Neumann Capital Management, LLC
CIK: 1631930SEC EDGAR →
Portfolio Value
$60.7B
Holdings
58
As of
Q2 2026
New Positions
4
Closed Positions
46
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 218,277 | $16.7B | 27.58% |
| 2 | ISHARES TR | 208,704 | $16.1B | 26.51% |
| 3 | VANGUARD INDEX FDS | 61,792 | $6.0B | 9.82% |
| 4 | VANGUARD BD INDEX FDS | 60,699 | $4.7B | 7.79% |
| 5 | PUBLIC SVC ENTERPRISE GROUP | 30,443 | $2.5B | 4.07% |
| 6 | ISHARES TR | 29,785 | $2.3B | 3.76% |
| 7 | ISHARES TR | 22,691 | $1.8B | 2.99% |
| 8 | ISHARES TR | 15,076 | $1.5B | 2.44% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 29,150 | $1.4B | 2.34% |
| 10 | SCHWAB CHARLES CORP | 15,232 | $1.4B | 2.32% |
Quarterly Changes
Top Buys
New Positions (4)
Closed Positions (48)
$26.9B · 297K shares
$16.1B · 230K shares
$9.5B · 157K shares
$5.4B · 66K shares
$4.9B · 100K shares
$4.7B · 97K shares
$3.7B · 50K shares
$3.2B · 67K shares
$2.9B · 31K shares
$2.1B · 41K shares
$1.6B · 44K shares
$1.6B · 20K shares
$1.5B · 34K shares
$1.2B · 16K shares
$1.1B · 24K shares
$1.0B · 11K shares
$989.5M · 41K shares
$978.5M · 12K shares
$710.5M · 9K shares
$627.3M · 16K shares
$607.4M · 26K shares
$549.1M · 6K shares
$471.2M · 11K shares
$27.3M · 157K shares
$19.2M · 76K shares
$15.2M · 23K shares
$11.5M · 40K shares
$10.2M · 70K shares
$4.2M · 29K shares
$3.1M · 19K shares
$2.9M · 10K shares
$2.7M · 13K shares
$2.0M · 10K shares
$1.9M · 2K shares
$1.8M · 7K shares
$1.6M · 13K shares
$1.5M · 8K shares
$873K · 6K shares
$869K · 7K shares
$800K · 1K shares
$540K · 4K shares
$490K · 3K shares
$432K · 700 shares
$354K · 1K shares
$264K · 2K shares
$251K · 542 shares
$244K · 350 shares
$221K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $55.3B | 91.1% |
| Utilities | 2 | $3.0B | 4.9% |
| Healthcare | 5 | $1.8B | 2.9% |
| Communication Services | 1 | $670.3M | 1.1% |
| Technology | 5 | $4.7M | 0.0% |
| Energy | 1 | $2.0M | 0.0% |
| Industrials | 4 | $1.5M | 0.0% |
| Unknown | 2 | $973K | 0.0% |
| Consumer Cyclical | 1 | $247K | 0.0% |