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Neumann Capital Management

Latest statistics and disclosures from Neumann Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, IEFA, AAPL, SPY, IEMG, and represent 31.97% of Neumann Capital Management's stock portfolio.
Added to shares of these 10 stocks: BIV, NFLX, VOO, AMZN, EAGG, ESGD, MAR, JLL, DIS, ALL.
Started 2 new stock positions in MAR, JLL.
Reduced shares in these 10 stocks: NVDA, FI, GOOGL, SPY, ORCL, HD, CDNS, STZ, PANW, DGS.
Sold out of its positions in CDNS, FI, HD, PANW.
Neumann Capital Management was a net buyer of stock by $1.4M.
Neumann Capital Management has $346M in assets under management (AUM), dropping by 1.24%.
Central Index Key (CIK): 0001631930

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Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 101 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	8.9	$31M	-2%	166k	186.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.5	$26M		289k	89.46	View chart
Apple (AAPL)	6.1	$21M		78k	271.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.1	$18M		26k	681.91	View chart
Ishares Core Msci Emkt (IEMG)	4.4	$15M		226k	67.22	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.2	$14M	+14%	185k	77.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$14M		118k	120.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$14M		210k	66.00	View chart
Oracle Corporation (ORCL)	3.9	$14M		70k	194.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.9	$13M	-4%	43k	313.00	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.6	$9.0M		158k	57.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$5.6M		63k	88.49	View chart
Bank of America Corporation (BAC)	1.6	$5.5M		100k	55.00	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.6	$5.4M		67k	81.01	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.3	$4.7M		36k	128.83	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.3	$4.7M		28k	167.94	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$4.6M	+3%	95k	48.32	View chart
Spdr Series Trust State Street Spd (SDY)	1.3	$4.6M		33k	139.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$4.5M		58k	78.81	View chart
Gilead Sciences (GILD)	1.3	$4.5M		37k	122.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.2	$4.3M	-2%	44k	96.88	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.2	$4.2M	+2%	30k	141.16	View chart
General Motors Company (GM)	1.2	$4.1M		50k	81.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$3.9M		28k	141.06	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.0	$3.5M		27k	131.59	View chart
JPMorgan Chase & Co. (JPM)	1.0	$3.3M		10k	322.22	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.9	$3.2M	+2%	28k	113.72	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.9	$3.1M	+16%	65k	47.85	View chart
Johnson & Johnson (JNJ)	0.9	$3.1M		15k	206.95	View chart
C H Robinson Worldwide Com New (CHRW)	0.9	$3.0M		19k	160.76	View chart
Amazon (AMZN)	0.9	$3.0M	+18%	13k	230.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$3.0M		31k	96.03	View chart
CVS Caremark Corporation (CVS)	0.8	$2.9M		37k	79.36	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.8	$2.9M	+15%	31k	95.09	View chart
Microsoft Corporation (MSFT)	0.8	$2.7M		5.6k	483.65	View chart
Public Service Enterprise (PEG)	0.7	$2.5M		32k	80.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.2M	+42%	3.5k	627.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$2.1M		30k	71.41	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$2.1M		26k	80.63	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$2.0M	+2%	7.6k	268.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.0M		9.5k	212.07	View chart
Allstate Corporation (ALL)	0.6	$2.0M	+7%	9.7k	208.15	View chart
Roper Industries (ROP)	0.6	$2.0M	+6%	4.4k	445.13	View chart
McKesson Corporation (MCK)	0.5	$1.9M		2.3k	820.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.8M	-7%	5.5k	335.27	View chart
Chevron Corporation (CVX)	0.5	$1.8M		12k	152.41	View chart
Verizon Communications (VZ)	0.5	$1.7M	-4%	41k	40.73	View chart
Cisco Systems (CSCO)	0.5	$1.6M		21k	77.03	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$1.5M	-4%	35k	44.17	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.5M		15k	99.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.5M		3.9k	373.44	View chart
Target Corporation (TGT)	0.4	$1.3M		13k	97.75	View chart
Unum (UNM)	0.4	$1.3M	+5%	17k	77.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.3M		5.2k	246.16	View chart
Wells Fargo & Company (WFC)	0.4	$1.3M		14k	93.20	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$1.2M	+3%	33k	37.40	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$1.2M		15k	79.84	View chart
Valero Energy Corporation (VLO)	0.3	$1.2M		7.3k	162.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M		9.0k	123.26	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$1.1M		24k	44.34	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$1.1M		24k	44.65	View chart
Netflix (NFLX)	0.3	$1.0M	+900%	11k	93.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$995k		12k	83.75	View chart
3M Company (MMM)	0.3	$962k		6.0k	160.10	View chart
Bristol Myers Squibb (BMY)	0.3	$951k		18k	53.94	View chart
Meta Platforms Cl A (META)	0.3	$934k		1.4k	660.09	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.3	$889k	+8%	37k	24.34	View chart
Walt Disney Company (DIS)	0.2	$792k	+25%	7.0k	113.77	View chart
Merck & Co (MRK)	0.2	$761k	+6%	7.2k	105.26	View chart
Pfizer (PFE)	0.2	$709k		29k	24.90	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$654k		9.0k	72.68	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.2	$623k		16k	39.10	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$605k	+2%	26k	23.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$569k		11k	50.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$551k	+3%	5.0k	110.19	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$543k		11k	47.74	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$539k		3.8k	141.14	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$527k		8.2k	64.04	View chart
Cummins (CMI)	0.1	$475k	-2%	930.00	510.45	View chart
Nextera Energy (NEE)	0.1	$475k	-3%	5.9k	80.28	View chart
Sempra Energy (SRE)	0.1	$472k		5.3k	88.29	View chart
Constellation Brands Cl A (STZ)	0.1	$471k	-30%	3.4k	137.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$460k	-4%	972.00	473.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$453k		750.00	603.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$411k		600.00	684.94	View chart
Visa Com Cl A (V)	0.1	$410k		1.2k	350.71	View chart
ConocoPhillips (COP)	0.1	$383k		4.1k	93.61	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$378k		2.2k	168.77	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$345k		6.0k	57.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$339k		6.3k	53.76	View chart
Morgan Stanley Com New (MS)	0.1	$320k		1.8k	177.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$309k		642.00	480.57	View chart
Union Pacific Corporation (UNP)	0.1	$301k	+11%	1.3k	231.32	View chart
Northrop Grumman Corporation (NOC)	0.1	$289k	-15%	507.00	570.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$264k		350.00	753.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$242k		2.1k	113.92	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$215k		1.5k	141.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$212k		1.0k	210.34	View chart
Marriott Intl Cl A (MAR)	0.1	$207k	NEW	667.00	310.24	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$202k	NEW	600.00	336.47	View chart
Tractor Supply Company (TSCO)	0.1	$200k		4.0k	50.01	View chart

Past Filings by Neumann Capital Management

SEC 13F filings are viewable for Neumann Capital Management going back to 2014

Neumann Capital Management 2025 Q4 filed Jan. 14, 2026
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

View all past filings

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