Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$313.45M
Total Bought
$241.25M
Total Sold
$244.35M
Net Transaction
-$3.10M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SCHLUMBERGER LTD(SLB)0112,710+112,71003,8101.22%+3,810
MICRON TECHNOLOGY INC(MU)030,875+30,87503,8051.21%+3,805
NEWMONT CORP(NEM)057,216+57,21603,3331.06%+3,333
ALPHABET INC(GOOG)018,192+18,19203,2271.03%+3,227
WALMART INC(WMT)032,452+32,45203,1731.01%+3,173
BORGWARNER INC090,347+90,34703,0250.96%+3,025
TIDEWATER INC NEW(TDW)063,081+63,08102,9100.93%+2,910
MIRION TECHNOLOGIES INC(MIR)0132,188+132,18802,8460.91%+2,846
RIVIAN AUTOMOTIVE INC(RIVN)0206,353+206,35302,8350.90%+2,835
MERCURY SYS INC(MRCY)050,632+50,63202,7270.87%+2,727
CATALYST PHARMACEUTICALS INC0125,627+125,62702,7260.87%+2,726
PHILLIPS 66(PSX)022,494+22,49402,6840.86%+2,684
APA CORPORATION(APA)0146,136+146,13602,6730.85%+2,673
V F CORP(VFC)0251,080+251,08002,9500.94%+2,950
CNH INDL N V
SHS
0201,003+201,00302,6050.83%+2,605
MARVELL TECHNOLOGY INC(MRVL)038,190+38,19002,9560.94%+2,956
CONSOLIDATED EDISON INC(ED)025,254+25,25402,5340.81%+2,534
TAYLOR MORRISON HOME CORP(TMHC)040,872+40,87202,5100.80%+2,510
TUTOR PERINI CORP(TPC)053,236+53,23602,4900.79%+2,490
FRESHWORKS INC(FRSH)0161,801+161,80102,4120.77%+2,412
ACCENTURE PLC IRELAND
SHS CLASS A
07,947+7,94702,3750.76%+2,375
DUN & BRADSTREET HLDGS INC0264,939+264,93902,4080.77%+2,408
HIMS & HERS HEALTH INC(HIMS)056,945+56,94502,8390.91%+2,839
CADENCE BANK092,428+92,42802,9560.94%+2,956
PRUDENTIAL FINL INC(PFH)020,508+20,50802,2030.70%+2,203
BRINKER INTL INC(EAT)015,070+15,07002,7180.87%+2,718
ARROWHEAD PHARMACEUTICALS IN(ARWR)0138,081+138,08102,1820.70%+2,182
KENVUE INC(KVUE)0100,160+100,16002,0960.67%+2,096
URANIUM ENERGY CORP(UEC)0382,961+382,96102,6040.83%+2,604
FRONTLINE PLC(FRO)0121,737+121,73701,9980.64%+1,998
AMAZON COM INC(AMZN)08,918+8,91801,9570.62%+1,957
PERMIAN RESOURCES CORP(PR)0141,510+141,51001,9270.61%+1,927
MOODYS CORP(MCO)03,840+3,84001,9260.61%+1,926
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)07,913+7,91301,9220.61%+1,922
LINDE PLC(LIN)04,089+4,08901,9180.61%+1,918
OSCAR HEALTH INC(OSCR)088,680+88,68001,9010.61%+1,901
CHEVRON CORP NEW(CVX)013,196+13,19601,8900.60%+1,890
AVANTOR INC(AVTR)0140,372+140,37201,8890.60%+1,889
COLUMBIA SPORTSWEAR CO(COLM)030,387+30,38701,8560.59%+1,856
TRIUMPH GROUP INC NEW072,064+72,06401,8560.59%+1,856
ZETA GLOBAL HOLDINGS CORP(ZETA)0117,785+117,78501,8240.58%+1,824
HECLA MNG CO(HL)0321,385+321,38501,9250.61%+1,925
SOUTHWEST AIRLS CO(LUV)054,958+54,95801,7830.57%+1,783
ZOETIS INC(ZTS)015,836+15,83602,4700.79%+2,470
NOV INC(NOV)0133,616+133,61601,6610.53%+1,661
ENTERGY CORP NEW(ETR)019,976+19,97601,6600.53%+1,660
PRIVIA HEALTH GROUP INC(PRVA)067,526+67,52601,5530.50%+1,553
WAYFAIR INC(W)050,235+50,23502,5690.82%+2,569
STATE STR CORP(STT)021,046+21,04602,2220.71%+2,222
LYONDELLBASELL INDUSTRIES N
SHS - A -
026,292+26,29201,5210.49%+1,521
MGM RESORTS INTERNATIONAL(MGM)043,312+43,31201,4890.48%+1,489
CARMAX INC(KMX)022,160+22,16001,4890.48%+1,489
MORGAN STANLEY(MS)010,430+10,43001,4690.47%+1,469
KYNDRYL HLDGS INC(KD)035,011+35,01101,4690.47%+1,469
AVIDXCHANGE HOLDINGS INC0147,848+147,84801,4470.46%+1,447
XP INC(XP)071,499+71,49901,4440.46%+1,444
DECKERS OUTDOOR CORP(DECK)013,894+13,89401,4320.46%+1,432
ADT INC DEL(ADT)0167,036+167,03601,4150.45%+1,415
TRAVEL PLUS LEISURE CO(TNL)027,160+27,16001,4020.45%+1,402
INSMED INC(INSM)017,256+17,25601,7370.55%+1,737
BLOOM ENERGY CORP080,555+80,55501,9270.61%+1,927
HESS CORP09,825+9,82501,3610.43%+1,361
MOTOROLA SOLUTIONS INC(MSI)04,576+4,57601,9240.61%+1,924
BECTON DICKINSON & CO(BDX)011,150+11,15001,9210.61%+1,921
UNIVERSAL HLTH SVCS INC(UHS)010,432+10,43201,8900.60%+1,890
PAYCHEX INC(PAYX)012,411+12,41101,8050.58%+1,805
COEUR MNG INC(CDE)0159,006+159,00601,4090.45%+1,409
ORGANON & CO(OGN)0130,136+130,13601,2600.40%+1,260
HALOZYME THERAPEUTICS INC(HALO)024,073+24,07301,2520.40%+1,252
UNITED AIRLS HLDGS INC(UAL)015,366+15,36601,2240.39%+1,224
CONFLUENT INC057,352+57,35201,4300.46%+1,430
US BANCORP DEL(USB)025,787+25,78701,1670.37%+1,167
REVOLUTION MEDICINES INC(RVMD)030,910+30,91001,1370.36%+1,137
HALLIBURTON CO(HAL)055,481+55,48101,1310.36%+1,131
DRAFTKINGS INC NEW(DKNG)026,275+26,27501,1270.36%+1,127
MAREX GROUP PLC(MRX)028,520+28,52001,1260.36%+1,126
EOG RES INC(EOG)09,395+9,39501,1240.36%+1,124
ROSS STORES INC(ROST)08,792+8,79201,1220.36%+1,122
AIRBNB INC08,456+8,45601,1190.36%+1,119
CHORD ENERGY CORPORATION(CHRD)011,547+11,54701,1180.36%+1,118
FORTUNE BRANDS INNOVATIONS I(FBIN)021,680+21,68001,1160.36%+1,116
MIDDLEBY CORP(MIDD)07,732+7,73201,1130.36%+1,113
PALANTIR TECHNOLOGIES INC(PLTR)26,57224,513-2,0592,2433,3421.07%+1,099
CITIGROUP INC(C)012,880+12,88001,0960.35%+1,096
TARGET CORP(TGT)016,640+16,64001,6420.52%+1,642
BANK AMERICA CORP022,824+22,82401,0800.34%+1,080
FMC CORP(FMC)025,683+25,68301,0720.34%+1,072
COCA COLA CO(KO)026,758+26,75801,8930.60%+1,893
ESSENT GROUP LTD(ESNT)017,356+17,35601,0540.34%+1,054
PILGRIMS PRIDE CORP(PPC)023,244+23,24401,0460.33%+1,046
VAIL RESORTS INC(MTN)06,640+6,64001,0430.33%+1,043
BLOCK H & R INC018,292+18,29201,0040.32%+1,004
OMNICOM GROUP INC(OMC)013,777+13,77709910.32%+991
LABCORP HOLDINGS INC(LH)04,572+4,57201,2000.38%+1,200
PFIZER INC(PFE)77,742121,284+43,5421,9702,9400.94%+970
LIBERTY GLOBAL LTD(LBTYA)096,417+96,41709650.31%+965
FISERV INC(FISV)05,588+5,58809630.31%+963
PEPSICO INC(PEP)07,153+7,15309440.30%+944
MASCO CORP(MAS)014,590+14,59009390.30%+939
OREILLY AUTOMOTIVE INC(ORLY)010,414+10,41409390.30%+939
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