Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$379.08M
Total Bought
$273.79M
Total Sold
$526.89M
Net Transaction
-$253.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
QXO INC(QXO)0239,320+239,32004,6481.23%+4,648
BRUKER CORP(BRKR)0115,428+115,42804,1691.10%+4,169
ALPHABET INC-C(GOOG)014,498+14,49804,1591.10%+4,159
COGNIZANT TECH-A(CTSH)066,422+66,42204,0751.07%+4,075
TRAVEL PLUS LEISURE CO(TNL)056,648+56,64803,9191.03%+3,919
CREDO TECHNOLOGY
ORDINARY SHARES
040,398+40,39803,7921.00%+3,792
ALBEMARLE CORP(ALB)021,006+21,00603,7710.99%+3,771
LOEWS CORP(L)035,002+35,00203,7360.99%+3,736
INTUITIVE SURGIC07,895+7,89503,6400.96%+3,640
FORD MOTOR CO(F)0313,179+313,17903,6140.95%+3,614
KLA CORP(KLAC)02,418+2,41803,5600.94%+3,560
COMMERCIAL METAL(CMC)054,867+54,86703,3700.89%+3,370
FASTLY INC -CL A(FSLY)0113,339+113,33903,2940.87%+3,294
MICROSOFT CORP(MSFT)08,755+8,75503,2410.85%+3,241
MICRON TECH(MU)09,526+9,52603,2180.85%+3,218
FLAGSTAR BANK NA(FLG)0233,945+233,94503,0810.81%+3,081
FREEPORT-MCMORAN(FCX)051,957+51,95703,0540.81%+3,054
CELANESE CORP(CE)045,802+45,80203,0120.79%+3,012
BOEING CO/THE(BA)014,361+14,36102,8580.75%+2,858
KEURIG DR PEPPER(KDP)0106,002+106,00202,7910.74%+2,791
PERIMETER SOLUTI(PRM)0114,017+114,01702,7840.73%+2,784
BERKSHIRE HATH-B05,643+5,64302,7040.71%+2,704
VAIL RESORTS(MTN)020,923+20,92302,6850.71%+2,685
CRESCENT ENERG-A(CRGY)0197,954+197,95402,6720.70%+2,672
MCCORMICK-N/V(MKC)051,059+51,05902,5750.68%+2,575
ROCKWELL AUTOMAT(ROK)06,984+6,98402,5060.66%+2,506
PLANET LABS PBC(PL)089,329+89,32902,4970.66%+2,497
TD SYNNEX CORP(SNX)014,740+14,74002,4870.66%+2,487
H&R BLOCK INC078,333+78,33302,4860.66%+2,486
MONGODB INC(MDB)010,154+10,15402,4850.66%+2,485
BIOMARIN PHARMAC(BMRN)043,355+43,35502,4490.65%+2,449
VICOR CORP(VICR)014,912+14,91202,4010.63%+2,401
PATTERSON-UTI(PTEN)0278,795+278,79503,0190.80%+3,019
EXPAND ENERGY CO(EXE)022,389+22,38902,4580.65%+2,458
ENTERGY CORP(ETR)020,956+20,95602,3550.62%+2,355
AGCO CORP020,070+20,07002,3260.61%+2,326
MURPHY OIL CORP(MUR)056,215+56,21502,3190.61%+2,319
AEROVIRONMENT IN012,525+12,52502,2930.60%+2,293
OKLO INC(OKLO)045,584+45,58402,2610.60%+2,261
KYMERA THERAPEUT(KYMR)027,033+27,03302,2520.59%+2,252
RIVIAN AUTOMOT-A(RIVN)0149,478+149,47802,2500.59%+2,250
GARTNER INC(IT)015,701+15,70102,4860.66%+2,486
SPOTIFY TECHNOLO(SPOT)04,540+4,54002,2010.58%+2,201
AMER FINL GROUP017,155+17,15502,1910.58%+2,191
SANMINA CORP(SANM)016,329+16,32902,1170.56%+2,117
POWER INTEGRATIO(POWI)041,137+41,13702,1060.56%+2,106
TJX COS INC(TJX)013,160+13,16002,1020.55%+2,102
SOUTHWEST GAS HO(SWX)023,690+23,69002,0590.54%+2,059
HIMS & HERS HEAL(HIMS)098,582+98,58202,0470.54%+2,047
PBF ENERGY INC-A(PBF)042,780+42,78002,0370.54%+2,037
RPM INTL INC(RPM)020,374+20,37402,0250.53%+2,025
TG THERAPEUTICS(TGTX)060,833+60,83302,0210.53%+2,021
HUNTINGTON INGAL(HII)05,279+5,27902,0050.53%+2,005
ZETA GLOBAL HO-A(ZETA)0154,552+154,55202,4600.65%+2,460
FORTIVE CORP(FTV)034,574+34,57401,9110.50%+1,911
COUPANG INC(CPNG)0100,503+100,50301,8970.50%+1,897
BLOOM ENERGY C-A013,711+13,71101,8580.49%+1,858
CALUMET INC(CLMT)051,435+51,43501,8470.49%+1,847
BANK OZK(OZK)038,695+38,69501,7760.47%+1,776
JOHNSON&JOHNSON(JNJ)07,178+7,17801,7550.46%+1,755
GLOBUS MEDICAL I(GMED)020,206+20,20601,7410.46%+1,741
BRISTOL-MYER SQB(BMY)025,660+25,66001,5560.41%+1,556
AMERICAN INTERNA020,677+20,67701,5560.41%+1,556
ULTRAGENYX PHARM(RARE)073,601+73,60101,5420.41%+1,542
KENVUE INC(KVUE)086,981+86,98101,5000.40%+1,500
GLACIER BANCORP(GBCI)033,477+33,47701,4950.39%+1,495
AVIS BUDGET GROU010,236+10,23601,4930.39%+1,493
ORMAT TECHNOLOGI(ORA)013,256+13,25601,4840.39%+1,484
COCA-COLA CO/THE(KO)038,636+38,63602,9380.78%+2,938
BROOKFIELD INFRA(BIPC)036,205+36,20501,4310.38%+1,431
GENERAL MOTORS C(GM)019,058+19,05801,4200.37%+1,420
MOLINA HEALTHCAR(MOH)010,542+10,54201,4050.37%+1,405
PNC FINANCIAL SE(PNC)06,746+6,74601,4040.37%+1,404
RTX CORP(RTX)07,178+7,17801,3850.37%+1,385
QUANTA SERVICES02,460+2,46001,3510.36%+1,351
JM SMUCKER CO(SJM)013,822+13,82201,3330.35%+1,333
MAREX GROUP PLC(MRX)029,863+29,86301,3310.35%+1,331
GAP INC/THE(GAP)069,830+69,83001,6900.45%+1,690
BLACK HILLS CORP018,234+18,23401,2660.33%+1,266
SYNDAX PHARMACEU(SNDX)053,149+53,14901,2420.33%+1,242
BANKUNITED INC(BKU)027,151+27,15101,2260.32%+1,226
GEO GROUP INC/TH(GEO)077,618+77,61801,3050.34%+1,305
UNITED RENTALS(URI)01,646+1,64601,1990.32%+1,199
DELEK US HOLDING(DK)026,391+26,39101,1890.31%+1,189
PHOTRONICS INC(PLAB)028,530+28,53001,1530.30%+1,153
COPART INC(CPRT)034,350+34,35001,1400.30%+1,140
CONAGRA BRANDS I(CAG)072,408+72,40801,1380.30%+1,138
LIBERTY GLOBAL-A(LBTYA)093,827+93,82701,1340.30%+1,134
ULTA BEAUTY INC(ULTA)02,152+2,15201,1250.30%+1,125
ESTEE LAUDER(EL)015,362+15,36201,1030.29%+1,103
CLEARWAY ENERG-C(CWEN)042,028+42,02801,6510.44%+1,651
BWX TECHNOLOGIES(BWXT)05,173+5,17301,0580.28%+1,058
MOHAWK INDS(MHK)010,322+10,32201,0160.27%+1,016
MILLICOM INTL
COM STK
013,519+13,51901,0130.27%+1,013
PAR PACIFIC HOLD(PARR)015,995+15,99501,0020.26%+1,002
WALMART INC(WMT)020,271+20,27102,5190.66%+2,519
PAYMENTUS HOLD-A(PAY)039,293+39,29309980.26%+998
PHILLIPS 66(PSX)05,238+5,23809540.25%+954
VISTANCE NETWORK(VISN)052,359+52,35909530.25%+953
BOYD GAMING CORP(BYD)011,574+11,57409510.25%+951
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