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
101 檔
28.3%
According to the latest 13F quarterly dataset, Neumann Capital Management, LLC managed an equity portfolio of $391.1M at the end of Q4 2025, spanning 101 distinct U.S. exchange-listed positions.
In Q4 2025, Neumann Capital Management, LLC adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.93% | +9.47% | NEW | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.48% | +8.00% | NEW | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.11% | +6.19% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.05% | +4.35% | NEW | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.39% | +4.90% | NEW | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.17% | -6.88% | +14.21% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.09% | -7.34% | +0.30% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.00% | -6.57% | +0.51% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 3.93% | +2.96% | NEW | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.88% | +3.36% | NEW | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.61% | +2.59% | NEW | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.62% | -2.47% | -0.57% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.59% | +1.43% | NEW | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.57% | +1.60% | NEW | |
| 15 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.35% | -2.01% | -0.74% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.35% | -1.99% | -0.79% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.32% | +1.21% | NEW | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.32% | +1.10% | NEW | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.31% | -1.57% | -1.52% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.31% | -1.58% | -0.27% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.24% | -2.12% | -2.32% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.22% | -2.26% | +2.22% | |
| 23 | GM | General Motors Co | Stock-Consumer Disc | 1.18% | +0.97% | NEW | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.14% | -1.77% | -1.17% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.02% | -1.56% | -0.69% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.88% | NEW | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.92% | -1.55% | +2.56% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.89% | +0.89% | NEW | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -1.47% | -0.20% | |
| 30 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.88% | +0.70% | NEW | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.94% | NEW | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.86% | -1.23% | -0.28% | |
| 33 | CVS | Cvs Health CORP | Stock-Healthcare | 0.85% | -1.73% | — | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.84% | +0.87% | NEW | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.69% | — | |
| 36 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.73% | -1.12% | -0.35% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -1.92% | +42.53% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.91% | — | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.60% | -0.82% | -1.66% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.59% | +0.32% | NEW | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.82% | -1.62% | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.58% | +0.60% | NEW | |
| 43 | ROP | Roper Technologies Inc | Stock-Tech | 0.57% | -0.55% | +6.35% | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.54% | +0.47% | NEW | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.57% | -7.58% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.68% | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.48% | +0.52% | NEW | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.54% | NEW | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.44% | +0.47% | NEW | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.43% | -0.55% | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -4.40% | Trim |
| 2 | BIV | Vanguard Intermediate-term B | +0.5% | +14.21% | Add |
| 3 | AAPL | Apple Inc | +0.3% | -0.03% | Trim |
| 4 | GM | General Motors Co | +0.3% | +0.66% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +42.53% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +18.27% | Add |
| 7 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | — | Unchanged |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +15.50% | Add |
| 9 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +16.32% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.1% | -0.27% | Trim |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.19% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.20% | Trim |
| 13 | BAC | Bank Of America CORP | +0.1% | -0.98% | Trim |
| 14 | ACN | Accenture plc | +0.1% | +2.71% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +6.51% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 17 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 18 | DIS | Walt Disney Co/the | 0% | +25.16% | Add |
| 19 | CVS | Cvs Health CORP | 0% | — | Unchanged |
| 20 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 21 | IJS | Ishares S&p Small-cap 600 Va | 0% | +2.56% | Add |
| 22 | TGT | Target CORP | 0% | +0.76% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.51% | Add |
| 24 | EFV | Ishares Msci Eafe Value ETF | 0% | — | Unchanged |
| 25 | ALL | Allstate CORP | 0% | +7.82% | Add |
| 26 | MCK | Mckesson CORP | 0% | -1.30% | Trim |
| 27 | CMI | Cummins Inc | 0% | -2.11% | Trim |
| 28 | GRNB | Vaneck Green Bond ETF | 0% | +8.62% | Add |
| 29 | IBB | Ishares Biotechnology ETF | 0% | — | Unchanged |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +0.30% | Add |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +2.22% | Add |
| 32 | EFA | Ishares Msci Eafe ETF | 0% | -0.28% | Trim |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | -0.74% | Trim |
| 34 | UNM | Unum Group | 0% | +5.11% | Add |
| 35 | SCHW | Schwab (charles) CORP | 0% | -0.73% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -0.48% | Trim |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | — | Unchanged |
| 38 | MS | Morgan Stanley | 0% | — | Unchanged |
| 39 | USHY | Ishares Broad Usd High Yield | 0% | +3.65% | Add |
| 40 | MMM | 3m Co | 0% | — | Unchanged |
| 41 | FDL | First Trust Morn Dvd Lead In | 0% | +0.42% | Add |
| 42 | UNP | Union Pacific CORP | 0% | +11.10% | Add |
| 43 | IEMG | Ishares Core Msci Emerging | — | -0.64% | Trim |
| 44 | IUSG | Ishares Core S&p U.s. Growth | — | -0.79% | Trim |
| 45 | VT | Vanguard Tot World Stk ETF | — | -1.17% | Trim |
| 46 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 47 | NUSC | Nuveen Esg Small-cap ETF | — | +1.50% | Add |
| 48 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
| 49 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 50 | IVE | Ishares S&p 500 Value ETF | — | -1.62% | Trim |
According to official SEC Form 13F filings, Neumann Capital Management, LLC reported a total U.S. public equity portfolio value of $391.1M across 101 disclosed positions in Q4 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, AAPL) accounted for 28.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
MAR
市值: $206.9K
Top Position Liquidated / Trimmed
FISV
前期市值: $630.5K
During Q4 2025, Neumann Capital Management, LLC's top holdings by market value included NVDA (8.9%)、IEFA (7.5%)、AAPL (6.1%). The largest single position, NVDA, represented 8.9% of total portfolio value.
In Q4 2025, Neumann Capital Management, LLC made 70 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 36 holdings, and fully liquidating 4 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.