Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $4.25 Trillion
  • Q4 2024

Neos Investment Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.25 Trillion distributed in 658 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $301B, Nvidia Corp with a value of $264B, Microsoft Corp with a value of $250B, Amazon Com Inc with a value of $170B, and Vanguard Russell 2000 ETF with a value of $142B.

Examining the 13F form we can see an increase of $935B in the current position value, from $3.31T to 4.25T.

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 $4.25 Trillion
Technology: $1.39 Trillion
Consumer Cyclical: $444 Billion
Healthcare: $417 Billion
Communication Services: $410 Billion
Financial Services: $358 Billion
Industrials: $355 Billion
ETFs: $302 Billion
Consumer Defensive: $204 Billion
Other: $274 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$301 Billion 7.09% of portfolio
1,201,625
Q4 2024 Added 30.66%
$298B
$264 Billion 6.22% of portfolio
1,966,142
Q4 2024 Added 26.01%
$2.9T
$250 Billion 5.9% of portfolio
593,905
Q4 2024 Added 27.09%
$1.99T
$170 Billion 4.01% of portfolio
776,658
Q4 2024 Added 30.51%
$78.8B
$105 Billion 2.46% of portfolio
450,766
Q4 2024 Added 5.04%
$1.37T
$102 Billion 2.4% of portfolio
174,315
Q4 2024 Added 2.8%
$752B
$99.7 Billion 2.35% of portfolio
246,926
Q4 2024 Added 12.68%
$988B
$89.9 Billion 2.12% of portfolio
474,768
Q4 2024 Added 25.85%
$1.01T
$76.8 Billion 1.81% of portfolio
403,102
Q4 2024 Added 21.81%
$406B
$48.2 Billion 1.13% of portfolio
52,560
Q4 2024 Added 17.27%
$423B
$45.1 Billion 1.06% of portfolio
50,575
Q4 2024 Added 16.12%
$670B
$43.5 Billion 1.03% of portfolio
96,062
Q4 2024 Added 25.09%
$784B
$39 Billion 0.92% of portfolio
50,540
Q4 2024 Added 29.07%
$686B
$36.5 Billion 0.86% of portfolio
152,130
Q4 2024 Added 24.23%
$547B
$28.9 Billion 0.68% of portfolio
91,427
Q4 2024 Added 32.99%
$250B
$28.4 Billion 0.67% of portfolio
479,274
Q4 2024 Added 15.91%
$186B
$25 Billion 0.59% of portfolio
56,250
Q4 2024 Added 24.1%
$467B
$24.5 Billion 0.58% of portfolio
48,357
Q4 2024 Added 24.14%
$209B
$24.7 Billion 0.58% of portfolio
162,123
Q4 2024 Added 14.72%
$507B
$24.3 Billion 0.57% of portfolio
46,121
Q4 2024 Added 31.7%
$324B
$23.7 Billion 0.56% of portfolio
107,525
Q4 2024 Added 18.37%
$173B
$23.5 Billion 0.55% of portfolio
44,979
Q4 2024 Added 24.43%
$169B
$23 Billion 0.54% of portfolio
190,488
Q4 2024 Added 17.35%
$170B
$22.3 Billion 0.53% of portfolio
35,523
Q4 2024 Added 25.16%
$402B
$21.7 Billion 0.51% of portfolio
129,519
Q4 2024 Added 31.62%
$177B
$21.6 Billion 0.51% of portfolio
115,172
Q4 2024 Added 24.86%
$177B
$21.6 Billion 0.51% of portfolio
140,504
Q4 2024 Added 25.11%
$237B
$21.1 Billion 0.5% of portfolio
232,999
Q4 2024 Added 31.64%
$363B
$21 Billion 0.49% of portfolio
54,014
Q4 2024 Added 29.89%
$170B
$20.4 Billion 0.48% of portfolio
78,431
Q4 2024 Reduced 4.62%
$426B
$19.4 Billion 0.46% of portfolio
133,983
Q4 2024 Added 31.71%
$172B
$19.5 Billion 0.46% of portfolio
258,157
Q4 2024 New
$141B
$19 Billion 0.45% of portfolio
205,829
Q4 2024 Added 35.47%
$141B
$18.2 Billion 0.43% of portfolio
80,642
Q4 2024 Added 24.57%
$132B
$17.4 Billion 0.41% of portfolio
43,331
Q4 2024 Added 21.72%
$157B
$17.3 Billion 0.41% of portfolio
461,137
Q4 2024 Added 14.91%
$134B
$17.6 Billion 0.41% of portfolio
108,012
Q4 2024 Added 24.58%
$379B
$17 Billion 0.4% of portfolio
95,789
Q4 2024 Added 30.49%
$281B
$16.9 Billion 0.4% of portfolio
50,585
Q4 2024 Added 15.52%
$333B
$16.3 Billion 0.38% of portfolio
371,723
Q4 2024 Added 31.72%
$118B
$15.3 Billion 0.36% of portfolio
46,151
Q4 2024 Added 30.92%
$240B
$14.5 Billion 0.34% of portfolio
145,337
Q4 2024 Added 8.11%
$123B
$14.5 Billion 0.34% of portfolio
49,542
Q4 2024 Added 23.16%
$55.4B
$14 Billion 0.33% of portfolio
76,692
Q4 2024 Added 147.23%
$109B
$14.1 Billion 0.33% of portfolio
66,332
Q4 2024 Added 25.62%
$181B
$14 Billion 0.33% of portfolio
38,473
Q4 2024 Added 11.72%
$415B
$14.2 Billion 0.33% of portfolio
85,090
Q4 2024 Added 14.49%
$311B
$13.6 Billion 0.32% of portfolio
93,851
Q4 2024 Added 31.34%
$113B
$13.5 Billion 0.32% of portfolio
148,056
Q4 2024 Added 25.08%

Summary

  • Portfolio
  • No. of Stocks 658
  • Current Value $4.25 Trillion
  • Prior Value $3.31 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 486 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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