Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $8.08 Trillion
  • Q2 2025

Neos Investment Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.08 Trillion distributed in 1090 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $575B, Microsoft Corp with a value of $552B, Apple Inc. with a value of $450B, Amazon Com Inc with a value of $313B, and Broadcom Inc. with a value of $254B.

Examining the 13F form we can see an increase of $2.81T in the current position value, from $5.27T to 8.08T.

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 $8.08 Trillion
Technology: $1.81 Trillion
Communication Services: $890 Billion
Consumer Cyclical: $801 Billion
Healthcare: $637 Billion
Financial Services: $593 Billion
Industrials: $589 Billion
ETFs: $430 Billion
Consumer Defensive: $391 Billion
Other: $541 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$18 Billion 0.22% of portfolio
199,935
Q2 2025 Added 3,080.64%
$3.68B
$16.6 Billion 0.21% of portfolio
41,118
Q2 2025 Added 84.01%
$7.32B
$7.72 Billion 0.1% of portfolio
243,408
Q2 2025 New
$5.59B
$7.55 Billion 0.09% of portfolio
104,009
Q2 2025 Reduced 30.44%
$8.29B
$7.37 Billion 0.09% of portfolio
216,553
Q2 2025 Reduced 9.92%
$8.64B
$6.63 Billion 0.08% of portfolio
39,520
Q2 2025 Reduced 35.26%
$3.43B
$6.25 Billion 0.08% of portfolio
133,824
Q2 2025 Reduced 35.19%
$9.81B
$6.1 Billion 0.08% of portfolio
70,654
Q2 2025 Reduced 39.21%
$5.69B
$5.53 Billion 0.07% of portfolio
42,026
Q2 2025 Added 30.52%
$7.28B
$5.34 Billion 0.07% of portfolio
123,587
Q2 2025 Reduced 17.12%
$3.54B
$5.08 Billion 0.06% of portfolio
38,572
Q2 2025 Reduced 35.15%
$9.04B
$4.23 Billion 0.05% of portfolio
95,420
Q2 2025 Added 30.65%
$3.09B
$3.47 Billion 0.04% of portfolio
94,227
Q2 2025 Reduced 0.37%
$3.18B
$2.93 Billion 0.04% of portfolio
13,932
Q2 2025 Added 30.74%
$3.36B
$2.06 Billion 0.03% of portfolio
58,835
Q2 2025 Reduced 8.45%
$3.19B
$2.23 Billion 0.03% of portfolio
33,869
Q2 2025 Added 19.05%
$3.29B
$2.42 Billion 0.03% of portfolio
31,762
Q2 2025 Reduced 6.01%
$6.58B
$2.25 Billion 0.03% of portfolio
42,625
Q2 2025 Added 26.47%
$6.34B
$2.22 Billion 0.03% of portfolio
19,230
Q2 2025 New
$5.17B
$2.28 Billion 0.03% of portfolio
106,943
Q2 2025 Added 9.0%
$6.8B
$1.85 Billion 0.02% of portfolio
72,683
Q2 2025 Reduced 14.07%
$6.19B
$2.01 Billion 0.02% of portfolio
56,688
Q2 2025 Added 9.0%
$5.93B
$1.49 Billion 0.02% of portfolio
11,250
Q2 2025 New
$9.13B
$542 Million 0.01% of portfolio
8,647
Q2 2025 Added 25.98%
$3.23B
$793 Million 0.01% of portfolio
23,996
Q2 2025 Reduced 26.37%
$8.72B
$454 Million 0.01% of portfolio
10,803
Q2 2025 Added 121.1%
$8.62B
$657 Million 0.01% of portfolio
62,405
Q2 2025 Added 25.0%
$2.23B
$546 Million 0.01% of portfolio
10,239
Q2 2025 Reduced 13.07%
$9.88B
$505 Million 0.01% of portfolio
9,115
Q2 2025 Added 24.42%
$6.61B
$982 Million 0.01% of portfolio
930
Q1 2025 Reduced 0.32%
$9.98B
$1.07 Billion 0.01% of portfolio
15,914
Q2 2025 Added 53.33%
$3.06B
$524 Million 0.01% of portfolio
19,755
Q2 2025 Added 2.72%
$2.07B
$469 Million 0.01% of portfolio
9,115
Q2 2025 Reduced 50.94%
$9.35B
$853 Million 0.01% of portfolio
41,685
Q2 2025 Added 27.2%
$5.28B
$484 Million 0.01% of portfolio
17,034
Q2 2025 Added 26.48%
$6.66B
$464 Million 0.01% of portfolio
25,373
Q2 2025 Added 26.75%
$8.95B
$613 Million 0.01% of portfolio
9,116
Q2 2025 Added 24.42%
$6.16B
$541 Million 0.01% of portfolio
41,909
Q2 2025 Added 27.04%
$9.82B
$819 Million 0.01% of portfolio
33,444
Q2 2025 Added 27.11%
$9.57B
$628 Million 0.01% of portfolio
39,853
Q2 2025 Added 22.78%
$5.85B
$1.11 Billion 0.01% of portfolio
28,161
Q2 2025 Added 12.01%
$9.44B
$492 Million 0.01% of portfolio
13,422
Q2 2025 Added 120.94%
$5.63B
$591 Million 0.01% of portfolio
11,350
Q2 2025 Added 11.71%
$2.65B
$641 Million 0.01% of portfolio
42,565
Q2 2025 New
$6.14B
$545 Million 0.01% of portfolio
1,801
Q2 2025 Reduced 20.94%
$7.89B
$664 Million 0.01% of portfolio
3,949
Q2 2025 Reduced 13.08%
$2.38B
$506 Million 0.01% of portfolio
9,947
Q2 2025 Reduced 12.99%
$8.14B
$639 Million 0.01% of portfolio
17,261
Q2 2025 Added 26.09%
$7.62B
$469 Million 0.01% of portfolio
9,037
Q2 2025 Added 24.58%

Summary

  • Portfolio
  • No. of Stocks 1,090
  • Current Value $8.08 Trillion
  • Prior Value $5.27 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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