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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$16.1 Billion 0.2% of portfolio
232,071
Q2 2025 Added 12.64%
$48.5B
$15.3 Billion 0.19% of portfolio
115,826
Q2 2025 Added 58.28%
$66.5B
$15 Billion 0.19% of portfolio
152,218
Q2 2025 Added 27.2%
$33.7B
$15.5 Billion 0.19% of portfolio
247,964
Q2 2025 Added 58.72%
$182B
$15.2 Billion 0.19% of portfolio
28,782
Q2 2025 Added 16.45%
$182B
$15.2 Billion 0.19% of portfolio
351,692
Q2 2025 Added 27.05%
$55.1B
$15.2 Billion 0.19% of portfolio
26,770
Q2 2025 Added 61.47%
$57.8B
$14.8 Billion 0.18% of portfolio
67,884
Q2 2025 Added 58.29%
$11.2B
$14.2 Billion 0.18% of portfolio
289,329
Q2 2025 Added 48.54%
$250B
$14.5 Billion 0.18% of portfolio
102,962
Q2 2025 Added 26.25%
$147B
$14.5 Billion 0.18% of portfolio
134,961
Q2 2025 Added 6.36%
$96.8B
$13.7 Billion 0.17% of portfolio
130,071
Q2 2025 Added 46.74%
$95.3B
$14 Billion 0.17% of portfolio
63,376
Q2 2025 Added 48.93%
$42.3B
$13.4 Billion 0.17% of portfolio
32,867
Q2 2025 Added 68.96%
$34.4B
$13.7 Billion 0.17% of portfolio
144,529
Q2 2025 Added 55.29%
$185B
$13.2 Billion 0.16% of portfolio
155,035
Q2 2025 Added 26.33%
$48.7B
$12.8 Billion 0.16% of portfolio
88,281
Q2 2025 Added 58.12%
$153B
$13.1 Billion 0.16% of portfolio
25,854
Q2 2025 Added 18.27%
$43.1B
$12.8 Billion 0.16% of portfolio
53,151
Q2 2025 Added 54.77%
$39.6B
$13 Billion 0.16% of portfolio
191,111
Q2 2025 Added 55.46%
$150B
$12.6 Billion 0.16% of portfolio
63,545
Q2 2025 Added 22.56%
$179B
$12.6 Billion 0.16% of portfolio
138,636
Q2 2025 Added 26.17%
$147B
$12.6 Billion 0.16% of portfolio
120,393
Q2 2025 Added 75.08%
$135B
$12.9 Billion 0.16% of portfolio
56,149
Q2 2025 Added 24.13%
$76.4B
$12 Billion 0.15% of portfolio
78,041
Q2 2025 Added 50.35%
$66.3B
$12.3 Billion 0.15% of portfolio
158,738
Q2 2025 Added 73.95%
$142B
$12.4 Billion 0.15% of portfolio
46,572
Q2 2025 Added 7.11%
$44.3B
$12.1 Billion 0.15% of portfolio
278,167
Q2 2025 Added 55.76%
$142B
$12.1 Billion 0.15% of portfolio
30,530
Q2 2025 Added 21.63%
$152B
$12.3 Billion 0.15% of portfolio
55,369
Q2 2025 Added 23.48%
$83.2B
$11.7 Billion 0.15% of portfolio
55,186
Q2 2025 Added 110.04%
$39.2B
$12 Billion 0.15% of portfolio
36,049
Q2 2025 Reduced 26.38%
$99B
$12.5 Billion 0.15% of portfolio
270,474
Q2 2025 Added 18.42%
$49.3B
$11.2 Billion 0.14% of portfolio
337,847
Q2 2025 Added 59.67%
$102B
$11.3 Billion 0.14% of portfolio
61,759
Q2 2025 Added 22.89%
$54.9B
$11.5 Billion 0.14% of portfolio
13,887
Q2 2025 Added 72.72%
$295B
$11.5 Billion 0.14% of portfolio
14,345
Q2 2025 Added 79.11%
$155B
$11 Billion 0.14% of portfolio
88,714
Q2 2025 Added 5.45%
$138B
$11.1 Billion 0.14% of portfolio
457,854
Q2 2025 Added 5.51%
$51.4B
$11.1 Billion 0.14% of portfolio
86,910
Q2 2025 Added 56.91%
$35.6B
$10.3 Billion 0.13% of portfolio
145,733
Q2 2025 Added 55.6%
$35.6B
$10.7 Billion 0.13% of portfolio
137,344
Q2 2025 Added 54.97%
$49.5B
$10.2 Billion 0.13% of portfolio
63,730
Q2 2025 Added 56.68%
$122B
$10.8 Billion 0.13% of portfolio
124,109
Q2 2025 Reduced 0.27%
$40.8B
$10.4 Billion 0.13% of portfolio
33,371
Q2 2025 Added 65.29%
$42.6B
$10.6 Billion 0.13% of portfolio
277,472
Q2 2025 Added 55.01%
$139B
$10.4 Billion 0.13% of portfolio
49,865
Q2 2025 Added 27.37%
$73.5B
$10.5 Billion 0.13% of portfolio
99,143
Q2 2025 Added 26.78%
$99.2B
$10.6 Billion 0.13% of portfolio
38,474
Q2 2025 Added 18.8%

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
Track This Portfolio

Track Neos Investment Management LLC Portfolio

Follow Neos Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neos Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neos Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email