Institutional Manager · CIK 0001631930
Neumann Capital Management, LLC
Foster City, CA · File #028-16383
Latest AUM
$346.1M
Positions
101
Top-10 Concentration
57.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025101 pos · $346.1M
- 13F HOLDINGS REPORTQ/E Sep 2025103 pos · $341.9M
- 13F HOLDINGS REPORTQ/E Jun 2025100 pos · $318.0M
- 13F HOLDINGS REPORTQ/E Mar 202599 pos · $289.3M
- 13F HOLDINGS REPORTQ/E Dec 2024101 pos · $301.0M
- 13F HOLDINGS REPORTQ/E Sep 2024101 pos · $300.6M
- 13F HOLDINGS REPORTQ/E Jun 202498 pos · $291.0M
- 13F HOLDINGS REPORTQ/E Mar 202498 pos · $280.5M
- 13F HOLDINGS REPORTQ/E Dec 202393 pos · $229.4M
- 13F HOLDINGS REPORTQ/E Sep 202392 pos · $241.5M
- 13F HOLDINGS REPORTQ/E Jun 202390 pos · $227.5M
- 13F HOLDINGS REPORTQ/E Mar 202389 pos · $213.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 165,805 | $30.9M | 9.90% |
| 2 | ISHARES TR | 46432F842 | 289,345 | $25.9M | 8.29% |
| 3 | APPLE INC | AAPL | 77,822 | $21.2M | 6.78% |
| 4 | SPDR S&P 500 ETF TR | SPY | 25,643 | $17.5M | 5.60% |
| 5 | ISHARES INC | 46434G103 | 226,151 | $15.2M | 4.87% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 185,239 | $14.4M | 4.62% |
| 7 | ISHARES TR | 464287804 | 117,764 | $14.2M | 4.53% |
| 8 | ISHARES TR | 464287507 | 209,618 | $13.8M | 4.43% |
| 9 | ORACLE CORP | ORCL-PD | 69,783 | $13.6M | 4.36% |
| 10 | ALPHABET INC | GOOG | 42,910 | $13.4M | 4.30% |
| 11 | WISDOMTREE TR | WT | 157,541 | $9.0M | 2.89% |
| 12 | VANGUARD INDEX FDS | 922908553 | 63,432 | $5.6M | 1.80% |
| 13 | BANK AMERICA CORP | 060505104 | 100,163 | $5.5M | 1.76% |
| 14 | WISDOMTREE TR | WT | 66,870 | $5.4M | 1.74% |
| 15 | ISHARES TR | 464288570 | 36,198 | $4.7M | 1.49% |
| 16 | ISHARES TR | 464287671 | 27,756 | $4.7M | 1.49% |
| 17 | VANGUARD CHARLOTTE FDS | 92203J407 | 94,880 | $4.6M | 1.47% |
| 18 | SPDR SERIES TRUST | 78464A763 | 32,715 | $4.6M | 1.46% |
| 19 | VANGUARD BD INDEX FDS | 921937827 | 57,462 | $4.5M | 1.45% |
| 20 | GILEAD SCIENCES INC | GILD | 36,890 | $4.5M | 1.45% |