Neumann Capital Management, LLC Portfolio Holdings
Neumann Capital Management, LLC
- $291 Million
- Q2 2024
Neumann Capital Management, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $291 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.2M, Ishares Tr with a value of $20.2M, Apple Inc. with a value of $17.3M, Spdr S&P 500 ETF Trust with a value of $14.7M, and Ishares Core S&P Mid Cap ETF with a value of $12.9M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $280M to 291M.
Below you can find more details about Neumann Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$291 Million
ETFs: $172 Million
Technology: $61.3 Million
Communication Services: $12.5 Million
Financial Services: $12.1 Million
Healthcare: $11 Million
Consumer Cyclical: $5.86 Million
Industrials: $5.32 Million
Energy: $3.52 Million
Other: $7.01 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|