Neos Investment Management LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $12.8 Billion distributed in 1122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.03B, Microsoft Corp with a value of $863M, Apple Inc. with a value of $850M, Amazon Com Inc with a value of $503M, and Broadcom Inc. with a value of $471M.
Examining the 13F form we can see an decrease of $8.07T in the current position value, from $8.08T to 12.8B.
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
$12.8 Billion
Technology: $5.17 Billion
Communication Services: $1.53 Billion
Consumer Cyclical: $1.36 Billion
Healthcare: $913 Million
Financial Services: $877 Million
Industrials: $872 Million
ETFs: $630 Million
Consumer Defensive: $594 Million
Other: $868 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
