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
$39.5B
$4.79 Billion 0.09% of portfolio
23,114
Q1 2025 Added 35.32%
$51.2B
$4.5 Billion 0.09% of portfolio
107,713
Q1 2025 Added 22.83%
$63.4B
$4.82 Billion 0.09% of portfolio
114,086
Q1 2025 Added 22.92%
$64B
$4.5 Billion 0.09% of portfolio
51,708
Q1 2025 Added 24.01%
$70B
$4.64 Billion 0.09% of portfolio
26,411
Q1 2025 Added 23.41%
$74.1B
$4.85 Billion 0.09% of portfolio
19,550
Q1 2025 Added 23.79%
$25.7B
$4.54 Billion 0.09% of portfolio
422,761
Q1 2025 Added 37.32%
$107B
$4.58 Billion 0.09% of portfolio
13,248
Q1 2025 Added 23.31%
$97.8B
$4.6 Billion 0.09% of portfolio
13,655
Q1 2025 Added 22.47%
$28.8B
$4.77 Billion 0.09% of portfolio
16,855
Q1 2025 Added 32.36%
$66.5B
$4.66 Billion 0.09% of portfolio
13,495
Q1 2025 Added 22.82%
$24.6B
$3.99 Billion 0.08% of portfolio
110,442
Q1 2025 Added 161.49%
$59.9B
$3.99 Billion 0.08% of portfolio
32,348
Q1 2025 Added 24.0%
$29.3B
$4.31 Billion 0.08% of portfolio
13,616
Q1 2025 Added 30.28%
$59.1B
$4.08 Billion 0.08% of portfolio
107,757
Q1 2025 Added 22.82%
$43.3B
$4.19 Billion 0.08% of portfolio
9,971
Q1 2025 Added 42.16%
$58.4B
$3.98 Billion 0.08% of portfolio
62,740
Q1 2025 Added 21.86%
$51.4B
$4.43 Billion 0.08% of portfolio
26,644
Q1 2025 Added 63.54%
$46.4B
$4.07 Billion 0.08% of portfolio
84,241
Q1 2025 Added 23.96%
$51.8B
$4.16 Billion 0.08% of portfolio
101,140
Q1 2025 Added 22.79%
$42.8B
$4.25 Billion 0.08% of portfolio
40,768
Q1 2025 Added 56.81%
$61.4B
$3.98 Billion 0.08% of portfolio
13,585
Q1 2025 Added 22.61%
$64.5B
$4.32 Billion 0.08% of portfolio
38,873
Q1 2025 Added 23.96%
$45.3B
$4.41 Billion 0.08% of portfolio
60,809
Q1 2025 Added 4.83%
Arista Networks Inc
-
$4.24 Billion 0.08% of portfolio
-
Q1 2025 Added 22.41%
$55.5B
$4.23 Billion 0.08% of portfolio
8,040
Q1 2025 Added 31.27%
$61.7B
$4.17 Billion 0.08% of portfolio
146,254
Q1 2025 Added 23.19%
$36.4B
$4.32 Billion 0.08% of portfolio
43,494
Q1 2025 Added 20.83%
$220B
$4.25 Billion 0.08% of portfolio
57,777
Q1 2025 Added 45.86%
$77.6B
$3.7 Billion 0.07% of portfolio
7,217
Q1 2025 Added 20.99%
$84.8B
$3.83 Billion 0.07% of portfolio
26,267
Q1 2025 Added 23.55%
$74.5B
$3.47 Billion 0.07% of portfolio
13,689
Q1 2025 Added 22.41%
$62B
$3.61 Billion 0.07% of portfolio
13,667
Q1 2025 Added 22.43%
$42.5B
$3.44 Billion 0.07% of portfolio
26,323
Q1 2025 Added 62.46%
$77.2B
$3.72 Billion 0.07% of portfolio
13,646
Q1 2025 Added 22.51%
$15.9B
$3.44 Billion 0.07% of portfolio
85,912
Q1 2025 Added 156.75%
$79.4B
$3.86 Billion 0.07% of portfolio
28,164
Q1 2025 Added 21.61%
$62.1B
$3.64 Billion 0.07% of portfolio
45,366
Q1 2025 Added 23.95%
$8.95B
$3.88 Billion 0.07% of portfolio
24,991
Q1 2025 Added 2.24%
$42.1B
$3.8 Billion 0.07% of portfolio
43,690
Q1 2025 Added 44.12%
$35.5B
$3.72 Billion 0.07% of portfolio
64,369
Q1 2025 Added 75.27%
$50.6B
$3.83 Billion 0.07% of portfolio
26,758
Q1 2025 Added 65.38%
$44.8B
$3.52 Billion 0.07% of portfolio
62,779
Q1 2025 Added 21.84%
$40.4B
$3.05 Billion 0.06% of portfolio
37,029
Q1 2025 Added 20.28%
Kenvue Inc
-
$3.07 Billion 0.06% of portfolio
-
Q1 2025 Added 23.29%
$22.9B
$3.03 Billion 0.06% of portfolio
74,451
Q1 2025 Added 33.72%
$10.1B
$2.91 Billion 0.06% of portfolio
30,572
Q1 2025 Added 505.75%
$8.78B
$3.36 Billion 0.06% of portfolio
73,034
Q1 2025 New
$5.64B
$3.37 Billion 0.06% of portfolio
32,198
Q1 2025 Added 531.33%

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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