NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings357 positions
APPLE INC | 402,412 | $68.9M | 8.8% | $168.93 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 196,439 | $62M | 7.9% | $308.52 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 252,677 | $32.1M | 4.1% | $127.12 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORPORATION | 63,962 | $27.8M | 3.6% | $43.37 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 71,305 | $21.4M | 2.7% | $297.36 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 153,774 | $20.1M | 2.6% | $129.63 | 0.00% | 1 qtr | First report 0 |
TESLA INC | 77,573 | $19.4M | 2.5% | $250.22 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 144,513 | $19.1M | 2.4% | $130.61 | 0.00% | 1 qtr | First report 0 |
BROADCOM INC | 18,102 | $15M | 1.9% | $80.41 | 0.00% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 169,500 | $12.1M | 1.5% | $68.90 | 0.00% | 1 qtr | First report 0 |
COSTCO WHSL CORP NEW | 19,737 | $11.2M | 1.4% | $542.94 | 0.00% | 1 qtr | First report 0 |
PEPSICO INC | 61,544 | $10.4M | 1.3% | $152.05 | 0.00% | 1 qtr | First report 0 |
ADOBE INC | 20,246 | $10.3M | 1.3% | $509.90 | 0.00% | 1 qtr | First report 0 |
CISCO SYS INC | 185,072 | $9.9M | 1.3% | $49.67 | 0.00% | 1 qtr | First report 0 |
COMCAST CORP NEW | 184,294 | $8.2M | 1.0% | $36.66 | 0.00% | 1 qtr | First report 0 |
AMGEN INC | 28,253 | $7.6M | 1.0% | $245.66 | 0.00% | 1 qtr | First report 0 |
NETFLIX INC | 19,775 | $7.5M | 1.0% | $37.76 | 0.00% | 1 qtr | First report 0 |
ADVANCED MICRO DEVICES INC | 71,109 | $7.3M | 0.9% | $102.82 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 13,726 | $6.9M | 0.9% | $473.48 | 0.00% | 1 qtr | First report 0 |
INTEL CORP | 193,205 | $6.9M | 0.9% | $34.97 | 0.00% | 1 qtr | First report 0 |
NEOS Investment Management LLC manages $782.7M across 357 positions as of Q3 2023. Top holdings: AAPL (8.8%), MSFT (7.9%), AMZN (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
First quarter we have for this fund: 357 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $783M across 357 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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