Neumann Capital Management, LLC Portfolio Holdings
Neumann Capital Management, LLC
- $289 Million
- Q1 2025
Neumann Capital Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $289 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $22.4M, Nvidia Corp with a value of $19M, Apple Inc. with a value of $17.4M, Spdr S&P 500 ETF Trust with a value of $15.3M, and Ishares Inc with a value of $12.9M.
Examining the 13F form we can see an decrease of $12.3M in the current position value, from $301M to 289M.
Below you can find more details about Neumann Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$289 Million
ETFs: $176 Million
Technology: $53.5 Million
Financial Services: $13.6 Million
Healthcare: $13.2 Million
Communication Services: $11.5 Million
Industrials: $6.11 Million
Consumer Cyclical: $5.39 Million
Utilities: $3.54 Million
Other: $5.86 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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