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, BIV, IEMG, and represent 31.32% of Neumann Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BIV, VOO, IEFA, USHY, FDL, BSV, IEMG, GLW, XOM, CMF.
- Started 3 new stock positions in CF, XOM, GLW.
- Reduced shares in these 10 stocks: NVDA, SPY, GOOGL, SDY, AAPL, VTI, VT, HYG, , TSCO.
- Sold out of its positions in JLL, TSCO.
- Neumann Capital Management was a net buyer of stock by $344k.
- Neumann Capital Management has $340M in assets under management (AUM), dropping by -1.90%.
- Central Index Key (CIK): 0001631930
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Portfolio Holdings for Neumann Capital Management
Neumann Capital Management holds 102 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $27M | -5% | 157k | 174.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 7.9 | $27M | +2% | 298k | 90.53 |
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| Apple (AAPL) | 5.7 | $19M | -2% | 76k | 253.79 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 5.0 | $17M | +17% | 218k | 77.18 |
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| Ishares Core Msci Emkt (IEMG) | 4.7 | $16M | 230k | 69.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.5 | $15M | -8% | 23k | 650.33 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $15M | 118k | 124.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $14M | 208k | 67.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $12M | -6% | 40k | 287.56 |
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| Oracle Corporation (ORCL) | 3.0 | $10M | 70k | 147.11 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 2.8 | $9.5M | 157k | 60.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.6 | $5.5M | 62k | 88.70 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 1.6 | $5.4M | 66k | 81.50 |
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| Gilead Sciences (GILD) | 1.5 | $5.0M | -2% | 36k | 139.37 |
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| Bank of America Corporation (BAC) | 1.4 | $4.9M | 100k | 48.75 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.4 | $4.8M | +7% | 62k | 78.41 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.4 | $4.7M | +2% | 97k | 48.05 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.3 | $4.4M | 44k | 100.62 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 1.3 | $4.3M | 28k | 155.11 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 1.3 | $4.3M | -2% | 35k | 121.19 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 1.2 | $4.2M | -2% | 29k | 144.71 |
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| Spdr Series Trust State Street Spd (SDY) | 1.2 | $4.2M | -12% | 29k | 145.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $4.0M | +89% | 6.7k | 597.55 |
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| General Motors Company (GM) | 1.1 | $3.7M | 50k | 74.50 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.1 | $3.7M | -5% | 27k | 138.32 |
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| Johnson & Johnson (JNJ) | 1.1 | $3.6M | 15k | 244.44 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.0 | $3.4M | -3% | 26k | 132.50 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $3.2M | -2% | 27k | 118.45 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.9 | $3.2M | +3% | 67k | 47.55 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.9 | $3.1M | 19k | 166.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $3.0M | 31k | 97.13 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.9 | $2.9M | 31k | 95.62 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.9M | -4% | 9.8k | 294.16 |
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| Amazon (AMZN) | 0.8 | $2.7M | 13k | 208.27 |
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| CVS Caremark Corporation (CVS) | 0.8 | $2.7M | 38k | 71.82 |
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| Public Service Enterprise (PEG) | 0.8 | $2.6M | 32k | 80.95 |
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| Chevron Corporation (CVX) | 0.7 | $2.4M | 12k | 206.89 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $2.2M | 30k | 74.35 |
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| Microsoft Corporation (MSFT) | 0.7 | $2.2M | +6% | 6.0k | 370.19 |
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| Verizon Communications (VZ) | 0.6 | $2.1M | 41k | 50.20 |
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| Allstate Corporation (ALL) | 0.6 | $2.0M | 9.8k | 207.34 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.9M | -2% | 9.2k | 211.15 |
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| McKesson Corporation (MCK) | 0.6 | $1.9M | -2% | 2.2k | 865.36 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $1.8M | -10% | 23k | 79.56 |
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| Valero Energy Corporation (VLO) | 0.5 | $1.8M | -2% | 7.1k | 247.08 |
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| Ishares Tr Broad Usd High (USHY) | 0.5 | $1.6M | +32% | 44k | 36.84 |
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| Target Corporation (TGT) | 0.5 | $1.6M | 13k | 121.20 |
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| First Tr Exchange-traded SHS (FDL) | 0.5 | $1.6M | +30% | 32k | 50.80 |
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| Cisco Systems (CSCO) | 0.5 | $1.6M | 20k | 77.59 |
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| Roper Industries (ROP) | 0.5 | $1.6M | 4.4k | 353.86 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $1.5M | -2% | 34k | 45.47 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.5M | 7.7k | 198.29 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $1.4M | +2% | 15k | 93.98 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.4M | 4.0k | 356.56 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.3M | 5.2k | 248.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.2M | -30% | 3.8k | 320.81 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.3 | $1.2M | 15k | 78.77 |
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| Unum (UNM) | 0.3 | $1.2M | -4% | 16k | 73.03 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.1M | +2% | 18k | 60.65 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.1M | 14k | 79.61 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $1.1M | 24k | 45.06 |
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| Netflix (NFLX) | 0.3 | $1.0M | 11k | 96.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.0M | 9.0k | 113.11 |
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| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.3 | $990k | +12% | 41k | 23.96 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $979k | 12k | 82.75 |
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| 3M Company (MMM) | 0.3 | $873k | 6.0k | 145.23 |
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| Merck & Co (MRK) | 0.3 | $869k | 7.2k | 120.29 |
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| Meta Platforms Cl A (META) | 0.2 | $800k | 1.4k | 572.13 |
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| Pfizer (PFE) | 0.2 | $799k | 29k | 28.08 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $711k | 9.0k | 78.66 |
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| Walt Disney Company (DIS) | 0.2 | $671k | 7.0k | 96.38 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $627k | 16k | 38.77 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $616k | +9% | 12k | 49.89 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $607k | 26k | 23.14 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $578k | 3.8k | 151.41 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $563k | +65% | 9.9k | 56.86 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $557k | +2% | 5.1k | 108.99 |
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| Nextera Energy (NEE) | 0.2 | $549k | 5.9k | 92.88 |
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| ConocoPhillips (COP) | 0.2 | $540k | 4.1k | 132.00 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $533k | 8.2k | 64.73 |
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| Sempra Energy (SRE) | 0.2 | $520k | 5.3k | 97.17 |
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| Cummins (CMI) | 0.1 | $500k | 930.00 | 538.02 |
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| Constellation Brands Cl A (STZ) | 0.1 | $490k | -4% | 3.3k | 150.00 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $471k | 12k | 41.08 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $432k | -6% | 700.00 | 616.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $392k | 600.00 | 653.21 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $378k | 2.2k | 168.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $372k | -10% | 872.00 | 426.40 |
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| Visa Com Cl A (V) | 0.1 | $354k | 1.2k | 302.24 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $335k | 6.2k | 54.05 |
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| Union Pacific Corporation (UNP) | 0.1 | $316k | 1.3k | 242.62 |
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| Morgan Stanley Com New (MS) | 0.1 | $296k | 1.8k | 164.57 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $287k | -16% | 421.00 | 682.24 |
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| Corning Incorporated (GLW) | 0.1 | $272k | NEW | 2.0k | 135.97 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $264k | NEW | 1.6k | 169.66 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $251k | -15% | 542.00 | 463.19 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $244k | 350.00 | 697.72 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $237k | 2.1k | 111.37 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $222k | 1.5k | 145.74 |
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| CF Industries Holdings (CF) | 0.1 | $221k | NEW | 1.7k | 129.84 |
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| Marriott Intl Cl A (MAR) | 0.1 | $218k | 667.00 | 327.07 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $215k | 1.0k | 213.67 |
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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 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
- Neumann Capital Management 2022 Q3 filed Nov. 14, 2022
- Neumann Capital Management 2022 Q2 filed July 20, 2022