NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings628 positions
NVIDIA Corp | 5.5M | $1B | 7.7% | $138.84 | +34.06% | 9 qtrssince 2023-Q3 | Increased 86 |
Microsoft Corp | 1.7M | $863.4M | 6.5% | $447.36 | +14.83% | 9 qtrssince 2023-Q3 | Increased 86 |
Apple Inc | 3.3M | $849.7M | 6.4% | $222.55 | +13.99% | 9 qtrssince 2023-Q3 | Increased 86 |
Amazon.com Inc | 2.3M | $502.7M | 3.8% | $203.21 | +9.33% | 9 qtrssince 2023-Q3 | Increased 83 |
Broadcom Inc | 1.4M | $471.1M | 3.5% | $234.03 | +39.93% | 9 qtrssince 2023-Q3 | Increased 81 |
Facebook Inc | 492,848 | $361.9M | 2.7% | $606.23 | +20.73% | 9 qtrssince 2023-Q3 | Increased 74 |
VANGUARD SCOTTSDALE FDS | 3.5M | $343.2M | 2.6% | $89.61 | +8.16% | 6 qtrssince 2024-Q2 | Increased 74 |
Tesla Inc | 746,585 | $332M | 2.5% | $333.23 | +33.46% | 9 qtrssince 2023-Q3 | Increased 75 |
Alphabet Inc | 1.3M | $319.1M | 2.4% | $188.76 | +28.45% | 9 qtrssince 2023-Q3 | Increased 73 |
Alphabet Inc | 1.1M | $279.5M | 2.1% | $190.06 | +27.81% | 9 qtrssince 2023-Q3 | Increased 73 |
Netflix Inc | 177,297 | $212.6M | 1.6% | $102.58 | +16.87% | 9 qtrssince 2023-Q3 | Increased 70 |
VANECK BITCOIN ETF | 6M | $195.3M | 1.5% | $30.09 | +7.53% | 4 qtrssince 2024-Q4 | Increased 78 |
Palantir Technologies Inc | 944,367 | $172.3M | 1.3% | $130.52 | +37.03% | 4 qtrssince 2024-Q4 | Increased 70 |
Costco Wholesale Corp | 184,510 | $170.8M | 1.3% | $881.62 | +4.38% | 9 qtrssince 2023-Q3 | Increased 70 |
Cisco Systems Inc/Delaware | 1.7M | $113.5M | 0.8% | $61.31 | +9.34% | 9 qtrssince 2023-Q3 | Increased 62 |
Advanced Micro Devices Inc | 694,388 | $112.3M | 0.8% | $144.19 | +12.21% | 9 qtrssince 2023-Q3 | Increased 62 |
Berkshire Hathaway Inc | 202,117 | $101.6M | 0.8% | $461.12 | +9.03% | 9 qtrssince 2023-Q3 | Increased 56 |
Linde PLC | 207,110 | $98.4M | 0.7% | $456.81 | +3.92% | 9 qtrssince 2023-Q3 | Increased 60 |
JPMorgan Chase & Co | 307,760 | $97.1M | 0.7% | $236.85 | +30.68% | 9 qtrssince 2023-Q3 | Increased 55 |
T-Mobile US Inc | 391,092 | $93.6M | 0.7% | $217.48 | +7.79% | 9 qtrssince 2023-Q3 | Increased 61 |
NEOS Investment Management LLC manages $13.4B across 628 positions as of Q3 2025. Top holdings: NVDA (7.7%), MSFT (6.5%), AAPL (6.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 37 new positions, 25 exits, 548 increased. Top move: NVDA (INCREASED, conviction 86). Portfolio: $13.4B across 628 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR