Fund HoldingsNEOS Investment Management LLC

Total Portfolio Value
$27.13B
Total Bought
$8.07B
Total Sold
$268.38M
Net Transaction
+$7.80B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
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)02,821,767+2,821,76701,052,5763.88%+1,052,576
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)0191,914+191,9140146,4570.54%+146,457
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)0797,157+797,1570147,3070.54%+147,307
TERADYNE INC(TER)0117,326+117,326056,7670.21%+56,767
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)0128,460+128,4600154,0790.57%+154,079
FORTINET INC(FTNT)0544,153+544,153083,5930.31%+83,593
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)0251,695+251,695065,5310.24%+65,531
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)0227,667+227,6670117,3010.43%+117,301
CATERPILLAR INC(CAT)075,223+75,223080,1050.30%+80,105
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)0438,527+438,5270143,5430.53%+143,543
UNITEDHEALTH GROUP INC(UNH)0146,956+146,956061,0790.23%+61,079
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
0194,762+194,762054,7340.20%+54,734
GE AEROSPACE(GE)0170,531+170,531063,7330.23%+63,733
ARM HOLDINGS PLC087,397+87,397030,9880.11%+30,988
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)0273,079+273,079093,6910.35%+93,691
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)0316,828+316,828058,4640.22%+58,464
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)043,159+43,159050,7060.19%+50,706
KINDER MORGAN INC DEL(KMI)1,140,3701,696,619+556,24938,23754,2410.20%+16,004
ABBVIE INC(ABBV)0286,410+286,410072,0720.27%+72,072
MONOLITHIC PWR SYS INC(MPWR)32,74237,133+4,39135,79851,3310.19%+15,533
BOOKING HOLDINGS INC(BKNG)0603,691+603,6910107,6020.40%+107,602
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 CORP01,077,175+1,077,175061,3770.23%+61,377
SYNOPSYS INC(SNPS)0144,623+144,623064,5120.24%+64,512
DELL TECHNOLOGIES INC(DELL)047,895+47,895020,6650.08%+20,665
AMPHENOL CORP0200,093+200,093035,2800.13%+35,280
MICROCHIP TECHNOLOGY INC.(MCHP)0407,540+407,540037,1680.14%+37,168
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)0194,970+194,970040,7570.15%+40,757
DT MIDSTREAM INC(DTM)139,718210,368+70,65018,81630,8690.11%+12,054
GOLDMAN SACHS GROUP INC(GS)048,387+48,387048,9370.18%+48,937
AUTOMATIC DATA PROCESSING IN0306,299+306,299068,5960.25%+68,596
AXON ENTERPRISE INC(AXON)058,995+58,995033,0730.12%+33,073
CITIGROUP INC(C)0285,207+285,207039,9180.15%+39,918
ARISTA NETWORKS INC(ANET)0167,454+167,454028,4470.10%+28,447
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0137,883+137,883034,4680.13%+34,468
INTERNATIONAL BUSINESS MACHS(IBM)0151,373+151,373042,5680.16%+42,568
KEURIG DR PEPPER INC(KDP)01,037,965+1,037,965033,9730.13%+33,973
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 INC0322,342+322,342046,1270.17%+46,127
AMERICAN ELEC PWR CO INC0421,913+421,913057,7220.21%+57,722
HOME DEPOT INC(HD)0161,689+161,689057,0240.21%+57,024
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)0633,541+633,541051,4880.19%+51,488
MPLX LP(MPLX)333,984486,025+152,04119,06027,3780.10%+8,317
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