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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLW CORNING INC Technology 2,000.0 $272K 0.08% NEW $135.97 +65.5%
2 XOM EXXON MOBIL CORP Energy 1,558.0 $264K 0.08% NEW $169.66 -19.2%
3 CF CF INDUSTRIES HOLD Basic Materials 1,700.0 $221K 0.07% NEW $129.84 -19.2%

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%