Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $4.25 Trillion
  • Q4 2024

Neos Investment Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.25 Trillion distributed in 658 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $301B, Nvidia Corp with a value of $264B, Microsoft Corp with a value of $250B, Amazon Com Inc with a value of $170B, and Vanguard Russell 2000 ETF with a value of $142B.

Examining the 13F form we can see an increase of $935B in the current position value, from $3.31T to 4.25T.

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 $4.25 Trillion
Technology: $1.39 Trillion
Consumer Cyclical: $444 Billion
Healthcare: $417 Billion
Communication Services: $410 Billion
Financial Services: $358 Billion
Industrials: $355 Billion
ETFs: $302 Billion
Consumer Defensive: $204 Billion
Other: $274 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.5B
$1.56 Billion 0.04% of portfolio
20,866
Q4 2024 Added 31.32%
$1.35B
$1.91 Billion 0.04% of portfolio
31,601
Q4 2024 Added 30.92%
$684M
$1.49 Billion 0.04% of portfolio
127,826
Q4 2024 Reduced 18.17%
$25.3B
$1.59 Billion 0.04% of portfolio
31,380
Q4 2024 Added 31.21%
$17.1B
$1.66 Billion 0.04% of portfolio
21,864
Q4 2024 Added 158.84%
$22.2B
$1.7 Billion 0.04% of portfolio
21,311
Q4 2024 Added 30.45%
$11.9B
$1.64 Billion 0.04% of portfolio
49,256
Q4 2024 Added 21.37%
$25.5B
$1.67 Billion 0.04% of portfolio
41,717
Q4 2024 Added 31.34%
$13B
$1.64 Billion 0.04% of portfolio
78,683
Q4 2024 Added 91.21%
$20.9B
$1.67 Billion 0.04% of portfolio
38,950
Q4 2024 Added 20.35%
$26.9B
$1.75 Billion 0.04% of portfolio
15,598
Q4 2024 Added 31.46%
$37.9B
$1.77 Billion 0.04% of portfolio
16,169
Q4 2024 Added 29.98%
$38.2B
$1.85 Billion 0.04% of portfolio
20,786
Q4 2024 Added 31.49%
$19.3B
$1.63 Billion 0.04% of portfolio
10,926
Q4 2024 Added 29.44%
$20.7B
$1.66 Billion 0.04% of portfolio
77,707
Q4 2024 Added 31.62%
$46.8B
$1.72 Billion 0.04% of portfolio
863
Q4 2024 Added 36.33%
$27.1B
$1.75 Billion 0.04% of portfolio
41,430
Q4 2024 Added 31.63%
$5.28B
$1.49 Billion 0.04% of portfolio
17,103
Q4 2024 Reduced 4.64%
$25.4B
$1.68 Billion 0.04% of portfolio
16,027
Q4 2024 Added 30.33%
$33.4B
$1.9 Billion 0.04% of portfolio
31,378
Q4 2024 Added 31.22%
$25.3B
$1.77 Billion 0.04% of portfolio
15,317
Q4 2024 New
$18.6B
$1.66 Billion 0.04% of portfolio
6,350
Q4 2024 Reduced 44.28%
$17.5B
$1.08 Billion 0.03% of portfolio
15,336
Q4 2024 Added 31.02%
$23.4B
$1.2 Billion 0.03% of portfolio
10,985
Q4 2024 Added 29.24%
$21B
$1.25 Billion 0.03% of portfolio
11,090
Q4 2024 Added 28.86%
$25.2B
$1.11 Billion 0.03% of portfolio
5,939
Q4 2024 Added 26.36%
$28.2B
$1.37 Billion 0.03% of portfolio
6,946
Q4 2024 Added 21.56%
$12.8B
$1.07 Billion 0.03% of portfolio
25,765
Q4 2024 Reduced 39.95%
$33.6B
$1.15 Billion 0.03% of portfolio
6,075
Q4 2024 Added 25.59%
$4.71B
$1.1 Billion 0.03% of portfolio
36,120
Q4 2024 Added 10.91%
$22.5B
$1.42 Billion 0.03% of portfolio
52,051
Q4 2024 Added 31.42%
$23.7B
$1.21 Billion 0.03% of portfolio
36,889
Q4 2024 Added 30.9%
$25.6B
$1.37 Billion 0.03% of portfolio
42,235
Q4 2024 Added 30.82%
$26.4B
$1.09 Billion 0.03% of portfolio
5,844
Q4 2024 Added 26.93%
$29.3B
$1.31 Billion 0.03% of portfolio
5,962
Q4 2024 Added 26.23%
$21.1B
$1.2 Billion 0.03% of portfolio
20,841
Q4 2024 Added 31.37%
$23.5B
$1.15 Billion 0.03% of portfolio
6,249
Q4 2024 Reduced 2.94%
$22.6B
$1.24 Billion 0.03% of portfolio
31,146
Q4 2024 Added 31.53%
$26.4B
$1.48 Billion 0.03% of portfolio
20,780
Q4 2024 Added 31.5%
$1.6B
$1.16 Billion 0.03% of portfolio
61,503
Q4 2024 Reduced 6.09%
$31.4B
$1.33 Billion 0.03% of portfolio
11,402
Q4 2024 Added 27.83%
$20.6B
$1.11 Billion 0.03% of portfolio
10,863
Q4 2024 Added 29.68%
$15.9B
$1.23 Billion 0.03% of portfolio
33,461
Q4 2024 Added 103.68%
$26.7B
$1.26 Billion 0.03% of portfolio
21,401
Q4 2024 Added 30.27%
$26.6B
$1.31 Billion 0.03% of portfolio
10,866
Q4 2024 Added 29.67%
$20.1B
$1.26 Billion 0.03% of portfolio
10,892
Q4 2024 Added 29.56%
$45B
$1.29 Billion 0.03% of portfolio
2,157
Q4 2024 Added 31.36%
$26B
$1.34 Billion 0.03% of portfolio
11,183
Q4 2024 Added 28.54%
$40.3B
$1.25 Billion 0.03% of portfolio
6,074
Q4 2024 Added 25.6%

Summary

  • Portfolio
  • No. of Stocks 658
  • Current Value $4.25 Trillion
  • Prior Value $3.31 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 486 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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