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CIK: 0001631930
Total reported value
$151.2M
$151.2M
102 檔
70.3%
As reported in its official Q1 2026 Form 13F filing, Neumann Capital Management, LLC's tracked investment portfolio stood at $151.2M with 102 total positions.
Neumann Capital Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 2 holdings and trimming 40 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.05% | -8.05% | EXIT | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.93% | -7.93% | EXIT | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.65% | -5.65% | EXIT | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.95% | +6.12% | +17.62% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.73% | -4.73% | EXIT | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.48% | -4.48% | EXIT | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.32% | +7.31% | +0.22% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.13% | +6.52% | -0.85% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.40% | -3.40% | EXIT | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 3.01% | -3.01% | EXIT | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.79% | -2.79% | EXIT | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.63% | +2.31% | -1.85% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.59% | -1.59% | EXIT | |
| 14 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.48% | +1.52% | -2.23% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.44% | -1.44% | EXIT | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.42% | +1.71% | +7.23% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.37% | -1.37% | EXIT | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.30% | +2.09% | -1.04% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.27% | +2.20% | +0.22% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.26% | +2.06% | -2.13% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.25% | +2.20% | -2.30% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.23% | -1.23% | EXIT | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +2.21% | +89.03% | |
| 24 | GM | General Motors Co | Stock-Consumer Disc | 1.10% | -1.10% | EXIT | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.08% | +1.71% | -5.46% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | +1.40% | -1.35% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.01% | +1.51% | -3.53% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.96% | +1.47% | -2.59% | |
| 29 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.94% | -0.94% | EXIT | |
| 30 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.91% | -0.91% | EXIT | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.88% | +1.17% | -0.85% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.87% | -0.87% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.85% | EXIT | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.80% | EXIT | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.80% | +1.78% | +1.89% | |
| 36 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.75% | +0.88% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.72% | +0.57% | +0.60% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | +0.86% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | +0.84% | +6.09% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.61% | EXIT | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.60% | -0.60% | EXIT | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | +0.78% | -2.95% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.56% | -0.56% | EXIT | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.54% | +0.66% | -10.28% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.52% | -0.52% | EXIT | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.48% | -0.48% | EXIT | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.47% | -0.47% | EXIT | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.47% | +0.47% | +30.77% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | -0.46% | EXIT | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.46% | +0.45% | -0.81% |
According to official SEC Form 13F filings, Neumann Capital Management, LLC reported a total U.S. public equity portfolio value of $151.2M across 102 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, IEFA, AAPL) accounted for 70.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLW
市值: $271.9K
Top Position Liquidated / Trimmed
JLL
前期市值: $201.9K
During Q1 2026, Neumann Capital Management, LLC's top holdings by market value included NVDA (8.1%)、IEFA (7.9%)、AAPL (5.7%). The largest single position, NVDA, represented 8.1% of total portfolio value.
In Q1 2026, Neumann Capital Management, LLC made 76 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 40 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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