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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 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 9,009.0 $2.0M 1.35% -200.0 -2.2% $227.06 +4.5%
22 CVX CHEVRON CORPORATION Energy 11,765.0 $2.0M 1.29% $165.76 +21.8%
23 HYG ISHARES TR 22,691.0 $1.8M 1.20% -383.0 -1.7% $79.97 -0.3%
24 IWB ISHARES TR 3,978.0 $1.6M 1.08% $409.50 +2.8%
25 IWM ISHARES TR 5,208.0 $1.6M 1.03% $300.45 -1.6%
26 IMCG ISHARES TR 15,076.0 $1.5M 0.98% $98.30 -0.9%
27 VTI VANGUARD INDEX FDS 3,938.0 $1.5M 0.96% +118.0 +3.1% $370.04 +2.5%
28 FDL FIRST TR EXCHANGE-TRADED FD 29,150.0 $1.4M 0.94% -2K -7.3% $48.66 +9.2%
29 SCHW SCHWAB CHARLES CORP Financial Services 15,232.0 $1.4M 0.93% -100.0 -0.7% $92.27 +19.4%
30 ROP ROPER TECHNOLOGIES INC Industrials 4,051.0 $1.4M 0.91% -348.0 -7.9% $338.39 +25.9%
31 IVW ISHARES TR 8,950.0 $1.2M 0.81% $137.53 +1.8%
32 WFC WELLS FARGO & CO Financial Services 13,622.0 $1.1M 0.74% $82.64 +4.9%
33 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,123.0 $1.0M 0.69% $57.62 +15.6%
34 PFE PFIZER INC Healthcare 29,836.0 $718K 0.47% +1K +4.8% $24.08 +16.1%
35 DIS DISNEY WALT CO Communication Services 6,964.0 $670K 0.44% $96.25 +12.3%
36 IVV ISHARES TR 894.0 $670K 0.44% +294.0 +49.0% $748.89 +3.2%
37 CMI CUMMINS INC Industrials 930.0 $663K 0.44% $713.21 -20.8%
38 VTEB VANGUARD MUN BD FDS 12,436.0 $629K 0.42% +95.0 +0.8% $50.58 -2.3%
39 EEMV ISHARES INC 8,236.0 $620K 0.41% $75.28 +0.6%
40 DVY ISHARES TR 3,819.0 $597K 0.40% $156.30 +4.8%
Page 2 of 3  ·  58 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
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%