Neumann Capital Management, LLC
SEC Form 13F institutional filer · CIK 0001631930
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
75.0%
Neumann Capital Management, LLC — $254M AUM allocation strategy
Neumann Capital Management, LLC files SEC Form 13F and reports $254M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.4%, followed by Financials 11.2% and Communication Services 4.5%.
The top 10 holdings account for 75% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Neumann Capital Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$254M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
75% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +10.7K sh · +$2.25M+$VOO +3.13K sh · +$1.77M+$CVS +700 sh · −$228K
Biggest trims (shares)
−$NVDA −9.02K sh · −$3.58M−$BLK −3.37K sh · −$282K−$GOOG −2.8K sh · −$1.9M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.7%—
- Technology Hardware, Storage & Peripherals7.6%—
- Financial Exchanges & Data5.7%—
- Interactive Media & Services4.5%—
- Application Software4.0%—
- Diversified Banks3.1%—
- Asset Management & Custody Banks2.4%—
- Biotechnology2.0%—
- Other holdings59.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 157K | $27.3M | -9.02K | 10.8% |
| $AAPL | Apple Inc | 75.6K | $19.2M | -2.2K | 7.6% |
| $SPGI | S&P Global Inc | 109K | $14.5M | -2.43K | 5.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 40.1K | $11.5M | -2.8K | 4.5% |
| $ORCL | Oracle Corporation | 69.5K | $10.2M | -250 | 4.0% |
| $BLK | BlackRock Inc | 59.5K | $6.1M | -3.37K | 2.4% |
| $GILD | Gilead Sciences Inc | 36.1K | $5.03M | -822 | 2.0% |
| $BAC | Bank of America Corporation | 100K | $4.88M | -77 | 1.9% |
…and 47 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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