Fund Holdings — NEOS Investment Management LLC

Total Portfolio Value
$27.13B
Total Bought
$8.07B
Total Sold
$268.38M
Net Transaction
+$7.80B
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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MICRON TECHNOLOGY INC(MU)780,025848,739+68,714263,524979,6913.61%+716,167
ADVANCED MICRO DEVICES INC(AMD)1,126,4001,237,396+110,996229,144718,8162.65%+489,672
NVIDIA CORPORATION(NVDA)8,368,1309,211,357+843,2271,459,4021,843,1006.79%+383,699
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
6,604,6748,513,553+1,908,879661,5901,033,7163.81%+372,125
INTEL CORP(INTC)3,272,9383,697,172+424,234144,435516,2361.90%+371,801
APPLE INC(AAPL)5,104,3955,529,231+424,8361,295,4441,599,9385.90%+304,494
APPLIED MATLS INC550,100605,023+54,923188,019437,4321.61%+249,413
SANDISK CORP(SNDK)21,214109,085+87,87113,478248,0300.91%+234,552
LAM RESEARCH CORP(LRCX)864,150951,247+87,097184,634412,2041.52%+227,570
ALPHABET INC(GOOG)2,005,2802,234,827+229,547576,638798,6602.94%+222,022
AMAZON COM INC(AMZN)3,548,6903,933,172+384,482739,086937,4323.45%+198,347
ALPHABET INC(GOOG)1,755,3951,963,739+208,344503,553693,8482.56%+190,295
BROADCOM INC(AVGO)1,626,5351,796,868+170,333503,429678,7672.50%+175,338
KLA CORP(KLAC)90,102979,371+889,269132,667295,4861.09%+162,819
MARVELL TECHNOLOGY INC(MRVL)460,294667,562+207,26845,592198,8600.73%+153,268
CISCO SYS INC(CSCO)2,730,9912,946,899+215,908211,898346,1431.28%+134,245
TESLA INC(TSLA)1,399,6901,552,352+152,662520,335652,9192.41%+132,584
PALO ALTO NETWORKS INC(PANW)560,105618,939+58,83489,796211,0710.78%+121,275
MICROSOFT CORP(MSFT)2,563,0112,821,767+258,756948,7501,052,5763.88%+103,826
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
146,758166,382+19,62457,494160,5590.59%+103,065
WESTERN DIGITAL CORP(WDC)233,321256,492+23,17163,111163,8270.60%+100,716
TEXAS INSTRS INC(TXN)625,863693,419+67,556121,505206,6870.76%+85,182
CROWDSTRIKE HLDGS INC(CRWD)170,689191,914+21,22566,639146,4570.54%+79,819
DBX ETF TR01,982,476+1,982,476072,0060.27%+72,006
ISHARES TR
BROAD USD HIGH
01,940,278+1,940,278071,4230.26%+71,423
SPDR SERIES TRUST
ST PORT HIGH ETF
02,994,391+2,994,391069,7770.26%+69,777
HONEYWELL INTL INC0242,499+242,499054,2960.20%+54,296
HONEYWELL AEROSPACE INC0242,343+242,343053,5780.20%+53,578
QUALCOMM INC(QCOM)734,528797,157+62,62994,593147,3070.54%+52,714
TERADYNE INC(TER)22,245117,326+95,0816,59556,7670.21%+50,172
ASTERA LABS INC(ALAB)0100,936+100,936048,7540.18%+48,754
META PLATFORMS INC(META)900,4121,000,247+99,835515,153563,4292.08%+48,276
ISHARES BITCOIN TRUST ETF(IBIT)3,490,6755,424,563+1,933,888134,112180,5840.67%+46,472
ELI LILLY & CO(LLY)117,395128,460+11,065107,976154,0790.57%+46,102
FORTINET INC(FTNT)488,094544,153+56,05939,88783,5930.31%+43,706
ASML HLDG NV
N Y REGISTRY SHS
47,60852,796+5,18862,882105,0340.39%+42,152
ANALOG DEVICES INC(ADI)337,486373,750+36,264107,368148,4420.55%+41,074
DATADOG INC(DDOG)218,225251,695+33,47025,76165,5310.24%+39,770
LUMENTUM HLDGS INC(LITE)10,29053,187+42,8977,23145,6380.17%+38,406
NEBIUS GROUP N.V.(NBIS)0129,750+129,750035,8330.13%+35,833
ROCKET LAB CORP(RKLB)0349,378+349,378035,5140.13%+35,514
APPLOVIN CORP(APP)206,633227,667+21,03482,240117,3010.43%+35,061
CATERPILLAR INC(CAT)67,38375,223+7,84047,73880,1050.30%+32,367
ISHARES TR
CORE MSCI EAFE
1,636,6081,825,722+189,114148,162176,3280.65%+28,166
CADENCE DESIGN SYSTEM INC(CDNS)186,766208,597+21,83151,89778,2910.29%+26,394
COREWEAVE INC(CRWV)0259,686+259,686025,8490.10%+25,849
JPMORGAN CHASE & CO(JPM)402,050438,527+36,477118,267143,5430.53%+25,276
UNITEDHEALTH GROUP INC(UNH)132,462146,956+14,49435,84361,0790.23%+25,236
LINDE PLC(LIN)322,422352,821+30,399159,844183,0930.67%+23,249
TC ENERGY CORP(TRP)475,754776,001+300,24729,69651,3710.19%+21,674
MONSTER BEVERAGE CORP NEW(MNST)630,222700,211+69,98945,66667,3040.25%+21,638
THOMSON REUTERS CORP(TRI)0263,473+263,473021,5180.08%+21,518
WILLIAMS COS INC(WMB)795,6291,066,577+270,94857,90679,2890.29%+21,383
NXP SEMICONDUCTORS N V
COM
170,087194,762+24,67533,48354,7340.20%+21,251
GE AEROSPACE(GE)152,297170,531+18,23443,21763,7330.23%+20,515
ARM HOLDINGS PLC71,84387,397+15,55410,86830,9880.11%+20,120
BERKSHIRE HATHAWAY INC DEL270,595298,468+27,873129,669149,3500.55%+19,681
STARBUCKS CORP(SBUX)777,715868,907+91,19269,67588,7940.33%+19,118
VISA INC(V)247,635273,079+25,44474,84593,6910.35%+18,845
ENBRIDGE INC(ENB)841,6181,177,198+335,58045,47863,8160.24%+18,338
VERTEX PHARMACEUTICALS INC(VRTX)174,087193,306+19,21977,73796,0210.35%+18,284
AMGEN INC(AMGN)369,940409,827+39,887130,163148,4070.55%+18,243
DOORDASH INC(DASH)273,160316,828+43,66841,01558,4640.22%+17,449
GOLDMAN SACHS PHYSICAL GOLD(AAAU)1,973,1602,734,560+761,40091,140108,2070.40%+17,066
CORNING INC(GLW)111,816125,922+14,10615,20432,1640.12%+16,961
TARGA RES CORP(TRGP)123,674177,870+54,19631,00947,6940.18%+16,685
GE VERNOVA INC(GEV)39,38843,159+3,77134,38250,7060.19%+16,324
KINDER MORGAN INC DEL(KMI)1,140,3701,696,619+556,24938,23754,2410.20%+16,004
ABBVIE INC(ABBV)259,466286,410+26,94456,43172,0720.27%+15,641
MONOLITHIC PWR SYS INC(MPWR)32,74237,133+4,39135,79851,3310.19%+15,533
BOOKING HOLDINGS INC(BKNG)21,961603,691+581,73092,463107,6020.40%+15,139
CSX CORP(CSX)1,287,0641,419,480+132,41652,83467,4680.25%+14,634
ONEOK INC NEW(OKE)347,088524,424+177,33631,37345,5930.17%+14,220
MARRIOTT INTL INC NEW(MAR)177,325194,871+17,54657,99872,2170.27%+14,220
BANK OF AMER CORP969,1361,077,175+108,03947,24561,3770.23%+14,132
SYNOPSYS INC(SNPS)127,180144,623+17,44350,42464,5120.24%+14,088
DELL TECHNOLOGIES INC(DELL)42,89447,895+5,0017,04020,6650.08%+13,625
AMPHENOL CORP175,134200,093+24,95922,12835,2800.13%+13,152
MICROCHIP TECHNOLOGY INC.(MCHP)373,377407,540+34,16324,12437,1680.14%+13,044
JOHNSON & JOHNSON(JNJ)354,044392,087+38,04386,54399,5780.37%+13,036
WELLTOWER INC(WELL)220,336248,161+27,82543,56356,3250.21%+12,762
MORGAN STANLEY(MS)173,620194,970+21,35028,57340,7570.15%+12,184
DT MIDSTREAM INC(DTM)139,718210,368+70,65018,81630,8690.11%+12,054
GOLDMAN SACHS GROUP INC(GS)43,69748,387+4,69036,96748,9370.18%+11,970
AUTOMATIC DATA PROCESSING IN278,817306,299+27,48256,65068,5960.25%+11,946
AXON ENTERPRISE INC(AXON)52,29758,995+6,69822,21033,0730.12%+10,863
CITIGROUP INC(C)260,045285,207+25,16229,49239,9180.15%+10,426
ARISTA NETWORKS INC(ANET)148,207167,454+19,24718,19728,4470.10%+10,250
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)123,367137,883+14,51624,36534,4680.13%+10,103
INTERNATIONAL BUSINESS MACHS(IBM)134,665151,373+16,70832,64142,5680.16%+9,926
KEURIG DR PEPPER INC(KDP)915,0791,037,965+122,88624,09433,9730.13%+9,879
ENERGY TRANSFER L P(ET)1,071,2471,584,634+513,38720,67530,2980.11%+9,623
ENTERPRISE PRODS PARTNERS L(EPD)537,801815,015+277,21420,35029,9600.11%+9,610
AIRBNB INC289,304322,342+33,03836,53346,1270.17%+9,594
AMERICAN ELEC PWR CO INC368,472421,913+53,44148,29957,7220.21%+9,423
HOME DEPOT INC(HD)144,820161,689+16,86947,63057,0240.21%+9,395
VANGUARD BD INDEX FDS1,107,8591,228,471+120,61281,30689,8820.33%+8,576
ISHARES TR821,784911,236+89,45281,31989,8920.33%+8,574
COCA COLA CO(KO)567,520633,541+66,02143,16051,4880.19%+8,328
MPLX LP(MPLX)333,984486,025+152,04119,06027,3780.10%+8,317
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NEOS Investment Management LLC — 13F Holdings — Q2 2026 | TickerTrail