Neumann Capital Management, LLC Top Holdings and 13F Report (2026) About Neumann Capital Management, LLCInvestment ActivityNeumann Capital Management, LLC has $151.18 million in total holdings as of June 30, 2026.Neumann Capital Management, LLC owns shares of 58 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.64% of the portfolio was purchased this quarter.About 134.71% of the portfolio was sold this quarter.This quarter, Neumann Capital Management, LLC has purchased 102 new stocks and bought additional shares in 13 stocks.Neumann Capital Management, LLC sold shares of 18 stocks and completely divested from 48 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $17,579,203Vanguard Intermediate-Term Bond ETF $16,741,828iShares Core S&P Mid-Cap ETF $16,093,180Vanguard Real Estate ETF $5,958,603iShares Core S&P U.S. Growth ETF $5,241,393 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $336,246 Holding127387108 - Cadence Design Systems $225,192 Holding149123101 - Caterpillar $216,175 Holding808524581 - SCHWAB STRATEGIC TR $204,502 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 792 shares (about $543.95K)Palo Alto Networks 986 shares (about $336.25K)iShares Russell 1000 Growth ETF 2,616 shares (about $324.83K)Cadence Design Systems 600 shares (about $225.19K)iShares Core S&P 500 ETF 294 shares (about $220.17K) Largest Sales this Quarter ROPER TECHNOLOGIES INC 348 shares (about $117.76K)First Trust Morningstar Dividend Leaders Index Fund 2,300 shares (about $111.92K)Public Service Enterprise Group 1,115 shares (about $90.49K)iShares MSCI EAFE ETF 800 shares (about $83.10K)iShares S&P Small-Cap 600 Value ETF 546 shares (about $74.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeumann Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJRiShares Core S&P Small-Cap ETF$17,579,203$75,490 â–²0.4%118,53011.6%ETFBIVVanguard Intermediate-Term Bond ETF$16,741,828$30,757 â–²0.2%218,27711.1%ETFIJHiShares Core S&P Mid-Cap ETF$16,093,180$66,777 â–²0.4%208,70410.6%ETFVNQVanguard Real Estate ETF$5,958,603$44,840 â–¼-0.7%61,7923.9%ETFIUSGiShares Core S&P U.S. Growth ETF$5,241,393$9,405 â–²0.2%27,8663.5%ETFIJTiShares S&P Small-Cap 600 Growth ETF$5,222,264$5,358 â–¼-0.1%29,2403.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$5,131,225$13,513 â–¼-0.3%43,6703.4%ETFVOOVanguard S&P 500 ETF$5,112,614$543,954 â–²11.9%7,4443.4%ETFDSIiShares ESG MSCI KLD 400 ETF$5,012,270$32,323 â–¼-0.6%35,2013.3%ETFBSVVanguard Short-Term Bond ETF$4,729,059$71,599 â–¼-1.5%60,6993.1%ETFGILDGilead Sciences$4,531,563$25,268 â–¼-0.6%35,8683.0%HealthcareVTVanguard Total World Stock ETF$4,223,193$70,470 â–²1.7%26,9082.8%ETFCVSCVS Health$3,894,9960.0%37,6512.6%HealthcareIJJiShares S&P Mid-Cap 400 Value ETF$3,803,734$33,239 â–¼-0.9%25,7482.5%ETFJNJJohnson & Johnson$3,724,2160.0%14,6642.5%HealthcareIJSiShares S&P Small-Cap 600 Value ETF$3,673,958$74,627 â–¼-2.0%26,8802.4%ETFEFAiShares MSCI EAFE ETF$3,101,857$83,104 â–¼-2.6%29,8602.1%ETFPEGPublic Service Enterprise Group$2,470,754$90,493 â–¼-3.5%30,4431.6%UtilitiesEFViShares MSCI EAFE Value ETF$2,280,0420.0%29,7851.5%ETFMSFTMicrosoft$2,253,896$26,113 â–²1.2%6,0421.5%TechnologyIVEiShares S&P 500 Value ETF$2,045,584$45,412 â–¼-2.2%9,0091.4%ETFCVXChevron$1,950,1170.0%11,7651.3%EnergyHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,814,599$30,629 â–¼-1.7%22,6911.2%ETFIWBiShares Russell 1000 ETF$1,628,9910.0%3,9781.1%ETFIWMiShares Russell 2000 ETF$1,564,7440.0%5,2081.0%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,481,9540.0%15,0761.0%ETFVTIVanguard Total Stock Market ETF$1,457,218$43,665 â–²3.1%3,9381.0%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,418,439$111,918 â–¼-7.3%29,1500.9%ETFSCHWCharles Schwab$1,405,479$9,227 â–¼-0.7%15,2320.9%FinanceROPER TECHNOLOGIES INC$1,370,818$117,760 â–¼-7.9%4,0510.9%COMIVWiShares S&P 500 Growth ETF$1,230,8940.0%8,9500.8%ETFWFCWells Fargo & Company$1,125,7220.0%13,6220.7%FinanceBMYBristol Myers Squibb$1,044,2470.0%18,1230.7%HealthcarePFEPfizer$718,451$33,086 â–²4.8%29,8360.5%HealthcareDISWalt Disney$670,2850.0%6,9640.4%Communication ServicesIVViShares Core S&P 500 ETF$669,508$220,174 â–²49.0%8940.4%ETFCMICummins$663,2850.0%9300.4%IndustrialsVTEBVanguard Tax-Exempt Bond ETF$629,013$4,805 â–²0.8%12,4360.4%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$620,0060.0%8,2360.4%ETFDVYiShares Select Dividend ETF$596,9070.0%3,8190.4%ETFCMFiShares California Muni Bond ETF$570,6360.0%9,9000.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$542,623$15,052 â–¼-2.7%4,9750.4%ETFGLWCorning$510,8600.0%2,0000.3%TechnologySRESempra Energy$495,7070.0%5,3470.3%UtilitiesIWFiShares Russell 1000 Growth ETF$433,105$324,829 â–²300.0%3,4880.3%ETFIBBiShares Biotechnology ETF$423,371$2,282 â–¼-0.5%2,2260.3%ETFUNPUnion Pacific$394,672$40,800 â–²11.5%1,4510.3%IndustrialsMSMorgan Stanley$376,2720.0%1,8000.2%FinanceVWOVanguard FTSE Emerging Markets ETF$340,233$29,845 â–¼-8.1%5,7000.2%ETFPANWPalo Alto Networks$336,246$336,246 â–²New Holding9860.2%TechnologyEFGiShares MSCI EAFE Growth ETF$264,3930.0%2,1250.2%ETFIWSiShares Russell Mid-Cap Value ETF$250,8500.0%1,5240.2%ETFMARMarriott International$247,1840.0%6670.2%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$243,8850.0%1,0060.2%ETFCDNSCadence Design Systems$225,192$225,192 â–²New Holding6000.1%TechnologyCATCaterpillar$216,175$216,175 â–²New Holding2030.1%IndustrialsNOCNorthrop Grumman$214,4200.0%4210.1%IndustrialsSCHWAB STRATEGIC TR$204,502$204,502 â–²New Holding2,0300.1%GOVT MONE MA ETFNVDANVIDIA$0$27,342,612 â–¼-100.0%00.0%TechnologyIEFAiShares Core MSCI EAFE ETF$0$26,931,177 â–¼-100.0%00.0%ETFAAPLApple$0$19,192,695 â–¼-100.0%00.0%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$0$16,053,114 â–¼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$15,223,520 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$11,534,607 â–¼-100.0%00.0%Communication ServicesORCLOracle$0$10,228,975 â–¼-100.0%00.0%TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$0$9,460,762 â–¼-100.0%00.0%ETFDLSWisdomTree International SmallCap Dividend Fund$0$5,396,849 â–¼-100.0%00.0%ETFBACBank of America$0$4,879,193 â–¼-100.0%00.0%FinanceBNDXVanguard Total International Bond ETF$0$4,664,344 â–¼-100.0%00.0%ETFSDYSPDR S&P Dividend ETF$0$4,186,727 â–¼-100.0%00.0%ETFGMGeneral Motors$0$3,749,585 â–¼-100.0%00.0%Consumer DiscretionaryEAGGiShares ESG Aware U.S. Aggregate Bond ETF$0$3,179,669 â–¼-100.0%00.0%ETFCHRWC.H. Robinson Worldwide$0$3,095,545 â–¼-100.0%00.0%IndustrialsESGDiShares ESG Aware MSCI EAFE ETF$0$2,940,315 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$2,878,650 â–¼-100.0%00.0%FinanceAMZNAmazon.com$0$2,707,510 â–¼-100.0%00.0%Consumer DiscretionaryVZVerizon Communications$0$2,061,061 â–¼-100.0%00.0%Communication ServicesALLAllstate$0$2,029,029 â–¼-100.0%00.0%FinanceMCKMcKesson$0$1,912,446 â–¼-100.0%00.0%HealthcareVLOValero Energy$0$1,759,210 â–¼-100.0%00.0%EnergyUSHYiShares Broad USD High Yield Corporate Bond ETF$0$1,623,801 â–¼-100.0%00.0%ETFTGTTarget$0$1,609,536 â–¼-100.0%00.0%Consumer StaplesCSCOCisco Systems$0$1,575,548 â–¼-100.0%00.0%TechnologyESGEiShares ESG Aware MSCI EM ETF$0$1,548,481 â–¼-100.0%00.0%ETFACNAccenture$0$1,521,281 â–¼-100.0%00.0%TechnologyUNMUnum Group$0$1,171,474 â–¼-100.0%00.0%FinanceNUSCNuveen ESG Small-Cap ETF$0$1,059,766 â–¼-100.0%00.0%ETFNFLXNetflix$0$1,030,728 â–¼-100.0%00.0%Communication ServicesGRNBVanEck Green Bond ETF$0$989,507 â–¼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$978,519 â–¼-100.0%00.0%ETFMMM3M$0$872,978 â–¼-100.0%00.0%IndustrialsMRKMerck & Co., Inc.$0$869,342 â–¼-100.0%00.0%HealthcareMETAMeta Platforms$0$799,838 â–¼-100.0%00.0%Communication ServicesEMXCiShares MSCI Emerging Markets ex China ETF$0$710,536 â–¼-100.0%00.0%ETFNUMVNuveen ESG Mid-Cap Value ETF$0$627,299 â–¼-100.0%00.0%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$0$607,365 â–¼-100.0%00.0%ETFNEENextEra Energy$0$549,107 â–¼-100.0%00.0%UtilitiesCOPConocoPhillips$0$539,616 â–¼-100.0%00.0%EnergySTZConstellation Brands$0$489,900 â–¼-100.0%00.0%Consumer StaplesNUMGNuveen ESG Mid-Cap Growth ETF$0$471,188 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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