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NEIMAN FUNDS

CIK: 0001215880 Equity
Report date: 2026-05-21
AUM $318M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-21

Holdings

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

46 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABT Abbott Laboratories Since 2026-07-07 002824100 Equity (Common)
1.25%
$3.98 38,800
2 GOOG Alphabet, Inc. Since 2026-07-07 02079K305 Equity (Common)
4.37%
$13.89 48,300
3 AXP American Express Company Since 2026-07-07 025816109 Equity (Common)
0.86%
$2.72 9,000
4 AMGN Amgen Inc. Since 2026-07-07 031162100 Equity (Common)
1.61%
$5.10 14,500
5 AON Aon PLC Since 2026-07-07 G0403H108 Equity (Common)
1.03%
$3.26 10,100
6 AAPL Apple Inc. Since 2026-07-07 037833100 Equity (Common)
3.74%
$11.88 46,800
7 BRK.B Berkshire Hathaway, Inc. Since 2026-07-07 084670702 Equity (Common)
1.19%
$3.79 7,900
8 BLK BlackRock, Inc. Since 2026-07-07 09247X101 Equity (Common)
1.61%
$5.10 5,300
9 AVGO Broadcom Inc. Since 2026-07-07 11135F101 Equity (Common)
3.64%
$11.54 37,300
10 CME CME Group Inc. Since 2026-07-07 12572Q105 Equity (Common)
1.71%
$5.43 18,400
11 CVX Chevron Corporation Since 2026-07-07 166764100 Equity (Common)
2.78%
$8.84 42,700
12 CSCO Cisco Systems, Inc. Since 2026-07-07 17275R102 Equity (Common)
2.32%
$7.37 95,000
13 DE Deere & Company Since 2026-07-07 244199105 Equity (Common)
1.63%
$5.18 9,200
14 DELL Dell Technologies, Inc. Since 2026-07-07 24703L202 Equity (Common)
2.01%
$6.37 38,800
15 EBAY eBay Inc. Since 2026-07-07 278642103 Equity (Common)
1.55%
$4.92 54,000
16 ETN Eaton Corporation PLC Since 2026-07-07 G29183103 Equity (Common)
1.86%
$5.90 16,500
17 HON Honeywell International Inc. Since 2026-07-07 438516106 Equity (Common)
1.91%
$6.08 26,900
18 IBM International Business Machines Corporation Since 2026-07-07 459200101 Equity (Common)
1.91%
$6.06 25,000
19 JPM JPMorgan Chase & Co. Since 2026-07-07 46625H100 Equity (Common)
2.69%
$8.53 29,000
20 JNJ Johnson & Johnson Since 2026-07-07 478160104 Equity (Common)
1.90%
$6.04 24,700
21 LIN Linde PLC Since 2026-07-07 G54950103 Equity (Common)
1.47%
$4.66 9,400
22 LMT Lockheed Martin Corporation Since 2026-07-07 539830109 Equity (Common)
1.87%
$5.92 9,800
23 MA MasterCard Incorporated Since 2026-07-07 57636Q104 Equity (Common)
2.03%
$6.45 12,900
24 META Meta Platforms, Inc. Since 2026-07-07 30303M102 Equity (Common)
1.87%
$5.95 10,400
25 MSFT Microsoft Corporation Since 2026-07-07 594918104 Equity (Common)
3.84%
$12.18 32,900
26 NFLX Netflix, Inc. Since 2026-07-07 64110L106 Equity (Common)
1.51%
$4.81 50,000
27 NEE NextEra Energy, Inc. Since 2026-07-07 65339F101 Equity (Common)
2.21%
$7.02 75,600
28 ORCL Oracle Corporation Since 2026-07-07 68389X105 Equity (Common)
1.94%
$6.16 41,900
29 PEP PepsiCo, Inc. Since 2026-07-07 713448108 Equity (Common)
1.48%
$4.69 30,200
30 QCOM QUALCOMM Incorporated Since 2026-07-07 747525103 Equity (Common)
1.32%
$4.20 32,600
31 ROST Ross Stores, Inc. Since 2026-07-07 778296103 Equity (Common)
1.99%
$6.33 29,200
32 CRM Salesforce, Inc Since 2026-07-07 79466L302 Equity (Common)
1.09%
$3.45 18,500
33 SBUX Starbucks Corporation Since 2026-07-07 855244109 Equity (Common)
1.55%
$4.93 55,000
34 SYK Stryker Corporation Since 2026-07-07 863667101 Equity (Common)
1.39%
$4.40 13,400
35 TMUS T-Mobile US, Inc. Since 2026-07-07 872590104 Equity (Common)
1.70%
$5.40 25,700
36 TEL TE Connectivity Ltd. Since 2026-07-07 H84989104 Equity (Common)
1.24%
$3.93 18,800
37 TXN Texas Instruments Incorporated Since 2026-07-07 882508104 Equity (Common)
1.00%
$3.18 16,400
38 HSY The Hershey Company Since 2026-07-07 427866108 Equity (Common)
1.18%
$3.74 18,000
39 HD The Home Depot, Inc. Since 2026-07-07 437076102 Equity (Common)
1.70%
$5.39 16,400
40 WMB The Williams Companies, Inc. Since 2026-07-07 969457100 Equity (Common)
2.86%
$9.10 125,000
41 TMO Thermo Fisher Scientific Inc. Since 2026-07-07 883556102 Equity (Common)
2.00%
$6.34 12,900
42 TT Trane Technologies PLC Since 2026-07-07 G8994E103 Equity (Common)
1.84%
$5.83 14,000
43 TFC Truist Financial Corporation Since 2026-07-07 89832Q109 Equity (Common)
1.23%
$3.91 85,100
44 ULTA Ulta Beauty, Inc. Since 2026-07-07 90384S303 Equity (Common)
1.45%
$4.60 8,800
45 WFC Wells Fargo & Company Since 2026-07-07 949746101 Equity (Common)
2.00%
$6.35 79,800
46 ZTS Zoetis Inc. Since 2026-07-07 98978V103 Equity (Common)
1.28%
$4.05 34,300
Frequently Asked Questions — NEIMAN FUNDS
What type of mutual fund is NEIMAN FUNDS?
NEIMAN FUNDS is a SEC-registered Equity fund, with $318M 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 46 portfolio positions, all detailed in the holdings table on this page.
What are NEIMAN FUNDS's assets under management (AUM)?
NEIMAN FUNDS has $318M 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, Alphabet, Inc., American Express Company , among others. The complete list of all 46 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.