Neumann Capital Management, LLC Portfolio Holdings
Neumann Capital Management, LLC
- $339 Million
- Q3 2025
Neumann Capital Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $339 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31.8M, Ishares Tr with a value of $25.2M, Oracle Corp with a value of $20M, Apple Inc. with a value of $19.8M, and Spdr S&P 500 ETF Trust with a value of $17.4M.
Examining the 13F form we can see an increase of $22.8M in the current position value, from $316M 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: $195 Million
Technology: $78.8 Million
Communication Services: $15.7 Million
Financial Services: $14.9 Million
Healthcare: $13.5 Million
Industrials: $6.56 Million
Consumer Cyclical: $5.89 Million
Utilities: $3.59 Million
Other: $5.29 Million