Portfolio (Quarterly)
Guide ↗
Neumann Capital Management, LLC
· CIK 0001631930| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MCK | MCKESSON CORP | Healthcare | 2,210 | $1.9M | 0.56% | SOLD |
| 22 | VLO | VALERO ENERGY CORP | Energy | 7,120 | $1.8M | 0.52% | SOLD |
| 23 | USHY | ISHARES TR | — | 44,077 | $1.6M | 0.48% | SOLD |
| 24 | TGT | TARGET CORP | Consumer Defensive | 13,280 | $1.6M | 0.47% | SOLD |
| 25 | CSCO | CISCO SYS INC | Technology | 20,306 | $1.6M | 0.46% | SOLD |
| 26 | ESGE | ISHARES INC | — | 34,055 | $1.5M | 0.46% | SOLD |
| 27 | ACN | ACCENTURE PLC IRELAND | Technology | 7,672 | $1.5M | 0.45% | SOLD |
| 28 | UNM | UNUM GROUP | Financial Services | 16,041 | $1.2M | 0.34% | SOLD |
| 29 | NUSC | NUSHARES ETF TR | — | 23,519 | $1.1M | 0.31% | SOLD |
| 30 | NFLX | NETFLIX INC. | Communication Services | 10,720 | $1.0M | 0.30% | SOLD |
| 31 | GRNB | VANECK ETF TRUST | — | 41,300 | $990K | 0.29% | SOLD |
| 32 | VCIT | VANGUARD SCOTTSDALE FDS | — | 11,825 | $979K | 0.29% | SOLD |
| 33 | MMM | 3M CO | Industrials | 6,011 | $873K | 0.26% | SOLD |
| 34 | MRK | MERCK & CO INC | Healthcare | 7,227 | $869K | 0.26% | SOLD |
| 35 | META | META PLATFORMS INC | Communication Services | 1,398 | $800K | 0.24% | SOLD |
| 36 | EMXC | ISHARES INC | — | 9,033 | $711K | 0.21% | SOLD |
| 37 | NUMV | NUSHARES ETF TR | — | 16,180 | $627K | 0.18% | SOLD |
| 38 | SUSC | ISHARES TR | — | 26,250 | $607K | 0.18% | SOLD |
| 39 | NEE | NEXTERA ENERGY INC | Utilities | 5,912 | $549K | 0.16% | SOLD |
| 40 | COP | CONOCOPHILLIPS | Energy | 4,088 | $540K | 0.16% | SOLD |
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%