NEOS Investment Management LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$39.6B
Holdings
576
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (390.4k shares)
7.5%
02
$AAPL
APPLE INC
Q3 2025: Increased +48.6% (4.38M → 6.52M shares)
6.6%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (338.0k shares)
4.9%
04
$AMZN
AMAZON COM INC
Q1 2026: New position (743.5k shares)
3.8%
05
$VTWO
VANGUARD SCOTTSDALE FDS
Q3 2025: Increased +49.9% (2.34M → 3.51M shares)
3.4%
06
$GOOGL
ALPHABET INC
Q1 2026: New position (142.2k shares)
3.0%
07
$TSLA
TESLA INC
Q3 2025: Sold 93.6% (961.3k → 61.6k shares)
2.7%
08
$META
META PLATFORMS INC
Q3 2025: Sold 94.7% (647.8k → 34.1k shares)
2.6%
09
$GOOG
ALPHABET INC
Q1 2026: New position (52.9k shares)
2.6%
10
$AVGO
BROADCOM INC
Q3 2025: Increased +50.9% (1.84M → 2.78M shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.