AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
NEOS Investment Management LLC reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 65.3% from $8.08 billion to $13.35 billion for the period ending September 30, 2025. This substantial increase suggests a combination of strong market performance in existing positions and significant net capital inflows. The portfolio is highly diversified, comprising 1,122 individual holdings, yet it maintains a distinct core-satell...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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