Neumann Capital Management, LLC
CIK: 0001631930SEC EDGAR →
Portfolio Value
$346.1M
Holdings
101
As of
Q4 2025
New Positions
101
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 165,805 | $30.9M | 8.93% |
| 2 | ISHARES TR | 289,345 | $25.9M | 7.48% |
| 3 | APPLE INC | 77,822 | $21.2M | 6.11% |
| 4 | SPDR S&P 500 ETF TR | 25,643 | $17.5M | 5.05% |
| 5 | ISHARES INC | 226,151 | $15.2M | 4.39% |
| 6 | VANGUARD BD INDEX FDS | 185,239 | $14.4M | 4.17% |
| 7 | ISHARES TR | 117,764 | $14.2M | 4.09% |
| 8 | ISHARES TR | 209,618 | $13.8M | 4.00% |
| 9 | ORACLE CORP | 69,783 | $13.6M | 3.93% |
| 10 | ALPHABET INC | 42,910 | $13.4M | 3.88% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (101)
$30.9M · 166K shares
$25.9M · 289K shares
$21.2M · 78K shares
$17.5M · 26K shares
$15.2M · 226K shares
$14.4M · 185K shares
$14.2M · 118K shares
$13.8M · 210K shares
$13.6M · 70K shares
$13.4M · 43K shares
$9.0M · 158K shares
$5.6M · 63K shares
$5.5M · 100K shares
$5.4M · 67K shares
$4.7M · 36K shares
$4.7M · 28K shares
$4.6M · 95K shares
$4.6M · 33K shares
$4.5M · 57K shares
$4.5M · 37K shares
$4.3M · 44K shares
$4.2M · 30K shares
$4.1M · 50K shares
$3.9M · 28K shares
$3.5M · 27K shares
$3.3M · 10K shares
$3.2M · 28K shares
$3.1M · 65K shares
$3.1M · 15K shares
$3.0M · 19K shares
$3.0M · 13K shares
$3.0M · 31K shares
$2.9M · 37K shares
$2.9M · 30K shares
$2.7M · 6K shares
$2.5M · 32K shares
$2.2M · 4K shares
$2.1M · 30K shares
$2.1M · 26K shares
$2.0M · 8K shares
$2.0M · 9K shares
$2.0M · 10K shares
$2.0M · 4K shares
$1.9M · 2K shares
$1.8M · 5K shares
$1.8M · 12K shares
$1.7M · 41K shares
$1.6M · 21K shares
$1.5M · 35K shares
$1.5M · 15K shares
$1.5M · 4K shares
$1.3M · 13K shares
$1.3M · 17K shares
$1.3M · 5K shares
$1.3M · 14K shares
$1.2M · 33K shares
$1.2M · 15K shares
$1.2M · 7K shares
$1.1M · 9K shares
$1.1M · 24K shares
$1.1M · 24K shares
$1.0M · 11K shares
$995K · 12K shares
$962K · 6K shares
$950K · 18K shares
$934K · 1K shares
$889K · 37K shares
$792K · 7K shares
$760K · 7K shares
$708K · 28K shares
$654K · 9K shares
$622K · 16K shares
$604K · 26K shares
$569K · 11K shares
$550K · 5K shares
$543K · 11K shares
$539K · 4K shares
$527K · 8K shares
$474K · 930 shares
$474K · 6K shares
$472K · 5K shares
$471K · 3K shares
$460K · 972 shares
$452K · 750 shares
$410K · 1K shares
$410K · 600 shares
$382K · 4K shares
$377K · 2K shares
$344K · 6K shares
$338K · 6K shares
$319K · 2K shares
$308K · 642 shares
$300K · 1K shares
$289K · 507 shares
$263K · 350 shares
$242K · 2K shares
$214K · 2K shares
$211K · 1K shares
$206K · 667 shares
$201K · 600 shares
$200K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $191.0M | 55.2% |
| Technology | 6 | $72.0M | 20.8% |
| Unknown | 5 | $30.0M | 8.7% |
| Communication Services | 4 | $16.2M | 4.7% |
| Healthcare | 7 | $14.8M | 4.3% |
| Consumer Cyclical | 4 | $7.5M | 2.2% |
| Industrials | 6 | $7.0M | 2.0% |
| Utilities | 3 | $3.5M | 1.0% |
| Energy | 3 | $3.4M | 1.0% |
| Consumer Defensive | 1 | $471K | 0.1% |
| Real Estate | 1 | $201K | 0.1% |