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
$78.8B
$4.65 Billion 0.06% of portfolio
17,259
Q2 2025 Added 26.08%
$61.9B
$4.61 Billion 0.06% of portfolio
17,233
Q2 2025 Added 26.09%
$46.7B
$4.6 Billion 0.06% of portfolio
136,229
Q2 2025 Added 26.47%
$13.2B
$5.06 Billion 0.06% of portfolio
21,905
Q2 2025 Reduced 46.12%
$51B
$4.8 Billion 0.06% of portfolio
64,464
Q2 2025 Added 24.53%
$51B
$4.46 Billion 0.06% of portfolio
78,826
Q2 2025 Added 25.56%
$55.6B
$4.74 Billion 0.06% of portfolio
27,543
Q2 2025 Added 25.05%
$86.8B
$5.01 Billion 0.06% of portfolio
35,302
Q2 2025 Added 25.34%
$31.7B
$4.77 Billion 0.06% of portfolio
146,315
Q2 2025 Added 47.56%
$64.2B
$4.81 Billion 0.06% of portfolio
17,151
Q2 2025 Added 26.25%
$55.2B
$4.5 Billion 0.06% of portfolio
8,434
Q2 2025 Added 26.81%
$1.27T
$3.72 Billion 0.05% of portfolio
16,428
Q2 2025 Reduced 3.5%
$48.9B
$4.1 Billion 0.05% of portfolio
41,588
Q2 2025 Added 27.29%
$40.4B
$3.7 Billion 0.05% of portfolio
24,987
Q2 2025 Added 27.24%
Te Connectivity PLC
-
$4.28 Billion 0.05% of portfolio
-
Q2 2025 Added 26.73%
$55.6B
$3.75 Billion 0.05% of portfolio
71,274
Q2 2025 Added 25.02%
$64.4B
$4.4 Billion 0.05% of portfolio
17,208
Q2 2025 Added 26.14%
$78.6B
$3.83 Billion 0.05% of portfolio
9,116
Q2 2025 Added 24.38%
$33.1B
$4.42 Billion 0.05% of portfolio
54,192
Q2 2025 Added 24.6%
$26.8B
$4.01 Billion 0.05% of portfolio
39,060
Q2 2025 Added 49.71%
$9.04B
$4.23 Billion 0.05% of portfolio
95,420
Q2 2025 Added 30.65%
$32.7B
$3.93 Billion 0.05% of portfolio
30,573
Q2 2025 Added 30.74%
$75.9B
$4.22 Billion 0.05% of portfolio
1,138
Q2 2025 Added 366.39%
$51.7B
$4.19 Billion 0.05% of portfolio
16,698
Q2 2025 Added 27.16%
$51.4B
$4.06 Billion 0.05% of portfolio
30,197
Q2 2025 Added 21.53%
$43.8B
$3.87 Billion 0.05% of portfolio
45,944
Q2 2025 Added 24.08%
$17.7B
$3.89 Billion 0.05% of portfolio
101,875
Q2 2025 Added 78.34%
$43.6B
$4.42 Billion 0.05% of portfolio
54,264
Q2 2025 Added 24.56%
$76.9B
$3.93 Billion 0.05% of portfolio
79,956
Q2 2025 Reduced 21.73%
$25.8B
$4.28 Billion 0.05% of portfolio
56,451
Q2 2025 Added 24.09%
$60B
$3.92 Billion 0.05% of portfolio
17,253
Q2 2025 Added 26.05%
$73.8B
$4.17 Billion 0.05% of portfolio
16,894
Q2 2025 Added 26.76%
$44.4B
$4.14 Billion 0.05% of portfolio
382,018
Q2 2025 Added 27.33%
$18.2B
$3.99 Billion 0.05% of portfolio
27,070
Q2 2025 Added 50.45%
$23.5B
$3.2 Billion 0.04% of portfolio
13,629
Q2 2025 Added 50.5%
$32.4B
$3.03 Billion 0.04% of portfolio
33,309
Q2 2025 Added 27.25%
$36.8B
$3.04 Billion 0.04% of portfolio
30,279
Q2 2025 Added 21.5%
$39.1B
$3.4 Billion 0.04% of portfolio
31,613
Q2 2025 Added 21.57%
$63.6B
$3.35 Billion 0.04% of portfolio
4,447
Q2 2025 Added 373.59%
$45.1B
$3.27 Billion 0.04% of portfolio
25,401
Q2 2025 Added 26.68%
$38.1B
$2.99 Billion 0.04% of portfolio
17,165
Q2 2025 Added 26.22%
$3.09B
$3.47 Billion 0.04% of portfolio
94,227
Q2 2025 Reduced 0.37%
$23.7B
$3.14 Billion 0.04% of portfolio
46,517
Q2 2025 Added 44.22%
$36.7B
$3.32 Billion 0.04% of portfolio
33,543
Q2 2025 Added 27.0%
Arm Holdings PLC
-
$3.56 Billion 0.04% of portfolio
-
Q2 2025 Added 241.23%
$26.1B
$3.2 Billion 0.04% of portfolio
15,724
Q2 2025 Added 53.17%
Kenvue Inc
-
$3.39 Billion 0.04% of portfolio
-
Q2 2025 Added 26.46%
$12.1B
$2.94 Billion 0.04% of portfolio
66,615
Q2 2025 Reduced 6.83%
$26.4B
$3.13 Billion 0.04% of portfolio
13,426
Q2 2025 Added 18.74%

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
Track This Portfolio

Track Neos Investment Management LLC Portfolio

Follow Neos Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neos Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neos Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email