NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings509 positions
APPLE INC | 409,835 | $78.9M | 7.5% | $169.31 | +12.34% | 2 qtrssince 2023-Q3 | Increased 59 |
MICROSOFT CORP | 204,484 | $76.9M | 7.3% | $310.87 | +18.43% | 2 qtrssince 2023-Q3 | Increased 60 |
AMAZON COM INC | 260,293 | $39.5M | 3.7% | $127.85 | +18.85% | 2 qtrssince 2023-Q3 | Increased 55 |
NVIDIA CORPORATION | 66,419 | $32.9M | 3.1% | $43.59 | +13.28% | 2 qtrssince 2023-Q3 | Increased 55 |
META PLATFORMS INC | 76,685 | $27.1M | 2.6% | $301.10 | +16.44% | 2 qtrssince 2023-Q3 | Increased 53 |
TESLA INC | 101,692 | $25.3M | 2.4% | $249.81 | -0.53% | 2 qtrssince 2023-Q3 | Increased 62 |
BROADCOM INC | 21,590 | $24.1M | 2.3% | $84.95 | +27.78% | 2 qtrssince 2023-Q3 | Increased 58 |
ALPHABET INC | 159,238 | $22.2M | 2.1% | $129.93 | +6.50% | 2 qtrssince 2023-Q3 | Increased 51 |
ALPHABET INC | 143,541 | $20.2M | 1.9% | $130.61 | +6.89% | 2 qtrssince 2023-Q3 | Decreased 0 |
COSTCO WHSL CORP NEW | 20,856 | $13.8M | 1.3% | $548.69 | +18.46% | 2 qtrssince 2023-Q3 | Increased 47 |
ADOBE INC | 21,472 | $12.8M | 1.2% | $514.85 | +15.88% | 2 qtrssince 2023-Q3 | Increased 47 |
VANGUARD SCOTTSDALE FDS | 154,591 | $12.5M | 1.2% | $68.90 | +14.10% | 2 qtrssince 2023-Q3 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 75,694 | $11.2M | 1.1% | $105.52 | +39.70% | 2 qtrssince 2023-Q3 | Increased 47 |
PEPSICO INC | 64,982 | $11M | 1.0% | $152.13 | +0.95% | 2 qtrssince 2023-Q3 | Increased 46 |
INTEL CORP | 203,472 | $10.2M | 1.0% | $35.70 | +38.88% | 2 qtrssince 2023-Q3 | Increased 41 |
NETFLIX INC | 20,557 | $10M | 0.9% | $38.18 | +27.54% | 2 qtrssince 2023-Q3 | Increased 41 |
CISCO SYS INC | 195,474 | $9.9M | 0.9% | $49.53 | -5.08% | 2 qtrssince 2023-Q3 | Increased 41 |
AMGEN INC | 32,562 | $9.4M | 0.9% | $248.26 | +6.88% | 2 qtrssince 2023-Q3 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 25,806 | $9.2M | 0.9% | $352.38 | +1.22% | 2 qtrssince 2023-Q3 | Increased 54 |
UNITEDHEALTH GROUP INC | 17,295 | $9.1M | 0.9% | $478.14 | +3.75% | 2 qtrssince 2023-Q3 | Increased 48 |
NEOS Investment Management LLC manages $1.1B across 509 positions as of Q4 2023. Top holdings: AAPL (7.5%), MSFT (7.3%), AMZN (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 158 new positions, 6 exits, 313 increased. Top move: TSLA (INCREASED, conviction 62). Portfolio: $1.1B across 509 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
Verify source filings on SEC EDGAR