D. Scott Neal, Inc. Portfolio Holdings

D. Scott Neal, Inc.

  • $200 Million
  • Q2 2025

D. Scott Neal, Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $200 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $31.3M, Invesco Qqq Trust, Series 1 with a value of $28.6M, Unum Group with a value of $21.4M, Select Sector Spdr Tr Communic with a value of $20.1M, and Arthur J. Gallagher & Co. with a value of $18.4M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $179M to 200M.

Below you can find more details about D. Scott Neal, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
ETFs: $102 Million
Financial Services: $46.5 Million
Technology: $33.5 Million
Real Estate: $8.2 Million
Industrials: $3.46 Million
Consumer Cyclical: $2.67 Million
Communication Services: $1.79 Million
Healthcare: $1.07 Million
Other: $1.27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$31.3 Million 15.62% of portfolio
102,535
Q2 2025 Added 0.66%
$0
$28.6 Million 14.28% of portfolio
51,769
Q2 2025 Reduced 0.05%
$16.3B
$21.4 Million 10.68% of portfolio
264,589
Q2 2025 Reduced 2.61%
$0
$20.1 Million 10.06% of portfolio
185,483
Q2 2025 Added 1.23%
$66.3B
$18.4 Million 9.22% of portfolio
57,614
Q2 2025 Added 0.1%
$23.5B
$13.4 Million 6.68% of portfolio
267,751
Q2 2025 Added 3.56%
$131B
$9.75 Million 4.87% of portfolio
10,887
Q2 2025 Added 5.01%
$3B
$8.2 Million 4.1% of portfolio
256,235
Q2 2025 Reduced 0.57%
$53.5B
$4.57 Million 2.29% of portfolio
73,349
Q2 2025 Reduced 0.56%
$0
$4.28 Million 2.14% of portfolio
6,921
Q2 2025 Added 1,295.36%
$3.75T
$4.06 Million 2.03% of portfolio
8,172
Q2 2025 Reduced 2.48%
$0
$2.93 Million 1.47% of portfolio
24,928
Q4 2024 Reduced 0.59%
$214B
$2.93 Million 1.46% of portfolio
7,549
Q2 2023 Reduced 0.16%
$631B
$2.78 Million 1.39% of portfolio
5,719
Q3 2024 Added 5.91%
$0
$2.5 Million 1.25% of portfolio
30,601
Q2 2025 Added 5.77%
$0
$2.22 Million 1.11% of portfolio
22,688
Q4 2024 Reduced 0.87%
$409B
$1.6 Million 0.8% of portfolio
10,122
Q2 2025 Reduced 27.57%
$1.32B
$1.54 Million 0.77% of portfolio
21,000
Q1 2024 Reduced 6.62%
$3.35T
$1.41 Million 0.7% of portfolio
6,872
Q1 2025 Added 0.37%
$0
$1.32 Million 0.66% of portfolio
2,129
Q2 2025 Added 0.52%
$0
$1.17 Million 0.58% of portfolio
30,828
Q2 2025 Added 0.38%
$194B
$1.04 Million 0.52% of portfolio
36,040
Q2 2025 Reduced 2.3%
$573B
$905,000 0.45% of portfolio
2,550
Q4 2023 Reduced 0.97%
$379B
$856,000 0.43% of portfolio
2,336
Q2 2023 Reduced 0.81%
$527B
$765,000 0.38% of portfolio
1,363
Q2 2025 Reduced 0.22%
$254B
$725,000 0.36% of portfolio
2,462
Q2 2025 Added 0.41%
$364B
$574,000 0.29% of portfolio
3,607
Q2 2025 Added 10.34%
$138B
$576,000 0.29% of portfolio
2,600
Q4 2024 Added 4.0%
$0
$582,000 0.29% of portfolio
1,026
Q2 2025 Added 11.89%
$2.3T
$513,000 0.26% of portfolio
2,339
Q2 2025 Reduced 7.73%
$23.1B
$504,000 0.25% of portfolio
21,434
Q2 2020 Added 7.17%
$410B
$473,000 0.24% of portfolio
3,100
Q3 2024 Reduced 24.39%
$0
$441,000 0.22% of portfolio
780
Q1 2022 Reduced 95.63%
$104B
$416,000 0.21% of portfolio
7,102
Q2 2025 Added 1.46%
$1.07T
$391,000 0.2% of portfolio
2,220
Q1 2025 Reduced 2.2%
$1T
$398,000 0.2% of portfolio
1,254
Q2 2025 Reduced 19.25%
$0
$401,000 0.2% of portfolio
1,860
Q4 2021 Reduced 15.76%
$0
$408,000 0.2% of portfolio
3,017
Q1 2025 Reduced 2.27%
$231B
$380,000 0.19% of portfolio
2,800
Q2 2025 Reduced 3.45%
$1.11T
$354,000 0.18% of portfolio
2,000
Q1 2025 Reduced 47.06%
$91B
$326,000 0.16% of portfolio
4,600
Q4 2024 Reduced 1.81%
$0
$327,000 0.16% of portfolio
3,560
Q3 2023 Reduced 37.38%
$160B
$299,000 0.15% of portfolio
1,285
Q1 2022 New
$0
$293,000 0.15% of portfolio
3,288
Q2 2025 Reduced 3.09%
$475B
$283,000 0.14% of portfolio
2,634
Q2 2025 Reduced 0.19%
$112B
$281,000 0.14% of portfolio
1,022
Q2 2025 New
$618B
$262,000 0.13% of portfolio
1,200
Q2 2025 New
$94.1B
$232,000 0.12% of portfolio
1,017
Q1 2024 New
$0
$231,000 0.12% of portfolio
2,114
Q2 2025 Added 2.37%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $200 Million
  • Prior Value $179 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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