Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $5.27 Trillion
  • Q1 2025

Neos Investment Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.27 Trillion distributed in 1069 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $351B, Microsoft Corp with a value of $294B, Nvidia Corp with a value of $280B, Amazon Com Inc with a value of $197B, and Vanguard Russell 2000 ETF with a value of $159B.

Examining the 13F form we can see an increase of $1.03T in the current position value, from $4.25T to 5.27T.

Neos Investment Management LLC is based out at Westport, CT

Below you can find more details about Neos Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.27 Trillion
Technology: $1.62 Trillion
Healthcare: $537 Billion
Communication Services: $516 Billion
Consumer Cyclical: $502 Billion
Financial Services: $458 Billion
Industrials: $449 Billion
ETFs: $347 Billion
Consumer Defensive: $278 Billion
Other: $415 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.4B
$6.78 Billion 0.13% of portfolio
16,980
Q1 2025 Added 38.16%
$91B
$6.52 Billion 0.12% of portfolio
19,810
Q1 2025 Added 23.4%
$75B
$6.26 Billion 0.12% of portfolio
78,199
Q1 2025 Added 66.9%
$4.22B
$6.44 Billion 0.12% of portfolio
22,346
Q1 2025 Added 82.8%
$83.1B
$6.48 Billion 0.12% of portfolio
95,681
Q1 2025 Added 23.03%
$92B
$6.4 Billion 0.12% of portfolio
13,738
Q1 2025 Added 58.18%
$70.6B
$6.54 Billion 0.12% of portfolio
8,027
Q1 2025 Added 51.68%
$12B
$6.05 Billion 0.11% of portfolio
116,226
Q1 2025 Added 49.74%
$25.1B
$5.66 Billion 0.11% of portfolio
35,423
Q1 2025 Added 38.55%
$91.9B
$5.68 Billion 0.11% of portfolio
89,464
Q1 2025 Added 22.87%
$18.1B
$5.65 Billion 0.11% of portfolio
34,177
Q1 2025 Added 36.89%
$92.6B
$6.04 Billion 0.11% of portfolio
26,069
Q1 2025 Added 23.78%
$87.9B
$5.75 Billion 0.11% of portfolio
39,131
Q1 2025 Added 23.76%
$83.5B
$5.95 Billion 0.11% of portfolio
13,687
Q1 2025 Added 22.39%
$69.4B
$5.58 Billion 0.11% of portfolio
43,531
Q1 2025 Added 20.8%
$41.7B
$5.88 Billion 0.11% of portfolio
40,675
Q1 2025 Added 37.55%
$61.4B
$5.62 Billion 0.11% of portfolio
91,254
Q1 2025 Added 48.11%
$34.5B
$5.66 Billion 0.11% of portfolio
185,970
Q1 2025 Added 39.22%
$102B
$5.83 Billion 0.11% of portfolio
8,669
Q1 2025 Added 14.07%
$34.5B
$6.01 Billion 0.11% of portfolio
75,889
Q1 2025 Added 53.69%
$72.6B
$5.72 Billion 0.11% of portfolio
52,004
Q1 2025 Added 23.86%
$123B
$6.06 Billion 0.11% of portfolio
13,561
Q1 2025 Added 22.64%
$72.8B
$5.5 Billion 0.1% of portfolio
58,669
Q1 2025 Added 23.78%
$6.93B
$5.15 Billion 0.1% of portfolio
149,117
Q1 2025 Added 5.03%
$70.2B
$5.38 Billion 0.1% of portfolio
32,647
Q1 2025 Added 23.73%
$70.8B
$5.4 Billion 0.1% of portfolio
90,439
Q1 2025 Added 24.05%
$296B
$5.31 Billion 0.1% of portfolio
8,009
Q1 2025 Added 55.15%
$17.2B
$5.37 Billion 0.1% of portfolio
62,860
Q1 2025 Added 187.5%
$32.5B
$5.41 Billion 0.1% of portfolio
79,277
Q1 2025 Added 4.08%
$51.6B
$5.05 Billion 0.1% of portfolio
22,026
Q1 2025 Added 30.03%
$127B
$4.69 Billion 0.09% of portfolio
40,531
Q1 2025 Added 22.77%
$75.6B
$4.8 Billion 0.09% of portfolio
102,149
Q1 2025 Added 23.06%
$79.1B
$4.78 Billion 0.09% of portfolio
57,041
Q1 2025 Added 22.28%
$56.9B
$4.63 Billion 0.09% of portfolio
18,215
Q1 2025 Added 121.3%
$41B
$4.53 Billion 0.09% of portfolio
93,658
Q1 2025 Added 35.88%
$83.7B
$4.71 Billion 0.09% of portfolio
26,274
Q1 2025 Added 23.56%
$38.9B
$4.79 Billion 0.09% of portfolio
23,114
Q1 2025 Added 35.32%
$49.2B
$4.5 Billion 0.09% of portfolio
107,713
Q1 2025 Added 22.83%
$67.2B
$4.82 Billion 0.09% of portfolio
114,086
Q1 2025 Added 22.92%
$61.6B
$4.5 Billion 0.09% of portfolio
51,708
Q1 2025 Added 24.01%
$79.2B
$4.64 Billion 0.09% of portfolio
26,411
Q1 2025 Added 23.41%
$79.2B
$4.85 Billion 0.09% of portfolio
19,550
Q1 2025 Added 23.79%
$27.2B
$4.54 Billion 0.09% of portfolio
422,761
Q1 2025 Added 37.32%
$104B
$4.58 Billion 0.09% of portfolio
13,248
Q1 2025 Added 23.31%
$104B
$4.6 Billion 0.09% of portfolio
13,655
Q1 2025 Added 22.47%
$28.5B
$4.77 Billion 0.09% of portfolio
16,855
Q1 2025 Added 32.36%
$66B
$4.66 Billion 0.09% of portfolio
13,495
Q1 2025 Added 22.82%
$26.2B
$3.99 Billion 0.08% of portfolio
110,442
Q1 2025 Added 161.49%
$60.2B
$3.99 Billion 0.08% of portfolio
32,348
Q1 2025 Added 24.0%

Summary

  • Portfolio
  • No. of Stocks 1,069
  • Current Value $5.27 Trillion
  • Prior Value $4.25 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 509 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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