Neumann Capital Management, LLC
•CIK: 1631930•Filing: Q4 2025
**Neumann Capital Management, LLC** manages $346M across a diversified portfolio of 101 positions. The fund exhibits significant concentration in technology and broad market exposure, highlighted by the top holdings including NVDA at $30.9M and IEFA at $25.9M. Further allocations include substantial weights in AAPL ($21.2M) and SPY ($17.5M), indicating a core focus on established mega-cap and index-tracking assets. This structure suggests a tactical blend of high-conviction growth plays and broad market risk management.
Total AUM
$346.1M
QoQ Performance
+1.2%
Positions
62
Top 10 Concentration
52.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
IEFA
AAPL
SPY
NVDA8.9%
IEFA7.5%
AAPL6.1%
SPY5.1%
IEMG4.4%
BIV4.2%
IJR4.1%
IJH4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.4%
Technology25.0%
ETF5.8%
Financial3.9%
Healthcare3.7%
Consumer0.9%
Utilities0.9%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑28 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023