Fund HoldingsNEOS Investment Management LLC

Total Portfolio Value
$17.29B
Total Bought
$4.19B
Total Sold
$197.28M
Net Transaction
+$3.99B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)3,337,0384,284,860+947,822849,7101,164,8826.74%+315,172
NVIDIA CORPORATION(NVDA)5,499,8337,048,910+1,549,0771,026,1591,314,6227.60%+288,463
ALPHABET INC(GOOG)1,312,6561,677,600+364,944319,107525,0893.04%+205,982
AMAZON COM INC(AMZN)2,289,3372,973,448+684,111502,670686,3313.97%+183,662
ALPHABET INC(GOOG)1,147,4181,474,012+326,594279,454462,5452.68%+183,091
MICROSOFT CORP(MSFT)1,666,8702,143,404+476,534863,3551,036,5936.00%+173,238
TESLA INC(TSLA)746,5851,061,348+314,763332,021477,3092.76%+145,288
META PLATFORMS INC(META)492,848735,656+242,808361,938485,5992.81%+123,661
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
3,508,8504,515,753+1,006,903343,236449,4082.60%+106,172
ISHARES BITCOIN TRUST ETF(IBIT)02,150,607+2,150,6070106,7780.62%+106,778
MICRON TECHNOLOGY INC(MU)472,332605,941+133,60979,031172,9421.00%+93,911
ADVANCED MICRO DEVICES INC(AMD)694,388878,140+183,752112,345188,0621.09%+75,717
SPDR SERIES TRUST
ST PORT HIGH ETF
02,574,955+2,574,955060,9490.35%+60,949
PALANTIR TECHNOLOGIES INC(PLTR)944,3671,272,308+327,941172,271226,1531.31%+53,881
CISCO SYS INC(CSCO)1,658,7682,143,808+485,040113,493164,2590.95%+50,766
ELI LILLY & CO(LLY)103,020116,580+13,56078,604125,2860.72%+46,682
LAM RESEARCH CORP(LRCX)547,605700,900+153,29573,324119,9800.69%+46,656
APPLIED MATLS INC341,327445,107+103,78069,883114,3880.66%+44,505
INTUITIVE SURGICAL INC152,438197,617+45,17968,175111,9220.65%+43,748
ISHARES TR
CORE MSCI EAFE
0503,520+503,520045,0450.26%+45,045
GOLDMAN SACHS PHYSICAL GOLD(AAAU)787,4151,562,360+774,94530,01666,4780.38%+36,462
COSTCO WHSL CORP NEW(COST)184,510239,906+55,396170,788206,8811.20%+36,093
AMGEN INC(AMGN)229,434303,656+74,22264,74699,3900.57%+34,643
BOOKING HOLDINGS INC(BKNG)11,15916,571+5,41260,25088,7430.51%+28,493
INTEL CORP(INTC)1,836,7162,423,397+586,68161,62289,4230.52%+27,802
PEPSICO INC(PEP)577,111751,314+174,20381,049107,8290.62%+26,779
QUALCOMM INC(QCOM)453,445589,340+135,89575,435100,8070.58%+25,371
SHOPIFY INC(SHOP)371,422497,575+126,15355,19780,0950.46%+24,898
KLA CORP(KLAC)53,89367,886+13,99358,12982,4870.48%+24,358
GILEAD SCIENCES INC(GILD)577,119718,509+141,39064,06088,1900.51%+24,130
JOHNSON & JOHNSON(JNJ)275,722358,332+82,61051,12474,1570.43%+23,032
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
094,271+94,271025,9610.15%+25,961
VERTEX PHARMACEUTICALS INC(VRTX)113,533146,198+32,66544,46466,2800.38%+21,816
REGENERON PHARMACEUTICALS(REGN)48,17362,254+14,08127,08648,0520.28%+20,966
ANALOG DEVICES INC(ADI)210,485267,784+57,29951,71672,6230.42%+20,907
BERKSHIRE HATHAWAY INC DEL202,117241,712+39,595101,612121,4970.70%+19,884
APPLOVIN CORP(APP)120,894157,461+36,56786,867106,1000.61%+19,233
INTUIT(INTU)121,516154,167+32,65182,984102,1230.59%+19,139
JPMORGAN CHASE & CO.(JPM)307,760360,315+52,55597,077116,1010.67%+19,024
WESTERN DIGITAL CORP(WDC)0132,319+132,319022,7950.13%+22,795
ADOBE INC(ADBE)179,431232,583+53,15263,29481,4020.47%+18,107
WARNER BROS DISCOVERY INC(WBD)1,127,7701,389,366+261,59622,02540,0420.23%+18,016
CONSTELLATION ENERGY CORP(CEG)132,487171,708+39,22143,59760,6590.35%+17,062
MARRIOTT INTL INC NEW(MAR)113,730150,207+36,47729,62046,6000.27%+16,980
LINDE PLC(LIN)207,110270,345+63,23598,377115,2720.67%+16,895
TEXAS INSTRS INC(TXN)386,074497,501+111,42770,93386,3110.50%+15,378
CATERPILLAR INC(CAT)81,78894,859+13,07139,02554,3420.31%+15,317
FERROVIAL SE
ORD SHS
0233,343+233,343015,0760.09%+15,076
ALNYLAM PHARMACEUTICALS INC(ALNY)040,701+40,701016,1850.09%+16,185
ISHARES TR
BROAD USD HIGH
01,674,354+1,674,354062,6120.36%+62,612
VISA INC(V)204,275240,196+35,92169,73584,2390.49%+14,504
DBX ETF TR01,690,556+1,690,556062,2630.36%+62,263
NEXTERA ENERGY INC(NEE)344,548500,298+155,75026,01040,1640.23%+14,154
AMERICAN ELEC PWR CO INC279,893394,937+115,04431,48845,5400.26%+14,052
MERCK & CO INC(MRK)347,684409,550+61,86629,18143,1090.25%+13,928
HONEYWELL INTL INC(HON)281,827375,214+93,38759,32573,2000.42%+13,876
WALMART INC(WMT)510,652596,070+85,41852,62866,4080.38%+13,780
T-MOBILE US INC(TMUS)391,092528,445+137,35393,620107,2950.62%+13,676
EXXON MOBIL CORP498,700579,013+80,31356,22869,6780.40%+13,450
CROWDSTRIKE HLDGS INC(CRWD)101,127133,658+32,53149,59162,6540.36%+13,063
ISHARES TR0654,351+654,351065,3570.38%+65,357
VANGUARD BD INDEX FDS0882,131+882,131065,3390.38%+65,339
MONSTER BEVERAGE CORP NEW(MNST)399,063511,879+112,81626,86139,2460.23%+12,385
AMPHENOL CORP NEW0258,285+258,285034,9050.20%+34,905
ROSS STORES INC(ROST)144,910186,716+41,80622,08333,6350.19%+11,552
PALO ALTO NETWORKS INC(PANW)277,601367,464+89,86356,52567,6870.39%+11,162
CRH PLC
ORD
0142,423+142,423017,7740.10%+17,774
ASML HOLDING N V
N Y REGISTRY SHS
25,58133,427+7,84624,76535,7620.21%+10,998
MONOLITHIC PWR SYS INC(MPWR)013,929+13,929012,6250.07%+12,625
PACCAR INC(PCAR)0299,106+299,106032,7550.19%+32,755
MASTERCARD INCORPORATED(MA)96,527113,956+17,42954,90665,0550.38%+10,150
GE VERNOVA INC(GEV)051,262+51,262033,5030.19%+33,503
PROLOGIS INC.(PLD)0250,086+250,086031,9260.18%+31,926
STARBUCKS CORP(SBUX)502,941622,349+119,40842,54952,4080.30%+9,859
WELLTOWER INC(WELL)131,489179,251+47,76223,42333,2710.19%+9,847
AIRBNB INC0242,452+242,452032,9060.19%+32,906
ENERGY TRANSFER L P(ET)0735,261+735,261012,1240.07%+12,124
BANK AMERICA CORP809,511935,345+125,83441,76351,4440.30%+9,681
COMCAST CORP NEW(CCZ)1,634,0492,019,012+384,96350,80360,3480.35%+9,546
THERMO FISHER SCIENTIFIC INC(TMO)059,047+59,047034,2150.20%+34,215
WELLS FARGO CO NEW(WFC)395,632447,520+51,88833,16241,7090.24%+8,547
SYNOPSYS INC(SNPS)76,71398,680+21,96737,84946,3520.27%+8,503
POWELL INDS INC(POWL)53,17076,338+23,16816,20724,3350.14%+8,128
ASTRAZENECA PLC(AZN)0240,992+240,992022,1540.13%+22,154
COCA COLA CO(KO)0553,037+553,037038,6630.22%+38,663
BEL FUSE INC089,918+89,918015,2530.09%+15,253
MARVELL TECHNOLOGY INC(MRVL)266,050354,837+88,78722,36730,1540.17%+7,787
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0279,575+279,575023,2050.13%+23,205
INSMED INC(INSM)047,957+47,95708,3460.05%+8,346
ABBVIE INC(ABBV)226,496261,785+35,28952,44359,8150.35%+7,372
SALESFORCE INC(CRM)0132,365+132,365035,0650.20%+35,065
GOLDMAN SACHS GROUP INC(GS)35,87340,801+4,92828,56735,8640.21%+7,297
CARVANA CO(CVNA)017,284+17,28407,2940.04%+7,294
GE AEROSPACE(GE)140,819161,013+20,19442,36149,5970.29%+7,236
MODINE MFG CO(MOD)053,135+53,13507,0940.04%+7,094
ELECTRONIC ARTS INC(EA)100,987133,700+32,71320,36927,3190.16%+6,950
CSX CORP(CSX)851,0741,020,711+169,63730,22237,0010.21%+6,779
AUTODESK INC90,016119,470+29,45428,59535,3640.20%+6,769
FORTINET INC(FTNT)0433,101+433,101034,3930.20%+34,393
GE HEALTHCARE TECHNOLOGIES I(GEHC)0259,366+259,366021,2730.12%+21,273
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