Neumann Capital Management, LLC
CIK: 1631930SEC EDGAR →
Portfolio Value
$156.4B
Holdings
102
As of
Q1 2026
New Positions
102
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 297,483 | $26.9B | 17.22% |
| 2 | VANGUARD BD INDEX FDS | 217,876 | $16.8B | 10.75% |
| 3 | ISHARES INC | 230,152 | $16.1B | 10.27% |
| 4 | ISHARES TR | 207,838 | $14.0B | 8.98% |
| 5 | WISDOMTREE TR | 157,417 | $9.5B | 6.05% |
| 6 | VANGUARD INDEX FDS | 62,257 | $5.5B | 3.53% |
| 7 | WISDOMTREE TR | 66,219 | $5.4B | 3.45% |
| 8 | BANK AMERICA CORP | 100,086 | $4.9B | 3.12% |
| 9 | VANGUARD BD INDEX FDS | 61,618 | $4.8B | 3.09% |
| 10 | VANGUARD CHARLOTTE FDS | 97,073 | $4.7B | 2.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $114.1B | 73.0% |
| Unknown | 5 | $26.9B | 17.2% |
| Healthcare | 7 | $4.6B | 3.0% |
| Consumer Cyclical | 3 | $3.8B | 2.4% |
| Utilities | 3 | $3.6B | 2.3% |
| Communication Services | 4 | $1.7B | 1.1% |
| Technology | 7 | $1.6B | 1.0% |
| Industrials | 6 | $6.6M | 0.0% |
| Energy | 4 | $5.0M | 0.0% |
| Consumer Defensive | 1 | $490K | 0.0% |
| Basic Materials | 1 | $221K | 0.0% |