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
$3.49B
$3.34 Billion 0.06% of portfolio
94,578
Q1 2025 Added 96.06%
$38.5B
$2.9 Billion 0.06% of portfolio
26,003
Q1 2025 Added 23.87%
$67.8B
$3.21 Billion 0.06% of portfolio
7,329
Q1 2025 Added 20.64%
$71.5B
$3.43 Billion 0.06% of portfolio
26,409
Q1 2025 Added 23.41%
$47.2B
$3.11 Billion 0.06% of portfolio
45,907
Q1 2025 Added 23.61%
$23.3B
$3.25 Billion 0.06% of portfolio
45,492
Q1 2025 Added 23.88%
$51.5B
$3.21 Billion 0.06% of portfolio
10,716
Q1 2025 Added 76.42%
$44.7B
$3.13 Billion 0.06% of portfolio
19,611
Q1 2025 Added 23.71%
$58B
$3.23 Billion 0.06% of portfolio
13,642
Q1 2025 Added 22.49%
$78.7B
$3.23 Billion 0.06% of portfolio
13,328
Q1 2025 Added 23.15%
$23.1B
$3.18 Billion 0.06% of portfolio
19,825
Q1 2025 Added 34.4%
$41.2B
$3.01 Billion 0.06% of portfolio
300,030
Q1 2025 Added 23.76%
$54.1B
$3.22 Billion 0.06% of portfolio
6,651
Q1 2025 Added 23.19%
$31.1B
$3.23 Billion 0.06% of portfolio
99,156
Q1 2025 Added 59.25%
$48.9B
$3.25 Billion 0.06% of portfolio
43,566
Q1 2025 Added 20.77%
$18.2B
$3.11 Billion 0.06% of portfolio
22,698
Q1 2025 Added 28.79%
$53.3B
$3.26 Billion 0.06% of portfolio
51,765
Q1 2025 Added 24.0%
$763M
$2.97 Billion 0.06% of portfolio
39,614
Q1 2025 Added 334.36%
Atlassian Corporation
-
$3.28 Billion 0.06% of portfolio
-
Q1 2025 Added 44.67%
$43.7B
$3.41 Billion 0.06% of portfolio
32,673
Q1 2025 Added 23.71%
$36.3B
$2.97 Billion 0.06% of portfolio
29,966
Q1 2025 Added 46.73%
$39.8B
$3.09 Billion 0.06% of portfolio
19,638
Q1 2025 Added 23.66%
$54.7B
$3.05 Billion 0.06% of portfolio
17,848
Q1 2025 Added 16.19%
$54.7B
$3.28 Billion 0.06% of portfolio
24,848
Q1 2025 Added 19.96%
$42.5B
$2.56 Billion 0.05% of portfolio
37,826
Q1 2025 Added 21.29%
$44B
$2.59 Billion 0.05% of portfolio
13,030
Q1 2025 Added 41.49%
$38.4B
$2.73 Billion 0.05% of portfolio
13,599
Q1 2025 Added 22.58%
$74B
$2.57 Billion 0.05% of portfolio
21,856
Q1 2025 Added 20.72%
$39.7B
$2.73 Billion 0.05% of portfolio
26,411
Q1 2025 Added 23.41%
$53.6B
$2.83 Billion 0.05% of portfolio
13,690
Q1 2025 Added 22.42%
$26.9B
$2.75 Billion 0.05% of portfolio
160,042
Q1 2025 Added 23.49%
Te Connectivity PLC
-
$2.83 Billion 0.05% of portfolio
-
Q1 2025 Added 23.11%
$24B
$2.56 Billion 0.05% of portfolio
11,307
Q1 2025 Added 107.43%
$30B
$2.51 Billion 0.05% of portfolio
45,833
Q1 2025 Added 45.57%
$35.9B
$2.76 Billion 0.05% of portfolio
24,922
Q1 2025 Added 19.9%
$25.1B
$2.46 Billion 0.05% of portfolio
35,832
Q1 2025 Added 67.43%
$3.57B
$2.66 Billion 0.05% of portfolio
49,658
Q1 2025 New
$43.5B
$2.85 Billion 0.05% of portfolio
20,052
Q1 2025 Added 23.07%
$42.7B
$2.61 Billion 0.05% of portfolio
57,010
Q1 2025 Added 22.31%
$19.8B
$2.67 Billion 0.05% of portfolio
17,993
Q1 2025 Added 64.68%
$48B
$2.75 Billion 0.05% of portfolio
13,132
Q1 2025 Added 23.57%
$41.7B
$2.53 Billion 0.05% of portfolio
19,923
Q1 2025 Added 23.23%
$66.9B
$2.81 Billion 0.05% of portfolio
13,689
Q1 2025 Added 22.41%
$44.9B
$2.72 Billion 0.05% of portfolio
1,476
Q1 2025 Added 71.03%
$21B
$2.89 Billion 0.05% of portfolio
8,732
Q1 2025 Added 270.0%
$31.5B
$2.6 Billion 0.05% of portfolio
43,411
Q1 2025 Added 20.87%
$3.28B
$2.4 Billion 0.05% of portfolio
33,794
Q1 2025 Added 190.9%
$39.9B
$2.47 Billion 0.05% of portfolio
19,926
Q1 2025 Added 23.24%
$37.6B
$2.78 Billion 0.05% of portfolio
37,112
Q1 2025 Added 20.23%

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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