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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 VNQ VANGUARD INDEX FDS 61,792.0 $6.0M 3.94% -465.0 -0.8% $96.43 +0.8%
2 DSI ISHARES TR 35,201.0 $5.0M 3.32% -227.0 -0.6% $142.39 +3.5%
3 BSV VANGUARD BD INDEX FDS 60,699.0 $4.7M 3.13% -919.0 -1.5% $77.91 -0.5%
4 GILD GILEAD SCIENCES INC Healthcare 35,868.0 $4.5M 3.00% -200.0 -0.6% $126.34 +15.3%
5 IJJ ISHARES TR 25,748.0 $3.8M 2.52% -225.0 -0.9% $147.73 -0.2%
6 IJS ISHARES TR 26,880.0 $3.7M 2.43% -546.0 -2.0% $136.68 +0.6%
7 EFA ISHARES TR 29,860.0 $3.1M 2.05% -800.0 -2.6% $103.88 +3.7%
8 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 30,443.0 $2.5M 1.63% -1K -3.5% $81.16 -9.8%
9 IVE ISHARES TR 9,009.0 $2.0M 1.35% -200.0 -2.2% $227.06 +4.5%
10 HYG ISHARES TR 22,691.0 $1.8M 1.20% -383.0 -1.7% $79.97 -0.3%
11 FDL FIRST TR EXCHANGE-TRADED FD 29,150.0 $1.4M 0.94% -2K -7.3% $48.66 +9.2%
12 SCHW SCHWAB CHARLES CORP Financial Services 15,232.0 $1.4M 0.93% -100.0 -0.7% $92.27 +19.4%
13 ROP ROPER TECHNOLOGIES INC Industrials 4,051.0 $1.4M 0.91% -348.0 -7.9% $338.39 +25.9%
14 LQD ISHARES TR 4,975.0 $543K 0.36% -138.0 -2.7% $109.07 -2.5%
15 IBB ISHARES TR 2,226.0 $423K 0.28% -12.0 -0.5% $190.19 +9.9%
16 VWO VANGUARD INTL EQUITY INDEX F 5,700.0 $340K 0.23% -500.0 -8.1% $59.69 +1.8%

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%