Portfolio (Quarterly)
Guide ↗
Neumann Capital Management, LLC
· CIK 0001631930| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,000.0 | $200K | 0.06% | NEW | — | $50.01 | -39.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.5%
Financial Services
20.9%
Communication Services
11.0%
Healthcare
9.2%
Consumer Cyclical
4.6%
Industrials
4.3%
Utilities
2.2%
Energy
2.1%
Consumer Defensive
1.1%
Real Estate
0.1%