Neumann Capital Management
Latest statistics and disclosures from Neumann Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, IEFA, ORCL, AAPL, SPY, and represent 33.41% of Neumann Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BIV, VOO, CMF, HD, CDNS, IWD, IJK, EAGG, IJT, IJS.
- Started 4 new stock positions in CDNS, IWD, CMF, HD.
- Reduced shares in these 10 stocks: VTEB, ORCL, NVDA, SPY, IEFA, GOOGL, JPM, IEMG, VTI, MSFT.
- Sold out of its position in GS.
- Neumann Capital Management was a net seller of stock by $-5.8M.
- Neumann Capital Management has $342M in assets under management (AUM), dropping by 7.51%.
- Central Index Key (CIK): 0001631930
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Portfolio Holdings for Neumann Capital Management
Neumann Capital Management holds 103 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.3 | $32M | -2% | 171k | 186.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 7.4 | $25M | -2% | 289k | 87.31 |
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| Oracle Corporation (ORCL) | 5.9 | $20M | -5% | 71k | 281.24 |
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| Apple (AAPL) | 5.8 | $20M | 78k | 254.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.1 | $17M | -4% | 26k | 666.17 |
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| Ishares Core Msci Emkt (IEMG) | 4.4 | $15M | -2% | 228k | 65.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $14M | 117k | 118.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $14M | 209k | 65.26 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 3.7 | $13M | +6% | 162k | 78.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $11M | -3% | 45k | 243.10 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 2.7 | $9.2M | 161k | 57.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.7 | $5.8M | 64k | 91.42 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 1.6 | $5.4M | 68k | 79.51 |
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| Bank of America Corporation (BAC) | 1.5 | $5.2M | -4% | 101k | 51.59 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 1.3 | $4.6M | -3% | 33k | 140.05 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.3 | $4.6M | 58k | 78.91 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 1.3 | $4.6M | 28k | 164.54 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 1.3 | $4.6M | 37k | 125.95 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.3 | $4.6M | 92k | 49.46 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.3 | $4.3M | +3% | 45k | 95.89 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 1.2 | $4.1M | +2% | 29k | 141.50 |
|
| Gilead Sciences (GILD) | 1.2 | $4.1M | -4% | 37k | 111.00 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.1 | $3.9M | 28k | 137.80 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.0 | $3.5M | 27k | 129.72 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.3M | -10% | 10k | 315.43 |
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| General Motors Company (GM) | 0.9 | $3.0M | -3% | 50k | 60.97 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.9 | $3.0M | +3% | 28k | 110.59 |
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| Microsoft Corporation (MSFT) | 0.9 | $2.9M | -10% | 5.6k | 517.98 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $2.9M | 31k | 93.37 |
|
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| CVS Caremark Corporation (CVS) | 0.8 | $2.8M | 37k | 75.39 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.8M | 15k | 185.42 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.8 | $2.7M | +5% | 56k | 48.03 |
|
| Public Service Enterprise (PEG) | 0.8 | $2.6M | -4% | 32k | 83.46 |
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| C H Robinson Worldwide Com New (CHRW) | 0.7 | $2.5M | 19k | 132.40 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $2.5M | +2% | 26k | 92.98 |
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| Amazon (AMZN) | 0.7 | $2.4M | 11k | 219.57 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.1M | 26k | 81.19 |
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| Roper Industries (ROP) | 0.6 | $2.1M | +2% | 4.2k | 498.69 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $2.0M | 30k | 67.83 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $2.0M | -2% | 9.6k | 206.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.9M | -15% | 5.9k | 328.17 |
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| Allstate Corporation (ALL) | 0.6 | $1.9M | 9.0k | 214.65 |
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| Verizon Communications (VZ) | 0.5 | $1.9M | 42k | 43.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.8M | +2% | 7.4k | 246.60 |
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| Chevron Corporation (CVX) | 0.5 | $1.8M | 12k | 155.29 |
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| McKesson Corporation (MCK) | 0.5 | $1.8M | 2.3k | 772.54 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $1.6M | 36k | 43.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.5M | +30% | 2.5k | 612.38 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.4M | 3.9k | 365.48 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $1.4M | 15k | 95.47 |
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| Cisco Systems (CSCO) | 0.4 | $1.4M | 21k | 68.42 |
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| Netflix (NFLX) | 0.4 | $1.3M | 1.1k | 1198.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.3M | 5.2k | 241.96 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.4 | $1.2M | 15k | 82.73 |
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| Valero Energy Corporation (VLO) | 0.4 | $1.2M | -6% | 7.3k | 170.25 |
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| Unum (UNM) | 0.4 | $1.2M | 16k | 77.78 |
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| Ishares Tr Broad Usd High (USHY) | 0.4 | $1.2M | +2% | 32k | 37.78 |
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| Target Corporation (TGT) | 0.3 | $1.2M | -3% | 13k | 89.70 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.1M | 14k | 83.82 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | 9.0k | 120.72 |
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| First Tr Exchange-traded SHS (FDL) | 0.3 | $1.0M | -13% | 24k | 43.41 |
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| Meta Platforms Cl A (META) | 0.3 | $1.0M | 1.4k | 734.38 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $1.0M | 23k | 44.10 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.0M | -6% | 12k | 84.11 |
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| 3M Company (MMM) | 0.3 | $933k | 6.0k | 155.18 |
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| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.2 | $822k | 34k | 24.43 |
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| Bristol Myers Squibb (BMY) | 0.2 | $795k | -3% | 18k | 45.10 |
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| Pfizer (PFE) | 0.2 | $728k | 29k | 25.48 |
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| Constellation Brands Cl A (STZ) | 0.2 | $662k | 4.9k | 134.67 |
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| Walt Disney Company (DIS) | 0.2 | $637k | 5.6k | 114.50 |
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| Fiserv (FI) | 0.2 | $631k | 4.9k | 128.93 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $616k | +2% | 16k | 38.69 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $608k | 9.0k | 67.51 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $593k | -6% | 25k | 23.56 |
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| Merck & Co (MRK) | 0.2 | $570k | +15% | 6.8k | 83.93 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $566k | -75% | 11k | 50.07 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $554k | 11k | 48.68 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $543k | 3.8k | 142.10 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $540k | -2% | 4.8k | 111.47 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $526k | 8.2k | 63.83 |
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| Sempra Energy (SRE) | 0.1 | $481k | 5.3k | 89.98 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $479k | 1.0k | 468.41 |
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| Nextera Energy (NEE) | 0.1 | $463k | 6.1k | 75.49 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $447k | 750.00 | 596.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $402k | 600.00 | 669.30 |
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| Cummins (CMI) | 0.1 | $401k | 950.00 | 422.37 |
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| Visa Com Cl A (V) | 0.1 | $399k | 1.2k | 341.38 |
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| ConocoPhillips (COP) | 0.1 | $387k | 4.1k | 94.59 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $367k | 602.00 | 609.32 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $342k | NEW | 6.0k | 57.04 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $341k | 6.3k | 54.18 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $323k | 2.2k | 144.37 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $298k | 642.00 | 463.74 |
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| Morgan Stanley Com New (MS) | 0.1 | $286k | 1.8k | 158.96 |
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| Union Pacific Corporation (UNP) | 0.1 | $277k | 1.2k | 236.37 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $261k | 350.00 | 746.63 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $242k | 2.1k | 113.88 |
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| Tractor Supply Company (TSCO) | 0.1 | $228k | 4.0k | 56.87 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $213k | 1.5k | 139.67 |
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| Home Depot (HD) | 0.1 | $213k | NEW | 525.00 | 405.19 |
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| Cadence Design Systems (CDNS) | 0.1 | $211k | NEW | 600.00 | 351.26 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $205k | NEW | 1.0k | 203.59 |
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| Palo Alto Networks (PANW) | 0.1 | $201k | 986.00 | 203.62 |
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Past Filings by Neumann Capital Management
SEC 13F filings are viewable for Neumann Capital Management going back to 2014
- Neumann Capital Management 2025 Q3 filed Oct. 16, 2025
- Neumann Capital Management 2025 Q2 filed July 17, 2025
- Neumann Capital Management 2025 Q1 filed April 16, 2025
- Neumann Capital Management 2024 Q4 filed Jan. 21, 2025
- Neumann Capital Management 2024 Q3 filed Nov. 6, 2024
- Neumann Capital Management 2024 Q2 filed Aug. 9, 2024
- Neumann Capital Management 2024 Q1 filed May 8, 2024
- Neumann Capital Management 2023 Q4 filed Feb. 7, 2024
- Neumann Capital Management 2023 Q3 filed Nov. 3, 2023
- Neumann Capital Management 2023 Q2 filed Aug. 10, 2023
- Neumann Capital Management 2023 Q1 filed May 2, 2023
- Neumann Capital Management 2022 Q4 filed Feb. 6, 2023
- Neumann Capital Management 2022 Q3 filed Nov. 14, 2022
- Neumann Capital Management 2022 Q2 filed July 20, 2022
- Neumann Capital Management 2022 Q1 filed May 9, 2022
- Neumann Capital Management 2021 Q4 filed Feb. 3, 2022