Fund HoldingsNEOS Investment Management LLC

Total Portfolio Value
$19.79B
Total Bought
$3.84B
Total Sold
$783.06M
Net Transaction
+$3.06B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WALMART INC(WMT)596,0703,308,411+2,712,34166,408411,1692.08%+344,761
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
4,515,7536,604,674+2,088,921449,408661,5903.34%+212,182
NVIDIA CORPORATION(NVDA)7,048,9108,368,130+1,319,2201,314,6221,459,4027.38%+144,780
APPLE INC(AAPL)4,284,8605,104,395+819,5351,164,8821,295,4446.55%+130,562
ISHARES TR
CORE MSCI EAFE
503,5201,636,608+1,133,08845,045148,1620.75%+103,117
COSTCO WHOLESALE CORPORATION(COST)239,906307,608+67,702206,881306,5101.55%+99,629
MICRON TECHNOLOGY INC(MU)605,941780,025+174,084172,942263,5241.33%+90,582
APPLIED MATLS INC445,107550,100+104,993114,388188,0190.95%+73,631
NETFLIX INC.(NFLX)02,929,475+2,929,4750281,6691.42%+281,669
LAM RESEARCH CORP(LRCX)700,900864,150+163,250119,980184,6340.93%+64,654
INTEL CORP(INTC)2,423,3973,272,938+849,54189,423144,4350.73%+55,011
AMAZON COM INC(AMZN)2,973,4483,548,690+575,242686,331739,0863.74%+52,754
ALPHABET INC(GOOG)1,677,6002,005,280+327,680525,089576,6382.91%+51,550
KLA CORP(KLAC)67,88690,102+22,21682,487132,6670.67%+50,180
CISCO SYS INC(CSCO)2,143,8082,730,991+587,183164,259211,8981.07%+47,639
ENBRIDGE INC(ENB)0841,618+841,618045,4780.23%+45,478
LINDE PLC(LIN)270,345322,422+52,077115,272159,8440.81%+44,572
WILLIAMS COS INC(WMB)0795,629+795,629057,9060.29%+57,906
TESLA INC(TSLA)1,061,3481,399,690+338,342477,309520,3352.63%+43,025
ADVANCED MICRO DEVICES INC(AMD)878,1401,126,400+248,260188,062229,1441.16%+41,081
ALPHABET INC(GOOG)1,474,0121,755,395+281,383462,545503,5532.54%+41,008
WESTERN DIGITAL CORP(WDC)132,319233,321+101,00222,79563,1110.32%+40,316
PEPSICO INC(PEP)751,314949,212+197,898107,829147,4030.74%+39,575
BROADCOM INC(AVGO)01,626,535+1,626,5350503,4292.54%+503,429
EXXON MOBIL CORP579,013620,322+41,30969,678105,2440.53%+35,565
TEXAS INSTRS INC(TXN)497,501625,863+128,36286,311121,5050.61%+35,194
T-MOBILE US INC(TMUS)528,445676,409+147,964107,295142,0660.72%+34,771
ANALOG DEVICES INC(ADI)267,784337,486+69,70272,623107,3680.54%+34,745
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
94,271146,758+52,48725,96157,4940.29%+31,533
GILEAD SCIENCES INC(GILD)718,509854,005+135,49688,190119,0230.60%+30,833
AMGEN INC(AMGN)303,656369,940+66,28499,390130,1630.66%+30,774
TC ENERGY CORP(TRP)0475,754+475,754029,6960.15%+29,696
META PLATFORMS INC(META)735,656900,412+164,756485,599515,1532.60%+29,554
KINDER MORGAN INC DEL(KMI)01,140,370+1,140,370038,2370.19%+38,237
ISHARES BITCOIN TRUST ETF(IBIT)2,150,6073,490,675+1,340,068106,778134,1120.68%+27,334
PEMBINA PIPELINE CORP(PBA)0607,910+607,910027,1250.14%+27,125
ASML HLDG NV
N Y REGISTRY SHS
33,42747,608+14,18135,76262,8820.32%+27,120
HONEYWELL INTL INC(HON)375,214438,559+63,34573,20099,1270.50%+25,927
GOLDMAN SACHS PHYSICAL GOLD(AAAU)1,562,3601,973,160+410,80066,47891,1400.46%+24,662
TARGA RES CORP(TRGP)0123,674+123,674031,0090.16%+31,009
CHENIERE ENERGY INC(LNG)089,504+89,504025,3980.13%+25,398
MONOLITHIC PWR SYS INC(MPWR)13,92932,742+18,81312,62535,7980.18%+23,174
ONEOK INC NEW(OKE)0347,088+347,088031,3730.16%+31,373
PALO ALTO NETWORKS INC(PANW)367,464560,105+192,64167,68789,7960.45%+22,109
ENTERPRISE PRODS PARTNERS L(EPD)0537,801+537,801020,3500.10%+20,350
NEXTDECADE CORP(NEXT)02,542,577+2,542,577019,4760.10%+19,476
MPLX LP(MPLX)0333,984+333,984019,0600.10%+19,060
DT MIDSTREAM INC(DTM)0139,718+139,718018,8160.10%+18,816
STARBUCKS CORP(SBUX)622,349777,715+155,36652,40869,6750.35%+17,267
ANTERO MIDSTREAM CORP(AM)0788,835+788,835017,9850.09%+17,985
CHEVRON CORPORATION(CVX)0272,812+272,812056,4450.29%+56,445
VANGUARD BD INDEX FDS882,1311,107,859+225,72865,33981,3060.41%+15,966
ISHARES TR654,351821,784+167,43365,35781,3190.41%+15,962
CSX CORP(CSX)1,020,7111,287,064+266,35337,00152,8340.27%+15,833
MARVELL TECHNOLOGY INC(MRVL)354,837460,294+105,45730,15445,5920.23%+15,438
CHENIERE ENERGY PARTNERS L P(CQP)0252,797+252,797016,3380.08%+16,338
DIAMONDBACK ENERGY INC(FANG)0182,818+182,818036,1600.18%+36,160
ROSS STORES INC(ROST)186,716224,345+37,62933,63548,6000.25%+14,965
BAKER HUGHES COMPANY(BKR)0667,892+667,892040,7750.21%+40,775
KINETIK HOLDINGS INC(KNTK)0299,491+299,491014,4980.07%+14,498
MONDELEZ INTL INC(MDLZ)0886,557+886,557051,1010.26%+51,101
CENTURI HOLDINGS INC(CTRI)0461,498+461,498013,4800.07%+13,480
TEEKAY TANKERS LTD(TNK)0180,758+180,758013,2530.07%+13,253
JOHNSON & JOHNSON(JNJ)358,332354,044-4,28874,15786,5430.44%+12,386
PLAINS ALL AMERN PIPELINE L(PAA)0575,617+575,617012,8540.06%+12,854
VERTEX PHARMACEUTICALS INC(VRTX)146,198174,087+27,88966,28077,7370.39%+11,456
MARRIOTT INTL INC NEW(MAR)150,207177,325+27,11846,60057,9980.29%+11,397
OREILLY AUTOMOTIVE INC(ORLY)0583,691+583,691053,8810.27%+53,881
COMCAST CORP NEW(CCZ)2,019,0122,499,772+480,76060,34870,9440.36%+10,595
FERROVIAL SE
ORD SHS
233,343390,179+156,83615,07625,3810.13%+10,305
WELLTOWER INC(WELL)179,251220,336+41,08533,27143,5630.22%+10,292
MERCADOLIBRE INC(MELI)027,323+27,323047,2420.24%+47,242
INSMED INC(INSM)47,957110,426+62,4698,34618,0570.09%+9,710
OLD DOMINION FREIGHT LINE IN(ODFL)0136,149+136,149026,6040.13%+26,604
PACCAR INC(PCAR)299,106362,444+63,33832,75541,8620.21%+9,107
SANDISK CORP(SNDK)021,214+21,214013,4780.07%+13,478
PLAINS GP HLDGS L P(PAGP)0378,650+378,65009,1940.05%+9,194
ENERGY TRANSFER L P(ET)735,2611,071,247+335,98612,12420,6750.10%+8,551
HESS MIDSTREAM LP(HESM)0228,554+228,55408,8840.04%+8,884
BERKSHIRE HATHAWAY INC DEL241,712270,595+28,883121,497129,6690.66%+8,173
EXELON CORP(EXC)0681,428+681,428033,4040.17%+33,404
CIENA CORP(CIEN)020,177+20,17707,8330.04%+7,833
PROLOGIS INC.(PLD)250,086299,251+49,16531,92639,5550.20%+7,629
VERIZON COMMUNICATIONS INC(VZ)0620,589+620,589031,1540.16%+31,154
ISHARES ETHEREUM TR(ETHA)0661,912+661,912010,4780.05%+10,478
LUMENTUM HLDGS INC(LITE)010,290+10,29007,2310.04%+7,231
FASTENAL CO(FAST)0778,307+778,307036,1130.18%+36,113
VERTIV HOLDINGS CO(VRT)055,800+55,800013,9820.07%+13,982
EQUINIX INC(EQIX)026,455+26,455025,9320.13%+25,932
CONOCOPHILLIPS(COP)0177,295+177,295023,4030.12%+23,403
ALNYLAM PHARMACEUTICALS INC(ALNY)40,70168,873+28,17216,18522,7880.12%+6,603
COHERENT CORP(COHR)027,065+27,06506,4470.03%+6,447
CONSTELLATION ENERGY CORP(CEG)171,708240,268+68,56060,65967,0950.34%+6,436
MONSTER BEVERAGE CORP NEW(MNST)511,879630,222+118,34339,24645,6660.23%+6,420
REGENERON PHARMACEUTICALS(REGN)62,25470,401+8,14748,05254,3950.27%+6,343
WARNER BROS DISCOVERY INC(WBD)1,389,3661,682,217+292,85140,04246,1940.23%+6,152
PALANTIR TECHNOLOGIES INC(PLTR)1,272,3081,587,949+315,641226,153232,2851.17%+6,132
ELECTRONIC ARTS INC(EA)133,700163,760+30,06027,31933,3860.17%+6,067
CORNING INC(GLW)0111,816+111,816015,2040.08%+15,204
CADENCE DESIGN SYSTEM INC(CDNS)0186,766+186,766051,8970.26%+51,897
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