Fund HoldingsNEOS Investment Management LLC

Total Portfolio Value
$8.08B
Total Bought
$2.88B
Total Sold
$55.34M
Net Transaction
+$2.82B
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)2,585,8523,638,099+1,052,247280,255574,7837.12%+294,529
MICROSOFT CORP(MSFT)783,4531,109,718+326,265294,100551,9856.83%+257,884
BROADCOM INC(AVGO)0920,290+920,2900253,6783.14%+253,678
AMAZON COM INC(AMZN)1,034,6781,424,994+390,316196,858312,6293.87%+115,772
META PLATFORMS INC(META)229,502323,949+94,447132,276239,1042.96%+106,828
APPLE INC(AAPL)1,580,0452,192,436+612,391350,975449,8225.57%+98,847
NETFLIX INC(NFLX)69,445107,727+38,28264,760144,2601.79%+79,501
TESLA INC(TSLA)0480,769+480,7690152,7211.89%+152,721
ALPHABET INC(GOOG)624,206884,635+260,42996,527155,8991.93%+59,372
VANECK BITCOIN ETF(HODL)1,321,0102,892,274+1,571,26430,79388,1281.09%+57,335
ALPHABET INC(GOOG)533,730762,511+228,78183,385135,2621.67%+51,877
PALANTIR TECHNOLOGIES INC(PLTR)353,225572,570+219,34529,81278,0530.97%+48,241
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
1,967,7752,340,620+372,845158,701204,1492.53%+45,448
COSTCO WHSL CORP NEW(COST)72,165112,542+40,37768,252111,4101.38%+43,158
ADVANCED MICRO DEVICES INC(AMD)259,224418,034+158,81026,63359,3190.73%+32,686
CISCO SYS INC(CSCO)655,5531,014,132+358,57940,45470,3600.87%+29,906
BOOKING HOLDINGS INC(BKNG)3,6808,053+4,37316,95346,6210.58%+29,667
INTUIT(INTU)49,47974,186+24,70730,38058,4310.72%+28,052
SHOPIFY INC(SHOP)0206,686+206,686023,8410.30%+23,841
INTUITIVE SURGICAL INC61,45594,994+33,53930,43751,6210.64%+21,184
MICRON TECHNOLOGY INC(MU)189,736303,507+113,77116,48637,4070.46%+20,921
JPMORGAN CHASE & CO.(JPM)188,429228,111+39,68246,22266,1320.82%+19,910
TEXAS INSTRS INC(TXN)157,323228,392+71,06928,27147,4190.59%+19,148
LAM RESEARCH CORP(LRCX)208,525341,035+132,51015,16033,1960.41%+18,037
T-MOBILE US INC(TMUS)149,079241,528+92,44939,76157,5460.71%+17,786
CROWDSTRIKE HLDGS INC(CRWD)35,53658,883+23,34712,52929,9900.37%+17,460
PALO ALTO NETWORKS INC(PANW)105,234170,261+65,02717,95734,8420.43%+16,885
APPLIED MATLS INC146,021207,874+61,85321,19138,0550.47%+16,865
HONEYWELL INTL INC(HON)119,390178,720+59,33025,28141,6200.52%+16,339
CONSTELLATION ENERGY CORP(CEG)082,202+82,202026,5320.33%+26,532
KLA CORP(KLAC)21,58634,173+12,58714,67430,6100.38%+15,936
QUALCOMM INC(QCOM)189,329282,391+93,06229,08344,9740.56%+15,891
ORACLE CORP(ORCL)0133,667+133,667029,2240.36%+29,224
ANALOG DEVICES INC(ADI)90,623136,193+45,57018,27632,4170.40%+14,141
LINDE PLC(LIN)101,738130,774+29,03647,37361,3570.76%+13,983
ADOBE INC(ADBE)75,889110,689+34,80029,10642,8230.53%+13,718
DOORDASH INC(DASH)58,46196,546+38,08510,68523,8000.29%+13,115
PEPSICO INC(PEP)220,815347,990+127,17533,10945,9490.57%+12,840
AUTOMATIC DATA PROCESSING IN66,973107,302+40,32920,46233,0920.41%+12,630
AMGEN INC(AMGN)100,745154,557+53,81231,38743,1540.53%+11,767
MERCADOLIBRE INC(MELI)4,7917,850+3,0599,34720,5170.25%+11,170
COMCAST CORP NEW(CCZ)629,338963,540+334,20223,22334,3890.43%+11,166
VISA INC(V)116,656145,867+29,21140,88351,7900.64%+10,907
GILEAD SCIENCES INC(GILD)261,330361,500+100,17029,28240,0800.50%+10,797
APPLOVIN CORP(APP)053,187+53,187018,6200.23%+18,620
SYNOPSYS INC(SNPS)037,360+37,360019,1540.24%+19,154
MICROSTRATEGY INC(MSTR)041,118+41,118016,6210.21%+16,621
CADENCE DESIGN SYSTEM INC(CDNS)071,448+71,448022,0170.27%+22,017
CINTAS CORP(CTAS)65,348104,616+39,26813,43123,3160.29%+9,885
INTEL CORP(INTC)761,6331,197,150+435,51717,29726,8160.33%+9,519
FORTINET INC(FTNT)128,566206,948+78,38212,37621,8790.27%+9,503
GE AEROSPACE(GE)87,004102,906+15,90217,41426,4870.33%+9,073
VERTEX PHARMACEUTICALS INC(VRTX)51,32276,237+24,91524,88233,9410.42%+9,059
GE VERNOVA INC(GEV)30,07034,398+4,3289,18018,2020.23%+9,022
OREILLY AUTOMOTIVE INC(ORLY)6,286199,935+193,6499,00518,0200.22%+9,015
STARBUCKS CORP(SBUX)202,604314,259+111,65519,87328,7960.36%+8,922
ISHARES TR
BROAD USD HIGH
961,0031,182,174+221,17135,17244,0940.55%+8,922
DBX ETF TR01,200,718+1,200,718044,0910.55%+44,091
MARRIOTT INTL INC NEW(MAR)069,125+69,125018,8860.23%+18,886
PAYPAL HLDGS INC(PYPL)0278,320+278,320020,6850.26%+20,685
WALMART INC(WMT)288,494342,820+54,32625,32733,5210.41%+8,194
MONDELEZ INTL INC(MDLZ)240,840357,656+116,81616,34124,1200.30%+7,779
COGNEX CORP(CGNX)0243,408+243,40807,7210.10%+7,721
BERKSHIRE HATHAWAY INC DEL118,574145,753+27,17963,15070,8020.88%+7,652
AUTODESK INC054,054+54,054016,7330.21%+16,733
INTERNATIONAL BUSINESS MACHS(IBM)59,36975,422+16,05314,76322,2330.28%+7,470
CSX CORP(CSX)0536,444+536,444017,5040.22%+17,504
AXON ENTERPRISE INC(AXON)013,887+13,887011,4980.14%+11,498
PHILIP MORRIS INTL INC(PM)102,359129,110+26,75116,24723,5150.29%+7,267
AMPHENOL CORP NEW0152,218+152,218015,0320.19%+15,032
SPDR SERIES TRUST
ST PORT HIGH ETF
01,804,701+1,804,701042,6890.53%+42,689
CAPITAL ONE FINL CORP(COF)055,186+55,186011,7410.15%+11,741
GOLDMAN SACHS GROUP INC(GS)025,371+25,371017,9560.22%+17,956
DISNEY WALT CO(DIS)0150,449+150,449018,6570.23%+18,657
SERVICENOW INC(NOW)016,914+16,914017,3890.22%+17,389
NXP SEMICONDUCTORS N V
COM
067,884+67,884014,8320.18%+14,832
MARVELL TECHNOLOGY INC(MRVL)0158,738+158,738012,2860.15%+12,286
AIRBNB INC0115,826+115,826015,3280.19%+15,328
MONSTER BEVERAGE CORP NEW(MNST)156,225247,964+91,7399,14215,5320.19%+6,390
CHARTER COMMUNICATIONS INC N(CHTR)032,867+32,867013,4360.17%+13,436
ASML HOLDING N V
N Y REGISTRY SHS
014,345+14,345011,4960.14%+11,496
BANK AMERICA CORP0535,425+535,425025,3360.31%+25,336
MASTERCARD INCORPORATED(MA)56,07065,064+8,99430,73336,5620.45%+5,829
MICROCHIP TECHNOLOGY INC.(MCHP)0145,733+145,733010,2550.13%+10,255
ZSCALER INC(ZS)026,001+26,00108,1630.10%+8,163
AMERICAN ELEC PWR CO INC119,117177,818+58,70113,01618,4500.23%+5,434
ROPER TECHNOLOGIES INC(ROP)16,57926,770+10,1919,77515,1740.19%+5,400
AMERICAN EXPRESS CO(AXP)050,163+50,163016,0010.20%+16,001
COINBASE GLOBAL INC(COIN)015,209+15,20905,3310.07%+5,331
MORGAN STANLEY(MS)0102,962+102,962014,5030.18%+14,503
ISHARES TR415,175463,415+48,24040,94345,8210.57%+4,878
VANGUARD BD INDEX FDS559,714624,763+65,04940,97645,8540.57%+4,878
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)039,735+39,73509,6500.12%+9,650
COCA COLA CO(KO)260,656331,964+71,30818,66823,4860.29%+4,818
AMERICAN TOWER CORP NEW(AMT)42,55563,376+20,8219,26014,0070.17%+4,747
WORKDAY INC(WDAY)053,151+53,151012,7560.16%+12,756
DATADOG INC(DDOG)057,371+57,37107,7070.10%+7,707
TRANSDIGM GROUP INC(TDG)03,804+3,80405,7850.07%+5,785
PACCAR INC(PCAR)0144,529+144,529013,7390.17%+13,739
SALESFORCE INC(CRM)077,911+77,911021,2460.26%+21,246
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