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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 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NUSC NUSHARES ETF TR 23,519.0 $1.1M 0.31% $45.06 +14.1%
62 NFLX NETFLIX INC. Communication Services 10,720.0 $1.0M 0.30% $96.15 -25.5%
63 IVW ISHARES TR 8,950.0 $1.0M 0.30% $113.11 +17.9%
64 GRNB VANECK ETF TRUST 41,300.0 $990K 0.29% +5K +13.0% $23.96 +0.8%
65 VCIT VANGUARD SCOTTSDALE FDS 11,825.0 $979K 0.29% -60.0 -0.5% $82.75 +0.1%
66 MMM 3M CO Industrials 6,011.0 $873K 0.26% $145.23 +15.4%
67 MRK MERCK & CO INC Healthcare 7,227.0 $869K 0.26% $120.29 +2.8%
68 META META PLATFORMS INC Communication Services 1,398.0 $800K 0.24% -17.0 -1.2% $572.13 -4.7%
69 PFE PFIZER INC Healthcare 28,462.0 $799K 0.23% $28.08 -15.0%
70 EMXC ISHARES INC 9,033.0 $711K 0.21% $78.66 +29.5%
71 DIS DISNEY WALT CO Communication Services 6,964.0 $671K 0.20% $96.38 +2.6%
72 NUMV NUSHARES ETF TR 16,180.0 $627K 0.18% +250.0 +1.6% $38.77 +11.6%
73 VTEB VANGUARD MUN BD FDS 12,341.0 $616K 0.18% +1K +9.1% $49.89 +1.3%
74 SUSC ISHARES TR 26,250.0 $607K 0.18% +400.0 +1.6% $23.14 +0.4%
75 DVY ISHARES TR 3,819.0 $578K 0.17% $151.41 +3.6%
76 CMF ISHARES TR 9,900.0 $563K 0.17% +4K +65.0% $56.86 +1.2%
77 LQD ISHARES TR 5,113.0 $557K 0.16% +115.0 +2.3% $108.99 +0.5%
78 NEE NEXTERA ENERGY INC Utilities 5,912.0 $549K 0.16% $92.88 -5.6%
79 COP CONOCOPHILLIPS Energy 4,088.0 $540K 0.16% $132.00 -19.3%
80 EEMV ISHARES INC 8,236.0 $533K 0.16% $64.73 +15.4%
Page 4 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%