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Portfolio (Quarterly) Guide ↗

Neumann Capital Management, LLC

· CIK 0001631930
13F Portfolio $340M AUM 102 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 26 Added 36 Reduced 2 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES TR 297,483.0 $26.9M 7.93% +8K +2.8% $90.53 +6.3%
2 BIV VANGUARD BD INDEX FDS 217,876.0 $16.8M 4.95% +33K +17.6% $77.18 -0.4%
3 IEMG ISHARES INC 230,152.0 $16.1M 4.73% +4K +1.8% $69.75 +17.8%
4 BSV VANGUARD BD INDEX FDS 61,618.0 $4.8M 1.42% +4K +7.2% $78.41 -0.6%
5 BNDX VANGUARD CHARLOTTE FDS 97,073.0 $4.7M 1.37% +2K +2.3% $48.05 +1.0%
6 VOO VANGUARD INDEX FDS 6,652.0 $4.0M 1.17% +3K +89.0% $597.55 +12.9%
7 EAGG ISHARES TR 66,870.0 $3.2M 0.94% +2K +3.7% $47.55 +0.0%
8 ESGD ISHARES TR 30,750.0 $2.9M 0.87% +280.0 +0.9% $95.62 +7.0%
9 CVS CVS HEALTH CORP Healthcare 37,651.0 $2.7M 0.80% +700.0 +1.9% $71.82 +45.5%
10 CVX CHEVRON CORPORATION Energy 11,765.0 $2.4M 0.72% +70.0 +0.6% $206.89 -17.1%
11 MSFT MICROSOFT CORP Technology 5,972.0 $2.2M 0.65% +343.0 +6.1% $370.19 -5.0%
12 VZ VERIZON COMMUNICATIONS INC Communication Services 41,057.0 $2.1M 0.61% +501.0 +1.2% $50.20 -8.4%
13 ALL ALLSTATE CORP Financial Services 9,786.0 $2.0M 0.60% +130.0 +1.4% $207.34 +12.1%
14 USHY ISHARES TR 44,077.0 $1.6M 0.48% +11K +32.5% $36.84 +0.4%
15 FDL FIRST TR EXCHANGE-TRADED FD 31,450.0 $1.6M 0.47% +7K +30.8% $50.80 -3.2%
16 ACN ACCENTURE PLC IRELAND Technology 7,672.0 $1.5M 0.45% +100.0 +1.3% $198.29 -35.6%
17 SCHW SCHWAB CHARLES CORP Financial Services 15,332.0 $1.4M 0.42% +410.0 +2.8% $93.98 -4.0%
18 IWB ISHARES TR 3,978.0 $1.4M 0.42% +40.0 +1.0% $356.56 +12.5%
19 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,123.0 $1.1M 0.32% +500.0 +2.8% $60.65 -8.2%
20 GRNB VANECK ETF TRUST 41,300.0 $990K 0.29% +5K +13.0% $23.96 +0.8%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.9%
Financial Services 20.2%
Communication Services 10.8%
Healthcare 10.8%
Consumer Cyclical 4.5%
Industrials 4.5%
Energy 3.4%
Utilities 2.4%
Consumer Defensive 1.4%
Basic Materials 0.1%