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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 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MAR MARRIOTT INTL INC NEW Consumer Cyclical 667.0 $218K 0.06% $327.07 +16.3%
102 IWD ISHARES TR 1,006.0 $215K 0.06% $213.67 +14.3%
Page 6 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%