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Neumann Capital Management, LLC — 13F Holdings & Portfolio

CIK 1631930 · latest 13F-HR filed 2026-07-13

Backtest portfolio

Neumann Capital Management, LLC manages $151.2M in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IJR (11.63%), BIV (11.07%), IJH (10.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 48, added to 30, and trimmed 6.

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.

Filer Information
Address
303 VINTAGE PARK DRIVE
SUITE 100
FOSTER CITY, CA 94404
Phone
(650) 548-9200
Filing Manager
Neumann Capital Management, LLC
FOSTER CITY, CA
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$151.2M

Long-equity book

Holdings

58

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+4 / −48 / ↑30 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$2.9M +19.8%
  • ISHARES TR$2.1M +14.7%
  • CVS HEALTH CORP$1.2M +44.0%
  • VANGUARD INDEX FDS$1.1M +28.6%
  • ISHARES TR$986.6K +23.3%
Show all 30 →

Top Trims

  • GILEAD SCIENCES INC-$495.2K -9.9%
  • CHEVRON CORPORATION-$484.0K -19.9%
  • ROPER TECHNOLOGIES INC-$185.8K -11.9%
  • FIRST TR EXCHANGE-TRADED FD-$179.2K -11.2%
  • PFIZER INC-$80.8K -10.1%
Show all 6 →

New Positions

  • PALO ALTO NETWORKS INC$336.2K
  • CADENCE DESIGN SYSTEM INC$225.2K
  • CATERPILLAR INC$216.2K
  • SCHWAB STRATEGIC TR$204.5K
Show all 4 →

Exited Positions

  • NVIDIA CORPORATION$27.3M
  • ISHARES TR$26.9M
  • APPLE INC$19.2M
  • ISHARES INC$16.1M
  • STATE STR SPDR S&P 500 ETF T$15.2M
Show all 48 →
All Holdings

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 ISHARES TR IJR 464287804 $17.6M 11.63% 118,530 SH
2 VANGUARD BD INDEX FDS BIV 921937819 $16.7M 11.07% 218,277 SH
3 ISHARES TR IJH 464287507 $16.1M 10.65% 208,704 SH
4 VANGUARD INDEX FDS VNQ 922908553 $6.0M 3.94% 61,792 SH
5 ISHARES TR IUSG 464287671 $5.2M 3.47% 27,866 SH
6 ISHARES TR IJT 464287887 $5.2M 3.45% 29,240 SH
7 ISHARES TR IJK 464287606 $5.1M 3.39% 43,670 SH
8 VANGUARD INDEX FDS VOO 922908363 $5.1M 3.38% 7,444 SH
9 ISHARES TR DSI 464288570 $5.0M 3.32% 35,201 SH
10 VANGUARD BD INDEX FDS BSV 921937827 $4.7M 3.13% 60,699 SH
11 GILEAD SCIENCES INC GILD 375558103 $4.5M 3.00% 35,868 SH
12 VANGUARD INTL EQUITY INDEX F VT 922042742 $4.2M 2.79% 26,908 SH
13 CVS HEALTH CORP CVS 126650100 $3.9M 2.58% 37,651 SH
14 ISHARES TR IJJ 464287705 $3.8M 2.52% 25,748 SH
15 JOHNSON & JOHNSON JNJ 478160104 $3.7M 2.46% 14,664 SH
16 ISHARES TR IJS 464287879 $3.7M 2.43% 26,880 SH
17 ISHARES TR EFA 464287465 $3.1M 2.05% 29,860 SH
18 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $2.5M 1.63% 30,443 SH
19 ISHARES TR EFV 464288877 $2.3M 1.51% 29,785 SH
20 MICROSOFT CORP MSFT 594918104 $2.3M 1.49% 6,042 SH
21 ISHARES TR IVE 464287408 $2.0M 1.35% 9,009 SH
22 CHEVRON CORPORATION CVX 166764100 $2.0M 1.29% 11,765 SH
23 ISHARES TR HYG 464288513 $1.8M 1.20% 22,691 SH
24 ISHARES TR IWB 464287622 $1.6M 1.08% 3,978 SH
25 ISHARES TR IWM 464287655 $1.6M 1.04% 5,208 SH
26 ISHARES TR IMCG 464288307 $1.5M 0.98% 15,076 SH
27 VANGUARD INDEX FDS VTI 922908769 $1.5M 0.96% 3,938 SH
28 FIRST TR EXCHANGE-TRADED FD FDL 336917109 $1.4M 0.94% 29,150 SH
29 SCHWAB CHARLES CORP SCHW 808513105 $1.4M 0.93% 15,232 SH
30 ROPER TECHNOLOGIES INC ROP 776696106 $1.4M 0.91% 4,051 SH
31 ISHARES TR IVW 464287309 $1.2M 0.81% 8,950 SH
32 WELLS FARGO & CO WFC 949746101 $1.1M 0.74% 13,622 SH
33 BRISTOL-MYERS SQUIBB CO BMY 110122108 $1.0M 0.69% 18,123 SH
34 PFIZER INC PFE 717081103 $718.5K 0.48% 29,836 SH
35 DISNEY WALT CO DIS 254687106 $670.3K 0.44% 6,964 SH
36 ISHARES TR IVV 464287200 $669.5K 0.44% 894 SH
37 CUMMINS INC CMI 231021106 $663.3K 0.44% 930 SH
38 VANGUARD MUN BD FDS VTEB 922907746 $629.0K 0.42% 12,436 SH
39 ISHARES INC EEMV 464286533 $620.0K 0.41% 8,236 SH
40 ISHARES TR DVY 464287168 $596.9K 0.39% 3,819 SH
41 ISHARES TR CMF 464288356 $570.6K 0.38% 9,900 SH
42 ISHARES TR LQD 464287242 $542.6K 0.36% 4,975 SH
43 CORNING INC GLW 219350105 $510.9K 0.34% 2,000 SH
44 SEMPRA SRE 816851109 $495.7K 0.33% 5,347 SH
45 ISHARES TR IWF 464287614 $433.1K 0.29% 3,488 SH
46 ISHARES TR IBB 464287556 $423.4K 0.28% 2,226 SH
47 UNION PAC CORP UNP 907818108 $394.7K 0.26% 1,451 SH
48 MORGAN STANLEY MS 617446448 $376.3K 0.25% 1,800 SH
49 VANGUARD INTL EQUITY INDEX F VWO 922042858 $340.2K 0.23% 5,700 SH
50 PALO ALTO NETWORKS INC PANW 697435105 $336.2K 0.22% 986 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $151.2M 58 0001754960-26-000475
2026-03-31 2026-04-13 $339.5M 102 0001754960-26-000229
2025-12-31 2026-01-14 $346.1M 101 0001754960-26-000059