NYLI VP Schroders Mid Cap Opportunities Portfolio
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AON PLC 0 28,776 28,776 1.45% $9.29M
VALERO ENERGY CORP 0 36,593 36,593 1.41% $9.04M
REPUBLIC SVCS 0 39,996 39,996 1.37% $8.76M
WESTLAKE CORP 0 66,959 66,959 1.22% $7.82M
DOW INC 0 185,562 185,562 1.20% $7.73M
EQT CORPORATION 0 108,346 108,346 1.07% $6.90M
SOUTHSTATE BANK CORP 0 66,416 66,416 0.96% $6.14M
DRAFTKINGS INC 0 220,930 220,930 0.74% $4.78M
RB GLOBAL INC 0 46,668 46,668 0.70% $4.47M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ESTEE LAUDER COS INC CL A 128,965 0 -128,965 0.00% -$13.51M
WASTE CONNECTIONS INC 54,809 0 -54,809 0.00% -$9.61M
COTERRA ENERGY INC 316,357 0 -316,357 0.00% -$8.33M
MATCH GROUP INC 242,392 0 -242,392 0.00% -$7.83M
ARTHUR J GALLAGHAR AND CO 29,585 0 -29,585 0.00% -$7.66M
FLUTTER ENTERTAINMENT PLC 29,721 0 -29,721 0.00% -$6.39M
AMERICAN HOMES-A 153,781 0 -153,781 0.00% -$4.94M
ENCOMPASS HEALTH CORP 37,049 0 -37,049 0.00% -$3.93M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NYLI U.S. Government Liquidity Fund 7,967,126 21,955,766 13,988,640 3.42% $13.99M
ARAMARK 456,314 467,579 11,265 2.95% $2.14M
ALLIANT ENERGY CORPORATION 138,328 166,164 27,836 1.86% $2.93M
METTLER-TOLEDO INTL INC 7,671 9,175 1,504 1.80% $876.68K
VENTAS INC REIT 135,259 137,292 2,033 1.75% $761.40K
VERISK ANALYTICS INC 41,365 56,267 14,902 1.66% $1.42M
BIO-TECHNE CORP 143,146 201,930 58,784 1.64% $2.13M
REINSURANCE GROUP OF AMERICA 50,519 50,846 327 1.62% $102.12K
CHURCHILL DOWNS INC 94,316 109,947 15,631 1.54% -$854.74K
BRIXMOR PROPERTY 330,294 342,360 12,066 1.54% $1.20M
LAMAR ADVERTISING CO CL A 68,112 76,153 8,041 1.50% $1.02M
TAKE-TWO INTERACTV SOFTWR INC 37,378 48,151 10,773 1.48% -$60.07K
CH ROBINSON WORLDWIDE INC 51,502 56,968 5,466 1.47% $1.18M
VERISIGN INC 29,297 33,768 4,471 1.31% $1.27M
EXLSERVICE HOLDINGS INC 174,578 272,680 98,102 1.29% $894.02K
TRACTOR SUPPLY CO. 144,265 174,752 30,487 1.23% $701.57K
HYATT HOTELS CORP CL A 46,258 51,841 5,583 1.16% $38.13K
PURE STORAGE INC CL A 103,584 118,632 15,048 1.09% $62.87K
MCCORMICK-N/V 101,707 131,523 29,816 1.03% -$293.24K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BWX TECHNOLOGIES INC 73,845 70,342 -3,503 2.24% $1.62M
KEYSIGHT TECHNOLOGIES INC 50,805 49,220 -1,585 2.17% $3.58M
CIENA CORP 58,738 34,457 -24,281 2.08% -$359.81K
BURLINGTON STORES INC 42,621 40,446 -2,175 2.05% $849.24K
ASSURANT INC 60,930 58,423 -2,507 1.98% -$1.95M
RENTOKIL-SP ADR 594,506 374,251 -220,255 1.84% -$5.73M
RALPH LAUREN CORP 36,528 33,965 -2,563 1.82% -$1.23M
COHERENT CORP 66,686 47,953 -18,733 1.78% -$885.35K
HEXCEL CORPORATION 155,992 138,409 -17,583 1.75% -$326.37K
HUBBELL INC 23,680 21,929 -1,751 1.68% $244.91K
TRANE TECHNOLOGIES PLC 25,659 25,015 -644 1.62% $438.27K
TELEDYNE TECHNOLOGIES INC 19,920 16,990 -2,930 1.60% $105.38K
AMEREN CORP 116,698 92,520 -24,178 1.58% -$1.48M
WEST PHARMACEUTICAL SVCS INC 56,243 40,165 -16,078 1.57% -$5.41M
TWILIO INC CLASS A 85,825 77,467 -8,358 1.52% -$2.46M
DOVER CORP 64,307 43,313 -20,994 1.41% -$3.53M
IDEX CORPORATION 51,874 47,243 -4,631 1.40% -$275.55K
HERSHEY CO/THE 45,850 42,171 -3,679 1.37% $423.15K
REGAL REXNORD CORP 55,777 44,144 -11,633 1.29% $439.78K
ENTEGRIS INC 103,101 69,202 -33,899 1.26% -$573.02K
ADVANCED DRAINAGE SYSTEMS INC 70,260 57,981 -12,279 1.24% -$2.22M
PTC INC 56,983 55,140 -1,843 1.22% -$2.07M
MASCO CORPORATION 128,581 117,851 -10,730 1.11% -$1.05M
MASIMO CORP 73,692 38,914 -34,778 1.08% -$2.66M
LEIDOS HOLDINGS INC 49,810 41,747 -8,063 1.01% -$2.49M
EPAM SYSTEMS INC 62,420 42,139 -20,281 0.89% -$7.08M
EAST WEST BNCRP 80,320 52,314 -28,006 0.87% -$3.44M
SANDISK CORPORATION 27,072 7,868 -19,204 0.78% -$1.43M
UMB FINANCIAL CORP 75,708 42,505 -33,203 0.75% -$3.92M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TECHNIPFMC PLC 199,530 199,530 0 2.15% $4.90M
MARVELL TECHNOLOGY INC 135,147 135,147 0 2.09% $1.90M
DIAMONDBACK ENERGY INC 62,413 62,413 0 1.92% $2.96M
RAYMOND JAMES FINANCIAL INC. 67,032 67,032 0 1.51% -$1.06M
CMS ENERGY CORP 120,882 120,882 0 1.46% $924.75K
EVERCORE INC A 28,864 28,864 0 1.34% -$1.20M
VERALTO CORP 90,766 90,766 0 1.25% -$1.03M
ZEBRA TECHNOLOGIES CORP CL A 35,008 35,008 0 1.14% -$1.18M
TELEFLEX INC 50,676 50,676 0 0.94% -$123.14K
MORNINGSTAR INC 34,166 34,166 0 0.90% -$1.65M
DYNATRACE INC 147,230 147,230 0 0.85% -$936.38K

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