Institutional Fund
Neumann Capital Management, LLC
Foster City, CACIK 16319305 filings on record
Portfolio Value
$339.55M
Q1 2026
Holdings
102
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.9%
from $346.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation8.1%
- Ishares Tr7.9%
- Apple Inc5.7%
- Vanguard Bd Index Fds5.0%
- Ishares Inc4.7%
- Spdr S&P 500 ETF Tr4.5%
- Other64.2%
Portfolio Holdings
102 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 156.8K | $27.34M | 8.1% | −9.0K | Reduced |
| 2 | Ishares Tr | 297.5K | $26.93M | 7.9% | +8.1K | Added |
| 3 | Apple Inc | 75.6K | $19.19M | 5.7% | −2.2K | Reduced |
| 4 | Vanguard Bd Index Fds | 217.9K | $16.82M | 5.0% | +32.6K | Added |
| 5 | Ishares Inc | 230.2K | $16.05M | 4.7% | +4.0K | Added |
| 6 | Spdr S&P 500 ETF Tr | 23.4K | $15.22M | 4.5% | −2.2K | Reduced |
| 7 | Ishares Tr | 118.0K | $14.67M | 4.3% | +257 | Added |
| 8 | Ishares Tr | 207.8K | $14.04M | 4.1% | −1.8K | Reduced |
| 9 | Alphabet Inc | 40.1K | $11.53M | 3.4% | −2.8K | Reduced |
| 10 | Oracle Corp | 69.5K | $10.23M | 3.0% | −250 | Reduced |
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