Neumann Capital Management, LLC — 13F Holdings & Portfolio
CIK 1631930 · latest 13F-HR filed 2026-04-13
Neumann Capital Management, LLC manages $339.5M in 13F-reported U.S. long-equity assets across 102 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.05%), IEFA (7.93%), AAPL (5.65%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 25, and trimmed 31.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$339.5M
Long-equity book
102
Distinct positions
2026-03-31
Filed 2026-04-13
+3 / −2 / ↑25 / ↓31
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD BD INDEX FDS$2.4M +16.6%
- VANGUARD INDEX FDS$1.8M +80.1%
- ISHARES INC$851.2K +5.6%
- CHEVRON CORPORATION$651.7K +36.6%
- VALERO ENERGY CORP$567.5K +47.6%
Top Trims
- NVIDIA CORPORATION-$3.6M -11.6%
- ORACLE CORP-$3.4M -24.8%
- STATE STR SPDR S&P 500 ETF T-$2.3M -12.9%
- APPLE INC-$2.0M -9.3%
- ALPHABET INC-$1.9M -14.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $27.3M | 8.05% | 156,781 | SH |
| 2 | ISHARES TR | IEFA | 46432F842 | $26.9M | 7.93% | 297,483 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $19.2M | 5.65% | 75,624 | SH |
| 4 | VANGUARD BD INDEX FDS | BIV | 921937819 | $16.8M | 4.95% | 217,876 | SH |
| 5 | ISHARES INC | IEMG | 46434G103 | $16.1M | 4.73% | 230,152 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $15.2M | 4.48% | 23,409 | SH |
| 7 | ISHARES TR | IJR | 464287804 | $14.7M | 4.32% | 118,021 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $14.0M | 4.13% | 207,838 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $11.5M | 3.40% | 40,112 | SH |
| 10 | ORACLE CORP | ORCL | 68389X105 | $10.2M | 3.01% | 69,533 | SH |
| 11 | WISDOMTREE TR | DGS | 97717W281 | $9.5M | 2.79% | 157,417 | SH |
| 12 | VANGUARD INDEX FDS | VNQ | 922908553 | $5.5M | 1.63% | 62,257 | SH |
| 13 | WISDOMTREE TR | DLS | 97717W760 | $5.4M | 1.59% | 66,219 | SH |
| 14 | GILEAD SCIENCES INC | GILD | 375558103 | $5.0M | 1.48% | 36,068 | SH |
| 15 | BANK AMERICA CORP | BAC | 060505104 | $4.9M | 1.44% | 100,086 | SH |
| 16 | VANGUARD BD INDEX FDS | BSV | 921937827 | $4.8M | 1.42% | 61,618 | SH |
| 17 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $4.7M | 1.37% | 97,073 | SH |
| 18 | ISHARES TR | IJK | 464287606 | $4.4M | 1.30% | 43,785 | SH |
| 19 | ISHARES TR | IUSG | 464287671 | $4.3M | 1.27% | 27,816 | SH |
| 20 | ISHARES TR | DSI | 464288570 | $4.3M | 1.26% | 35,428 | SH |
| 21 | ISHARES TR | IJT | 464287887 | $4.2M | 1.25% | 29,270 | SH |
| 22 | SPDR SERIES TRUST | SDY | 78464A763 | $4.2M | 1.23% | 28,688 | SH |
| 23 | VANGUARD INDEX FDS | VOO | 922908363 | $4.0M | 1.17% | 6,652 | SH |
| 24 | GENERAL MTRS CO | GM | 37045V100 | $3.7M | 1.10% | 50,330 | SH |
| 25 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $3.7M | 1.08% | 26,459 | SH |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.6M | 1.06% | 14,664 | SH |
| 27 | ISHARES TR | IJJ | 464287705 | $3.4M | 1.01% | 25,973 | SH |
| 28 | ISHARES TR | IJS | 464287879 | $3.2M | 0.96% | 27,426 | SH |
| 29 | ISHARES TR | EAGG | 46435U549 | $3.2M | 0.94% | 66,870 | SH |
| 30 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $3.1M | 0.91% | 18,640 | SH |
| 31 | ISHARES TR | EFA | 464287465 | $3.0M | 0.88% | 30,660 | SH |
| 32 | ISHARES TR | ESGD | 46435G516 | $2.9M | 0.87% | 30,750 | SH |
| 33 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.9M | 0.85% | 9,786 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $2.7M | 0.80% | 13,000 | SH |
| 35 | CVS HEALTH CORP | CVS | 126650100 | $2.7M | 0.80% | 37,651 | SH |
| 36 | PUBLIC SVC ENTERPRISE GROUP | PEG | 744573106 | $2.6M | 0.75% | 31,558 | SH |
| 37 | CHEVRON CORPORATION | CVX | 166764100 | $2.4M | 0.72% | 11,765 | SH |
| 38 | ISHARES TR | EFV | 464288877 | $2.2M | 0.65% | 29,785 | SH |
| 39 | MICROSOFT CORP | MSFT | 594918104 | $2.2M | 0.65% | 5,972 | SH |
| 40 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.1M | 0.61% | 41,057 | SH |
| 41 | ALLSTATE CORP | ALL | 020002101 | $2.0M | 0.60% | 9,786 | SH |
| 42 | ISHARES TR | IVE | 464287408 | $1.9M | 0.57% | 9,209 | SH |
| 43 | MCKESSON CORP | MCK | 58155Q103 | $1.9M | 0.56% | 2,210 | SH |
| 44 | ISHARES TR | HYG | 464288513 | $1.8M | 0.54% | 23,074 | SH |
| 45 | VALERO ENERGY CORP | VLO | 91913Y100 | $1.8M | 0.52% | 7,120 | SH |
| 46 | ISHARES TR | USHY | 46435U853 | $1.6M | 0.48% | 44,077 | SH |
| 47 | TARGET CORP | TGT | 87612E106 | $1.6M | 0.47% | 13,280 | SH |
| 48 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $1.6M | 0.47% | 31,450 | SH |
| 49 | CISCO SYS INC | CSCO | 17275R102 | $1.6M | 0.46% | 20,306 | SH |
| 50 | ROPER TECHNOLOGIES INC | ROP | 776696106 | $1.6M | 0.46% | 4,399 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $339.5M | 102 | 0001754960-26-000229 |
| 2025-12-31 | 2026-01-14 | $346.1M | 101 | 0001754960-26-000059 |