Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $5.27 Trillion
  • Q1 2025

Neos Investment Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.27 Trillion distributed in 1069 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $351B, Microsoft Corp with a value of $294B, Nvidia Corp with a value of $280B, Amazon Com Inc with a value of $197B, and Vanguard Russell 2000 ETF with a value of $159B.

Examining the 13F form we can see an increase of $1.03T in the current position value, from $4.25T to 5.27T.

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 $5.27 Trillion
Technology: $1.62 Trillion
Healthcare: $537 Billion
Communication Services: $516 Billion
Consumer Cyclical: $502 Billion
Financial Services: $458 Billion
Industrials: $449 Billion
ETFs: $347 Billion
Consumer Defensive: $278 Billion
Other: $415 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.11T
$2.83 Billion 0.05% of portfolio
17,023
Q1 2025 Added 49.74%
$33.3B
$2.52 Billion 0.05% of portfolio
26,177
Q1 2025 Added 23.67%
$13.4B
$2.64 Billion 0.05% of portfolio
71,496
Q1 2025 Added 45.15%
$31.2B
$2.36 Billion 0.04% of portfolio
38,892
Q1 2025 Added 23.95%
$7B
$1.87 Billion 0.04% of portfolio
84,588
Q1 2025 Added 626.7%
$44.4B
$2.26 Billion 0.04% of portfolio
7,216
Q1 2025 Added 21.01%
$24.7B
$1.89 Billion 0.04% of portfolio
25,877
Q1 2025 Added 24.02%
$38.4B
$2.04 Billion 0.04% of portfolio
7,328
Q1 2025 Added 20.65%
$3.99B
$1.89 Billion 0.04% of portfolio
98,111
Q1 2025 Added 268.27%
$5.78B
$1.86 Billion 0.04% of portfolio
33,704
Q1 2025 Added 22.82%
$7.66B
$1.86 Billion 0.04% of portfolio
20,972
Q1 2025 Added 22.62%
$32.2B
$2.26 Billion 0.04% of portfolio
6,682
Q1 2025 Added 23.08%
$42.2B
$2.27 Billion 0.04% of portfolio
45,927
Q1 2025 Added 23.61%
$2.45B
$1.92 Billion 0.04% of portfolio
45,558
Q1 2025 Added 214.39%
$1.44B
$1.97 Billion 0.04% of portfolio
39,165
Q1 2025 Added 23.94%
$20.1B
$2.11 Billion 0.04% of portfolio
57,124
Q1 2025 Added 46.66%
$29.7B
$1.87 Billion 0.04% of portfolio
38,893
Q1 2025 Added 23.94%
$16.4B
$2.24 Billion 0.04% of portfolio
46,459
Q1 2025 New
$43.3B
$1.88 Billion 0.04% of portfolio
13,689
Q1 2025 Added 22.41%
$14.2B
$2.01 Billion 0.04% of portfolio
102,749
Q1 2025 Added 30.59%
$26.6B
$1.98 Billion 0.04% of portfolio
50,576
Q1 2025 Added 22.08%
$30.5B
$1.99 Billion 0.04% of portfolio
45,660
Q1 2025 Added 23.77%
$40.8B
$2.36 Billion 0.04% of portfolio
13,688
Q1 2025 Added 22.4%
$33.5B
$2.34 Billion 0.04% of portfolio
31,328
Q1 2025 Added 20.78%
$2.76B
$1.87 Billion 0.04% of portfolio
28,450
Q1 2025 Added 280.96%
$24.6B
$1.99 Billion 0.04% of portfolio
9,056
Q1 2025 Added 65.01%
$42.4B
$1.88 Billion 0.04% of portfolio
24,842
Q1 2025 Added 20.0%
$28.7B
$2.3 Billion 0.04% of portfolio
13,033
Q1 2025 Added 23.79%
$28.9B
$2.2 Billion 0.04% of portfolio
10,266
Q1 2025 Added 72.19%
$26B
$2.31 Billion 0.04% of portfolio
32,254
Q1 2025 Added 55.22%
$32.8B
$2.19 Billion 0.04% of portfolio
20,051
Q1 2025 Added 23.07%
$3.98B
$2.32 Billion 0.04% of portfolio
64,262
Q1 2025 New
$43.5B
$2.19 Billion 0.04% of portfolio
3,868
Q1 2025 Added 79.32%
$23.5B
$1.93 Billion 0.04% of portfolio
7,083
Q1 2025 Added 13.35%
$29.8B
$2.24 Billion 0.04% of portfolio
26,091
Q1 2025 Added 62.79%
$25.5B
$1.85 Billion 0.04% of portfolio
13,372
Q1 2025 Added 23.06%
$19.2B
$1.98 Billion 0.04% of portfolio
67,669
Q1 2025 Added 60.86%
$1.64B
$1.97 Billion 0.04% of portfolio
58,807
Q1 2025 Added 1.51%
$32.7B
$1.69 Billion 0.03% of portfolio
23,384
Q1 2025 Added 393.33%
$26.3B
$1.53 Billion 0.03% of portfolio
78,347
Q1 2025 Added 21.31%
$23.1B
$1.32 Billion 0.03% of portfolio
13,368
Q1 2025 Added 23.06%
$20.3B
$1.34 Billion 0.03% of portfolio
3,636
Q1 2025 Added 65.05%
$38.4B
$1.75 Billion 0.03% of portfolio
6,475
Q1 2025 Reduced 60.33%
$29.8B
$1.73 Billion 0.03% of portfolio
2,922
Q1 2025 Reduced 36.45%
$36.5B
$1.33 Billion 0.03% of portfolio
7,329
Q1 2025 Added 20.64%
$22.5B
$1.65 Billion 0.03% of portfolio
13,840
Q1 2025 Added 22.11%
$30.6B
$1.7 Billion 0.03% of portfolio
13,689
Q1 2025 Added 22.41%
$32.4B
$1.67 Billion 0.03% of portfolio
13,907
Q1 2025 Added 21.97%
$17.2B
$1.57 Billion 0.03% of portfolio
9,383
Q1 2025 Added 67.14%

Summary

  • Portfolio
  • No. of Stocks 1,069
  • Current Value $5.27 Trillion
  • Prior Value $4.25 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 509 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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