StockDriftsStockDriftsTop 50 D. Scott Neal, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 16.72% | 101.7K | $36.1M | -0.84%(-861) | $172.53(+141.55%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 14.29% | 51.5K | $30.9M | -0.60%(-309) | $418.76(+48.99%) | 2025-09-30 | |
| XLC | SELECT SECTOR SPDR TR | 10.14% | 185.2K | $21.9M | -0.15%(-283) | $91.13(+29.46%) | 2025-09-30 | |
| UNM | UNUM GROUP | 9.26% | 257.4K | $20.0M | -2.71%(-7.17K) | $49.44(+59.48%) | 2025-09-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 8.12% | 56.7K | $17.6M | -1.65%(-951) | $226.43(+15.48%) | 2025-09-30 | |
| FLEX | FLEX LTD | 7.18% | 267.8K | $15.5M | +0.03%(+84) | $26.46(+139.37%) | 2025-09-30 | |
| KLAC | KLA CORP | 5.43% | 10.9K | $11.7M | -0.01%(-1) | $433.19(+195.39%) | 2025-09-30 | |
| NSA | NATIONAL STORAGE AFFILIATES | 3.58% | 255.9K | $7.7M | -0.14%(-358) | $37.53(-25.60%) | 2025-09-30 | |
| IAU | ISHARES GOLD TR | 2.26% | 67.1K | $4.9M | -8.50%(-6.23K) | $41.13(+107.51%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 1.96% | 8.2K | $4.2M | +0.00%(+0) | $220.39(+121.29%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.26% | +23.40% | — | — | +23.40% |
| Top 20 Holdings Unweighted | +14.68% | +50.83% | — | — | +50.83% |
D. Scott Neal, Inc. reports $216.19M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are GLD (16.7%), QQQ (14.3%) and XLC (10.1%). The top 20 holdings account for 91.5% of reported assets. Its disclosed equity book has returned +23.40% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from D. Scott Neal, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1596920). View D. Scott Neal, Inc.’s 13F filings on SEC