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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 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJR ISHARES TR 118,530.0 $17.6M 11.63% $148.31 -1.8%
2 BIV VANGUARD BD INDEX FDS 218,277.0 $16.7M 11.07% $76.70 -1.7%
3 IJH ISHARES TR 208,704.0 $16.1M 10.64% $77.11 -1.8%
4 VNQ VANGUARD INDEX FDS 61,792.0 $6.0M 3.94% -465.0 -0.8% $96.43 +0.8%
5 IUSG ISHARES TR 27,866.0 $5.2M 3.47% $188.09 +1.7%
6 IJT ISHARES TR 29,240.0 $5.2M 3.45% $178.60 -4.2%
7 IJK ISHARES TR 43,670.0 $5.1M 3.39% $117.50 -3.2%
8 VOO VANGUARD INDEX FDS 7,444.0 $5.1M 3.38% +792.0 +11.9% $686.81 +3.0%
9 DSI ISHARES TR 35,201.0 $5.0M 3.32% -227.0 -0.6% $142.39 +3.5%
10 BSV VANGUARD BD INDEX FDS 60,699.0 $4.7M 3.13% -919.0 -1.5% $77.91 -0.5%
11 GILD GILEAD SCIENCES INC Healthcare 35,868.0 $4.5M 3.00% -200.0 -0.6% $126.34 +15.3%
12 VT VANGUARD INTL EQUITY INDEX F 26,908.0 $4.2M 2.79% +449.0 +1.7% $156.95 +2.6%
13 CVS CVS HEALTH CORP Healthcare 37,651.0 $3.9M 2.58% $103.45 -10.0%
14 IJJ ISHARES TR 25,748.0 $3.8M 2.52% -225.0 -0.9% $147.73 -0.2%
15 JNJ JOHNSON & JOHNSON Healthcare 14,664.0 $3.7M 2.46% $253.97 +5.5%
16 IJS ISHARES TR 26,880.0 $3.7M 2.43% -546.0 -2.0% $136.68 +0.6%
17 EFA ISHARES TR 29,860.0 $3.1M 2.05% -800.0 -2.6% $103.88 +3.7%
18 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 30,443.0 $2.5M 1.63% -1K -3.5% $81.16 -9.8%
19 EFV ISHARES TR 29,785.0 $2.3M 1.51% $76.55 +6.8%
20 MSFT MICROSOFT CORP Technology 6,042.0 $2.3M 1.49% +70.0 +1.2% $373.04 +37.7%
Page 1 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%