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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
Page 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJT ISHARES TR 29,270.0 $4.2M 1.25% -690.0 -2.3% $144.71 +21.1%
22 SDY SPDR SERIES TRUST 28,688.0 $4.2M 1.23% -4K -12.3% $145.94 +4.3%
23 VOO VANGUARD INDEX FDS 6,652.0 $4.0M 1.17% +3K +89.0% $597.55 +13.2%
24 GM GENERAL MTRS CO Consumer Cyclical 50,330.0 $3.7M 1.10% $74.50 +5.4%
25 VT VANGUARD INTL EQUITY INDEX F 26,459.0 $3.7M 1.08% -2K -5.5% $138.32 +12.0%
26 JNJ JOHNSON & JOHNSON Healthcare 14,664.0 $3.6M 1.06% -200.0 -1.4% $244.44 +0.2%
27 IJJ ISHARES TR 25,973.0 $3.4M 1.01% -951.0 -3.5% $132.50 +11.0%
28 IJS ISHARES TR 27,426.0 $3.2M 0.96% -728.0 -2.6% $118.45 +14.5%
29 EAGG ISHARES TR 66,870.0 $3.2M 0.94% +2K +3.7% $47.55 -0.0%
30 CHRW C H ROBINSON WORLDWIDE IN Industrials 18,640.0 $3.1M 0.91% -250.0 -1.3% $166.07 +8.6%
31 EFA ISHARES TR 30,660.0 $3.0M 0.88% -263.0 -0.8% $97.13 +6.2%
32 ESGD ISHARES TR 30,750.0 $2.9M 0.87% +280.0 +0.9% $95.62 +6.8%
33 JPM JPMORGAN CHASE & CO Financial Services 9,786.0 $2.9M 0.85% -510.0 -5.0% $294.16 +13.9%
34 AMZN AMAZON COM INC Consumer Cyclical 13,000.0 $2.7M 0.80% $208.27 +9.0%
35 CVS CVS HEALTH CORP Healthcare 37,651.0 $2.7M 0.80% +700.0 +1.9% $71.82 +45.7%
36 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 31,558.0 $2.6M 0.75% $80.95 +2.1%
37 CVX CHEVRON CORPORATION Energy 11,765.0 $2.4M 0.72% +70.0 +0.6% $206.89 -16.7%
38 EFV ISHARES TR 29,785.0 $2.2M 0.65% $74.35 +2.5%
39 MSFT MICROSOFT CORP Technology 5,972.0 $2.2M 0.65% +343.0 +6.1% $370.19 -4.7%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 41,057.0 $2.1M 0.61% +501.0 +1.2% $50.20 -8.2%
Page 2 of 6  ·  102 positions

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%