Neos Investment Management LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,069
Total Value: 5271416776
Accession Number: 0001172661-25-001962
Form Type: 13F-HR
CIK: 0002001019
Manager Name: Neos Investment Management LLC

Data Enrichment

99% identified

1,058 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,069 positions • $5,271,416.776K total value

1,069 positions

Manager:

SEC FilingSEC DataHachi Filing

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AMERICAN ELECTRIC POWER CO INC

AEP|025537101

119117(+67.8%)

Value:

$13.0B(+98.8%)

BOSTON SCIENTIFIC CORP

BSX|101137107

126886(+16.7%)

Value:

$12.8B(+31.8%)

ROCKWELL AUTOMATION, INC

ROK|773903109

48967(+30.6%)

Value:

$12.7B(+18.1%)

S&P Global Inc.

SPGI|78409V104

24717(+35.8%)

Value:

$12.6B(+38.5%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

276808(+6.5%)

Value:

$12.6B(+20.8%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

35536(+34.9%)

Value:

$12.5B(+39.0%)

Fortinet, Inc.

FTNT|34959E109

128566(+43.3%)

Value:

$12.4B(+46.0%)

PayPal Holdings, Inc.

PYPL|70450Y103

188925(+35.5%)

Value:

$12.3B(+3.6%)

PROGRESSIVE CORP/OH/

PGR|743315103

43481(+20.8%)

Value:

$12.3B(+42.7%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

46593(+36.1%)

Value:

$11.8B(+15.2%)

RTX Corp

RTX|75513E101

88550(+22.5%)

Value:

$11.7B(+40.3%)

Walt Disney Co

DIS|254687106

118357(+23.6%)

Value:

$11.7B(+9.5%)

Uber Technologies, Inc

UBER|90353T100

153673(+23.4%)

Value:

$11.2B(+49.1%)

Medtronic plc

MDT|G5960L103

124451(+20.3%)

Value:

$11.2B(+35.3%)

COPART INC

CPRT|217204106

194780(+47.7%)

Value:

$11.0B(+45.6%)

PFIZER INC

PFE|717081103

433930(+24.0%)

Value:

$11.0B(+18.4%)

GOLDMAN SACHS GROUP INC

GS|38141G104

20043(+22.8%)

Value:

$10.9B(+17.1%)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

48329(+42.4%)

Value:

$10.9B(+34.0%)

TIMKEN CO

TKR|887389104

149531(+71.7%)

Value:

$10.7B(+72.9%)

UNION PACIFIC CORP

UNP|907818108

45233(+3.1%)

Value:

$10.7B(+6.8%)

Instrument	Shares		Other Manager	Value
American Electric Power Co Inc(AEPcusip025537101)	119.1K	QoQ +67.84% (+48.1K) YoY +290.01% (+88.6K)	All Managers (Combined)	$13.0M	QoQ +98.85% (+$6.5M) YoY +394.96% (+$10.4M)
Boston Scientific Corp(BSXcusip101137107)	126.9K	QoQ +16.66% (+18.1K) YoY +121.62% (+69.6K)	All Managers (Combined)	$12.8M	QoQ +31.76% (+$3.1M) YoY +226.43% (+$8.9M)
Rockwell Automation, Inc(ROKcusip773903109)	49.0K	QoQ +30.58% (+11.5K) YoY +905.68% (+44.1K)	All Managers (Combined)	$12.7M	QoQ +18.05% (+$1.9M) YoY +791.94% (+$11.2M)
S&P Global Inc.(SPGIcusip78409V104)	24.7K	QoQ +35.77% (+6.5K) YoY +215.14% (+16.9K)	All Managers (Combined)	$12.6M	QoQ +38.52% (+$3.5M) YoY +276.36% (+$9.2M)
Verizon Communications Inc(VZcusip92343V104)	276.8K	QoQ +6.48% (+16.9K) YoY +160.95% (+170.7K)	All Managers (Combined)	$12.6M	QoQ +20.78% (+$2.2M) YoY +182.10% (+$8.1M)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	35.5K	QoQ +34.89% (+9.2K) YoY +368.99% (+28.0K)	All Managers (Combined)	$12.5M	QoQ +39.00% (+$3.5M) YoY +415.79% (+$10.1M)
Fortinet, Inc.(FTNTcusip34959E109)	128.6K	QoQ +43.26% (+38.8K) YoY +213.38% (+87.5K)	All Managers (Combined)	$12.4M	QoQ +45.96% (+$3.9M) YoY +341.61% (+$9.6M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	188.9K	QoQ +35.46% (+49.5K) YoY +199.44% (+125.8K)	All Managers (Combined)	$12.3M	QoQ +3.56% (+$423.9K) YoY +191.67% (+$8.1M)
Progressive Corp/Oh/(PGRcusip743315103)	43.5K	QoQ +20.83% (+7.5K) YoY +195.42% (+28.8K)	All Managers (Combined)	$12.3M	QoQ +42.72% (+$3.7M) YoY +304.25% (+$9.3M)
Cadence Design Systems Inc(CDNScusip127387108)	46.6K	QoQ +36.08% (+12.4K) YoY +196.73% (+30.9K)	All Managers (Combined)	$11.8M	QoQ +15.18% (+$1.6M) YoY +142.44% (+$7.0M)
Rtx Corp(RTXcusip75513E101)	88.5K	QoQ +22.52% (+16.3K) YoY +145.99% (+52.6K)	All Managers (Combined)	$11.7M	QoQ +40.25% (+$3.4M) YoY +234.09% (+$8.2M)
Walt Disney Co(DIScusip254687106)	118.4K	QoQ +23.55% (+22.6K) YoY +156.90% (+72.3K)	All Managers (Combined)	$11.7M	QoQ +9.51% (+$1.0M) YoY +107.23% (+$6.0M)
Uber Technologies, Inc(UBERcusip90353T100)	153.7K	QoQ +23.44% (+29.2K) YoY +199.99% (+102.4K)	All Managers (Combined)	$11.2M	QoQ +49.11% (+$3.7M) YoY +183.89% (+$7.3M)
Medtronic Plc(MDTcusipG5960L103)	124.5K	QoQ +20.27% (+21.0K) YoY +117.31% (+67.2K)	All Managers (Combined)	$11.2M	QoQ +35.29% (+$2.9M) YoY +124.07% (+$6.2M)
Copart Inc(CPRTcusip217204106)	194.8K	QoQ +47.68% (+62.9K) YoY +234.10% (+136.5K)	All Managers (Combined)	$11.0M	QoQ +45.62% (+$3.5M) YoY +226.43% (+$7.6M)
Pfizer Inc(PFEcusip717081103)	433.9K	QoQ +23.96% (+83.9K) YoY +204.39% (+291.4K)	All Managers (Combined)	$11.0M	QoQ +18.40% (+$1.7M) YoY +177.95% (+$7.0M)
Goldman Sachs Group Inc(GScusip38141G104)	20.0K	QoQ +22.78% (+3.7K) YoY +180.91% (+12.9K)	All Managers (Combined)	$10.9M	QoQ +17.14% (+$1.6M) YoY +267.39% (+$8.0M)
Applied Industrial Technologies Inc(AITcusip03820C105)	48.3K	QoQ +42.43% (+14.4K) YoY +849.86% (+43.2K)	All Managers (Combined)	$10.9M	QoQ +34.03% (+$2.8M) YoY +983.48% (+$9.9M)
Timken Co(TKRcusip887389104)	149.5K	QoQ +71.66% (+62.4K) YoY +2778.91% (+144.3K)	All Managers (Combined)	$10.7M	QoQ +72.87% (+$4.5M) YoY +2266.55% (+$10.3M)
Union Pacific Corp(UNPcusip907818108)	45.2K	QoQ +3.08% (+1.4K) YoY +165.10% (+28.2K)	All Managers (Combined)	$10.7M	QoQ +6.79% (+$679.4K) YoY +154.66% (+$6.5M)