$174 Million is the total value of Neumann Capital Management, LLC's 74 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 39 | Q2 2024 | 6.2% |
| ISHARES TR | 39 | Q2 2024 | 5.6% |
| SPDR S&P 500 ETF TR | 39 | Q2 2024 | 5.3% |
| APPLE INC | 39 | Q2 2024 | 7.8% |
| ISHARES INC | 39 | Q2 2024 | 6.6% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 4.8% |
| SPDR SER TR | 39 | Q2 2024 | 4.1% |
| ORACLE CORP | 39 | Q2 2024 | 4.1% |
| WISDOMTREE TR | 39 | Q2 2024 | 4.9% |
| ISHARES TR | 39 | Q2 2024 | 6.4% |
View Neumann Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-20 |
View Neumann Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.