§ 13F · FUND PROFILE
Neumann Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $318.0T (13F)Positions · 100Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$346.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 166K | $30.9T | 8.9% | NEW |
| 2 | IEFA | ISHARES TR | 289K | $25.9T | 7.5% | NEW |
| 3 | AAPL | APPLE INC | 78K | $21.2T | 6.1% | NEW |
| 4 | SPY | SPDR S&P 500 ETF TR | 26K | $17.5T | 5.1% | NEW |
| 5 | IEMG | ISHARES INC | 226K | $15.2T | 4.4% | NEW |
| 6 | BIV | VANGUARD BD INDEX FDS | 185K | $14.4T | 4.2% | NEW |
| 7 | IJR | ISHARES TR | 118K | $14.2T | 4.1% | NEW |
| 8 | IJH | ISHARES TR | 210K | $13.8T | 4.0% | NEW |
| 9 | ORCL | ORACLE CORP | 70K | $13.6T | 3.9% | NEW |
| 10 | GOOGL | ALPHABET INC | 43K | $13.4T | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEUMANN SIGNAL
AC read
Neumann Capital Management, LLC is a Other fund managing $318024.3 trillion in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed