Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$44.7K
Total Bought
$44.7K
Total Sold
$227.6K
Net Transaction
-$182.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
JOHNSON JOHNSON(JNJ)06,322+6,322012.22%+1
APPLE INC(AAPL)05,139+5,139012.21%+1
AMAZON COM INC(AMZN)06,508+6,508012.21%+1
BERKSHIRE HATHAWAY INC DEL02,772+2,772012.21%+1
CITIGROUP INC(C)019,206+19,206012.21%+1
NVIDIA CORP(NVDA)01,990+1,990012.20%+1
ANNALY CAPITAL MANAGEMENT INC049,403+49,403012.14%+1
HUMANA INC(HUM)02,079+2,079012.13%+1
MARSH MCLENNAN COMPANIES INC(MRSH)05,015+5,015012.12%+1
FEDEX CORP(FDX)03,597+3,597012.03%+1
PNC FINANCIAL SVCS GROUP INC(PNC)05,877+5,877012.03%+1
DEERE CO(DE)02,271+2,271012.03%+1
EXPEDIA GROUP INC(EXPE)05,974+5,974012.03%+1
FIRST AMERICAN FINANCIAL(FAF)014,052+14,052012.03%+1
ALPHABET INC(GOOG)05,880+5,880011.85%+1
PALANTIR TECHNOLOGIES INC(PLTR)045,811+45,811011.76%+1
META PLATFORMS INC(META)02,099+2,099011.66%+1
ELEVANCE HEALTH INC(ELV)01,516+1,516011.60%+1
WALT DISNEY CO(DIS)06,916+6,916011.39%+1
PBF ENERGY INC(PBF)012,991+12,991011.28%+1
VIASAT INC(VSAT)019,658+19,658011.23%+1
GENERAL MILLS INC(GIS)07,880+7,880011.15%+1
FRONTLINE LTD(FRO)020,796+20,796000.93%0
ARROW ELECTRONICS INC03,229+3,229000.88%0
INTEL CORP(INTC)06,651+6,651000.75%0
PAR PACIFIC HOLDINGS INC(PARR)08,330+8,330000.68%0
UWM HOLDINGS CORPORATION(UWMC)037,981+37,981000.61%0
AMERICAN AIRLINES GROUP INC(AAL)017,436+17,436000.54%0
BECTON DICKINSON CO(BDX)0984+984000.54%0
CARDINAL HEALTH INC(CAH)02,381+2,381000.54%0
CBOE GLOBAL MARKETS INC(CBOE)01,345+1,345000.54%0
CHARTER COMMUNICATIONS INC(CHTR)0617+617000.54%0
COUPANG INC(CPNG)014,796+14,796000.54%0
HF Sinclair(DINO)04,314+4,314000.54%0
HENRY JACK ASSOCIATES INC(JKHY)01,470+1,470000.54%0
CARMAX INC(KMX)03,122+3,122000.54%0
MCKESSON CORP(MCK)0518+518000.54%0
MARATHON PETE CORP(MPC)01,618+1,618000.54%0
PROCTER GAMBLE CO(PG)01,638+1,638000.54%0
RENAISSANCERE HOLDINGS LTD(RNR)01,223+1,223000.54%0
STARBUCKS CORP(SBUX)02,503+2,503000.54%0
T MOBILE US INC(TMUS)01,495+1,495000.54%0
ARCH CAPITAL GROUP LTD
ORD
03,223+3,223000.53%0
AMBARELLA INC(AMBA)03,896+3,896000.53%0
BERRY GLOBAL GROUP INC03,547+3,547000.53%0
AVIS BUDGET GROUP INC01,348+1,348000.53%0
DELTA AIR LINES INC DEL(DAL)05,935+5,935000.53%0
RPM INTERNATIONAL INC(RPM)02,141+2,141000.53%0
SIMON PROPERTY GROUP INC(SPG)01,675+1,675000.53%0
TORO CO02,485+2,485000.53%0
BANKUNITED INC(BKU)07,351+7,351000.53%0
CARETRUST REIT INC(CTRE)010,643+10,643000.53%0
ALLETE INC03,861+3,861000.53%0
GENERAC HOLDINGS INC(GNRC)01,822+1,822000.53%0
SM ENERGY COMPANY(SM)06,078+6,078000.53%0
AIRBNB INC01,596+1,596000.49%0
BANK OZK(OZK)04,272+4,272000.48%0
HALOZYME THERAPEUTICS INC(HALO)05,602+5,602000.46%0
HP INC(HPQ)06,860+6,860000.46%0
BWX TECHNOLOGIES INC(BWXT)02,675+2,675000.46%0
LEIDOS HOLDINGS INC(LDOS)01,897+1,897000.46%0
ALCOA CORPORATION(AA)05,958+5,958000.45%0
CUMMINS INC(CMI)0847+847000.45%0
OMEGA HEALTHCARE INVESTORS INC(OHI)06,586+6,586000.45%0
DEVON ENERGY CORPORATION NEW(DVN)04,430+4,430000.45%0
LIBERTY MEDIA CORPORATION(FWONA)03,180+3,180000.45%0
ARAMARK(ARMK)07,112+7,112000.45%0
HALLIBURTON COMPANY(HAL)05,533+5,533000.45%0
MOTOROLA SOLUTIONS INC(MSI)0639+639000.45%0
WALGREENS BOOTS ALLIANCE INC07,673+7,673000.45%0
FLOWSERVE CORP(FLS)04,821+4,821000.44%0
KELLOGG CO03,555+3,555000.44%0
HERTZ GLOBAL HOLDINGS INC019,039+19,039000.44%0
R1 RCM INC018,664+18,664000.44%0
SAREPTA THERAPEUTICS INC(SRPT)02,038+2,038000.44%0
MARVELL TECHNOLOGY GROUP(MRVL)03,217+3,217000.43%0
HERSHEY COMPANY(HSY)01,031+1,031000.43%0
PROSPERITY BANCSHARES INC(PB)02,834+2,834000.43%0
MORGAN STANLEY(MS)02,044+2,044000.43%0
CONSTELLATION BRANDS INC(STZ)0781+781000.42%0
JOHNSON CONTROLS
SHS
03,260+3,260000.42%0
AES CORP(AES)09,558+9,558000.41%0
FLOWERS FOODS INC(FLO)07,893+7,893000.40%0
HELMERICH PAYNE INC(HP)04,846+4,846000.39%0
AMEREN CORP(AEE)02,403+2,403000.39%0
ZURN WATER SOLUTIONS(ZWS)05,869+5,869000.39%0
PINNACLE WEST CAPITAL CORP(PNW)02,388+2,388000.38%0
PAGERDUTY INC(PD)07,366+7,366000.38%0
COPART INC(CPRT)03,461+3,461000.38%0
FORD MOTOR CO(F)013,886+13,886000.38%0
DRAFTKINGS INC(DKNG)04,733+4,733000.37%0
BOOT BARN HOLDINGS INC02,152+2,152000.37%0
REPLIGEN CORP(RGEN)0912+912000.37%0
NEW JERSEY RESOURCES CORP(NJR)03,662+3,662000.36%0
AFLAC INC(AFL)01,966+1,966000.36%0
BUMBLE INC010,965+10,965000.36%0
AUTOMATIC DATA PROCESSING INC0687+687000.36%0
GALLAGHER ARTHUR J CO(AJG)0712+712000.36%0
BJ S WHOLESALE CLUB HOLDINGS(BJ)02,402+2,402000.36%0
CME GROUP INC(CME)0760+760000.36%0
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