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CIK: 0001631930
Total reported value
$391.1M
$391.1M
99 檔
22.3%
The Q1 2025 SEC filing reveals that Neumann Capital Management, LLC held a total portfolio value of $391.1M, covering 99 public equity positions.
In Q1 2025, Neumann Capital Management, LLC displayed an active expansion posture, initiating 99 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.73% | +8.00% | NEW | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.58% | +9.47% | NEW | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.01% | +6.19% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.29% | +4.35% | NEW | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.47% | +4.90% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.28% | -7.34% | -0.54% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.25% | -6.57% | +1.04% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.76% | -6.88% | +10.35% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 3.66% | +2.96% | NEW | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.77% | +2.59% | NEW | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.50% | +3.36% | NEW | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.01% | -2.47% | -2.04% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.63% | +1.10% | NEW | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.61% | +1.60% | NEW | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.56% | +1.21% | NEW | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.54% | -1.57% | -12.19% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.53% | -1.58% | -0.75% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.52% | +1.43% | NEW | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.28% | -2.01% | +0.56% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.25% | -1.99% | -5.36% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.21% | -2.12% | +3.26% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.19% | -2.26% | — | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.11% | -1.56% | +1.14% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.09% | -1.77% | +0.95% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.88% | NEW | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | -1.23% | -0.41% | |
| 27 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.94% | -1.12% | — | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.92% | -0.26% | — | |
| 29 | CVS | Cvs Health CORP | Stock-Healthcare | 0.87% | -1.73% | — | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.86% | -1.55% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -1.47% | — | |
| 32 | GM | General Motors Co | Stock-Consumer Disc | 0.84% | +0.97% | NEW | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 0.83% | -0.55% | -1.21% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.69% | — | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.77% | +0.32% | NEW | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | -0.82% | +0.88% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.75% | +0.87% | NEW | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.73% | -0.82% | -5.15% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.94% | NEW | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | -0.57% | -4.12% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.68% | — | |
| 42 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.67% | +0.70% | NEW | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | +0.52% | NEW | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.63% | +0.60% | NEW | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.91% | — | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.54% | +0.47% | NEW | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.52% | +0.63% | NEW | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.48% | +0.89% | NEW | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.54% | NEW | |
| 50 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.45% | +0.47% | NEW |
According to official SEC Form 13F filings, Neumann Capital Management, LLC reported a total U.S. public equity portfolio value of $391.1M across 99 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, NVDA, AAPL) accounted for 22.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $22.4M
During Q1 2025, Neumann Capital Management, LLC's top holdings by market value included IEFA (7.7%)、NVDA (6.6%)、AAPL (6.0%). The largest single position, IEFA, represented 7.7% of total portfolio value.
In Q1 2025, Neumann Capital Management, LLC made 99 total portfolio adjustments, initiating 99 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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