$198 Million is the total value of Neumann Capital Management, LLC's 78 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JLL | New | JONES LANG LASALLE INC | $252,000 | – | 1,700 | +100.0% | 0.13% | – |
| VFC | New | V F CORP | $232,000 | – | 2,720 | +100.0% | 0.12% | – |
| EFG | New | ISHARES TReafe grwth etf | $214,000 | – | 2,125 | +100.0% | 0.11% | – |
| SRCL | New | STERICYCLE INC | $208,000 | – | 3,000 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 6.2% |
| ISHARES TR | 36 | Q3 2023 | 5.6% |
| SPDR S&P 500 ETF TR | 36 | Q3 2023 | 5.3% |
| APPLE INC | 36 | Q3 2023 | 7.8% |
| ISHARES INC | 36 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 4.8% |
| SPDR SER TR | 36 | Q3 2023 | 4.1% |
| ORACLE CORP | 36 | Q3 2023 | 4.1% |
| WISDOMTREE TR | 36 | Q3 2023 | 4.9% |
| ISHARES TR | 36 | Q3 2023 | 6.4% |
View Neumann Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-03 |
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.