D. Scott Neal, Inc. Portfolio Holdings
D. Scott Neal, Inc.
- $216 Million
- Q3 2025
D. Scott Neal, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $36.1M, Invesco Qqq Trust, Series 1 with a value of $30.9M, Select Sector Spdr Tr Communic with a value of $21.9M, Unum Group with a value of $20M, and Arthur J. Gallagher & Co. with a value of $17.6M.
Examining the 13F form we can see an increase of $15.5M in the current position value, from $200M to 216M.
Below you can find more details about D. Scott Neal, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$216 Million
ETFs: $113 Million
Financial Services: $44.6 Million
Technology: $39.1 Million
Real Estate: $7.73 Million
Industrials: $4.1 Million
Consumer Cyclical: $2.99 Million
Communication Services: $2.04 Million
Consumer Defensive: $1.22 Million
Other: $1.17 Million