Neumann Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Neumann Capital Management, Llc disclosed 58 stock positions valued at approximately $151.18M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD BD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 58
- Portfolio Value
- $151.18M
Holdings by Sector
Neumann Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IJR | Other | 11.63% | 118,530 | +509 | +0.43% | $17,579,203 |
| VANGUARD BD INDEX FDS | BIV | Other | 11.07% | 218,277 | +401 | +0.18% | $16,741,828 |
| ISHARES TR | IJH | Other | 10.65% | 208,704 | +866 | +0.42% | $16,093,180 |
| VANGUARD INDEX FDS | VNQ | Other | 3.94% | 61,792 | -465 | -0.75% | $5,958,603 |
| ISHARES TR | IUSG | Other | 3.47% | 27,866 | +50 | +0.18% | $5,241,393 |
| ISHARES TR | IJT | Other | 3.45% | 29,240 | -30 | -0.10% | $5,222,264 |
| ISHARES TR | IJK | Other | 3.39% | 43,670 | -115 | -0.26% | $5,131,225 |
| VANGUARD INDEX FDS | VOO | Other | 3.38% | 7,444 | +792 | +11.91% | $5,112,614 |
| ISHARES TR | DSI | Other | 3.32% | 35,201 | -227 | -0.64% | $5,012,270 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.13% | 60,699 | -919 | -1.49% | $4,729,059 |
| GILEAD SCIENCES INC | GILD | Healthcare | 3.00% | 35,868 | -200 | -0.55% | $4,531,563 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.79% | 26,908 | +449 | +1.70% | $4,223,193 |
| CVS HEALTH CORP | CVS | Healthcare | 2.58% | 37,651 | - | - | $3,894,996 |
| ISHARES TR | IJJ | Other | 2.52% | 25,748 | -225 | -0.87% | $3,803,734 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.46% | 14,664 | - | - | $3,724,216 |
| ISHARES TR | IJS | Other | 2.43% | 26,880 | -546 | -1.99% | $3,673,958 |
| ISHARES TR | EFA | Other | 2.05% | 29,860 | -800 | -2.61% | $3,101,857 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 1.63% | 30,443 | -1,115 | -3.53% | $2,470,754 |
| ISHARES TR | EFV | Other | 1.51% | 29,785 | - | - | $2,280,042 |
| MICROSOFT CORP | MSFT | Technology | 1.49% | 6,042 | +70 | +1.17% | $2,253,896 |
| ISHARES TR | IVE | Other | 1.35% | 9,009 | -200 | -2.17% | $2,045,584 |
| CHEVRON CORPORATION | CVX | Energy | 1.29% | 11,765 | - | - | $1,950,117 |
| ISHARES TR | HYG | Other | 1.20% | 22,691 | -383 | -1.66% | $1,814,599 |
| ISHARES TR | IWB | Other | 1.08% | 3,978 | - | - | $1,628,991 |
| ISHARES TR | IWM | Other | 1.04% | 5,208 | - | - | $1,564,744 |
| ISHARES TR | IMCG | Other | 0.98% | 15,076 | - | - | $1,481,954 |
| VANGUARD INDEX FDS | VTI | Other | 0.96% | 3,938 | +118 | +3.09% | $1,457,218 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.94% | 29,150 | -2,300 | -7.31% | $1,418,439 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.93% | 15,232 | -100 | -0.65% | $1,405,479 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.91% | 4,051 | -348 | -7.91% | $1,370,818 |
Showing 30 of 58 holdings in the latest reporting period.