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Home > Institutional Investor > Neumann Capital Management, Llc > Profile

Instuitional Investor - Neumann Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Neumann Capital Management, Llc
Portfolio Value $300,991,895
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 183,115 $24,590,517 8.16%
2.
Ishares Tr - CORE MSCI EAFE
 292,989 $20,591,253 6.84%
3.
Apple Inc.
 AAPL 77,077 $19,301,517 6.41%
4.
Spdr S & P 500 Etf Trust
 SPY 27,534 $16,136,866 5.36%
5.
Ishares Trust
 IEF 119,022 $13,713,743 4.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)