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
$27.4B
$3.43 Billion 0.04% of portfolio
54,389
Q2 2025 Added 51.79%
$38.3B
$2.89 Billion 0.04% of portfolio
17,261
Q2 2025 Added 26.09%
$56.3B
$2.95 Billion 0.04% of portfolio
8,999
Q2 2025 Added 24.71%
$40.9B
$3.49 Billion 0.04% of portfolio
46,027
Q2 2025 Added 24.02%
$37.5B
$2.86 Billion 0.04% of portfolio
58,141
Q2 2025 Added 27.33%
$10.5B
$3.55 Billion 0.04% of portfolio
39,678
Q2 2025 Added 29.79%
$46.1B
$3.46 Billion 0.04% of portfolio
24,960
Q2 2025 Added 27.28%
$3.18B
$2.93 Billion 0.04% of portfolio
13,932
Q2 2025 Added 30.74%
$34.7B
$2.96 Billion 0.04% of portfolio
25,153
Q2 2025 Added 27.01%
$53.3B
$3.48 Billion 0.04% of portfolio
46,741
Q2 2025 Added 23.57%
$41B
$3.21 Billion 0.04% of portfolio
25,275
Q2 2025 Added 26.84%
$1.1B
$3.42 Billion 0.04% of portfolio
104,666
Q2 2025 New
$55.9B
$3.48 Billion 0.04% of portfolio
17,262
Q2 2025 Added 26.09%
$42.5B
$3.12 Billion 0.04% of portfolio
17,254
Q2 2025 Added 26.05%
$55B
$3.26 Billion 0.04% of portfolio
25,272
Q2 2025 Added 26.85%
$16.3B
$3.04 Billion 0.04% of portfolio
21,134
Q2 2025 Added 68.21%
$19B
$2.59 Billion 0.03% of portfolio
100,765
Q2 2025 Added 48.91%
$3.36B
$2.06 Billion 0.03% of portfolio
58,835
Q2 2025 Reduced 8.45%
$36.3B
$2.26 Billion 0.03% of portfolio
17,473
Q2 2025 Added 25.64%
$3.19B
$2.23 Billion 0.03% of portfolio
33,869
Q2 2025 Added 19.05%
$44B
$2.36 Billion 0.03% of portfolio
4,089
Q2 2025 Added 5.71%
$10.4B
$2.12 Billion 0.03% of portfolio
18,089
Q2 2025 Added 24.55%
$2.93B
$2.69 Billion 0.03% of portfolio
51,215
Q2 2025 Added 12.42%
$42.1B
$2.34 Billion 0.03% of portfolio
9,078
Q2 2025 Added 24.49%
$3.29B
$2.42 Billion 0.03% of portfolio
31,762
Q2 2025 Reduced 6.01%
$6.58B
$2.25 Billion 0.03% of portfolio
42,625
Q2 2025 Added 26.47%
$36.8B
$2.76 Billion 0.03% of portfolio
17,195
Q2 2025 Added 26.16%
$26.5B
$2.15 Billion 0.03% of portfolio
16,934
Q2 2025 Added 26.68%
$47.2B
$2.7 Billion 0.03% of portfolio
30,197
Q2 2025 Added 21.56%
$29.9B
$2.13 Billion 0.03% of portfolio
12,982
Q2 2025 Added 77.13%
$32.2B
$2.53 Billion 0.03% of portfolio
48,026
Q2 2025 Added 23.48%
$34.5B
$2.65 Billion 0.03% of portfolio
25,400
Q2 2025 Added 26.68%
$36.2B
$2.55 Billion 0.03% of portfolio
16,672
Q2 2025 Added 27.21%
$29B
$2.59 Billion 0.03% of portfolio
63,057
Q2 2025 Added 24.68%
Atmus Filtration Technologie
-
$2.79 Billion 0.03% of portfolio
-
Q2 2025 Reduced 50.07%
$16B
$2.1 Billion 0.03% of portfolio
14,164
Q2 2025 Added 50.95%
$36.2B
$2.59 Billion 0.03% of portfolio
8,465
Q2 2025 Added 26.68%
$25.8B
$2.25 Billion 0.03% of portfolio
17,412
Q2 2025 Added 25.81%
$23.7B
$2.05 Billion 0.03% of portfolio
87,087
Q2 2025 Added 25.73%
$33.3B
$2.13 Billion 0.03% of portfolio
1,167
Q2 2025 Reduced 20.93%
$40.5B
$2.11 Billion 0.03% of portfolio
8,668
Q2 2025 Added 25.9%
$24.2B
$2.07 Billion 0.03% of portfolio
56,456
Q2 2025 Added 24.09%
$6.34B
$2.22 Billion 0.03% of portfolio
19,230
Q2 2025 New
$27.4B
$2.47 Billion 0.03% of portfolio
120,587
Q2 2025 Added 26.1%
$1.19B
$2.8 Billion 0.03% of portfolio
49,911
Q2 2025 Added 27.44%
$22.4B
$2.47 Billion 0.03% of portfolio
25,726
Q2 2025 Added 87.93%
$27.1B
$2.24 Billion 0.03% of portfolio
16,938
Q2 2025 Added 26.67%
$29.5B
$2.27 Billion 0.03% of portfolio
8,743
Q2 2025 Added 25.62%
$40.9B
$2.68 Billion 0.03% of portfolio
25,379
Q2 2025 Added 26.7%

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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