Neumann Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$339.5M
Q ending 2026-03-31
Prior quarter
$346.1M
Q ending 2025-12-31
Change
-1.9% QoQ · +17.4% YoY
Positions
102
reported holdings
Largest positions
Top 100 of 102 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $27.3M | 157K |
| Ishares Tr | IEFA | Shares | $26.9M | 297K |
| Apple Inc | AAPL | Shares | $19.2M | 76K |
| Vanguard Bd Index Fds | BIV | Shares | $16.8M | 218K |
| Ishares Inc | IEMG | Shares | $16.1M | 230K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $15.2M | 23K |
| Ishares Tr | IJR | Shares | $14.7M | 118K |
| Ishares Tr | IJH | Shares | $14.0M | 208K |
| Alphabet Inc | GOOGL | Shares | $11.5M | 40K |
| Oracle Corp | ORCL | Shares | $10.2M | 70K |
| Wisdomtree Tr | DGS | Shares | $9.5M | 157K |
| Vanguard Index Fds | VNQ | Shares | $5.5M | 62K |
| Wisdomtree Tr | DLS | Shares | $5.4M | 66K |
| Gilead Sciences Inc | GILD | Shares | $5.0M | 36K |
| Bank America Corp | BAC | Shares | $4.9M | 100K |
| Vanguard Bd Index Fds | BSV | Shares | $4.8M | 62K |
| Vanguard Charlotte Fds | BNDX | Shares | $4.7M | 97K |
| Ishares Tr | IJK | Shares | $4.4M | 44K |
| Ishares Tr | IUSG | Shares | $4.3M | 28K |
| Ishares Tr | DSI | Shares | $4.3M | 35K |
| Ishares Tr | IJT | Shares | $4.2M | 29K |
| Spdr Series Trust | SDY | Shares | $4.2M | 29K |
| Vanguard Index Fds | VOO | Shares | $4.0M | 7K |
| General Mtrs Co | GM | Shares | $3.7M | 50K |
| Vanguard Intl Equity Index F | VT | Shares | $3.7M | 26K |
| Johnson & Johnson | JNJ | Shares | $3.6M | 15K |
| Ishares Tr | IJJ | Shares | $3.4M | 26K |
| Ishares Tr | IJS | Shares | $3.2M | 27K |
| Ishares Tr | EAGG | Shares | $3.2M | 67K |
| C H Robinson Worldwide In | CHRW | Shares | $3.1M | 19K |
| Ishares Tr | EFA | Shares | $3.0M | 31K |
| Ishares Tr | ESGD | Shares | $2.9M | 31K |
| Jpmorgan Chase & Co | JPM | Shares | $2.9M | 10K |
| Amazon Com Inc | AMZN | Shares | $2.7M | 13K |
| Cvs Health Corp | CVS | Shares | $2.7M | 38K |
| Public Svc Enterprise Group | PEG | Shares | $2.6M | 32K |
| Chevron Corporation | CVX | Shares | $2.4M | 12K |
| Ishares Tr | EFV | Shares | $2.2M | 30K |
| Microsoft Corp | MSFT | Shares | $2.2M | 6K |
| Verizon Communications Inc | VZ | Shares | $2.1M | 41K |
| Allstate Corp | ALL | Shares | $2.0M | 10K |
| Ishares Tr | IVE | Shares | $1.9M | 9K |
| Mckesson Corp | MCK | Shares | $1.9M | 2K |
| Ishares Tr | HYG | Shares | $1.8M | 23K |
| Valero Energy Corp | VLO | Shares | $1.8M | 7K |
| Ishares Tr | USHY | Shares | $1.6M | 44K |
| Target Corp | TGT | Shares | $1.6M | 13K |
| First Tr Exchange-Traded Fd | FDL | Shares | $1.6M | 31K |
| Cisco Sys Inc | CSCO | Shares | $1.6M | 20K |
| Roper Technologies Inc | ROP | Shares | $1.6M | 4K |
| Ishares Inc | ESGE | Shares | $1.5M | 34K |
| Accenture Plc Ireland | Shares | $1.5M | 8K | |
| Schwab Charles Corp | SCHW | Shares | $1.4M | 15K |
| Ishares Tr | IWB | Shares | $1.4M | 4K |
| Ishares Tr | IWM | Shares | $1.3M | 5K |
| Vanguard Index Fds | VTI | Shares | $1.2M | 4K |
| Ishares Tr | IMCG | Shares | $1.2M | 15K |
| Unum Group | UNM | Shares | $1.2M | 16K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.1M | 18K |
| Wells Fargo & Co | WFC | Shares | $1.1M | 14K |
| Nushares Etf Tr | NUSC | Shares | $1.1M | 24K |
| Netflix Inc. | NFLX | Shares | $1.0M | 11K |
| Ishares Tr | IVW | Shares | $1.0M | 9K |
| Vaneck Etf Trust | GRNB | Shares | $990K | 41K |
| Vanguard Scottsdale Fds | VCIT | Shares | $979K | 12K |
| 3M Co | MMM | Shares | $873K | 6K |
| Merck & Co Inc | MRK | Shares | $869K | 7K |
| Meta Platforms Inc | META | Shares | $800K | 1K |
| Pfizer Inc | PFE | Shares | $799K | 28K |
| Ishares Inc | EMXC | Shares | $711K | 9K |
| Disney Walt Co | DIS | Shares | $671K | 7K |
| Nushares Etf Tr | NUMV | Shares | $627K | 16K |
| Vanguard Mun Bd Fds | VTEB | Shares | $616K | 12K |
| Ishares Tr | SUSC | Shares | $607K | 26K |
| Ishares Tr | DVY | Shares | $578K | 4K |
| Ishares Tr | CMF | Shares | $563K | 10K |
| Ishares Tr | LQD | Shares | $557K | 5K |
| Nextera Energy Inc | NEE | Shares | $549K | 6K |
| Conocophillips | COP | Shares | $540K | 4K |
| Ishares Inc | EEMV | Shares | $533K | 8K |
| Sempra | SRE | Shares | $520K | 5K |
| Cummins Inc | CMI | Shares | $500K | 930 |
| Constellation Brands Inc | STZ | Shares | $490K | 3K |
| Nushares Etf Tr | NUMG | Shares | $471K | 11K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $432K | 700 |
| Ishares Tr | IVV | Shares | $392K | 600 |
| Ishares Tr | IBB | Shares | $378K | 2K |
| Ishares Tr | IWF | Shares | $372K | 872 |
| Visa Inc | V | Shares | $354K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $335K | 6K |
| Union Pac Corp | UNP | Shares | $316K | 1K |
| Morgan Stanley | MS | Shares | $296K | 2K |
| Northrop Grumman Corp | NOC | Shares | $287K | 421 |
| Corning Inc | GLW | Shares | $272K | 2K |
| Exxon Mobil Corp | XOM | Shares | $264K | 2K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $251K | 542 |
| Vanguard World Fd | VGT | Shares | $244K | 350 |
| Ishares Tr | EFG | Shares | $237K | 2K |
| Ishares Tr | IWS | Shares | $222K | 2K |
| Cf Industries Hold | CF | Shares | $221K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.