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, IEMG, SPY, and represent 32.91% of Neumann Capital Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$37M), IEFA (+$31M), AAPL (+$24M), IEMG (+$19M), SPY (+$17M), GOOGL (+$13M), ORCL (+$12M), DGS (+$10M), DLS (+$6.2M), BAC (+$5.6M).
- Started 50 new stock positions in TGT, ESGD, SDY, VLO, GOOGL, VGT, GOOG, NFLX, NEE, XOM.
- Reduced shares in these 10 stocks: VT, MAR, HYG, CDNS, CAT, PANW, PEG, IJT, DSI, IMCG.
- Sold out of its positions in CDNS, CAT, MAR.
- Neumann Capital Management was a net buyer of stock by $244M.
- Neumann Capital Management has $391M in assets under management (AUM), dropping by 158.73%.
- Central Index Key (CIK): 0001631930
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Portfolio Holdings for Neumann Capital Management
Neumann Capital Management holds 105 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.5 | $37M | NEW | 162k | 228.38 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 8.0 | $31M | NEW | 323k | 96.88 |
|
| Apple (AAPL) | 6.2 | $24M | NEW | 73k | 333.02 |
|
| Ishares Core Msci Emkt (IEMG) | 4.9 | $19M | NEW | 236k | 81.16 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.4 | $17M | NEW | 22k | 762.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $17M | +4% | 123k | 136.04 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 4.2 | $16M | +2% | 225k | 72.86 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $16M | +6% | 222k | 71.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $13M | NEW | 38k | 344.08 |
|
| Oracle Corporation (ORCL) | 3.0 | $12M | NEW | 85k | 137.30 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 2.6 | $10M | NEW | 161k | 63.18 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 1.6 | $6.2M | NEW | 72k | 87.19 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.6 | $6.1M | +31% | 80k | 76.40 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.5 | $5.8M | +7% | 30k | 193.75 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.5 | $5.7M | +3% | 64k | 89.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $5.7M | +9% | 8.2k | 700.86 |
|
| Bank of America Corporation (BAC) | 1.4 | $5.6M | NEW | 103k | 54.43 |
|
| Gilead Sciences (GILD) | 1.4 | $5.6M | +4% | 37k | 149.05 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 1.3 | $5.1M | 35k | 146.18 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.3 | $5.0M | +3% | 45k | 109.61 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.2 | $4.7M | NEW | 101k | 46.87 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 1.2 | $4.6M | 29k | 160.33 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 1.1 | $4.3M | NEW | 29k | 146.48 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.0 | $4.0M | -5% | 25k | 157.85 |
|
| Johnson & Johnson (JNJ) | 1.0 | $3.9M | 15k | 264.74 |
|
|
| General Motors Company (GM) | 1.0 | $3.8M | NEW | 49k | 77.00 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.0 | $3.8M | +5% | 27k | 137.71 |
|
| Amazon (AMZN) | 0.9 | $3.7M | NEW | 15k | 249.15 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.9 | $3.5M | NEW | 77k | 45.25 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $3.5M | NEW | 11k | 330.83 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.9 | $3.4M | 27k | 128.10 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.9 | $3.4M | NEW | 33k | 103.05 |
|
| CVS Caremark Corporation (CVS) | 0.8 | $3.3M | +2% | 39k | 85.69 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.2M | +3% | 31k | 103.89 |
|
| Microsoft Corporation (MSFT) | 0.8 | $3.1M | 6.1k | 512.92 |
|
|
| C H Robinson Worldwide In Com New (CHRW) | 0.7 | $2.7M | NEW | 18k | 147.96 |
|
| Valero Energy Corporation (VLO) | 0.7 | $2.6M | NEW | 6.8k | 387.61 |
|
| Target Corporation (TGT) | 0.6 | $2.5M | NEW | 16k | 156.69 |
|
| Chevron Corporation (CVX) | 0.6 | $2.4M | 12k | 204.21 |
|
|
| Allstate Corporation (ALL) | 0.6 | $2.4M | NEW | 11k | 221.86 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $2.4M | 30k | 79.14 |
|
|
| Cisco Systems (CSCO) | 0.5 | $2.1M | NEW | 20k | 107.63 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $2.1M | 9.2k | 228.28 |
|
|
| Verizon Communications (VZ) | 0.5 | $2.0M | NEW | 45k | 45.87 |
|
| Public Service Enterprise (PEG) | 0.5 | $2.0M | -3% | 29k | 67.34 |
|
| Ishares Tr Broad Usd High (USHY) | 0.5 | $1.9M | NEW | 53k | 35.72 |
|
| McKesson Corporation (MCK) | 0.5 | $1.8M | NEW | 2.2k | 853.81 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $1.8M | NEW | 34k | 54.16 |
|
| Unum (UNM) | 0.5 | $1.8M | NEW | 20k | 87.73 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.6M | 3.9k | 416.13 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.4 | $1.6M | +8% | 32k | 49.11 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.4 | $1.5M | +4% | 4.1k | 374.21 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $1.5M | -14% | 20k | 77.21 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $1.5M | 15k | 97.74 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.4M | 5.2k | 277.89 |
|
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| Roper Industries (ROP) | 0.4 | $1.4M | 4.0k | 349.41 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.4 | $1.4M | 15k | 93.89 |
|
|
| 3M Company (MMM) | 0.3 | $1.3M | NEW | 8.2k | 164.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.3M | 9.0k | 142.26 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.3M | NEW | 6.9k | 183.37 |
|
| Merck & Co (MRK) | 0.3 | $1.2M | NEW | 8.5k | 145.31 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.1M | 18k | 62.40 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $1.1M | NEW | 23k | 48.52 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.1M | 14k | 80.05 |
|
|
| Pfizer (PFE) | 0.3 | $1.1M | +26% | 38k | 28.52 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.0M | NEW | 1.4k | 725.18 |
|
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.2 | $973k | NEW | 42k | 23.22 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $916k | NEW | 12k | 78.31 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $796k | NEW | 8.0k | 99.08 |
|
| Netflix (NFLX) | 0.2 | $746k | NEW | 11k | 69.58 |
|
| Walt Disney Company (DIS) | 0.2 | $728k | 6.9k | 104.90 |
|
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $695k | NEW | 16k | 42.33 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $685k | 894.00 | 765.85 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $679k | NEW | 31k | 21.95 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $610k | 8.2k | 74.05 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $609k | +3% | 13k | 47.36 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $608k | +4% | 4.0k | 152.07 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $541k | 10k | 54.12 |
|
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $529k | NEW | 12k | 45.24 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $507k | 5.0k | 102.18 |
|
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| ConocoPhillips (COP) | 0.1 | $505k | NEW | 4.0k | 125.15 |
|
| Cummins (CMI) | 0.1 | $480k | 930.00 | 516.57 |
|
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| Nextera Energy (NEE) | 0.1 | $471k | NEW | 6.2k | 75.74 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $469k | 2.2k | 210.53 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $460k | NEW | 700.00 | 656.71 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $437k | 3.5k | 125.26 |
|
|
| Visa Com Cl A (V) | 0.1 | $420k | NEW | 1.2k | 359.33 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $418k | NEW | 3.7k | 113.06 |
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| Sempra Energy (SRE) | 0.1 | $417k | 5.3k | 77.96 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $395k | 1.5k | 272.13 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $352k | NEW | 2.8k | 125.67 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $342k | 5.8k | 59.31 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $341k | NEW | 1.0k | 340.74 |
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| Morgan Stanley Com New (MS) | 0.1 | $339k | 1.8k | 188.08 |
|
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| Palo Alto Networks (PANW) | 0.1 | $312k | -20% | 786.00 | 397.31 |
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| Corning Incorporated (GLW) | 0.1 | $308k | 2.0k | 153.76 |
|
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| Schwab Strategic Tr Govt Mone Ma Etf (SGVT) | 0.1 | $292k | +42% | 2.9k | 100.77 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $276k | NEW | 542.00 | 508.55 |
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| International Business Machines (IBM) | 0.1 | $265k | NEW | 1.2k | 219.93 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $262k | +4% | 1.1k | 247.93 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $257k | +4% | 1.6k | 160.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $255k | 2.1k | 119.83 |
|
|
| Lowe's Companies (LOW) | 0.1 | $249k | NEW | 1.4k | 184.29 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $245k | NEW | 1.5k | 162.75 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $204k | 421.00 | 483.48 |
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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 2026 Q3 filed Oct. 15, 2026
- Neumann Capital Management 2026 Q2 filed July 13, 2026
- Neumann Capital Management 2026 Q1 filed April 13, 2026
- 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