Neumann Capital Management

FOSTER CITY, CAfiles as Neumann Capital Management, LLC

$151m in 58 US stocks at the end of 30 June 2026. The top 10 are 57.4% of the money. It changed about 59.7% of the portfolio this quarter.

Value

$151m

Stocks

Top 10 share

57.4%

Turnover

59.7%

What changed this quarter

New

Bought for the first time this quarter.

Palo Alto NetworksPANW
0.2% of the fund
Cadence Design SystemsCDNS
0.1% of the fund
CaterpillarCAT
0.1% of the fund
Schwab Strategic TRSGVT
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
3.4% of the fund
+12%
Vanguard Index FDSVTI
1.0% of the fund
+3%
PfizerPFE
0.5% of the fund
+5%
Ishares TRIVV
0.4% of the fund
+49%
Union PacificUNP
0.3% of the fund
+12%

Cut

Sold some of their stake.

Ishares TREFA
2.1% of the fund
-3%
Public Service Enterprise GroupPEG
1.6% of the fund
-4%
Ishares TRIVE
1.4% of the fund
-2%
First TR Exchange-Traded FDFDL
0.9% of the fund
-7%
Roper TechnologiesROP
0.9% of the fund
-8%
Ishares TRLQD
0.4% of the fund
-3%
Vanguard Intl Equity Index FVWO
0.2% of the fund
-8%

Sold out

Sold their entire stake.

NvidiaNVDA
-100%
Ishares TRIEFA
-100%
AppleAAPL
-100%
IsharesIEMG
-100%
State STR Spdr S&P 500 ETF TSPY
-100%
AlphabetGOOGL
-100%
OracleORCL
-100%
Wisdomtree TRDGS
-100%
Wisdomtree TRDLS
-100%
Bank of AmericaBAC
-100%
Vanguard Charlotte FDSBNDX
-100%
Spdr Series TrustSDY
-100%
General MotorsGM
-100%
Ishares TREAGG
-100%
C. H. Robinson WorldwideCHRW
-100%
Ishares TRESGD
-100%
JPMorgan ChaseJPM
-100%
Amazon.comAMZN
-100%
Verizon CommunicationsVZ
-100%
AllstateALL
-100%
MckessonMCK
-100%
Valero EnergyVLO
-100%
Ishares TRUSHY
-100%
TargetTGT
-100%
Cisco SystemsCSCO
-100%

Holdings

Ishares TRIJR
Share
11.6%
Value
$18m
Shares
118,530
Held
Vanguard BD Index FDSBIV
Share
11.1%
Value
$17m
Shares
218,277
Held
Ishares TRIJH
Share
10.6%
Value
$16m
Shares
208,704
Held
Vanguard Index FDSVNQ
Share
3.9%
Value
$6m
Shares
61,792
Held
Ishares TRIUSG
Share
3.5%
Value
$5m
Shares
27,866
Held
Ishares TRIJT
Share
3.5%
Value
$5m
Shares
29,240
Held
Ishares TRIJK
Share
3.4%
Value
$5m
Shares
43,670
Held
Vanguard Index FDSVOO
Share
3.4%
Value
$5m
Shares
7,444
+12%
Ishares TRDSI
Share
3.3%
Value
$5m
Shares
35,201
Held
Vanguard BD Index FDSBSV
Share
3.1%
Value
$5m
Shares
60,699
Held
Gilead SciencesGILD
Share
3.0%
Value
$5m
Shares
35,868
Held
Vanguard Intl Equity Index FVT
Share
2.8%
Value
$4m
Shares
26,908
Held
CVS HealthCVS
Share
2.6%
Value
$4m
Shares
37,651
Held
Ishares TRIJJ
Share
2.5%
Value
$4m
Shares
25,748
Held
Johnson & JohnsonJNJ
Share
2.5%
Value
$4m
Shares
14,664
Held
Ishares TRIJS
Share
2.4%
Value
$4m
Shares
26,880
Held
Ishares TREFA
Share
2.1%
Value
$3m
Shares
29,860
-3%
Public Service Enterprise GroupPEG
Share
1.6%
Value
$2m
Shares
30,443
-4%
Ishares TREFV
Share
1.5%
Value
$2m
Shares
29,785
Held
MicrosoftMSFT
Share
1.5%
Value
$2m
Shares
6,042
Held
Ishares TRIVE
Share
1.4%
Value
$2m
Shares
9,009
-2%
ChevronCVX
Share
1.3%
Value
$2m
Shares
11,765
Held
Ishares TRHYG
Share
1.2%
Value
$2m
Shares
22,691
Held
Ishares TRIWB
Share
1.1%
Value
$2m
Shares
3,978
Held
Ishares TRIWM
Share
1.0%
Value
$2m
Shares
5,208
Held
Ishares TRIMCG
Share
1.0%
Value
$1m
Shares
15,076
Held
Vanguard Index FDSVTI
Share
1.0%
Value
$1m
Shares
3,938
+3%
First TR Exchange-Traded FDFDL
Share
0.9%
Value
$1m
Shares
29,150
-7%
Charles SchwabSCHW
Share
0.9%
Value
$1m
Shares
15,232
Held
Roper TechnologiesROP
Share
0.9%
Value
$1m
Shares
4,051
-8%
Ishares TRIVW
Share
0.8%
Value
$1m
Shares
8,950
Held
Wells Fargo & CompanyWFC
Share
0.7%
Value
$1m
Shares
13,622
Held
Bristol-Myers SquibbBMY
Share
0.7%
Value
$1m
Shares
18,123
Held
PfizerPFE
Share
0.5%
Value
$718,451
Shares
29,836
+5%
Walt DisneyDIS
Share
0.4%
Value
$670,285
Shares
6,964
Held
Ishares TRIVV
Share
0.4%
Value
$669,508
Shares
894
+49%
CumminsCMI
Share
0.4%
Value
$663,285
Shares
930
Held
Vanguard MUN BD FDSVTEB
Share
0.4%
Value
$629,013
Shares
12,436
Held
IsharesEEMV
Share
0.4%
Value
$620,006
Shares
8,236
Held
Ishares TRDVY
Share
0.4%
Value
$596,907
Shares
3,819
Held
Ishares TRCMF
Share
0.4%
Value
$570,636
Shares
9,900
Held
Ishares TRLQD
Share
0.4%
Value
$542,623
Shares
4,975
-3%
CorningGLW
Share
0.3%
Value
$510,860
Shares
2,000
Held
SempraSRE
Share
0.3%
Value
$495,707
Shares
5,347
Held
Ishares TRIWF
Share
0.3%
Value
$433,105
Shares
3,488
Held
Ishares TRIBB
Share
0.3%
Value
$423,371
Shares
2,226
Held
Union PacificUNP
Share
0.3%
Value
$394,672
Shares
1,451
+12%
Morgan StanleyMS
Share
0.2%
Value
$376,272
Shares
1,800
Held
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$340,233
Shares
5,700
-8%
Palo Alto NetworksPANW
Share
0.2%
Value
$336,246
Shares
986
New
Ishares TREFG
Share
0.2%
Value
$264,393
Shares
2,125
Held
Ishares TRIWS
Share
0.2%
Value
$250,850
Shares
1,524
Held
Marriott InternationalMAR
Share
0.2%
Value
$247,184
Shares
667
Held
Ishares TRIWD
Share
0.2%
Value
$243,885
Shares
1,006
Held
Cadence Design SystemsCDNS
Share
0.1%
Value
$225,192
Shares
600
New
CaterpillarCAT
Share
0.1%
Value
$216,175
Shares
203
New
Northrop GrummanNOC
Share
0.1%
Value
$214,420
Shares
421
Held
Schwab Strategic TRSGVT
Share
0.1%
Value
$204,502
Shares
2,030
New

Company	Share of fund	Value	Shares	Change
Ishares TRIJR	11.6%	$18m	118,530	Held
Vanguard BD Index FDSBIV	11.1%	$17m	218,277	Held
Ishares TRIJH	10.6%	$16m	208,704	Held
Vanguard Index FDSVNQ	3.9%	$6m	61,792	Held
Ishares TRIUSG	3.5%	$5m	27,866	Held
Ishares TRIJT	3.5%	$5m	29,240	Held
Ishares TRIJK	3.4%	$5m	43,670	Held
Vanguard Index FDSVOO	3.4%	$5m	7,444	+12%
Ishares TRDSI	3.3%	$5m	35,201	Held
Vanguard BD Index FDSBSV	3.1%	$5m	60,699	Held
Gilead SciencesGILD	3.0%	$5m	35,868	Held
Vanguard Intl Equity Index FVT	2.8%	$4m	26,908	Held
CVS HealthCVS	2.6%	$4m	37,651	Held
Ishares TRIJJ	2.5%	$4m	25,748	Held
Johnson & JohnsonJNJ	2.5%	$4m	14,664	Held
Ishares TRIJS	2.4%	$4m	26,880	Held
Ishares TREFA	2.1%	$3m	29,860	-3%
Public Service Enterprise GroupPEG	1.6%	$2m	30,443	-4%
Ishares TREFV	1.5%	$2m	29,785	Held
MicrosoftMSFT	1.5%	$2m	6,042	Held
Ishares TRIVE	1.4%	$2m	9,009	-2%
ChevronCVX	1.3%	$2m	11,765	Held
Ishares TRHYG	1.2%	$2m	22,691	Held
Ishares TRIWB	1.1%	$2m	3,978	Held
Ishares TRIWM	1.0%	$2m	5,208	Held
Ishares TRIMCG	1.0%	$1m	15,076	Held
Vanguard Index FDSVTI	1.0%	$1m	3,938	+3%
First TR Exchange-Traded FDFDL	0.9%	$1m	29,150	-7%
Charles SchwabSCHW	0.9%	$1m	15,232	Held
Roper TechnologiesROP	0.9%	$1m	4,051	-8%
Ishares TRIVW	0.8%	$1m	8,950	Held
Wells Fargo & CompanyWFC	0.7%	$1m	13,622	Held
Bristol-Myers SquibbBMY	0.7%	$1m	18,123	Held
PfizerPFE	0.5%	$718,451	29,836	+5%
Walt DisneyDIS	0.4%	$670,285	6,964	Held
Ishares TRIVV	0.4%	$669,508	894	+49%
CumminsCMI	0.4%	$663,285	930	Held
Vanguard MUN BD FDSVTEB	0.4%	$629,013	12,436	Held
IsharesEEMV	0.4%	$620,006	8,236	Held
Ishares TRDVY	0.4%	$596,907	3,819	Held
Ishares TRCMF	0.4%	$570,636	9,900	Held
Ishares TRLQD	0.4%	$542,623	4,975	-3%
CorningGLW	0.3%	$510,860	2,000	Held
SempraSRE	0.3%	$495,707	5,347	Held
Ishares TRIWF	0.3%	$433,105	3,488	Held
Ishares TRIBB	0.3%	$423,371	2,226	Held
Union PacificUNP	0.3%	$394,672	1,451	+12%
Morgan StanleyMS	0.2%	$376,272	1,800	Held
Vanguard Intl Equity Index FVWO	0.2%	$340,233	5,700	-8%
Palo Alto NetworksPANW	0.2%	$336,246	986	New
Ishares TREFG	0.2%	$264,393	2,125	Held
Ishares TRIWS	0.2%	$250,850	1,524	Held
Marriott InternationalMAR	0.2%	$247,184	667	Held
Ishares TRIWD	0.2%	$243,885	1,006	Held
Cadence Design SystemsCDNS	0.1%	$225,192	600	New
CaterpillarCAT	0.1%	$216,175	203	New
Northrop GrummanNOC	0.1%	$214,420	421	Held
Schwab Strategic TRSGVT	0.1%	$204,502	2,030	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 52.5% since 30 June 2025.

Where the money is

Health care9.2%

Technology3.1%

Utilities2.0%

Financial services1.9%

Energy1.3%

Industrials1.0%

Media & telecom0.4%

Retail & consumer0.2%

Other80.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.