Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$509.8K
Total Bought
$509.8K
Total Sold
$0
Net Transaction
+$509.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NIKE INC CL B(NKE)089,032+89,032071.32%+7
SALESFORCE INC(CRM)026,008+26,008071.31%+7
CHIPOTLE MEXICAN GRILL INC(CMG)0106,692+106,692071.31%+7
MICRON TECHNOLOGY INC(MU)050,812+50,812071.31%+7
BERKSHIRE HATHAWAY INC CL B016,400+16,400071.31%+7
NVIDIA CORP(NVDA)053,932+53,932071.31%+7
AMAZON COM INC(AMZN)034,428+34,428071.31%+7
WALGREENS BOOTS ALLIANCE INC0549,116+549,116071.30%+7
UNUM GROUP(UNM)0129,920+129,920071.30%+7
MICROSOFT CORP(MSFT)014,752+14,752071.29%+7
WALMART INC(WMT)096,764+96,764071.29%+7
META PLATFORMS INC CLASS A(META)011,948+11,948061.18%+6
WESCO INTERNATIONAL INC(WCC)037,320+37,320061.16%+6
DELTA AIR LINES INC(DAL)0124,576+124,576061.16%+6
APPLE INC(AAPL)026,144+26,144061.08%+6
NETAPP INC(NTAP)040,676+40,676051.03%+5
VEEVA SYSTEMS INC CLASS A(VEEV)027,744+27,744051.00%+5
PARAMOUNT GLOBAL CLASS B0470,104+470,104050.96%+5
WILLIAMS SONOMA INC(WSM)017,236+17,236050.95%+5
AMERICAN AIRLINES GROUP INC(AAL)0417,492+417,492050.93%+5
CARNIVAL CORP0237,164+237,164040.87%+4
WALT DISNEY CO THE(DIS)043,032+43,032040.84%+4
JABIL INC(JBL)037,108+37,108040.79%+4
AMN HEALTHCARE SERVICES INC073,176+73,176040.74%+4
ADVANCE AUTO PARTS INC(AAP)059,088+59,088040.73%+4
STATE STREET CORP(STT)050,176+50,176040.73%+4
WP CAREY INC(WPC)067,424+67,424040.73%+4
FREEPORTMCMORAN INC(FCX)076,352+76,352040.73%+4
AVNET INC072,056+72,056040.73%+4
LOWE'S COS INC(LOW)016,816+16,816040.73%+4
DEERE CO(DE)09,920+9,920040.73%+4
BANK OZK(OZK)090,328+90,328040.73%+4
MORGAN STANLEY(MS)038,092+38,092040.73%+4
HASBRO INC(HAS)063,276+63,276040.73%+4
EDISON INTERNATIONAL(EIX)051,520+51,520040.73%+4
LPL FINANCIAL HOLDINGS INC(LPLA)013,248+13,248040.73%+4
KROGER CO(KR)074,060+74,060040.73%+4
EMERSON ELECTRIC CO(EMR)033,568+33,568040.73%+4
ANNALY CAPITAL MANAGEMENT IN0193,840+193,840040.72%+4
PNC FINANCIAL SERVICES GROUP(PNC)023,756+23,756040.72%+4
UNITED PARCEL SERVICE CL B(UPS)026,992+26,992040.72%+4
TEMPUR SEALY INTERNATIONAL I(SGI)078,000+78,000040.72%+4
MCCORMICK CO NON VTG SHRS(MKC)051,992+51,992040.72%+4
TD SYNNEX CORP(SNX)031,928+31,928040.72%+4
DIAMONDBACK ENERGY INC(FANG)018,400+18,400040.72%+4
ABM INDUSTRIES INC072,808+72,808040.72%+4
FEDEX CORP(FDX)012,276+12,276040.72%+4
HENRY SCHEIN INC(HSIC)057,420+57,420040.72%+4
SCOTTS MIRACLEGRO CO(SMG)056,556+56,556040.72%+4
PRUDENTIAL FINANCIAL INC(PFH)031,392+31,392040.72%+4
KBR INC(KBR)057,332+57,332040.72%+4
RPM INTERNATIONAL INC(RPM)034,136+34,136040.72%+4
GITLAB INC CL A(GTLB)073,852+73,852040.72%+4
JM SMUCKER CO THE(SJM)033,548+33,548040.72%+4
ARAMARK(ARMK)0106,812+106,812040.71%+4
AKAMAI TECHNOLOGIES INC(AKAM)040,068+40,068040.71%+4
WATERS CORP(WAT)012,356+12,356040.70%+4
AT T INC(T)0186,976+186,976040.70%+4
DUPONT DE NEMOURS INC(DD)043,648+43,648040.69%+4
ARES MANAGEMENT CORP A(ARES)025,936+25,936030.68%+3
WEYERHAEUSER CO(WY)0120,972+120,972030.67%+3
NEW YORK TIMES CO A(NYT)066,936+66,936030.67%+3
DUN BRADSTREET HOLDINGS IN0366,976+366,976030.67%+3
NRG ENERGY INC(NRG)043,636+43,636030.67%+3
TRAVELERS COS INC THE(TRV)016,664+16,664030.66%+3
HAEMONETICS CORP MASS(HAE)040,780+40,780030.66%+3
LYFT INCA(LYFT)0235,140+235,140030.65%+3
ACADIA PHARMACEUTICALS INC0203,048+203,048030.65%+3
COMCAST CORP CLASS A(CCZ)081,904+81,904030.63%+3
PILGRIM'S PRIDE CORP(PPC)082,852+82,852030.63%+3
COUPANG INC(CPNG)0151,668+151,668030.62%+3
ADVANCED MICRO DEVICES(AMD)019,404+19,404030.62%+3
BREAD FINANCIAL HOLDINGS INC069,764+69,764030.61%+3
F5 INC(FFIV)017,836+17,836030.60%+3
ARROW ELECTRONICS INC025,316+25,316030.60%+3
SBA COMMUNICATIONS CORP(SBAC)015,508+15,508030.60%+3
PAYLOCITY HOLDING CORP(PCTY)022,860+22,860030.59%+3
RESMED INC(RMD)015,476+15,476030.58%+3
BANC OF CALIFORNIA INC(BANC)0231,064+231,064030.58%+3
REPLIGEN CORP(RGEN)023,148+23,148030.57%+3
FRESHWORKS INC CL A(FRSH)0229,336+229,336030.57%+3
DEXCOM INC(DXCM)025,660+25,660030.57%+3
UIPATH INC CLASS A(PATH)0228,752+228,752030.57%+3
WEST PHARMACEUTICAL SERVICES(WST)08,800+8,800030.57%+3
DONALDSON CO INC(DCI)040,512+40,512030.57%+3
CONAGRA BRANDS INC(CAG)0101,856+101,856030.57%+3
LATTICE SEMICONDUCTOR CORP(LSCC)049,920+49,920030.57%+3
MSC INDUSTRIAL DIRECT CO A(MSM)036,504+36,504030.57%+3
ALLSTATE CORP(ALL)018,120+18,120030.57%+3
CATERPILLAR INC(CAT)08,684+8,684030.57%+3
VISA INCCLASS A SHARES(V)011,008+11,008030.57%+3
HERSHEY CO THE(HSY)015,716+15,716030.57%+3
WENDY'S CO THE(WEN)0170,264+170,264030.57%+3
UNITED AIRLINES HOLDINGS INC(UAL)059,332+59,332030.57%+3
AMPHENOL CORPCL A042,780+42,780030.57%+3
MOODY'S CORP(MCO)06,836+6,836030.56%+3
ALASKA AIR GROUP INC071,200+71,200030.56%+3
FASTENAL CO(FAST)045,764+45,764030.56%+3
MOTOROLA SOLUTIONS INC(MSI)07,444+7,444030.56%+3
INSPIRE MEDICAL SYSTEMS INC(INSP)021,296+21,296030.56%+3
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