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Home > Institutional Investor > D. Scott Neal, Inc. > Profile

Instuitional Investor - D. Scott Neal, Inc.

Fund Profile
Filing Period:
Fund Name: D. Scott Neal, Inc.
Portfolio Value $112,250,916
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 118,595 $22,671,807 20.19%
2.
Alpha Metallurgical Resources Inc.
 AMR 32,375 $10,972,577 9.77%
3.
Kla Corp
 KLAC 16,344 $9,500,986 8.46%
4.
Abbvie Inc.
 ABBV 57,478 $8,907,340 7.93%
5.
Arthur J. Gallagher & Co.
 AJG 37,887 $8,520,086 7.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)