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
$10.4B
$1.62 Billion 0.03% of portfolio
14,523
Q1 2025 New
$21.7B
$1.48 Billion 0.03% of portfolio
44,118
Q1 2025 Added 21.79%
$19.6B
$1.64 Billion 0.03% of portfolio
64,577
Q1 2025 Added 24.06%
$43.2B
$1.59 Billion 0.03% of portfolio
7,327
Q1 2025 Added 20.63%
$39.4B
$1.78 Billion 0.03% of portfolio
20,030
Q1 2025 Added 23.09%
$22.5B
$1.5 Billion 0.03% of portfolio
6,628
Q1 2025 Added 23.33%
$23.2B
$1.53 Billion 0.03% of portfolio
37,788
Q1 2025 Added 21.33%
$31.6B
$1.62 Billion 0.03% of portfolio
30,614
Q1 2025 Added 19.48%
$25.6B
$1.79 Billion 0.03% of portfolio
64,556
Q1 2025 Added 24.09%
$28.3B
$1.84 Billion 0.03% of portfolio
6,950
Q1 2025 Added 21.99%
$24.5B
$1.63 Billion 0.03% of portfolio
108,489
Q1 2025 Added 23.19%
$20B
$1.81 Billion 0.03% of portfolio
51,739
Q1 2025 Added 24.02%
$34.3B
$1.81 Billion 0.03% of portfolio
13,106
Q1 2025 Added 23.63%
$20.6B
$1.49 Billion 0.03% of portfolio
19,802
Q1 2025 Added 23.43%
$27.3B
$1.5 Billion 0.03% of portfolio
13,688
Q1 2025 Added 22.4%
$27.9B
$1.57 Billion 0.03% of portfolio
13,688
Q1 2025 Added 22.4%
$2.79B
$1.82 Billion 0.03% of portfolio
10,656
Q1 2025 Added 393.33%
$26.8B
$1.48 Billion 0.03% of portfolio
95,625
Q1 2025 Added 23.06%
$23B
$1.65 Billion 0.03% of portfolio
45,497
Q1 2025 Added 23.88%
$19.5B
$1.63 Billion 0.03% of portfolio
56,301
Q1 2025 Added 21.6%
$24.2B
$1.34 Billion 0.03% of portfolio
32,730
Q1 2025 Added 23.65%
$23.6B
$1.51 Billion 0.03% of portfolio
13,689
Q1 2025 Added 22.41%
$25.4B
$1.44 Billion 0.03% of portfolio
6,917
Q1 2025 Added 22.12%
$24.9B
$1.39 Billion 0.03% of portfolio
13,489
Q1 2025 Added 22.79%
$32.1B
$1.62 Billion 0.03% of portfolio
17,810
Q1 2025 Added 16.28%
$29.8B
$1.4 Billion 0.03% of portfolio
20,289
Q1 2025 Added 22.74%
$21.5B
$1.71 Billion 0.03% of portfolio
45,659
Q1 2025 Added 23.77%
$27.7B
$1.34 Billion 0.03% of portfolio
7,327
Q1 2025 Added 20.63%
$11.4B
$1.24 Billion 0.02% of portfolio
7,822
Q1 2025 New
$15.6B
$1.26 Billion 0.02% of portfolio
19,708
Q1 2025 Added 23.55%
$15.4B
$1.31 Billion 0.02% of portfolio
16,706
Q1 2025 New
$17.2B
$917 Million 0.02% of portfolio
7,333
Q1 2025 Added 20.59%
$13.2B
$1.19 Billion 0.02% of portfolio
26,413
Q1 2025 Added 63.24%
$7.65B
$1.23 Billion 0.02% of portfolio
930
Q1 2025 Reduced 0.32%
$21.3B
$818 Million 0.02% of portfolio
20,238
Q1 2025 Added 22.81%
$24.7B
$963 Million 0.02% of portfolio
13,674
Q1 2025 Added 22.41%
$24B
$1.25 Billion 0.02% of portfolio
13,596
Q1 2025 Added 22.6%
$20.2B
$1.14 Billion 0.02% of portfolio
13,548
Q1 2025 Added 22.67%
$20.3B
$1.17 Billion 0.02% of portfolio
17,823
Q1 2025 Added 16.22%
$23.1B
$1.07 Billion 0.02% of portfolio
6,899
Q1 2025 Added 22.19%
$86.5B
$1.06 Billion 0.02% of portfolio
766
Q4 2024 Reduced 0.65%
$12B
$800 Million 0.02% of portfolio
10,844
Q1 2025 Added 78.53%
$18.1B
$955 Million 0.02% of portfolio
13,221
Q1 2025 Added 23.36%
$27.7B
$1.19 Billion 0.02% of portfolio
7,096
Q1 2025 Added 21.42%
$19.1B
$1.06 Billion 0.02% of portfolio
13,691
Q1 2025 Added 22.42%
$9.89B
$952 Million 0.02% of portfolio
6,106
Q1 2025 Reduced 67.93%
$69B
$877 Million 0.02% of portfolio
8,994
Q1 2025 Added 144.8%
$29.9B
$955 Million 0.02% of portfolio
7,016
Q1 2025 Added 21.72%
$1.16B
$1.24 Billion 0.02% of portfolio
45,937
Q1 2025 Added 779.51%

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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