Neumann Capital Management, LLC
CIK: 0001631930SEC EDGAR →
Portfolio Value
$346.1B
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 | $30.9B | 8.93% |
| 2 | ISHARES TR | 289,345 | $25.9B | 7.48% |
| 3 | APPLE INC | 77,822 | $21.2B | 6.11% |
| 4 | SPDR S&P 500 ETF TR | 25,643 | $17.5B | 5.05% |
| 5 | ISHARES INC | 226,151 | $15.2B | 4.39% |
| 6 | VANGUARD BD INDEX FDS | 185,239 | $14.4B | 4.17% |
| 7 | ISHARES TR | 117,764 | $14.2B | 4.09% |
| 8 | ISHARES TR | 209,618 | $13.8B | 4.00% |
| 9 | ORACLE CORP | 69,783 | $13.6B | 3.93% |
| 10 | ALPHABET INC | 42,910 | $13.4B | 3.88% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (101)
$30.9B · 166K shares
$25.9B · 289K shares
$21.2B · 78K shares
$17.5B · 26K shares
$15.2B · 226K shares
$14.4B · 185K shares
$14.2B · 118K shares
$13.8B · 210K shares
$13.6B · 70K shares
$13.4B · 43K shares
$9.0B · 158K shares
$5.6B · 63K shares
$5.5B · 100K shares
$5.4B · 67K shares
$4.7B · 36K shares
$4.7B · 28K shares
$4.6B · 95K shares
$4.6B · 33K shares
$4.5B · 57K shares
$4.5B · 37K shares
$4.3B · 44K shares
$4.2B · 30K shares
$4.1B · 50K shares
$3.9B · 28K shares
$3.5B · 27K shares
$3.3B · 10K shares
$3.2B · 28K shares
$3.1B · 65K shares
$3.1B · 15K shares
$3.0B · 19K shares
$3.0B · 13K shares
$3.0B · 31K shares
$2.9B · 37K shares
$2.9B · 30K shares
$2.7B · 6K shares
$2.5B · 32K shares
$2.2B · 4K shares
$2.1B · 30K shares
$2.1B · 26K shares
$2.0B · 8K shares
$2.0B · 9K shares
$2.0B · 10K shares
$2.0B · 4K shares
$1.9B · 2K shares
$1.8B · 5K shares
$1.8B · 12K shares
$1.7B · 41K shares
$1.6B · 21K shares
$1.5B · 35K shares
$1.5B · 15K shares
$1.5B · 4K shares
$1.3B · 13K shares
$1.3B · 17K shares
$1.3B · 5K shares
$1.3B · 14K shares
$1.2B · 33K shares
$1.2B · 15K shares
$1.2B · 7K shares
$1.1B · 9K shares
$1.1B · 24K shares
$1.1B · 24K shares
$1.0B · 11K shares
$995.0M · 12K shares
$962.0M · 6K shares
$950.0M · 18K shares
$934.0M · 1K shares
$889.0M · 37K shares
$792.0M · 7K shares
$760.0M · 7K shares
$708.0M · 28K shares
$654.0M · 9K shares
$622.0M · 16K shares
$604.0M · 26K shares
$569.0M · 11K shares
$550.0M · 5K shares
$543.0M · 11K shares
$539.0M · 4K shares
$527.0M · 8K shares
$474.0M · 930 shares
$474.0M · 6K shares
$472.0M · 5K shares
$471.0M · 3K shares
$460.0M · 972 shares
$452.0M · 750 shares
$410.0M · 1K shares
$410.0M · 600 shares
$382.0M · 4K shares
$377.0M · 2K shares
$344.0M · 6K shares
$338.0M · 6K shares
$319.0M · 2K shares
$308.0M · 642 shares
$300.0M · 1K shares
$289.0M · 507 shares
$263.0M · 350 shares
$242.0M · 2K shares
$214.0M · 2K shares
$211.0M · 1K shares
$206.0M · 667 shares
$201.0M · 600 shares
$200.0M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $191.0B | 55.2% |
| Technology | 6 | $72.0B | 20.8% |
| Unknown | 5 | $30.0B | 8.7% |
| Communication Services | 4 | $16.2B | 4.7% |
| Healthcare | 7 | $14.8B | 4.3% |
| Consumer Cyclical | 4 | $7.5B | 2.2% |
| Industrials | 6 | $7.0B | 2.0% |
| Utilities | 3 | $3.5B | 1.0% |
| Energy | 3 | $3.4B | 1.0% |
| Consumer Defensive | 1 | $471.0M | 0.1% |
| Real Estate | 1 | $201.0M | 0.1% |