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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,266 $490K 0.14% SOLD
42 NUMG NUSHARES ETF TR 11,470 $471K 0.14% SOLD
43 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 700 $432K 0.13% SOLD
44 V VISA INC Financial Services 1,170 $354K 0.10% SOLD
45 XOM EXXON MOBIL CORP Energy 1,558 $264K 0.08% SOLD
46 DIA STATE STR SPDR DOW JONES IND Financial Services 542 $251K 0.07% SOLD
47 VGT VANGUARD WORLD FD 350 $244K 0.07% SOLD
48 CF CF INDUSTRIES HOLD Basic Materials 1,700 $221K 0.07% SOLD
Page 3 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%