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Neiman Large Cap Value Fund | NEIMXMutual Fund | |
| NEIMAN FUNDS | |
| Last update 2024-11-20 | 36 Stocks (0 new) |
| Value $35.00 Mil | Turnover 0 % |
Neiman Large Cap Value Fund Top Holdings of 2024-09-30
View Full List
| 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 | 2,100 | 1,861.7 | -4.55% | 5.300 | -0.23% | 0.000 | +10.62% | +51.57% | 440,720.8 | Retail - Defensive | |
AAPL | Apple Inc | 6,900 | 1,607.7 | -2.82% | 4.580 | -0.11% | 0.000 | +10.82% | +28.65% | 3,725,899.2 | Hardware | |
RTX | RTX Corp | 12,370 | 1,498.8 | -3.13% | 4.270 | -0.11% | 0.000 | -1.42% | +42.25% | 155,649.1 | Aerospace & Defense | |
ETN | Eaton Corp PLC | 4,200 | 1,392.0 | -4.55% | 3.960 | -0.17% | 0.000 | +22.14% | +52.14% | 143,026.8 | Industrial Products | |
SRE | Sempra | 16,500 | 1,379.9 | -3.51% | 3.930 | -0.12% | 0.000 | +8.97% | +20.68% | 55,365.4 | Utilities - Regulated | |
XOM | Exxon Mobil Corp | 11,100 | 1,301.1 | -3.48% | 3.710 | -0.12% | 0.000 | +2.84% | +15.76% | 491,899.0 | Oil & Gas | |
MSFT | Microsoft Corp | 3,000 | 1,290.9 | -3.23% | 3.680 | -0.12% | 0.000 | +6.35% | +20.29% | 3,338,187.1 | Software | |
LAMR | Lamar Advertising Co | 9,400 | 1,255.8 | -4.08% | 3.580 | -0.13% | 0.010 | +5.21% | +26.13% | 13,270.7 | REITs | |
LRCX | Lam Research Corp | 15,000 | 1,224.1 | -6.25% | 3.490 | -0.29% | 0.000 | +2.64% | +0.89% | 100,657.4 | Semiconductors | |
KO | Coca-Cola Co | 13,700 | 984.5 | -4.86% | 2.800 | -0.12% | 0.000 | -10.60% | +9.54% | 269,840.4 | Beverages - Non-Alcoholic |
Neiman Large Cap Value Fund's Historical Top Holdings Breakdowns
Neiman Large Cap Value Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
INTC | Intel Corp | 2023-06-30 | Sold Out | -2.70% | 27.4 ($31.41) 36.37 | $20.12 | -35.94% | Sold Out | 0 | -23,900 | |
LRCX | Lam Research Corp | 2023-03-31 | New Buy | +2.38% | 41.43 ($49.05) 54.1 | $78.23 | 59.49% | New holding | 13,000 | 1,300 | |
T | AT&T Inc | 2023-06-30 | Sold Out | -2.36% | 15.15 ($17.07) 19.96 | $23.48 | 37.55% | Sold Out | 0 | -35,500 | |
NVDA | NVIDIA Corp | 2024-06-30 | New Buy | +2.34% | 76.2 ($101.1) 135.58 | $139.31 | 37.79% | New holding | 7,000 | 7,000 | |
MPC | Marathon Petroleum Corp | 2023-06-30 | Sold Out | -2.33% | 104.91 ($116.56) 135.64 | $151.97 | 30.38% | Sold Out | 0 | -5,000 | |
MPC | Marathon Petroleum Corp | 2023-03-31 | New Buy | +2.33% | 110.58 ($125.12) 135.35 | $151.97 | 21.46% | New holding | 5,000 | 5,000 | |
VLO | Valero Energy Corp | 2023-03-31 | New Buy | +2.32% | 119.62 ($134.34) 149.96 | $133.29 | -0.78% | New holding | 4,800 | 4,800 | |
ADI | Analog Devices Inc | 2023-03-31 | New Buy | +2.32% | 159.69 ($179.28) 197.22 | $217.12 | 21.11% | New holding | 3,400 | 3,400 | |
CME | CME Group Inc | 2023-03-31 | New Buy | +2.32% | 168.95 ($180.83) 191.52 | $234.30 | 29.57% | New holding | 3,500 | 3,500 | |
MRK | Merck & Co Inc | 2023-03-31 | Reduce | -2.31% | 102.94 ($107.97) 114.84 | $99.75 | -7.61% | Reduce -41.3% | 8,100 | -5,700 |
Neiman Large Cap Value Fund Total Holding History ($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 2024-09-30
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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