Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$227.6K
Total Bought
$227.6K
Total Sold
$189.7K
Net Transaction
+$37.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AVALONBAY COMMUNITIES INC021,020+21,020041.59%+4
HOME DEPOT INC(HD)011,936+11,936041.58%+4
BERKSHIRE HATHAWAY INC DEL010,288+10,288041.58%+4
AT T INC(T)0239,760+239,760041.58%+4
LOCKHEED MARTIN CORP(LMT)08,796+8,796041.58%+4
NVIDIA CORP(NVDA)08,268+8,268041.58%+4
CHENIERE ENERGY INC(LNG)021,660+21,660041.58%+4
AMAZON COM INC(AMZN)028,264+28,264041.58%+4
FERGUSON PLC021,840+21,840041.58%+4
THOR INDUSTRIES INC(THO)037,716+37,716041.58%+4
FIRST AMERICAN FINANCIAL(FAF)056,392+56,392031.40%+3
APPLE INC(AAPL)018,220+18,220031.37%+3
WALMART INC(WMT)019,504+19,504031.37%+3
CARMAX INC(KMX)041,008+41,008031.27%+3
META PLATFORMS INC(META)08,788+8,788031.16%+3
DELL TECHNOLOGIES INC(DELL)036,376+36,376031.10%+3
ALPHABET INC(GOOG)018,808+18,808021.09%+2
ORACLE CORPORATION(ORCL)020,016+20,016020.93%+2
PALANTIR TECHNOLOGIES INC(PLTR)0126,724+126,724020.89%+2
TARGET CORP(TGT)017,520+17,520020.85%+2
ASANA INC(ASAN)097,220+97,220020.78%+2
DEERE CO(DE)04,616+4,616020.77%+2
ENOVIX CORPORATION(ENVX)0129,984+129,984020.72%+2
STANLEY BLACK DECKER INC(SWK)019,200+19,200020.71%+2
INTERACTIVE BROKERS GROUP INC(IBKR)018,516+18,516020.70%+2
PAYCHEX INC(PAYX)013,896+13,896020.70%+2
DANA INCORPORATED(DAN)0109,176+109,176020.70%+2
GOODYEAR TIRE RUBBER CO(GT)0128,880+128,880020.70%+2
AMERICAN EXPRESS COMPANY(AXP)010,724+10,724020.70%+2
COMMERCIAL METALS CO(CMC)032,388+32,388020.70%+2
HONEYWELL INTL INC(HON)08,656+8,656020.70%+2
LENNAR CORP(LEN)014,244+14,244020.70%+2
PNC FINANCIAL SVCS GROUP INC(PNC)013,028+13,028020.70%+2
SOUTHWEST GAS HOLDINGS INC(SWX)026,448+26,448020.70%+2
SYSCO CORP(SYY)024,188+24,188020.70%+2
DELTA AIR LINES INC DEL(DAL)043,144+43,144020.70%+2
FMC CORP NEW(FMC)023,828+23,828020.70%+2
MCCORMICK CO INC NON VOTING(MKC)021,068+21,068020.70%+2
MURPHY OIL CORPORATION(MUR)035,144+35,144020.70%+2
AGCO CORP013,468+13,468020.70%+2
NEW YORK TIMES CO CL A(NYT)038,088+38,088020.69%+2
OGE ENERGY CORP(OGE)046,436+46,436020.68%+2
NUCOR CORP(NUE)09,884+9,884020.68%+2
LAZARD LTD049,596+49,596020.68%+2
OWENS CORNING(OC)011,160+11,160020.67%+2
LAS VEGAS SANDS CORP(LVS)030,312+30,312010.61%+1
DICKS SPORTING GOODS INC(DKS)012,540+12,540010.60%+1
COUSINS PROPERTIES INC(CUZ)066,240+66,240010.59%+1
SM ENERGY COMPANY(SM)033,600+33,600010.59%+1
BANK OZK(OZK)035,556+35,556010.58%+1
APA CORPORATION(APA)031,316+31,316010.57%+1
UNITED CONTINENTAL HOLDINGS(UAL)028,472+28,472010.53%+1
PHYSICIANS REALTY TRUST098,480+98,480010.53%+1
WORKDAY INC(WDAY)05,508+5,508010.52%+1
VIRTU FINANCIAL INC(VIRT)065,664+65,664010.50%+1
CORNING INC(GLW)036,904+36,904010.49%+1
INTEL CORP(INTC)031,576+31,576010.49%+1
CAMDEN PROPERTY TRUST SBI(CPT)011,852+11,852010.49%+1
HOWMET AEROSPACE INC(HWM)024,236+24,236010.49%+1
PEPSICO INC(PEP)06,616+6,616010.49%+1
GENUINE PARTS CO(GPC)07,756+7,756010.49%+1
VULCAN MATERIALS CO(VMC)05,544+5,544010.49%+1
EDISON INTERNATIONAL(EIX)017,684+17,684010.49%+1
QUANTA SERVICES INC05,980+5,980010.49%+1
HORMEL FOODS CORP(HRL)029,388+29,388010.49%+1
SILGAN HOLDINGS INC(SLGN)025,932+25,932010.49%+1
CLOROX CO(CLX)08,520+8,520010.49%+1
MICRON TECHNOLOGY INC(MU)016,416+16,416010.49%+1
ROCKWELL AUTOMATION INC(ROK)03,904+3,904010.49%+1
JABIL INC(JBL)08,616+8,616010.48%+1
UDR INC(UDR)030,496+30,496010.48%+1
ENPHASE ENERGY INC(ENPH)09,036+9,036010.48%+1
ADVANCE AUTO PARTS INC(AAP)019,264+19,264010.47%+1
MIRATI THERAPEUTICS INC024,720+24,720010.47%+1
BRUNSWICK CORP(BC)013,556+13,556010.47%+1
INVESCO LTD(IVZ)073,444+73,444010.47%+1
ALIGN TECHNOLOGY INC03,412+3,412010.46%+1
JACOBS ENGINEERING GROUP INC(J)07,620+7,620010.46%+1
INCYTE CORPORATION(INCY)017,908+17,908010.45%+1
ROLLINS INC(ROL)027,404+27,404010.45%+1
RPM INTERNATIONAL INC(RPM)010,660+10,660010.44%+1
ENVESTNET INC022,604+22,604010.44%+1
NRG ENERGY INC(NRG)025,792+25,792010.44%+1
TOPGOLF CALLAWAY BRANDS CORP(CALY)071,560+71,560010.44%+1
VIASAT INC(VSAT)052,964+52,964010.43%+1
PORTLAND GENERAL ELECTRIC CO(POR)023,996+23,996010.43%+1
TOLL BROTHERS INC(TOL)013,088+13,088010.43%+1
PRINCIPAL FINANCIAL GROUP INC(PFG)013,328+13,328010.42%+1
CONSTELLATION BRANDS INC(STZ)03,816+3,816010.42%+1
CARLISLE COMPANIES INC(CSL)03,696+3,696010.42%+1
LABORATORY CORP AMER HLDGS04,760+4,760010.42%+1
INDEPENDENCE REALTY TRUST INC(IRT)067,528+67,528010.42%+1
BEST BUY COMPANY INC(BBY)013,636+13,636010.42%+1
TRACTOR SUPPLY CO(TSCO)04,612+4,612010.41%+1
OWENS ILLINOIS INC NEW(OI)054,784+54,784010.40%+1
ECOLAB INC(ECL)05,284+5,284010.39%+1
IMMUNOGEN INC055,120+55,120010.38%+1
MOLSON COORS BREWING CO(TAP)013,744+13,744010.38%+1
FORD MOTOR CO(F)069,408+69,408010.38%+1
MACYS INC(M)072,884+72,884010.37%+1
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