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Portfolio (Quarterly) Guide ↗

Neumann Capital Management, LLC

· CIK 0001631930
13F Portfolio $151M AUM 58 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 9 Added 16 Reduced 48 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 7,444.0 $5.1M 3.38% +792.0 +11.9% $686.81 +3.0%
2 VT VANGUARD INTL EQUITY INDEX F 26,908.0 $4.2M 2.79% +449.0 +1.7% $156.95 +2.6%
3 MSFT MICROSOFT CORP Technology 6,042.0 $2.3M 1.49% +70.0 +1.2% $373.04 +37.7%
4 VTI VANGUARD INDEX FDS 3,938.0 $1.5M 0.96% +118.0 +3.1% $370.04 +2.5%
5 PFE PFIZER INC Healthcare 29,836.0 $718K 0.47% +1K +4.8% $24.08 +16.1%
6 IVV ISHARES TR 894.0 $670K 0.44% +294.0 +49.0% $748.89 +3.2%
7 VTEB VANGUARD MUN BD FDS 12,436.0 $629K 0.42% +95.0 +0.8% $50.58 -2.3%
8 IWF ISHARES TR 3,488.0 $433K 0.29% +3K +300.0% $124.17 -1.1%
9 UNP UNION PAC CORP Industrials 1,451.0 $395K 0.26% +150.0 +11.5% $272.00 +13.0%

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
Healthcare 48.2%
Technology 11.5%
Utilities 10.3%
Financial Services 10.1%
Industrials 9.9%
Energy 6.8%
Communication Services 2.3%
Consumer Cyclical 0.9%