Neumann Capital Management
Latest statistics and disclosures from Neumann Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, BIV, IJH, VNQ, IUSG, and represent 40.76% of Neumann Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VOO, PANW, IWF, CDNS, IVV, CAT, SGVT, IJR, VT, IJH.
- Started 4 new stock positions in CAT, PANW, SGVT, CDNS.
- Reduced shares in these 10 stocks: NVDA (-$27M), , AAPL (-$19M), , , GOOGL (-$12M), , , , BAC.
- Sold out of its positions in ALL, GOOGL, AMZN, AAPL, BAC, CF, CHRW, CSCO, COP, STZ.
- Neumann Capital Management was a net seller of stock by $-201M.
- Neumann Capital Management has $151M in assets under management (AUM), dropping by -55.48%.
- Central Index Key (CIK): 0001631930
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Portfolio Holdings for Neumann Capital Management
Neumann Capital Management holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 11.6 | $18M | 119k | 148.31 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 11.1 | $17M | 218k | 76.70 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 10.6 | $16M | 209k | 77.11 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.9 | $6.0M | 62k | 96.43 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 3.5 | $5.2M | 28k | 188.09 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 3.5 | $5.2M | 29k | 178.60 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 3.4 | $5.1M | 44k | 117.50 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $5.1M | +11% | 7.4k | 686.81 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 3.3 | $5.0M | 35k | 142.39 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.1 | $4.7M | 61k | 77.91 |
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| Gilead Sciences (GILD) | 3.0 | $4.5M | 36k | 126.34 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.8 | $4.2M | 27k | 156.95 |
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| CVS Caremark Corporation (CVS) | 2.6 | $3.9M | 38k | 103.45 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.5 | $3.8M | 26k | 147.73 |
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| Johnson & Johnson (JNJ) | 2.5 | $3.7M | 15k | 253.97 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 2.4 | $3.7M | 27k | 136.68 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.1 | $3.1M | -2% | 30k | 103.88 |
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| Public Service Enterprise (PEG) | 1.6 | $2.5M | -3% | 30k | 81.16 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.5 | $2.3M | 30k | 76.55 |
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| Microsoft Corporation (MSFT) | 1.5 | $2.3M | 6.0k | 373.04 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $2.0M | -2% | 9.0k | 227.06 |
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| Chevron Corporation (CVX) | 1.3 | $2.0M | 12k | 165.76 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.2 | $1.8M | 23k | 79.97 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $1.6M | 4.0k | 409.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.6M | 5.2k | 300.45 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.0 | $1.5M | 15k | 98.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.5M | +3% | 3.9k | 370.04 |
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| First Tr Exchange-traded SHS (FDL) | 0.9 | $1.4M | -7% | 29k | 48.66 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $1.4M | 15k | 92.27 |
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| Roper Industries (ROP) | 0.9 | $1.4M | -7% | 4.1k | 338.39 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $1.2M | 9.0k | 137.53 |
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| Wells Fargo & Company (WFC) | 0.7 | $1.1M | 14k | 82.64 |
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| Bristol Myers Squibb (BMY) | 0.7 | $1.0M | 18k | 57.62 |
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| Pfizer (PFE) | 0.5 | $719k | +4% | 30k | 24.08 |
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| Walt Disney Company (DIS) | 0.4 | $670k | 7.0k | 96.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $670k | +49% | 894.00 | 748.89 |
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| Cummins (CMI) | 0.4 | $663k | 930.00 | 713.21 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $629k | 12k | 50.58 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.4 | $620k | 8.2k | 75.28 |
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| Ishares Tr Select Divid Etf (DVY) | 0.4 | $597k | 3.8k | 156.30 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.4 | $571k | 9.9k | 57.64 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $543k | -2% | 5.0k | 109.07 |
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| Corning Incorporated (GLW) | 0.3 | $511k | 2.0k | 255.43 |
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| Sempra Energy (SRE) | 0.3 | $496k | 5.3k | 92.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $433k | +300% | 3.5k | 124.17 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $423k | 2.2k | 190.19 |
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| Union Pacific Corporation (UNP) | 0.3 | $395k | +11% | 1.5k | 272.00 |
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| Morgan Stanley Com New (MS) | 0.2 | $376k | 1.8k | 209.04 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $340k | -8% | 5.7k | 59.69 |
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| Palo Alto Networks (PANW) | 0.2 | $336k | NEW | 986.00 | 341.02 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $264k | 2.1k | 124.42 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $251k | 1.5k | 164.60 |
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| Marriott Intl Cl A (MAR) | 0.2 | $247k | 667.00 | 370.59 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $244k | 1.0k | 242.43 |
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| Cadence Design Systems (CDNS) | 0.1 | $225k | NEW | 600.00 | 375.32 |
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| Caterpillar (CAT) | 0.1 | $216k | NEW | 203.00 | 1064.90 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $214k | 421.00 | 509.31 |
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| Schwab Strategic Tr Govt Mone Ma Etf (SGVT) | 0.1 | $205k | NEW | 2.0k | 100.74 |
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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 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
- Neumann Capital Management 2022 Q3 filed Nov. 14, 2022