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CIK: 0001631930
Total reported value
$391.1M
$391.1M
58 檔
15.8%
In Q2 2026, Neumann Capital Management, LLC's U.S. equity holdings reached a combined market value of $391.1M, distributed across 58 disclosed stock positions.
In Q2 2026, Neumann Capital Management, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 48 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 11.63% | -7.34% | +0.43% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.07% | -6.88% | +0.18% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.65% | -6.57% | +0.42% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.94% | -2.47% | -0.75% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.47% | -1.99% | +0.18% | |
| 6 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 3.45% | -2.26% | -0.10% | |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 3.39% | -2.12% | -0.26% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.38% | -1.92% | +11.91% | |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 3.32% | -2.01% | -0.64% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.13% | -1.57% | -1.49% | |
| 11 | GILD | Gilead Sciences Inc | Stock-Healthcare | 3.00% | -1.58% | -0.55% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.79% | -1.77% | +1.70% | |
| 13 | CVS | Cvs Health CORP | Stock-Healthcare | 2.58% | -1.73% | — | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.52% | -1.56% | -0.87% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.46% | -1.47% | — | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.43% | -1.55% | -1.99% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.05% | -1.23% | -2.61% | |
| 18 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.63% | -1.12% | -3.53% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.51% | -0.91% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.69% | +1.17% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | -0.82% | -2.17% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.68% | — | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.20% | -0.82% | -1.66% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.08% | -0.66% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.04% | -0.66% | — | |
| 26 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.98% | -0.63% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.57% | +3.09% | |
| 28 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.94% | -0.54% | -7.31% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.93% | -0.55% | -0.65% | |
| 30 | ROP | Roper Technologies Inc | Stock-Tech | 0.91% | -0.55% | -7.91% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | -0.48% | — | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.46% | — | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.69% | -0.40% | — | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | -0.20% | +4.83% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.25% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.26% | +49.00% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.44% | -0.32% | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.42% | -0.26% | +0.77% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.41% | -0.25% | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.39% | -0.23% | — | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.38% | -0.24% | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.36% | -0.23% | -2.70% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.34% | -0.26% | — | |
| 44 | SRE | Sempra | Stock-Utilities | 0.33% | -0.22% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | -0.18% | +300.00% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.28% | -0.16% | -0.54% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.26% | -0.16% | +11.53% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.25% | -0.16% | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.14% | -8.06% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.22% | -0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +7.3% | +0.43% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +6.5% | +0.42% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +6.1% | +0.18% | Add |
| 4 | VNQ | Vanguard Real Estate ETF | +2.3% | -0.75% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +2.2% | +11.91% | Add |
| 6 | IJT | Ishares S&p Small-cap 600 Gr | +2.2% | -0.10% | Trim |
| 7 | IUSG | Ishares Core S&p U.s. Growth | +2.2% | +0.18% | Add |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | +2.1% | -0.26% | Trim |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | +2.1% | -0.64% | Trim |
| 10 | CVS | Cvs Health CORP | +1.8% | — | Unchanged |
| 11 | VT | Vanguard Tot World Stk ETF | +1.7% | +1.70% | Add |
| 12 | BSV | Vanguard Short-term Bond ETF | +1.7% | -1.49% | Trim |
| 13 | GILD | Gilead Sciences Inc | +1.5% | -0.55% | Trim |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | +1.5% | -0.87% | Trim |
| 15 | IJS | Ishares S&p Small-cap 600 Va | +1.5% | -1.99% | Trim |
| 16 | JNJ | Johnson & Johnson | +1.4% | — | Unchanged |
| 17 | EFA | Ishares Msci Eafe ETF | +1.2% | -2.61% | Trim |
| 18 | PEG | Public Service Enterprise Gp | +0.9% | -3.53% | Trim |
| 19 | EFV | Ishares Msci Eafe Value ETF | +0.9% | — | Unchanged |
| 20 | MSFT | Microsoft CORP | +0.8% | +1.17% | Add |
| 21 | IVE | Ishares S&p 500 Value ETF | +0.8% | -2.17% | Trim |
| 22 | IWB | Ishares Russell 1000 ETF | +0.7% | — | Unchanged |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.7% | -1.66% | Trim |
| 24 | IWM | Ishares Russell 2000 ETF | +0.7% | — | Unchanged |
| 25 | IMCG | Ishares Morningstar Mid-cap | +0.6% | — | Unchanged |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +3.09% | Add |
| 27 | CVX | Chevron CORP | +0.6% | — | Unchanged |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.5% | — | Unchanged |
| 29 | SCHW | Schwab (charles) CORP | +0.5% | -0.65% | Trim |
| 30 | FDL | First Trust Morn Dvd Lead In | +0.5% | -7.31% | Trim |
| 31 | ROP | Roper Technologies Inc | +0.5% | -7.91% | Trim |
| 32 | WFC | Wells Fargo & Co | +0.4% | — | Unchanged |
| 33 | BMY | Bristol-myers Squibb Co | +0.4% | — | Unchanged |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.3% | +49.00% | Add |
| 35 | CMI | Cummins Inc | +0.3% | — | Unchanged |
| 36 | GLW | Corning Inc | +0.3% | — | Unchanged |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.3% | — | Unchanged |
| 38 | PFE | Pfizer Inc | +0.2% | +4.83% | Add |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +0.77% | Add |
| 40 | DIS | Walt Disney Co/the | +0.2% | — | Unchanged |
| 41 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 42 | DVY | Ishares Select Dividend ETF | +0.2% | — | Unchanged |
| 43 | CMF | Ishares California Muni Bond | +0.2% | — | Unchanged |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | -2.70% | Trim |
| 45 | IWF | Ishares Russell 1000 Growth | +0.2% | +300.00% | Add |
| 46 | SRE | Sempra | +0.2% | — | Unchanged |
| 47 | UNP | Union Pacific CORP | +0.2% | +11.53% | Add |
| 48 | IBB | Ishares Biotechnology ETF | +0.2% | -0.54% | Trim |
| 49 | MS | Morgan Stanley | +0.2% | — | Unchanged |
| 50 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | New buy |
According to official SEC Form 13F filings, Neumann Capital Management, LLC reported a total U.S. public equity portfolio value of $391.1M across 58 disclosed positions in Q2 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 IJR, BIV, IJH) accounted for 15.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
PANW
市值: $336.2K
Top Position Liquidated / Trimmed
NVDA
前期市值: $27.3M
During Q2 2026, Neumann Capital Management, LLC's top holdings by market value included IJR (11.6%)、BIV (11.1%)、IJH (10.7%). The largest single position, IJR, represented 11.6% of total portfolio value.
In Q2 2026, Neumann Capital Management, LLC made 83 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 18 holdings, and fully liquidating 48 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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