D. SCOTT NEAL, INC. - Portfolio overview

D. SCOTT NEAL, INC. has 58 reported holdings in this dataset, with the latest filing dated 2025-10-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AJG - GALLAGHER ARTHUR J & CO, 21.76%
2. NSA - NATIONAL STORAGE AFFILIATES, 9.86%
3. MSFT - MICROSOFT CORP, 5.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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