Fund Holdings — NEOS Investment Management LLC

Total Portfolio Value
$13.35B
Total Bought
$5.31B
Total Sold
$37.04M
Net Transaction
+$5.27B
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)3,638,0995,499,833+1,861,734574,7831,026,1597.68%+451,376
APPLE INC(AAPL)2,192,4363,337,038+1,144,602449,822849,7106.36%+399,888
MICROSOFT CORP(MSFT)1,109,7181,666,870+557,152551,985863,3556.47%+311,370
BROADCOM INC(AVGO)920,2901,427,991+507,701253,678471,1093.53%+217,431
AMAZON COM INC(AMZN)1,424,9942,289,337+864,343312,629502,6703.76%+190,040
TESLA INC(TSLA)480,769746,585+265,816152,721332,0212.49%+179,300
ALPHABET INC(GOOG)884,6351,312,656+428,021155,899319,1072.39%+163,207
ALPHABET INC(GOOG)762,5111,147,418+384,907135,262279,4542.09%+144,192
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
2,340,6203,508,850+1,168,230204,149343,2362.57%+139,087
META PLATFORMS INC(META)323,949492,848+168,899239,104361,9382.71%+122,834
VANECK BITCOIN ETF(HODL)2,892,2746,032,465+3,140,19188,128195,2711.46%+107,143
PALANTIR TECHNOLOGIES INC(PLTR)572,570944,367+371,79778,053172,2711.29%+94,219
NETFLIX INC(NFLX)107,727177,297+69,570144,260212,5651.59%+68,304
APPLOVIN CORP(APP)53,187120,894+67,70718,62086,8670.65%+68,247
COSTCO WHSL CORP NEW(COST)112,542184,510+71,968111,410170,7881.28%+59,378
ADVANCED MICRO DEVICES INC(AMD)418,034694,388+276,35459,319112,3450.84%+53,026
CISCO SYS INC(CSCO)1,014,1321,658,768+644,63670,360113,4930.85%+43,132
MICRON TECHNOLOGY INC(MU)303,507472,332+168,82537,40779,0310.59%+41,623
LAM RESEARCH CORP(LRCX)341,035547,605+206,57033,19673,3240.55%+40,128
LINDE PLC(LIN)130,774207,110+76,33661,35798,3770.74%+37,021
T-MOBILE US INC(TMUS)241,528391,092+149,56457,54693,6200.70%+36,073
PEPSICO INC(PEP)347,990577,111+229,12145,94981,0490.61%+35,101
INTEL CORP(INTC)1,197,1501,836,716+639,56626,81661,6220.46%+34,806
APPLIED MATLS INC207,874341,327+133,45338,05569,8830.52%+31,828
SHOPIFY INC(SHOP)206,686371,422+164,73623,84155,1970.41%+31,356
JPMORGAN CHASE & CO.(JPM)228,111307,760+79,64966,13297,0770.73%+30,945
BERKSHIRE HATHAWAY INC DEL145,753202,117+56,36470,802101,6120.76%+30,810
QUALCOMM INC(QCOM)282,391453,445+171,05444,97475,4350.56%+30,462
KLA CORP(KLAC)34,17353,893+19,72030,61058,1290.44%+27,519
GOLDMAN SACHS PHYSICAL GOLD(AAAU)104,666787,415+682,7493,42030,0160.22%+26,596
ORACLE CORP(ORCL)133,667191,472+57,80529,22453,8500.40%+24,626
INTUIT(INTU)74,186121,516+47,33058,43182,9840.62%+24,553
GILEAD SCIENCES INC(GILD)361,500577,119+215,61940,08064,0600.48%+23,981
TEXAS INSTRS INC(TXN)228,392386,074+157,68247,41970,9330.53%+23,515
ABBVIE INC(ABBV)163,684226,496+62,81230,38352,4430.39%+22,060
PALO ALTO NETWORKS INC(PANW)170,261277,601+107,34034,84256,5250.42%+21,683
AMGEN INC(AMGN)154,557229,434+74,87743,15464,7460.48%+21,592
JOHNSON & JOHNSON(JNJ)194,101275,722+81,62129,64951,1240.38%+21,475
THOMSON REUTERS CORP(TRI)0136,333+136,333021,1770.16%+21,177
DOORDASH INC(DASH)96,546164,239+67,69323,80044,6710.33%+20,872
ADOBE INC(ADBE)110,689179,431+68,74242,82363,2940.47%+20,471
ELI LILLY & CO(LLY)74,989103,020+28,03158,45678,6040.59%+20,148
OREILLY AUTOMOTIVE INC(ORLY)199,935351,556+151,62118,02037,9010.28%+19,881
CROWDSTRIKE HLDGS INC(CRWD)58,883101,127+42,24429,99049,5910.37%+19,601
CATERPILLAR INC(CAT)50,20081,788+31,58819,48839,0250.29%+19,537
ANALOG DEVICES INC(ADI)136,193210,485+74,29232,41751,7160.39%+19,300
WALMART INC(WMT)342,820510,652+167,83233,52152,6280.39%+19,107
CADENCE DESIGN SYSTEM INC(CDNS)71,448116,797+45,34922,01741,0260.31%+19,009
SYNOPSYS INC(SNPS)37,36076,713+39,35319,15437,8490.28%+18,696
EXXON MOBIL CORP349,444498,700+149,25637,67056,2280.42%+18,558
MASTERCARD INCORPORATED(MA)65,06496,527+31,46336,56254,9060.41%+18,343
HOME DEPOT INC(HD)78,888116,043+37,15528,92347,0190.35%+18,096
AUTOMATIC DATA PROCESSING IN107,302174,272+66,97033,09251,1490.38%+18,057
VISA INC(V)145,867204,275+58,40851,79069,7350.52%+17,945
CHEVRON CORP NEW(CVX)131,755235,718+103,96318,86636,6050.27%+17,739
HONEYWELL INTL INC(HON)178,720281,827+103,10741,62059,3250.44%+17,704
CONSTELLATION ENERGY CORP(CEG)82,202132,487+50,28526,53243,5970.33%+17,066
INTUITIVE SURGICAL INC94,994152,438+57,44451,62168,1750.51%+16,554
BANK AMERICA CORP535,425809,511+274,08625,33641,7630.31%+16,426
COMCAST CORP NEW(CCZ)963,5401,634,049+670,50934,38950,8030.38%+16,414
GE AEROSPACE(GE)102,906140,819+37,91326,48742,3610.32%+15,874
UNITEDHEALTH GROUP INC(UNH)81,753117,989+36,23625,50440,7420.31%+15,237
PDD HOLDINGS INC(PDD)120,393204,356+83,96312,60027,0100.20%+14,409
WARNER BROS DISCOVERY INC(WBD)664,5711,127,770+463,1997,61622,0250.16%+14,409
MERCADOLIBRE INC(MELI)7,85014,713+6,86320,51734,3830.26%+13,866
STARBUCKS CORP(SBUX)314,259502,941+188,68228,79642,5490.32%+13,753
BOOKING HOLDINGS INC(BKNG)8,05311,159+3,10646,62160,2500.45%+13,630
PROCTER AND GAMBLE CO(PG)189,012282,705+93,69330,11343,4380.33%+13,324
POWELL INDS INC(POWL)13,93253,170+39,2382,93216,2070.12%+13,275
ASML HOLDING N V
N Y REGISTRY SHS
14,34525,581+11,23611,49624,7650.19%+13,269
AMERICAN ELEC PWR CO INC177,818279,893+102,07518,45031,4880.24%+13,038
CSX CORP(CSX)536,444851,074+314,63017,50430,2220.23%+12,717
BAKER HUGHES COMPANY(BKR)277,472477,013+199,54110,63823,2400.17%+12,602
WELLS FARGO CO NEW(WFC)258,875395,632+136,75720,74133,1620.25%+12,421
FASTENAL CO(FAST)478,558659,351+180,79320,09932,3350.24%+12,235
ROBINHOOD MKTS INC(HOOD)083,766+83,766011,9940.09%+11,994
AUTODESK INC54,05490,016+35,96216,73328,5950.21%+11,862
RTX CORPORATION(RTX)111,735168,108+56,37316,31628,1300.21%+11,814
DATADOG INC(DDOG)57,371135,208+77,8377,70719,2540.14%+11,547
XCEL ENERGY INC(XEL)191,111304,103+112,99213,01524,5260.18%+11,511
WELLTOWER INC(WELL)78,041131,489+53,44811,99723,4230.18%+11,426
MONSTER BEVERAGE CORP NEW(MNST)247,964399,063+151,09915,53226,8610.20%+11,328
CINTAS CORP(CTAS)104,616168,019+63,40323,31634,4880.26%+11,172
MONDELEZ INTL INC(MDLZ)357,656564,397+206,74124,12035,2580.26%+11,138
ROSS STORES INC(ROST)86,910144,910+58,00011,08822,0830.17%+10,995
MARRIOTT INTL INC NEW(MAR)69,125113,730+44,60518,88629,6200.22%+10,734
GOLDMAN SACHS GROUP INC(GS)25,37135,873+10,50217,95628,5670.21%+10,611
VERTEX PHARMACEUTICALS INC(VRTX)76,237113,533+37,29633,94144,4640.33%+10,523
IDEXX LABS INC(IDXX)16,45230,051+13,5998,82419,1990.14%+10,375
ARISTA NETWORKS INC(ANET)78,989126,346+47,3578,08118,4100.14%+10,329
REGENERON PHARMACEUTICALS(REGN)32,05048,173+16,12316,82627,0860.20%+10,260
CITIGROUP INC(C)155,035230,457+75,42213,19723,3910.18%+10,195
ELECTRONIC ARTS INC63,730100,987+37,25710,17820,3690.15%+10,191
MARVELL TECHNOLOGY INC(MRVL)158,738266,050+107,31212,28622,3670.17%+10,081
INTERNATIONAL BUSINESS MACHS(IBM)75,422114,395+38,97322,23332,2780.24%+10,045
NEXTERA ENERGY INC(NEE)232,071344,548+112,47716,11026,0100.19%+9,900
MORGAN STANLEY(MS)102,962153,143+50,18114,50324,3440.18%+9,840
MCDONALDS CORP(MCD)57,93087,921+29,99116,92526,7180.20%+9,793
NXP SEMICONDUCTORS N V
COM
67,884108,034+40,15014,83224,6030.18%+9,771
MERCK & CO INC(MRK)248,610347,684+99,07419,68029,1810.22%+9,501
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