Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$496.4K
Total Bought
$411.8K
Total Sold
$224.2K
Net Transaction
+$187.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KENVUE INC(KVUE)0385,464+385,464081.66%+8
COMCAST CORP-A(CCZ)0219,024+219,024081.66%+8
ADOBE INC(ADBE)018,453+18,453081.65%+8
JOHNSON&JOHNSON(JNJ)057,042+57,042081.66%+8
EXXON MOBIL CORP067,701+67,701071.47%+7
LOWE'S COS INC(LOW)031,803+31,803081.58%+8
GENERAL ELECTRIC(GE)7,98649,230+41,244281.65%+7
AVEPOINT INC0377,301+377,301061.25%+6
NIKE INC -CL B(NKE)0108,441+108,441081.65%+8
PALANTIR TECHN-A(PLTR)073,728+73,728061.12%+6
FORD MOTOR CO(F)303,982830,721+526,739381.66%+5
AVIS BUDGET GROU062,091+62,091051.01%+5
ARISTA NETWORKS(ANET)044,016+44,016050.98%+5
ADV MICRO DEVICE(AMD)034,899+34,899040.85%+4
NVIDIA CORP(NVDA)060,672+60,672081.64%+8
HOME DEPOT INC(HD)010,632+10,632040.83%+4
ADMA BIOLOGICS I48,584297,627+249,043151.03%+4
BLOOM ENERGY C-A0172,635+172,635040.77%+4
SUMMIT THERAPEUT(SMMT)0209,577+209,577040.75%+4
SOUTHERN CO(SO)045,360+45,360040.75%+4
BAXTER INTL INC0127,857+127,857040.75%+4
GENERAL DYNAMICS(GD)014,142+14,142040.75%+4
ABBOTT LABS032,946+32,946040.75%+4
WENDY'S CO/THE(WEN)0228,432+228,432040.75%+4
QUEST DIAGNOSTIC(DGX)024,681+24,681040.75%+4
HASBRO INC(HAS)066,519+66,519040.75%+4
NEXTERA ENERGY(NEE)051,885+51,885040.75%+4
MGM RESORTS INTE(MGM)0107,220+107,220040.75%+4
AMPHENOL CORP-A053,466+53,466040.75%+4
SS&C TECHNOLOGIE(SSNC)049,002+49,002040.75%+4
ADT INC(ADT)0536,796+536,796040.75%+4
MATADOR RESOURCE(MTDR)065,865+65,865040.75%+4
WARNER BROS DISC(WBD)0350,115+350,115040.75%+4
VF CORP(VFC)0172,341+172,341040.74%+4
NOV INC(NOV)0253,146+253,146040.74%+4
RELIANCE INC(RS)013,713+13,713040.74%+4
C3.AI INC-A(AI)0106,896+106,896040.74%+4
KBR INC(KBR)062,619+62,619040.73%+4
WAYFAIR INC- A(W)080,325+80,325040.72%+4
ZETA GLOBAL HO-A(ZETA)0188,130+188,130030.68%+3
GAMING AND LEISU(GLPI)070,008+70,008030.68%+3
GILEAD SCIENCES(GILD)036,486+36,486030.68%+3
VESTIS CORP(VSTS)0220,791+220,791030.68%+3
CLEARWATER AN-A0122,184+122,184030.68%+3
STATE ST CORP(STT)034,245+34,245030.68%+3
IDEAYA BIOSCIENC(IDYA)0130,806+130,806030.68%+3
IOVANCE BIOTHERA(IOVA)0453,138+453,138030.68%+3
SCHLUMBERGER LTD(SLB)087,216+87,216030.67%+3
ETSY INC(ETSY)063,042+63,042030.67%+3
ROBLOX CORP - A(RBLX)057,624+57,624030.67%+3
COUPANG INC(CPNG)0151,659+151,659030.67%+3
UBER TECHNOLOGIE(UBER)055,758+55,758030.68%+3
CRESCENT ENERG-A(CRGY)0254,706+254,706040.75%+4
MICRON TECH(MU)066,432+66,432061.13%+6
MARSH & MCLENNAN(MRSH)017,544+17,544040.75%+4
KYNDRYL HOLDINGS(KD)089,244+89,244030.62%+3
TRUIST FINANCIAL(TFC)33,938103,410+69,472140.90%+3
AMICUS THERAPEUT
COM
0395,745+395,745040.75%+4
BUILDERS FIRSTSO(BLDR)020,388+20,388030.59%+3
HIMS & HERS HEAL(HIMS)67,936166,734+98,798140.81%+3
TENET HEALTHCARE(THC)021,969+21,969030.56%+3
EOG RESOURCES(EOG)022,461+22,461030.55%+3
WESTERN UNION(WU)0257,937+257,937030.55%+3
DOUBLEVERIFY HOL(DV)0174,897+174,897030.68%+3
FLYWIRE CORP-VOT(FLYW)0120,564+120,564020.50%+2
WABTEC CORP(WAB)012,951+12,951020.49%+2
AVIDXCHANGE HLDG0231,513+231,513020.48%+2
APPLE INC(AAPL)021,297+21,297051.07%+5
LENNAR CORP-A(LEN)7,23027,231+20,001140.75%+2
URANIUM ENERGY(UEC)0342,012+342,012020.46%+2
CENTENE CORP(CNC)037,740+37,740020.46%+2
APPLIED MATERIAL013,950+13,950020.46%+2
JETBLUE AIRWAYS(JBLU)0271,017+271,017020.43%+2
AVANTOR INC(AVTR)0100,470+100,470020.43%+2
COMMERCIAL METAL(CMC)042,381+42,381020.42%+2
CONFLUENT INC-A074,694+74,694020.42%+2
TOAST INC-A(TOST)44,67691,554+46,878130.67%+2
AVIDITY BIOSCIEN096,120+96,120030.56%+3
BREAD FINANCIAL060,579+60,579040.74%+4
SPIRIT AEROSYS-A057,681+57,681020.40%+2
TEXAS INSTRUMENT(TXN)010,338+10,338020.39%+2
CONOCOPHILLIPS(COP)019,407+19,407020.39%+2
INTERPUBLIC GRP068,634+68,634020.39%+2
CSX CORP(CSX)059,451+59,451020.39%+2
CHEVRON CORP(CVX)013,245+13,245020.39%+2
COGNEX CORP(CGNX)053,376+53,376020.39%+2
TRACTOR SUPPLY(TSCO)036,036+36,036020.39%+2
TAL EDUCATIO-ADR(TAL)0188,130+188,130020.38%+2
HUNTINGTON BANC(HBAN)0115,413+115,413020.38%+2
ARAMARK(ARMK)050,244+50,244020.38%+2
LEAR CORP(LEA)17,27439,528+22,254240.75%+2
QUIDELORTHO CORP(QDEL)040,959+40,959020.37%+2
SUN COMMUNITIES(SUI)014,718+14,718020.36%+2
PROLOGIS INC(PLD)017,043+17,043020.36%+2
PATTERSON COS058,308+58,308020.36%+2
TOLL BROTHERS(TOL)014,256+14,256020.36%+2
CHART INDUSTRIES(GTLS)09,345+9,345020.36%+2
MONSTER BEVERAGE(MNST)033,408+33,408020.35%+2
APOGEE THERAPEUT(APGE)038,523+38,523020.35%+2
PEABODY ENERGY(BTU)083,235+83,235020.35%+2
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