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
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