StockDriftsStockDriftsTop 50 Neumann Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.47% | 162.2K | $37.0M | new | $9.51(+2182.75%) | 2026-09-30 | |
| IEFA | ISHARES TR | 8% | 322.8K | $31.3M | new | $67.20(+42.79%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.19% | 72.7K | $24.2M | new | $61.39(+458.61%) | 2026-09-30 | |
| IEMG | ISHARES INC | 4.9% | 236.2K | $19.2M | new | $55.75(+38.74%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.35% | 22.3K | $17.0M | new | $242.06(+216.65%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.29% | 123.4K | $16.8M | +4.10%(+4.86K) | $65.78(+106.48%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.19% | 224.7K | $16.4M | +2.95%(+6.43K) | $76.31(-3.95%) | 2026-09-30 | |
| IJH | ISHARES TR | 4.08% | 221.6K | $15.9M | +6.20%(+12.93K) | $34.45(+110.07%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.36% | 38.2K | $13.2M | new | $35.59(+867.10%) | 2026-09-30 | |
| ORCL | ORACLE CORP | 2.96% | 84.5K | $11.6M | new | $59.80(+116.70%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.36% | +65.79% | +9.58% | +58.02% |
| Top 20 Holdings Unweighted | +17.31% | +61.45% | +9.05% | +54.21% |
Neumann Capital Management LLC reports $391.13M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.5%), IEFA (8.0%) and AAPL (6.2%). The top 20 holdings account for 67.38% of reported assets. Its disclosed equity book has returned +65.79% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Neumann Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631930). View Neumann Capital Management LLC’s 13F filings on SEC