Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $12.8 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.5B
$14.4 Million 0.11% of portfolio
41,216
Q3 2025 Added 14.33%
$61.4B
$13.9 Million 0.11% of portfolio
33,490
Q3 2025 Added 43.31%
$38.4B
$14.1 Million 0.11% of portfolio
553,755
Q3 2025 Added 63.91%
$123B
$14.1 Million 0.11% of portfolio
50,085
Q3 2025 Added 49.33%
$71.5B
$14.7 Million 0.11% of portfolio
18,777
Q3 2025 Added 62.14%
$113B
$14.2 Million 0.11% of portfolio
149,594
Q3 2025 Added 46.44%
$99.5B
$13.8 Million 0.11% of portfolio
306,115
Q3 2025 Added 13.18%
$42.8B
$13.9 Million 0.11% of portfolio
46,417
Q3 2025 Added 78.52%
$59.8B
$13.5 Million 0.11% of portfolio
71,823
Q3 2025 Added 79.76%
$277B
$14.2 Million 0.11% of portfolio
185,132
Q3 2025 Added 79.34%
$84.9B
$14.7 Million 0.11% of portfolio
87,054
Q3 2025 Added 40.96%
$100B
$13.8 Million 0.11% of portfolio
50,977
Q3 2025 Added 32.5%
$69.1B
$12.7 Million 0.1% of portfolio
150,963
Q3 2025 Added 42.61%
$123B
$12.6 Million 0.1% of portfolio
25,203
Q3 2025 Added 47.15%
$89.7B
$12.7 Million 0.1% of portfolio
62,954
Q3 2025 Added 49.9%
$75.4B
$12.9 Million 0.1% of portfolio
98,532
Q3 2025 Added 31.64%
$98.6B
$12.2 Million 0.1% of portfolio
128,633
Q3 2025 Added 24.41%
$30.4B
$12.3 Million 0.1% of portfolio
471,471
Q3 2025 Added 58.84%
$41.3B
$13.2 Million 0.1% of portfolio
146,000
Q3 2025 Added 77.09%
$96.4B
$12.8 Million 0.1% of portfolio
103,402
Q3 2025 Added 44.94%
$72.4B
$11.1 Million 0.09% of portfolio
31,209
Q3 2025 Added 48.67%
$121B
$11.1 Million 0.09% of portfolio
14,373
Q3 2025 Added 40.05%
$96.9B
$11.2 Million 0.09% of portfolio
26,638
Q3 2025 Added 54.68%
$45.5B
$11.8 Million 0.09% of portfolio
68,007
Q3 2025 Added 68.58%
$22.4B
$11.8 Million 0.09% of portfolio
175,982
Q3 2025 Added 58.66%
$102B
$12 Million 0.09% of portfolio
83,766
Q3 2025 New
$14.8B
$11.8 Million 0.09% of portfolio
84,069
Q3 2025 Added 63.36%
$6.38B
$11.5 Million 0.09% of portfolio
254,288
Q3 2025 Added 4.47%
$91.4B
$11.3 Million 0.09% of portfolio
72,719
Q3 2025 Added 45.94%
$30.4B
$10.9 Million 0.09% of portfolio
132,519
Q3 2025 Added 17.35%
$103B
$11.1 Million 0.09% of portfolio
146,795
Q3 2025 Added 21.68%
$86.1B
$10.4 Million 0.08% of portfolio
30,115
Q3 2025 Added 36.37%
$82.8B
$10.5 Million 0.08% of portfolio
36,359
Q3 2025 Added 44.52%
$67.6B
$10.2 Million 0.08% of portfolio
211,205
Q3 2025 Added 46.27%
$49.4B
$10.3 Million 0.08% of portfolio
65,343
Q3 2025 Added 66.01%
$37.3B
$10.7 Million 0.08% of portfolio
34,634
Q3 2025 Added 17.22%
$103B
$10 Million 0.08% of portfolio
77,027
Q3 2025 Added 50.34%
$19.3B
$10.9 Million 0.08% of portfolio
116,575
Q3 2025 Added 32.34%
$85.9B
$10.7 Million 0.08% of portfolio
48,434
Q3 2025 Added 45.88%
$84.4B
$10.9 Million 0.08% of portfolio
55,392
Q3 2025 Added 65.15%
$74.3B
$10.5 Million 0.08% of portfolio
165,469
Q3 2025 Added 45.36%
$20.3B
$10.9 Million 0.08% of portfolio
220,748
Q3 2025 Added 62.61%
$35.1B
$10.3 Million 0.08% of portfolio
169,839
Q3 2025 Added 72.96%
$74.3B
$9.89 Million 0.08% of portfolio
49,223
Q3 2025 Added 46.75%
$87.8B
$8.69 Million 0.07% of portfolio
18,244
Q3 2025 Added 40.65%
$79.2B
$9.53 Million 0.07% of portfolio
136,628
Q3 2025 Added 21.3%
$26.6B
$8.45 Million 0.07% of portfolio
82,878
Q3 2025 Added 112.18%
$74.9B
$9.4 Million 0.07% of portfolio
36,049
Q3 2025 Added 44.78%
$39.2B
$9.46 Million 0.07% of portfolio
98,044
Q3 2025 Added 65.43%

Summary

  • Portfolio
  • No. of Stocks 1,122
  • Current Value $12.8 Billion
  • Prior Value $8.08 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 37 stocks
  • Additional Purchases 548 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 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