Neumann Capital Management, LLC Portfolio Holdings
Neumann Capital Management, LLC
- $339 Million
- Q4 2025
Neumann Capital Management, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $339 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $30.9M, Ishares Tr with a value of $25.7M, Apple Inc. with a value of $20.8M, Spdr S&P 500 ETF Trust with a value of $17.1M, and Oracle Corp with a value of $15.3M.
Examining the 13F form we can see an decrease of $193K in the current position value, from $339M to 339M.
Below you can find more details about Neumann Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$339 Million
ETFs: $197 Million
Technology: $73.4 Million
Communication Services: $16.3 Million
Financial Services: $14.8 Million
Healthcare: $14.6 Million
Consumer Cyclical: $7 Million
Industrials: $6.88 Million
Utilities: $3.61 Million
Other: $5.32 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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