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
$456B
$575 Billion 7.12% of portfolio
3,638,099
Q2 2025 Added 40.69%
$3.95T
$552 Billion 6.83% of portfolio
1,109,718
Q2 2025 Added 41.64%
$3.69T
$450 Billion 5.57% of portfolio
2,192,436
Q2 2025 Added 38.76%
$2.26T
$313 Billion 3.87% of portfolio
1,424,994
Q2 2025 Added 37.72%
$127B
$254 Billion 3.14% of portfolio
920,290
Q2 2025 Added 51.67%
$1.78T
$239 Billion 2.96% of portfolio
323,949
Q2 2025 Added 41.15%
$0
$204 Billion 2.53% of portfolio
2,340,620
Q2 2025 Added 18.95%
$1.21T
$156 Billion 1.93% of portfolio
884,635
Q2 2025 Added 41.72%
$1.08T
$153 Billion 1.89% of portfolio
480,769
Q2 2025 Added 46.66%
$545B
$144 Billion 1.79% of portfolio
107,727
Q2 2025 Added 55.13%
$1.24T
$135 Billion 1.67% of portfolio
762,511
Q2 2025 Added 42.86%
$439B
$111 Billion 1.38% of portfolio
112,542
Q2 2025 Added 55.95%
Vaneck Bitcoin ETF
-
$88.1 Billion 1.09% of portfolio
-
Q2 2025 Added 118.94%
$367B
$78.1 Billion 0.97% of portfolio
572,570
Q2 2025 Added 62.1%
$621B
$70.8 Billion 0.88% of portfolio
145,753
Q2 2025 Added 22.92%
$293B
$70.4 Billion 0.87% of portfolio
1,014,132
Q2 2025 Added 54.7%
Linde PLC
-
$61.4 Billion 0.76% of portfolio
-
Q2 2025 Added 28.54%
$282B
$59.3 Billion 0.73% of portfolio
418,034
Q2 2025 Added 61.26%
$608B
$58.5 Billion 0.72% of portfolio
74,989
Q2 2025 Added 14.41%
$201B
$58.4 Billion 0.72% of portfolio
74,186
Q2 2025 Added 49.93%
$314B
$57.5 Billion 0.71% of portfolio
241,528
Q2 2025 Added 62.01%
$551B
$51.8 Billion 0.64% of portfolio
145,867
Q2 2025 Added 25.04%
$169B
$51.6 Billion 0.64% of portfolio
94,994
Q2 2025 Added 54.57%
$177B
$47.4 Billion 0.59% of portfolio
228,392
Q2 2025 Added 45.17%
$217B
$46.6 Billion 0.58% of portfolio
8,053
Q2 2025 Added 118.83%
$0
$45.8 Billion 0.57% of portfolio
463,415
Q2 2025 Added 11.62%
$202B
$45.9 Billion 0.57% of portfolio
347,990
Q2 2025 Added 57.59%
$0
$45.9 Billion 0.57% of portfolio
624,763
Q2 2025 Added 11.62%
$173B
$45 Billion 0.56% of portfolio
282,391
Q2 2025 Added 49.15%
$0
$44.1 Billion 0.55% of portfolio
1,200,718
Q2 2025 Added 22.74%
$0
$44.1 Billion 0.55% of portfolio
1,182,174
Q2 2025 Added 23.01%
$0
$42.7 Billion 0.53% of portfolio
1,804,701
Q2 2025 Added 17.87%
$152B
$43.2 Billion 0.53% of portfolio
154,557
Q2 2025 Added 53.41%
$157B
$42.8 Billion 0.53% of portfolio
110,689
Q2 2025 Added 45.86%
$146B
$41.6 Billion 0.52% of portfolio
178,720
Q2 2025 Added 49.69%
$150B
$40.1 Billion 0.5% of portfolio
361,500
Q2 2025 Added 38.33%
$162B
$38.1 Billion 0.47% of portfolio
207,874
Q2 2025 Added 42.36%
$442B
$37.7 Billion 0.47% of portfolio
349,444
Q2 2025 Added 20.86%
$139B
$37.4 Billion 0.46% of portfolio
303,507
Q2 2025 Added 59.96%
$548B
$36.6 Billion 0.45% of portfolio
65,064
Q2 2025 Added 16.04%
$141B
$34.4 Billion 0.43% of portfolio
963,540
Q2 2025 Added 53.1%
$52.5B
$34.8 Billion 0.43% of portfolio
170,261
Q2 2025 Added 61.79%
$99.5B
$33.9 Billion 0.42% of portfolio
76,237
Q2 2025 Added 48.55%
$124B
$33.1 Billion 0.41% of portfolio
107,302
Q2 2025 Added 60.22%
$281B
$33.5 Billion 0.41% of portfolio
342,820
Q2 2025 Added 18.83%
Lam Research Corp
-
$33.2 Billion 0.41% of portfolio
-
Q2 2025 Added 63.55%
$119B
$32.4 Billion 0.4% of portfolio
136,193
Q2 2025 Added 50.29%
$133B
$30.6 Billion 0.38% of portfolio
34,173
Q2 2025 Added 58.31%
$351B
$30.4 Billion 0.38% of portfolio
163,684
Q2 2025 Added 24.08%

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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