13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001631930
Total reported value
$391.1M
$391.1M
103 檔
29.2%
During the Q3 2025 filing period, Neumann Capital Management, LLC (CIK: 0001631930) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $391.1M across 103 reported positions.
In Q3 2025, Neumann Capital Management, LLC adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.31% | +9.47% | NEW | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.37% | +8.00% | NEW | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 5.85% | +2.96% | NEW | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.80% | +6.19% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.08% | +4.35% | NEW | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.39% | +4.90% | NEW | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.08% | -7.34% | -1.03% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.98% | -6.57% | -0.39% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.70% | -6.88% | +6.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | +3.36% | NEW | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.68% | +2.59% | NEW | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.71% | -2.47% | -0.43% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.58% | +1.60% | NEW | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.53% | +1.43% | NEW | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.35% | +1.10% | NEW | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.35% | -1.57% | +1.92% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.35% | -1.99% | +0.25% | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.34% | -2.01% | +0.89% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.33% | +1.21% | NEW | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.27% | -2.12% | +3.32% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.21% | -2.26% | +2.63% | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.20% | -1.58% | -4.39% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.14% | -1.77% | +1.35% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.03% | -1.56% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.88% | NEW | |
| 26 | GM | General Motors Co | Stock-Consumer Disc | 0.89% | +0.97% | NEW | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.89% | -1.55% | +3.51% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.69% | -10.57% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.85% | -1.23% | -1.27% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.81% | -1.73% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -1.47% | — | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.78% | +0.89% | NEW | |
| 33 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.77% | -1.12% | -4.52% | |
| 34 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.73% | +0.70% | NEW | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.72% | +0.87% | NEW | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.94% | NEW | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.62% | -0.82% | -1.08% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.61% | -0.55% | +2.21% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.59% | -0.91% | — | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.82% | -2.53% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.57% | -15.28% | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.56% | +0.60% | NEW | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | +0.52% | NEW | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.53% | +0.32% | NEW | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.68% | — | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.52% | +0.47% | NEW | |
| 47 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.46% | +0.47% | NEW | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -1.92% | +30.57% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.42% | -0.66% | -0.03% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.42% | -0.55% | -0.66% |
According to official SEC Form 13F filings, Neumann Capital Management, LLC reported a total U.S. public equity portfolio value of $391.1M across 103 disclosed positions in Q3 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 NVDA, IEFA, ORCL) accounted for 29.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
EMXC
市值: $607.6K
Top Position Liquidated / Trimmed
TSLA
前期市值: $647.9K
During Q3 2025, Neumann Capital Management, LLC's top holdings by market value included NVDA (9.3%)、IEFA (7.4%)、ORCL (5.8%). The largest single position, NVDA, represented 9.3% of total portfolio value.
In Q3 2025, Neumann Capital Management, LLC made 79 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 44 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.