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NEIMAN FUNDS

CIK: 0001215880 Equity
Report date: 2026-02-26
AUM $317M
Expense Ratio —
Category Equity
State —
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-26

About this Fund

NEIMAN FUNDS is a renowned mutual fund company dedicated to delivering exceptional asset management solutions to a diverse range of investors, from individuals to institutions. With a steadfast commitment to wealth management, the company offers a comprehensive suite of mutual funds that cater to various investment objectives and risk profiles. NEIMAN FUNDS' extensive portfolio comprises a broad array of fund categories, including equity, debt, hybrid, and specialty funds, each carefully crafted to provide investors with a tailored approach to achieving their financial goals. By leveraging a disciplined investment approach and a deep understanding of the markets, the company's experienced team of portfolio managers and research analysts strive to consistently deliver strong investment performance and navigate complex market landscapes. For investors seeking a systematic and disciplined approach to investing, NEIMAN FUNDS offers a convenient and flexible Systematic Investment Plan (SIP) that enables them to invest a fixed amount of money at regular intervals, helping to reduce timing risks and promote long-term wealth creation. With a strong focus on investor satisfaction and a commitment to transparency, NEIMAN FUNDS has established itself as a trusted partner for investors seeking to build and manage their wealth. The company's investor-centric approach is rooted in a deep understanding of the unique needs and objectives of its clients, and its experienced team works closely with investors to develop personalized investment strategies that align with their individual goals and risk tolerance. By combining a rigorous investment process with a passion for delivering exceptional client service, NEIMAN FUNDS has earned the trust of investors nationwide, who appreciate the company's unwavering dedication to helping them achieve their financial aspirations through a range of mutual fund investment options. As a leading player in the asset management industry, NEIMAN FUNDS remains committed to upholding the highest standards of excellence and integrity, continually seeking innovative ways to enhance its investment offerings and provide investors with the tools and expertise they need to succeed in an ever-evolving investment landscape. With its broad range of mutual funds and wealth management solutions, NEIMAN FUNDS is well-positioned to meet the diverse needs of investors, from those seeking aggressive growth to those prioritizing income generation or capital preservation, and its team of experienced investment professionals is dedicated to helping clients navigate the complexities of the investment world and achieve their long-term financial objectives.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

38 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
1.26%
 $3.98 31,800
2 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
2.26%
 $7.16 26,700
3 GOOG Alphabet, Inc. Since 2026-05-10 02079K305 Equity (Common)
6.39%
 $20.25 64,700
4 AMGN Amgen Inc. Since 2026-05-10 031162100 Equity (Common)
1.50%
 $4.75 14,500
5 AON Aon PLC Since 2026-05-10 G0403H108 Equity (Common)
1.35%
 $4.27 12,100
6 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
4.01%
 $12.72 46,800
7 BLK BlackRock, Inc. Since 2026-05-10 09247X101 Equity (Common)
1.79%
 $5.67 5,300
8 AVGO Broadcom Inc. Since 2026-05-10 11135F101 Equity (Common)
4.83%
 $15.33 44,300
9 CME CME Group Inc. Since 2026-05-10 12572Q105 Equity (Common)
1.58%
 $5.03 18,400
10 CVX Chevron Corporation Since 2026-05-10 166764100 Equity (Common)
2.05%
 $6.51 42,700
11 CSCO Cisco Systems, Inc. Since 2026-05-10 17275R102 Equity (Common)
2.31%
 $7.32 95,000
12 DE Deere & Company Since 2026-05-10 244199105 Equity (Common)
1.59%
 $5.03 10,800
13 EBAY eBay Inc. Since 2026-05-10 278642103 Equity (Common)
0.82%
 $2.61 30,000
14 ETN Eaton Corporation PLC Since 2026-05-10 G29183103 Equity (Common)
1.66%
 $5.25 16,500
15 HON Honeywell International Inc. Since 2026-05-10 438516106 Equity (Common)
1.65%
 $5.25 26,900
16 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
2.95%
 $9.34 29,000
17 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.26%
 $4.01 9,400
18 LMT Lockheed Martin Corporation Since 2026-05-10 539830109 Equity (Common)
1.72%
 $5.46 11,300
19 MA MasterCard Incorporated Since 2026-05-10 57636Q104 Equity (Common)
2.14%
 $6.79 11,900
20 META Meta Platforms, Inc. Since 2026-05-10 30303M102 Equity (Common)
2.16%
 $6.87 10,400
21 MSFT Microsoft Corporation Since 2026-05-10 594918104 Equity (Common)
3.87%
 $12.28 25,400
22 NEE NextEra Energy, Inc. Since 2026-05-10 65339F101 Equity (Common)
1.91%
 $6.07 75,600
23 ORCL Oracle Corporation Since 2026-05-10 68389X105 Equity (Common)
2.48%
 $7.87 40,400
24 PEP PepsiCo, Inc. Since 2026-05-10 713448108 Equity (Common)
1.37%
 $4.33 30,200
25 SBUX Starbucks Corporation Since 2026-05-10 855244109 Equity (Common)
1.46%
 $4.63 55,000
26 SYK Stryker Corporation Since 2026-05-10 863667101 Equity (Common)
1.26%
 $4.01 11,400
27 TMUS T-Mobile US, Inc. Since 2026-05-10 872590104 Equity (Common)
1.65%
 $5.22 25,700
28 TEL TE Connectivity Ltd. Since 2026-05-10 H84989104 Equity (Common)
1.56%
 $4.96 21,800
29 TXN Texas Instruments Incorporated Since 2026-05-10 882508104 Equity (Common)
1.03%
 $3.28 18,900
30 HSY The Hershey Company Since 2026-05-10 427866108 Equity (Common)
1.03%
 $3.28 18,000
31 HD The Home Depot, Inc. Since 2026-05-10 437076102 Equity (Common)
1.78%
 $5.64 16,400
32 WMB The Williams Companies, Inc. Since 2026-05-10 969457100 Equity (Common)
2.37%
 $7.51 125,000
33 TMO Thermo Fisher Scientific Inc. Since 2026-05-10 883556102 Equity (Common)
2.36%
 $7.47 12,900
34 TT Trane Technologies PLC Since 2026-05-10 G8994E103 Equity (Common)
1.47%
 $4.67 12,000
35 TFC Truist Financial Corporation Since 2026-05-10 89832Q109 Equity (Common)
1.32%
 $4.19 85,100
36 ULTA Ulta Beauty, Inc. Since 2026-05-10 90384S303 Equity (Common)
1.16%
 $3.69 6,100
37 WFC Wells Fargo & Company Since 2026-05-10 949746101 Equity (Common)
2.05%
 $6.50 69,800
38 ZTS Zoetis Inc. Since 2026-05-10 98978V103 Equity (Common)
1.36%
 $4.32 34,300
Frequently Asked Questions — NEIMAN FUNDS
What type of mutual fund is NEIMAN FUNDS?
NEIMAN FUNDS is a SEC-registered Equity fund, with $317M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, NEIMAN FUNDS holds 38 portfolio positions, all detailed in the holdings table on this page.
What are NEIMAN FUNDS's assets under management (AUM)?
NEIMAN FUNDS has $317M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are NEIMAN FUNDS's top holdings?
According to NEIMAN FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Abbott Laboratories, Accenture PLC, Alphabet, Inc. , among others. The complete list of all 38 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is NEIMAN FUNDS's expense ratio?
Expense ratio data for NEIMAN FUNDS is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find NEIMAN FUNDS's SEC filings?
NEIMAN FUNDS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001215880. You can access all of NEIMAN FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001215880). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is NEIMAN FUNDS's holdings data on StockSifting?
Holdings data for NEIMAN FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.