056107 Jan 2026 167,026 $14.9M 1.31% EC
24 Emerson Electric Co. 291011104 Jan 2026 100,801 $14.8M 1.30% EC
25 BlackRock, Inc. 09290D101 Jan 2026 13,042 $14.6M 1.28% EC
26 NextEra Energy, Inc. 65339F101 Jan 2026 164,921 $14.5M 1.27% EC
27 Analog Devices, Inc. 032654105 Jan 2026 46,411 $14.4M 1.27% EC
28 Eli Lilly & Co. 532457108 Jan 2026 13,867 $14.4M 1.26% EC
29 Eaton Corp. plc N/A Jan 2026 40,169 $14.1M 1.24% EC
30 Verizon Communications, Inc. 92343V104 Jan 2026 309,833 $13.8M 1.21% EC
31 McDonald's Corp. 580135101 Jan 2026 42,388 $13.4M 1.17% EC
32 AT&T, Inc. 00206R102 Jan 2026 506,676 $13.3M 1.17% EC
33 Alphabet, Inc. 02079K107 Jan 2026 39,034 $13.2M 1.16% EC
34 Nutrien Ltd. 67077M108 Jan 2026 191,505 $13.2M 1.16% EC
35 Columbia Banking System, Inc. 197236102 Jan 2026 422,714 $12.4M 1.09% EC
36 Enterprise Products Partners LP 293792107 Jan 2026 355,094 $11.8M 1.03%
37 MPLX LP 55336V100 Jan 2026 210,312 $11.8M 1.03%
38 Procter & Gamble Co. (The) 742718109 Jan 2026 76,489 $11.6M 1.02% EC
39 Meta Platforms, Inc. 30303M102 Jan 2026 16,043 $11.5M 1.01% EC
40 Lockheed Martin Corp. 539830109 Jan 2026 17,542 $11.1M 0.98% EC
41 Comcast Corp. 20030N101 Jan 2026 371,860 $11.1M 0.97% EC
42 Honeywell International, Inc. 438516106 Jan 2026 48,406 $11.0M 0.97% EC
43 UnitedHealth Group, Inc. 91324P102 Jan 2026 37,808 $10.8M 0.95% EC
44 Linde plc N/A Jan 2026 23,725 $10.8M 0.95% EC
45 Marsh & McLennan Cos., Inc. 571748102 Jan 2026 57,276 $10.8M 0.95% EC
46 Dell Technologies, Inc. 24703L202 Jan 2026 93,517 $10.7M 0.94% EC
47 Coca-Cola Europacific Partners plc N/A Jan 2026 116,281 $10.7M 0.94% EC
48 Omnicom Group, Inc. 681919106 Jan 2026 137,773 $10.6M 0.93% EC
49 Prologis, Inc. 74340W103 Jan 2026 81,234 $10.6M 0.93% EC
50 MSC Industrial Direct Co., Inc. 553530106 Jan 2026 125,700 $10.6M 0.93% EC
51 Texas Instruments, Inc. 882508104 Jan 2026 48,892 $10.5M 0.92% EC
52 Lazard, Inc. 52110M109 Jan 2026 191,917 $10.3M 0.90% EC
53 TotalEnergies SE N/A Jan 2026 140,522 $10.2M 0.89% EC
54 General Dynamics Corp. 369550108 Jan 2026 28,766 $10.1M 0.89% EC
55 Home Depot, Inc. (The) 437076102 Jan 2026 26,794 $10.0M 0.88% EC
56 Regions Financial Corp. 7591EP100 Jan 2026 339,773 $9.7M 0.85% EC
57 Hubbell, Inc. 443510607 Jan 2026 19,632 $9.6M 0.84% EC
58 RTX Corp. 75513E101 Jan 2026 46,863 $9.4M 0.83% EC
59 Pfizer, Inc. 717081103 Jan 2026 350,110 $9.3M 0.81% EC
60 Gilead Sciences, Inc. 375558103 Jan 2026 64,025 $9.1M 0.80% EC
61 Truist Financial Corp. 89832Q109 Jan 2026 176,192 $9.1M 0.79% EC
62 Iron Mountain, Inc. 46284V101 Jan 2026 98,241 $9.1M 0.79% EC
63 Hewlett Packard Enterprise Co. 42824C109 Jan 2026 417,608 $9.0M 0.79% EC
64 CME Group, Inc. 12572Q105 Jan 2026 30,768 $8.9M 0.78% EC
65 Bristol-Myers Squibb Co. 110122108 Jan 2026 160,855 $8.9M 0.78% EC
66 VICI Properties, Inc. 925652109 Jan 2026 308,582 $8.7M 0.76% EC
67 Toro Co. (The) 891092108 Jan 2026 94,033 $8.6M 0.75% EC
68 KLA Corp. 482480100 Jan 2026 5,897 $8.4M 0.74% EC
69 NetApp, Inc. 64110D104 Jan 2026 86,674 $8.4M 0.73% EC
70 Microchip Technology, Inc. 595017104 Jan 2026 109,974 $8.3M 0.73% EC
71 United Parcel Service, Inc. 911312106 Jan 2026 75,606 $8.0M 0.70% EC
72 Snap-on, Inc. 833034101 Jan 2026 21,426 $7.8M 0.69% EC
73 Colgate-Palmolive Co. 194162103 Jan 2026 85,949 $7.8M 0.68% EC
74 Apple, Inc. 037833100 Jan 2026 29,904 $7.8M 0.68% EC
75 Watsco, Inc. 942622200 Jan 2026 18,685 $7.2M 0.63% EC
76 Republic Services, Inc. 760759100 Jan 2026 33,499 $7.2M 0.63% EC
77 PPG Industries, Inc. 693506107 Jan 2026 61,992 $7.2M 0.63% EC
78 Mondelez International, Inc. 609207105 Jan 2026 121,649 $7.1M 0.62% EC
79 NiSource, Inc. 65473P105 Jan 2026 160,518 $7.1M 0.62% EC
80 PepsiCo, Inc. 713448108 Jan 2026 45,869 $7.0M 0.62% EC
81 Alliant Energy Corp. 018802108 Jan 2026 105,756 $7.0M 0.61% EC
82 Coca-Cola Co. (The) 191216100 Jan 2026 92,063 $6.9M 0.60% EC
83 Amgen, Inc. 031162100 Jan 2026 20,008 $6.8M 0.60% EC
84 Duke Energy Corp. 26441C204 Jan 2026 55,721 $6.8M 0.59% EC
85 Salesforce, Inc. 79466L302 Jan 2026 30,815 $6.5M 0.57% EC
86 CMS Energy Corp. 125896100 Jan 2026 88,562 $6.3M 0.56% EC
87 Realty Income Corp. 756109104 Jan 2026 102,537 $6.3M 0.55% EC
88 Voya Financial, Inc. 929089100 Jan 2026 81,358 $6.2M 0.55% EC
89 Essential Utilities, Inc. 29670G102 Jan 2026 155,900 $6.0M 0.53% EC
90 McCormick & Co., Inc. 579780206 Jan 2026 97,411 $6.0M 0.53% EC
91 Vail Resorts, Inc. 91879Q109 Jan 2026 44,802 $6.0M 0.52% EC
92 Pinnacle West Capital Corp. 723484101 Jan 2026 63,591 $5.9M 0.52% EC
93 Ameren Corp. 023608102 Jan 2026 56,336 $5.8M 0.51% EC
94 American Tower Corp. 03027X100 Jan 2026 31,018 $5.6M 0.49% EC
95 WEC Energy Group, Inc. 92939U106 Jan 2026 49,992 $5.5M 0.49% EC
96 OGE Energy Corp. 670837103 Jan 2026 124,730 $5.4M 0.48% EC
97 Best Buy Co., Inc. 086516101 Jan 2026 77,111 $5.0M 0.44% EC
98 Paychex, Inc. 704326107 Jan 2026 48,408 $5.0M 0.44% EC