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Neiman Large Cap Value Fund | NEIMXMutual Fund | |
| NEIMAN FUNDS | |
| Last update 2025-06-18 | 36 Stocks (0 new) |
| Value $33.00 Mil | Turnover 0 % |
Neiman Large Cap Value Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST | Costco Wholesale Corp | 1,900 | 1,797.0 | 0% | 5.380 | 0% | 0.000 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
RTX | RTX Corp | 11,400 | 1,510.0 | 0% | 4.520 | 0% | 0.000 | +31.81% | +30.22% | 199,284.2 | Aerospace & Defense | |
AAPL | Apple Inc | 6,500 | 1,443.8 | 0% | 4.320 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SCHW | Charles Schwab Corp | 14,600 | 1,142.9 | 0% | 3.420 | 0% | 0.000 | +24.96% | +29.73% | 173,320.8 | Capital Markets | |
MSFT | Microsoft Corp | 3,000 | 1,126.2 | 0% | 3.370 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
SRE | Sempra | 15,700 | 1,120.3 | 0% | 3.350 | 0% | 0.000 | +11.32% | -7.40% | 52,043.2 | Utilities - Regulated | |
XOM | Exxon Mobil Corp | 9,300 | 1,106.0 | 0% | 3.310 | 0% | 0.000 | +1.14% | +2.74% | 467,768.2 | Oil & Gas | |
PM | Philip Morris International Inc | 6,700 | 1,063.5 | 0% | 3.180 | 0% | 0.000 | +1.47% | +39.58% | 257,245.6 | Tobacco Products | |
CME | CME Group Inc | 4,000 | 1,061.2 | 0% | 3.180 | 0% | 0.000 | +3.89% | +19.39% | 98,969.1 | Capital Markets | |
CVX | Chevron Corp | 6,100 | 1,020.5 | 0% | 3.060 | 0% | 0.000 | +10.61% | +6.01% | 305,065.2 | Oil & Gas |
Neiman Large Cap Value Fund's Historical Top Holdings Breakdowns
Neiman Large Cap Value Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 2024-12-31 | Reduce Reduce | -0.60% | 105.51 ($116.93) 125.37 | $108.54 | -7.18% | Reduce -16.22% | 9,300 | -1,800 | |
COST | Costco Wholesale Corp | 2024-12-31 | Reduce Reduce | -0.50% | 873.59 ($928.68) 994.69 | $941.61 | 1.39% | Reduce -9.52% | 1,900 | -200 | |
ETN | Eaton Corp PLC | 2024-12-31 | Reduce Reduce | -0.47% | 326.96 ($351.34) 377.52 | $372.65 | 6.07% | Reduce -11.9% | 3,700 | -500 | |
LRCX | Lam Research Corp | 2024-12-31 | Reduce Reduce | -0.35% | 70.05 ($75.79) 85.7 | $97.69 | 28.90% | Reduce -10% | 13,500 | -1,500 | |
RTX | RTX Corp | 2024-12-31 | Reduce Reduce | -0.33% | 114.45 ($120.75) 127.21 | $149.17 | 23.54% | Reduce -7.84% | 11,400 | -970 | |
AAPL | Apple Inc | 2024-12-31 | Reduce Reduce | -0.27% | 221.69 ($235.83) 259.02 | $214.40 | -9.09% | Reduce -5.8% | 6,500 | -400 | |
LAMR | Lamar Advertising Co | 2024-12-31 | Reduce Reduce | -0.23% | 121.37 ($130.69) 138.11 | $125.17 | -4.22% | Reduce -6.38% | 8,800 | -600 | |
SRE | Sempra | 2024-12-31 | Reduce Reduce | -0.19% | 80.81 ($87.57) 94.77 | $79.80 | -8.87% | Reduce -4.85% | 15,700 | -800 | |
SCCO | Southern Copper Corp | 2024-12-31 | Reduce Reduce | 0% | 90.47 ($104.49) 116.37 | $99.15 | -5.11% | Reduce -0.01% | 8,448 | -1 | |
CSCO | Cisco Systems Inc | 2024-09-30 | Sold Out Sold Out | -1.97% | 44.74 ($48.64) 53.22 | $68.16 | 40.13% | Sold Out | 0 | -15,300 |
Neiman Large Cap Value Fund Total Holding History ($B)
Neiman Large Cap Value Fund's Asset Allocation
Neiman Large Cap Value Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Neiman Large Cap Value Fund's Hypothetical Growth since 2025-03-31
Neiman Large Cap Value Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Neiman Large Cap Value Fund's Holdings Heat Map
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Neiman Large Cap Value Fund's Holdings Bubble Chart
Neiman Large Cap Value Fund News
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