Neumann Capital Management, LLC

Q4 2025 13F-HR Holdings

Location
Foster City, CA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$346,131
Net value change ($000)
+4,234 (1.2%)
New positions
2
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 2,519 23.1%
BIV 1,760 13.9%
AAPL 1,335 6.7%
GM 1,044 34.2%
VOO 695 46.0%
IEFA 670 2.7%
AMZN 585 24.3%
CHRW 536 21.4%
ESGD 444 18.1%
EAGG 423 15.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -6,402 -32.0%
NVDA -901 -2.8%
FISV -630 -100.0%
NFLX -280 -21.8%
VNQ -219 -3.8%
HD -213 -100.0%
CDNS -211 -100.0%
VZ -210 -11.3%
PANW -201 -100.0%
MSFT -194 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type