Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$314.18M
Total Bought
$314.18M
Total Sold
$496.4K
Net Transaction
+$313.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
QXO BUILDING PRO043,512+43,51205,3821.71%+5,382
MICROSOFT CORP(MSFT)012,754+12,75404,7881.52%+4,788
RITHM CAPITAL CO(RITM)0366,338+366,33804,1951.34%+4,195
APPLE INC(AAPL)018,858+18,85804,1891.33%+4,189
BOEING CO/THE(BA)024,528+24,52804,1831.33%+4,183
NVIDIA CORP(NVDA)037,856+37,85604,1031.31%+4,103
MERCK & CO(MRK)045,248+45,24804,0611.29%+4,061
FORD MOTOR CO(F)0404,586+404,58604,0581.29%+4,058
COMCAST CORP-A(CCZ)097,594+97,59403,6011.15%+3,601
CENCORA INC012,726+12,72603,5391.13%+3,539
LAM RESEARCH(LRCX)046,592+46,59203,3871.08%+3,387
CHIPOTLE MEXICAN(CMG)063,238+63,23803,1751.01%+3,175
AMGEN INC(AMGN)09,548+9,54802,9750.95%+2,975
EMERSON ELEC CO(EMR)025,242+25,24202,7680.88%+2,768
RPM INTL INC(RPM)023,716+23,71602,7430.87%+2,743
VULCAN MATERIALS(VMC)011,494+11,49402,6820.85%+2,682
BLOCK INC(XYZ)049,154+49,15402,6710.85%+2,671
EXXON MOBIL CORP022,400+22,40002,6640.85%+2,664
LINCOLN NATL CRP(LNC)074,116+74,11602,6620.85%+2,662
ARAMARK(ARMK)077,098+77,09802,6610.85%+2,661
DUPONT DE NEMOUR(DD)035,588+35,58802,6580.85%+2,658
DR HORTON INC(DHI)020,902+20,90202,6570.85%+2,657
JBT MAREL CORP(JBTM)021,742+21,74202,6570.85%+2,657
ELEVANCE HEALTH(ELV)06,104+6,10402,6550.85%+2,655
NEXTERA ENERGY(NEE)037,380+37,38002,6500.84%+2,650
TAL EDUCATIO-ADR(TAL)0200,130+200,13002,6440.84%+2,644
WESTERN UNION(WU)0248,934+248,93402,6340.84%+2,634
BROADCOM INC(AVGO)014,952+14,95202,5030.80%+2,503
FEDEX CORP(FDX)09,842+9,84202,3990.76%+2,399
NIKE INC -CL B(NKE)036,750+36,75002,3330.74%+2,333
TELEFLEX INC(TFX)016,674+16,67402,3040.73%+2,304
UIPATH INC -CL A(PATH)0218,120+218,12002,2470.72%+2,247
PALANTIR TECHN-A(PLTR)026,572+26,57202,2430.71%+2,243
TOAST INC-A(TOST)064,498+64,49802,1390.68%+2,139
MAPLEBEAR INC(CART)053,158+53,15802,1200.67%+2,120
QUANTA SERVICES08,330+8,33002,1170.67%+2,117
AVISTA CORP(AVA)050,512+50,51202,1150.67%+2,115
ARES MANAGEM- A(ARES)014,406+14,40602,1120.67%+2,112
STERLING INFRAST(STRL)018,648+18,64802,1110.67%+2,111
CISCO SYSTEMS(CSCO)034,202+34,20202,1110.67%+2,111
NRG ENERGY(NRG)022,106+22,10602,1100.67%+2,110
IBM(IBM)08,484+8,48402,1100.67%+2,110
PAYPAL HOLDINGS(PYPL)032,326+32,32602,1090.67%+2,109
ROBLOX CORP - A(RBLX)036,120+36,12002,1050.67%+2,105
FRESHPET INC(FRPT)025,312+25,31202,1050.67%+2,105
JUNIPER NETWORKS058,170+58,17002,1050.67%+2,105
WARBY PARKER-A(WRBY)0115,388+115,38802,1040.67%+2,104
RTX CORP(RTX)015,876+15,87602,1030.67%+2,103
FLAGSTAR FINANCI(FLG)0180,950+180,95002,1030.67%+2,103
STARBUCKS CORP(SBUX)021,434+21,43402,1020.67%+2,102
ALBEMARLE CORP(ALB)029,162+29,16202,1000.67%+2,100
XCEL ENERGY INC(XEL)029,652+29,65202,0990.67%+2,099
SOUTHERN COPPER(SCCO)022,456+22,45602,0990.67%+2,099
VALERO ENERGY(VLO)015,890+15,89002,0990.67%+2,099
TENET HEALTHCARE(THC)015,596+15,59602,0980.67%+2,098
SHAKE SHACK IN-A(SHAK)023,772+23,77202,0960.67%+2,096
SCOTTS MIRACLE(SMG)038,178+38,17802,0960.67%+2,096
UNION PAC CORP(UNP)08,862+8,86202,0940.67%+2,094
CSX CORP(CSX)071,134+71,13402,0930.67%+2,093
AT&T INC(T)074,018+74,01802,0930.67%+2,093
REPLIGEN CORP(RGEN)016,436+16,43602,0910.67%+2,091
ENPHASE ENERGY(ENPH)033,684+33,68402,0900.67%+2,090
SMITH (A.O.)CORP(AOS)031,976+31,97602,0900.67%+2,090
VIATRIS INC(VTRS)0236,754+236,75402,0620.66%+2,062
CNX RESOURCES CO(CNX)065,324+65,32402,0560.65%+2,056
GRINDR INC(GRND)0114,268+114,26802,0450.65%+2,045
BOOT BARN HOLDIN018,578+18,57801,9960.64%+1,996
RIOT PLATFORMS I(RIOT)0279,594+279,59401,9910.63%+1,991
PFIZER INC(PFE)077,742+77,74201,9700.63%+1,970
TWILIO INC - A(TWLO)020,104+20,10401,9680.63%+1,968
WENDY'S CO/THE(WEN)0133,476+133,47601,9530.62%+1,953
ATLASSIAN CORP-A09,198+9,19801,9520.62%+1,952
FIDELITY NATIONA(FIS)025,844+25,84401,9300.61%+1,930
EPAM SYSTEMS INC(EPAM)011,340+11,34001,9150.61%+1,915
SWEETGREEN INC-A074,144+74,14401,8550.59%+1,855
PTC THERAPEUTICS(PTCT)036,246+36,24601,8470.59%+1,847
BIOMARIN PHARMAC(BMRN)025,088+25,08801,7730.56%+1,773
WALT DISNEY CO/T(DIS)017,416+17,41601,7190.55%+1,719
MASIMO CORP010,248+10,24801,7070.54%+1,707
EXPAND ENERGY CO(EXE)015,302+15,30201,7030.54%+1,703
TREX CO INC(TREX)029,064+29,06401,6890.54%+1,689
PARAMOUNT GLOB-B0137,886+137,88601,6490.52%+1,649
COUSINS PROP(CUZ)053,550+53,55001,5800.50%+1,580
UBER TECHNOLOGIE(UBER)021,518+21,51801,5680.50%+1,568
BROOKFIELD RENEW(BEPC)056,112+56,11201,5670.50%+1,567
LUMENTUM HOL(LITE)025,018+25,01801,5600.50%+1,560
AST SPACEMOBILE(ASTS)068,012+68,01201,5470.49%+1,547
PROCEPT BIOROBOT(PRCT)026,516+26,51601,5450.49%+1,545
TKO GROUP HOLDIN(TKO)010,108+10,10801,5450.49%+1,545
TD SYNNEX CORP(SNX)014,812+14,81201,5400.49%+1,540
MICROCHIP TECH(MCHP)031,794+31,79401,5390.49%+1,539
INTEGER HOLDINGS(ITGR)012,936+12,93601,5270.49%+1,527
PENN ENTERTAINME(PENN)093,338+93,33801,5220.48%+1,522
RH(RH)06,482+6,48201,5190.48%+1,519
T-MOBILE US INC(TMUS)05,614+5,61401,4970.48%+1,497
INTEL CORP(INTC)065,646+65,64601,4910.47%+1,491
VERTIV HOLDING-A(VRT)020,608+20,60801,4880.47%+1,488
GENUINE PARTS CO(GPC)012,432+12,43201,4810.47%+1,481
TAPESTRY INC(TPR)020,958+20,95801,4760.47%+1,476
CIENA CORP(CIEN)023,996+23,99601,4500.46%+1,450
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