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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
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 NVDA NVIDIA CORPORATION Technology 156,781 $27.3M 8.05% SOLD
2 IEFA ISHARES TR 297,483 $26.9M 7.93% SOLD
3 AAPL APPLE INC Technology 75,624 $19.2M 5.65% SOLD
4 IEMG ISHARES INC 230,152 $16.1M 4.73% SOLD
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 23,409 $15.2M 4.48% SOLD
6 GOOGL ALPHABET INC Communication Services 40,112 $11.5M 3.40% SOLD
7 ORCL ORACLE CORP Technology 69,533 $10.2M 3.01% SOLD
8 DGS WISDOMTREE TR 157,417 $9.5M 2.79% SOLD
9 DLS WISDOMTREE TR 66,219 $5.4M 1.59% SOLD
10 BAC BANK AMERICA CORP Financial Services 100,086 $4.9M 1.44% SOLD
11 BNDX VANGUARD CHARLOTTE FDS 97,073 $4.7M 1.37% SOLD
12 SDY SPDR SERIES TRUST 28,688 $4.2M 1.23% SOLD
13 GM GENERAL MTRS CO Consumer Cyclical 50,330 $3.7M 1.10% SOLD
14 EAGG ISHARES TR 66,870 $3.2M 0.94% SOLD
15 CHRW C H ROBINSON WORLDWIDE IN Industrials 18,640 $3.1M 0.91% SOLD
16 ESGD ISHARES TR 30,750 $2.9M 0.87% SOLD
17 JPM JPMORGAN CHASE & CO Financial Services 9,786 $2.9M 0.85% SOLD
18 AMZN AMAZON COM INC Consumer Cyclical 13,000 $2.7M 0.80% SOLD
19 VZ VERIZON COMMUNICATIONS INC Communication Services 41,057 $2.1M 0.61% SOLD
20 ALL ALLSTATE CORP Financial Services 9,786 $2.0M 0.60% SOLD
Page 1 of 3  ·  48 positions
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%