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Neumann Capital Management, LLC

Q3 2026 13F filing

Updated 4 days ago

105 disclosed positions worth $391.1M

Portfolio value
$391.1M
Total holdings
105
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-15

Full holdings

Every line item disclosed in Q3 2026

N

NVIDIA CORPORATION

Value
$37M
Shares
162.2K
% Port
9.47%
E

ISHARES TR

Value
$31.3M
Shares
322.8K
% Port
8.00%
A

APPLE INC

Value
$24.2M
Shares
72.7K
% Port
6.19%
E

ISHARES INC

Value
$19.2M
Shares
236.2K
% Port
4.90%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

Value
$17M
Shares
22.3K
% Port
4.35%
E

ISHARES TR

Value
$16.8M
Shares
123.4K
% Port
4.29%
V

VANGUARD BD INDEX FDS

Value
$16.4M
Shares
224.7K
% Port
4.19%
E

ISHARES TR

Value
$15.9M
Shares
221.6K
% Port
4.08%
G

ALPHABET INC

Value
$13.2M
Shares
38.2K
% Port
3.36%
O

ORACLE CORP

Value
$11.6M
Shares
84.5K
% Port
2.96%
B
11.BTCW

WISDOMTREE TR

Value
$10.1M
Shares
160.5K
% Port
2.59%
B
12.BTCW

WISDOMTREE TR

Value
$6.2M
Shares
71.7K
% Port
1.60%
V
13.VGES

VANGUARD BD INDEX FDS

Value
$6.1M
Shares
79.8K
% Port
1.56%
I

ISHARES TR

Value
$5.8M
Shares
29.9K
% Port
1.48%
V
15.VGES

VANGUARD INDEX FDS

Value
$5.7M
Shares
64.0K
% Port
1.47%
V
16.VGES

VANGUARD INDEX FDS

Value
$5.7M
Shares
8.2K
% Port
1.46%
B

BANK OF AMER CORP

Value
$5.6M
Shares
103.1K
% Port
1.43%
G
18.GILD

GILEAD SCIENCES INC

Value
$5.6M
Shares
37.4K
% Port
1.42%
E
19.ETHA

ISHARES TR

Value
$5.1M
Shares
35.0K
% Port
1.31%
E
20.ETHA

ISHARES TR

Value
$5M
Shares
45.4K
% Port
1.27%
V
21.VGES

VANGUARD CHARLOTTE FDS

Value
$4.7M
Shares
100.7K
% Port
1.21%
E
22.ETHA

ISHARES TR

Value
$4.6M
Shares
28.9K
% Port
1.19%
S

SPDR SERIES TRUST

Value
$4.3M
Shares
29.4K
% Port
1.10%
V
24.VGES

VANGUARD INTL EQUITY INDEX F

Value
$4M
Shares
25.3K
% Port
1.02%
J
25.JNJ

JOHNSON & JOHNSON

Value
$3.9M
Shares
14.6K
% Port
0.99%
G
26.GM

GENERAL MTRS CO

Value
$3.8M
Shares
49.2K
% Port
0.97%
I

ISHARES TR

Value
$3.8M
Shares
27.2K
% Port
0.96%
A
28.AMZN

AMAZON COM INC

Value
$3.7M
Shares
14.7K
% Port
0.94%
E
29.ETHA

ISHARES TR

Value
$3.5M
Shares
77.1K
% Port
0.89%
J

JPMORGAN CHASE & CO

Value
$3.5M
Shares
10.4K
% Port
0.88%
E
31.ETHA

ISHARES TR

Value
$3.4M
Shares
26.9K
% Port
0.88%
E
32.ETHA

ISHARES TR

Value
$3.4M
Shares
33.0K
% Port
0.87%
C
33.CVS

CVS HEALTH CORP

Value
$3.3M
Shares
38.8K
% Port
0.85%
E
34.ETHA

ISHARES TR

Value
$3.2M
Shares
31.0K
% Port
0.82%
M
35.MSFT

MICROSOFT CORP

Value
$3.1M
Shares
6.1K
% Port
0.80%
A
36.AVGO

C H ROBINSON WORLDWIDE IN

Value
$2.7M
Shares
18.4K
% Port
0.70%
V
37.VLO

VALERO ENERGY CORP

Value
$2.6M
Shares
6.8K
% Port
0.68%
T
38.TGT

TARGET CORP

Value
$2.5M
Shares
15.7K
% Port
0.63%
C
39.CVX

CHEVRON CORPORATION

Value
$2.4M
Shares
11.7K
% Port
0.61%
A

ALLSTATE CORP

Value
$2.4M
Shares
10.6K
% Port
0.60%
E
41.ETHA

ISHARES TR

Value
$2.4M
Shares
29.8K
% Port
0.60%
C
42.CSCO

CISCO SYS INC

Value
$2.1M
Shares
19.5K
% Port
0.54%
E
43.ETHA

ISHARES TR

Value
$2.1M
Shares
9.2K
% Port
0.53%
V
44.VZ

VERIZON COMMUNICATIONS INC

Value
$2M
Shares
44.6K
% Port
0.52%
P
45.PEG

PUBLIC SVC ENTERPRISE GROUP

Value
$2M
Shares
29.4K
% Port
0.51%
E
46.ETHA

ISHARES TR

Value
$1.9M
Shares
53.2K
% Port
0.49%
M
47.MCK

MCKESSON CORP

Value
$1.8M
Shares
2.2K
% Port
0.47%
E
48.ETHA

ISHARES INC

Value
$1.8M
Shares
34.0K
% Port
0.47%
U
49.UNMA

UNUM GROUP

Value
$1.8M
Shares
20.3K
% Port
0.45%
E
50.ETHA

ISHARES TR

Value
$1.6M
Shares
3.9K
% Port
0.42%