Neumann Capital Management, LLC Portfolio Holdings
Q3 2025•103 long positions•$341.9M portfolio value
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Holding104 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $31.8M 9.31% | -$766.8K Sold | 0.001% 170.6K shares | 174.7K → 170.6K −$766.8K | -2.35% | $4.54T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $25.2M 7.37% | -$566.1K Sold | — 288.8K shares | 295.3K → 288.8K −$566.1K | -2.2% | — — | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $20.0M 5.85% | -$1.1M Sold | 0.002% 71.1K shares | 75.0K → 71.1K −$1.1M | -5.22% | $801.76B Mega Cap | Q4 2014 Held for 10y 11m | |
Consumer Electronics Technology | $19.8M 5.8% | +$38.2K Bought | 0.001% 77.8K shares | 77.7K → 77.8K +$38.2K | +0.19% | $3.78T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $17.4M 5.08% | -$739.4K Sold | — 26.1K shares | 27.2K → 26.1K −$739.4K | -4.08% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $15.0M 4.39% | -$350.2K Sold | — 227.6K shares | 232.9K → 227.6K −$350.2K | -2.28% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $14.0M 4.08% | -$145.6K Sold | — 117.4K shares | 118.6K → 117.4K −$145.6K | -1.03% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $13.6M 3.98% | -$53.0K Sold | — 208.5K shares | 209.4K → 208.5K −$53.0K | -0.39% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $12.7M 3.7% | +$759.7K Bought | — 162.2K shares | 152.5K → 162.2K +$759.7K | +6.38% | — — | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $10.9M 3.19% | -$428.8K Sold | 0.0% 44.9K shares | 46.7K → 44.9K −$428.8K | -3.78% | $2.95T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $9.2M 2.68% | -$100.9K Sold | — 160.7K shares | 162.5K → 160.7K −$100.9K | -1.09% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $5.8M 1.71% | -$25.1K Sold | — 63.8K shares | 64.1K → 63.8K −$25.1K | -0.43% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $5.4M 1.58% | -$85.3K Sold | — 68.1K shares | 69.2K → 68.1K −$85.3K | -1.55% | — — | Q2 2017 Held for 8y 5m | |
Banks - Diversified Financial Services | $5.2M 1.53% | -$232.2K Sold | 0.001% 101.2K shares | 105.7K → 101.2K −$232.2K | -4.26% | $382.12B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $4.6M 1.35% | -$169.2K Sold | — 32.9K shares | 34.1K → 32.9K −$169.2K | -3.54% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $4.6M 1.35% | +$86.8K Bought | — 58.4K shares | 57.3K → 58.4K +$86.8K | +1.92% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.6M 1.35% | +$11.5K Bought | — 28.0K shares | 27.9K → 28.0K +$11.5K | +0.25% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $4.6M 1.34% | +$40.3K Bought | — 36.5K shares | 36.1K → 36.5K +$40.3K | +0.89% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $4.6M 1.33% | -$69.9K Sold | — 92.0K shares | 93.5K → 92.0K −$69.9K | -1.51% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $4.3M 1.27% | +$139.5K Bought | — 45.3K shares | 43.8K → 45.3K +$139.5K | +3.32% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $4.1M 1.21% | +$106.1K Bought | — 29.3K shares | 28.6K → 29.3K +$106.1K | +2.63% | — — | Q4 2014 Held for 10y 11m | |
Drug Manufacturers - General Healthcare | $4.1M 1.2% | -$188.7K Sold | 0.003% 37.0K shares | 38.7K → 37.0K −$188.7K | -4.39% | $137.73B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.9M 1.14% | +$51.8K Bought | — 28.3K shares | 27.9K → 28.3K +$51.8K | +1.35% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.5M 1.03% | — | — 27.1K shares | — | — | — — | Q4 2014 Held for 10y 11m | |
Banks - Diversified Financial Services | $3.3M 0.955% | -$373.5K Sold | 0.0% 10.3K shares | 11.5K → 10.3K −$373.5K | -10.27% | $867.35B Mega Cap | Q4 2014 Held for 10y 11m | |
Auto - Manufacturers Consumer Cyclical | $3.0M 0.892% | -$97.6K Sold | 0.005% 50.0K shares | 51.6K → 50.0K −$97.6K | -3.1% | $58.0B Large Cap | Q3 2015 Held for 10y 2m | |
ETF ETF | $3.0M 0.888% | +$102.8K Bought | — 27.5K shares | 26.5K → 27.5K +$102.8K | +3.51% | — — | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $2.9M 0.853% | -$344.5K Sold | 0.0% 5.6K shares | 6.3K → 5.6K −$344.5K | -10.57% | $3.85T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.9M 0.847% | -$37.3K Sold | — 31.0K shares | 31.4K → 31.0K −$37.3K | -1.27% | — — | Q4 2014 Held for 10y 11m | |
Medical - Healthcare Plans Healthcare | $2.8M 0.815% | — | 0.003% 37.0K shares | — | — | $95.6B Large Cap | Q4 2014 Held for 10y 11m | |
Drug Manufacturers - General Healthcare | $2.8M 0.808% | — | 0.001% 14.9K shares | — | — | $446.55B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.7M 0.779% | +$130.9K Bought | — 55.5K shares | 52.7K → 55.5K +$130.9K | +5.17% | — — | Q3 2022 Held for 3y 2m | |
Regulated Electric Utilities | $2.6M 0.773% | -$125.2K Sold | 0.006% 31.7K shares | 33.2K → 31.7K −$125.2K | -4.52% | $41.7B Large Cap | Q4 2014 Held for 10y 11m | |
Integrated Freight & Logistics Industrials | $2.5M 0.732% | — | 0.016% 18.9K shares | — | — | $15.6B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.5M 0.717% | +$64.6K Bought | — 26.4K shares | 25.7K → 26.4K +$64.6K | +2.71% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $2.4M 0.703% | — | 0.0% 10.9K shares | — | — | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.1M 0.621% | -$23.1K Sold | — 26.2K shares | 26.4K → 26.2K −$23.1K | -1.08% | — — | Q4 2014 Held for 10y 11m | |
Industrial - Machinery Industrials | $2.1M 0.608% | +$44.9K Bought | 0.004% 4.2K shares | 4.1K → 4.2K +$44.9K | +2.21% | $53.7B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.0M 0.591% | — | — 29.8K shares | — | — | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.0M 0.583% | -$51.6K Sold | — 9.6K shares | 9.9K → 9.6K −$51.6K | -2.53% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.9M 0.568% | -$350.2K Sold | — 5.9K shares | 7.0K → 5.9K −$350.2K | -15.28% | — — | Q4 2014 Held for 10y 11m | |
Insurance - Property & Casualty Financial Services | $1.9M 0.562% | — | 0.003% 9.0K shares | — | — | $56.6B Large Cap | Q4 2014 Held for 10y 11m | |
Telecommunications Services Communication Services | $1.9M 0.545% | — | 0.001% 42.4K shares | — | — | $185.31B Large Cap | Q4 2014 Held for 10y 11m | |
Information Technology Services Technology | $1.8M 0.532% | +$49.3K Bought | 0.001% 7.4K shares | 7.2K → 7.4K +$49.3K | +2.79% | $153.39B Large Cap | Q4 2014 Held for 10y 11m | |
Oil & Gas Integrated Energy | $1.8M 0.531% | — | 0.001% 11.7K shares | — | — | $312.88B Mega Cap | Q4 2014 Held for 10y 11m | |
Medical - Distribution Healthcare | $1.8M 0.52% | — | 0.002% 2.3K shares | — | — | $96.1B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $1.6M 0.461% | -$6.5K Sold | — 36.3K shares | 36.4K → 36.3K −$6.5K | -0.41% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.5M 0.442% | +$354.0K Bought | — 2.5K shares | 1.9K → 2.5K +$354.0K | +30.57% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.4M 0.421% | -$365.5 Sold | — 3.9K shares | 3.9K → 3.9K −$365.5 | -0.03% | — — | Q4 2014 Held for 10y 11m | |
Financial - Capital Markets Financial Services | $1.4M 0.42% | -$9.5K Sold | 0.001% 15.0K shares | 15.1K → 15.0K −$9.5K | -0.66% | $173.30B Large Cap | Q4 2014 Held for 10y 11m |
