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Robert Shea

Neos Investment Management Llc

Assets Managed
$19.787B
Holdings
575
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
14.47%(2Q avg: 21.97%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Neos Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 575 positions.

Assets under management

The assets under management (AUM) of Neos Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 19.787B in assets, with a quarterly growth rate of 14.47% and a 2-quarter average growth rate of 21.97%. The portfolio is managed by Robert Shea, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 18.72%
7.38%
$1.459B
8.368M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 19.13%
6.55%
$1.295B
5.104M shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 19.58%
4.8%
$948.75M
2.563M shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 19.35%
3.74%
$739.086M
3.549M shares@ $208.27 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 46.26%
3.35%
$661.59M
6.605M shares@ $100.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 19.54%
2.92%
$576.638M
2.005M shares@ $287.57 avg price
TSLA
Tesla Inc
Recent Activity
Increased 31.88%
2.63%
$520.335M
1.4M shares@ $371.76 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 22.4%
2.61%
$515.153M
900,412 shares@ $572.14 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 19.09%
2.55%
$503.553M
1.755M shares@ $286.87 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 20.63%
2.55%
$503.429M
1.627M shares@ $309.52 avg price

1-10 of 575