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
$132B
$10.5 Billion 0.2% of portfolio
44,840
Q1 2025 Added 33.35%
$78.5B
$10.7 Billion 0.2% of portfolio
58,461
Q1 2025 Added 125.94%
$219B
$10.6 Billion 0.2% of portfolio
39,467
Q1 2025 Added 23.51%
$5.21B
$10.7 Billion 0.2% of portfolio
149,531
Q1 2025 Added 71.67%
$203B
$10.6 Billion 0.2% of portfolio
13,348
Q1 2025 Added 23.13%
$83.1B
$10.4 Billion 0.2% of portfolio
43,840
Q1 2025 Added 37.94%
$142B
$10.6 Billion 0.2% of portfolio
51,850
Q1 2025 Added 17.87%
$34.4B
$10.7 Billion 0.2% of portfolio
45,790
Q1 2025 Added 55.11%
$136B
$10.7 Billion 0.2% of portfolio
45,233
Q1 2025 Added 3.08%
$32.5B
$10.3 Billion 0.2% of portfolio
128,602
Q1 2025 Added 43.43%
$79.5B
$9.76 Billion 0.19% of portfolio
44,183
Q1 2025 Added 21.74%
$59.6B
$9.77 Billion 0.19% of portfolio
16,579
Q1 2025 Added 33.1%
$67.5B
$10.2 Billion 0.19% of portfolio
347,372
Q1 2025 Added 36.54%
$143B
$10.2 Billion 0.19% of portfolio
84,131
Q1 2025 Added 23.99%
$158B
$10.3 Billion 0.19% of portfolio
21,861
Q1 2025 Added 32.53%
$97B
$9.91 Billion 0.19% of portfolio
88,639
Q1 2025 Added 56.45%
$141B
$9.34 Billion 0.18% of portfolio
25,100
Q1 2025 Added 17.5%
$100B
$9.26 Billion 0.18% of portfolio
42,555
Q1 2025 Added 60.91%
$120B
$9.35 Billion 0.18% of portfolio
4,791
Q1 2025 Added 39.76%
$150B
$8.71 Billion 0.17% of portfolio
122,718
Q1 2025 Added 3.65%
$72.7B
$8.74 Billion 0.17% of portfolio
20,378
Q1 2025 Added 33.03%
Ge Vernova Inc
-
$9.18 Billion 0.17% of portfolio
-
Q1 2025 Added 66.4%
$31.7B
$9.06 Billion 0.17% of portfolio
93,072
Q1 2025 Added 36.18%
$23.9B
$9.14 Billion 0.17% of portfolio
-
Q1 2025 Added 49.73%
$5.58B
$9.01 Billion 0.17% of portfolio
6,286
Q1 2025 Added 33.18%
$33.1B
$9.14 Billion 0.17% of portfolio
156,225
Q1 2025 Added 38.62%
$53.1B
$9.1 Billion 0.17% of portfolio
34,750
Q1 2025 Added 35.98%
$35.9B
$8.7 Billion 0.17% of portfolio
122,935
Q1 2025 Added 77.47%
$53.2B
$8.74 Billion 0.17% of portfolio
73,178
Q1 2025 Added 34.24%
$162B
$8.6 Billion 0.16% of portfolio
109,878
Q1 2025 Added 24.05%
$11.4B
$8.6 Billion 0.16% of portfolio
240,400
Q1 2025 Added 85.98%
$96.9B
$8.59 Billion 0.16% of portfolio
32,386
Q1 2025 Added 37.36%
$42.1B
$8.23 Billion 0.16% of portfolio
178,587
Q1 2025 Added 35.95%
$101B
$8.67 Billion 0.16% of portfolio
50,257
Q1 2025 Added 27.72%
$55B
$8.61 Billion 0.16% of portfolio
55,833
Q1 2025 Added 37.49%
$105B
$8.12 Billion 0.15% of portfolio
30,627
Q1 2025 Added 58.39%
$3.18B
$7.8 Billion 0.15% of portfolio
206,485
Q1 2025 Added 235.51%
$3.3B
$7.99 Billion 0.15% of portfolio
59,479
Q1 2025 Added 165.9%
$70.4B
$7.95 Billion 0.15% of portfolio
51,906
Q1 2025 Added 63.93%
$55.2B
$7.85 Billion 0.15% of portfolio
119,672
Q1 2025 Added 52.05%
$118B
$7.97 Billion 0.15% of portfolio
26,408
Q1 2025 Added 23.4%
$106B
$8.01 Billion 0.15% of portfolio
133,404
Q1 2025 Added 23.09%
$12.3B
$8.01 Billion 0.15% of portfolio
40,658
Q1 2025 Added 41.67%
$55.9B
$8.15 Billion 0.15% of portfolio
42,886
Q1 2025 Added 32.52%
$39.7B
$7.87 Billion 0.15% of portfolio
179,003
Q1 2025 Added 35.83%
$107B
$8.07 Billion 0.15% of portfolio
33,082
Q1 2025 Added 23.34%
$7.01B
$7.86 Billion 0.15% of portfolio
61,048
Q1 2025 Added 49.74%
$130B
$8.14 Billion 0.15% of portfolio
68,763
Q1 2025 Added 47.06%
$48.8B
$8.02 Billion 0.15% of portfolio
34,342
Q1 2025 Added 36.64%

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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