Investor
Neumann Capital Management, LLC
CIK 0001631930 · filed 2026-04-13 · SEC filing
13F book
$339.5M
Positions
102
3 new · 2 sold
Largest name
8.1%
Nvidia Corp · NVDA
Est. mark
−$6.65M
Price effect on 99 names still held. Flow $70.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 156.8K | $27.3M | 8.1% | −$1.9M | Cut−$3.58M |
| Ishares Tr | — | 297.5K | $26.9M | 7.9% | $309.7K | Added$1.05M |
| Apple Inc. | AAPL | 75.6K | $19.2M | 5.7% | −$1.37M | Cut−$1.96M |
| Vanguard Bd Index Fds | — | 217.9K | $16.8M | 5.0% | −$129.7K | Added$2.39M |
| Ishares Inc | — | 230.2K | $16.1M | 4.7% | $572.2K | Added$851.2K |
| Spdr S&P 500 Etf Tr | — | 23.4K | $15.2M | 4.5% | −$739.3K | Cut−$2.26M |
| Ishares Tr | — | 118K | $14.7M | 4.3% | $486.4K | Added$518.3K |
| Ishares Tr | — | 207.8K | $14M | 4.1% | $318K | Cut$200.5K |
| Alphabet Inc | — | 40.1K | $11.5M | 3.4% | −$1.02M | Cut−$1.9M |
| Oracle Corp | — | 69.5K | $10.2M | 3.0% | −$3.32M | Cut−$3.37M |
| Wisdomtree Tr | — | 157.4K | $9.46M | 2.8% | $450.2K | Cut$443.1K |
| Vanguard Index Fds | — | 62.3K | $5.52M | 1.6% | $13.1K | Cut−$90.9K |
| Wisdomtree Tr | — | 66.2K | $5.4M | 1.6% | $32.4K | Cut−$20.3K |
| Gilead Sciences, Inc. | GILD | 36.1K | $5.03M | 1.5% | $599.8K | Cut$498.9K |
| Bank America Corp | — | 100.1K | $4.88M | 1.4% | −$625.5K | Cut−$629.8K |
| Vanguard Bd Index Fds | — | 61.6K | $4.83M | 1.4% | −$23K | Added$302.9K |
| Vanguard Charlotte Fds | — | 97.1K | $4.66M | 1.4% | −$25.6K | Added$79.8K |
| Ishares Tr | — | 43.8K | $4.41M | 1.3% | $163.8K | Cut$119.2K |
| Ishares Tr | — | 27.8K | $4.31M | 1.3% | −$356.1K | Added−$346.8K |
| Ishares Tr | — | 35.4K | $4.29M | 1.3% | −$270.7K | Cut−$369.9K |
| Ishares Tr | — | 29.3K | $4.24M | 1.2% | $103.9K | Cut$6.51K |
| Spdr Series Trust | — | 28.7K | $4.19M | 1.2% | $194.5K | Cut−$365.9K |
| Vanguard Index Fds | — | 6.65K | $3.97M | 1.2% | −$104.1K | Added$1.77M |
| General Mtrs Co | — | 50.3K | $3.75M | 1.1% | −$343.3K | Held |
| Vanguard Intl Equity Index F | — | 26.5K | $3.66M | 1.1% | −$72.5K | Cut−$287.9K |
| Johnson & Johnson | JNJ | 14.7K | $3.58M | 1.1% | $549.8K | Cut$508.4K |
| Ishares Tr | — | 26K | $3.44M | 1.0% | $23.6K | Cut−$101.5K |
| Ishares Tr | — | 27.4K | $3.25M | 1.0% | $129.7K | Cut$46.9K |
| Ishares Tr | — | 66.9K | $3.18M | 0.9% | −$19.3K | Added$93.3K |
| C. H. Robinson Worldwide, Inc. | CHRW | 18.6K | $3.1M | 0.9% | $99K | Cut$58.8K |
| Ishares Tr | — | 30.7K | $2.98M | 0.9% | $33.7K | Cut$8.47K |
| Ishares Tr | — | 30.8K | $2.94M | 0.9% | $16.1K | Added$42.9K |
| Jpmorgan Chase & Co. | — | 9.79K | $2.88M | 0.8% | −$274.6K | Cut−$438.9K |
| Amazon Com Inc | AMZN | 13K | $2.71M | 0.8% | −$291.9K | Added−$280.2K |
| Cvs Health Corp | CVS | 37.7K | $2.7M | 0.8% | −$278.6K | Added−$228.3K |
| Public Svc Enterprise Grp In | — | 31.6K | $2.55M | 0.8% | $20.5K | Held |
| Chevron Corp New | CVX | 11.8K | $2.43M | 0.7% | $637.2K | Added$651.7K |
| Ishares Tr | — | 29.8K | $2.21M | 0.7% | $87.6K | Held |
| Microsoft Corp | MSFT | 5.97K | $2.21M | 0.7% | −$638.6K | Added−$511.7K |
| Verizon Communications Inc | VZ | 41.1K | $2.06M | 0.6% | $384.1K | Added$409.2K |
| Allstate Corp | — | 9.79K | $2.03M | 0.6% | −$7.82K | Added$19.1K |
| Ishares Tr | — | 9.21K | $1.94M | 0.6% | −$8.47K | Cut−$67.9K |
| Mckesson Corp | MCK | 2.21K | $1.91M | 0.6% | $99.6K | Cut$50.4K |
| Ishares Tr | — | 23.1K | $1.84M | 0.5% | −$24.7K | Cut−$237.8K |
| Valero Energy Corp | — | 7.12K | $1.76M | 0.5% | $600.2K | Cut$567.5K |
| Ishares Tr | — | 44.1K | $1.62M | 0.5% | −$18.5K | Added$380K |
| Target Corp | TGT | 13.3K | $1.61M | 0.5% | $311.4K | Held |
| First Tr Exchange-Traded Fd | — | 31.4K | $1.6M | 0.5% | $155.4K | Added$531.3K |
| Cisco Sys Inc | — | 20.3K | $1.58M | 0.5% | $11.4K | Cut−$11.7K |
| Roper Technologies Inc | ROP | 4.4K | $1.56M | 0.5% | −$401.5K | Cut−$417.5K |
| Ishares Inc | — | 34.1K | $1.55M | 0.5% | $44.3K | Cut$10.3K |
| Accenture Plc Ireland | — | 7.67K | $1.52M | 0.4% | −$530.1K | Added−$510.3K |
| Schwab Charles Corp | — | 15.3K | $1.44M | 0.4% | −$88.5K | Added−$50K |
| Ishares Tr | — | 3.98K | $1.42M | 0.4% | −$66.5K | Added−$52.2K |
| Ishares Tr | — | 5.21K | $1.29M | 0.4% | $9.58K | Held |
| Vanguard Index Fds | — | 3.82K | $1.23M | 0.4% | −$55.2K | Cut−$607.1K |
| Ishares Tr | — | 15.1K | $1.19M | 0.4% | −$16.1K | Held |
| Unum Group | — | 16K | $1.17M | 0.3% | −$71.7K | Cut−$123.6K |
| Bristol-Myers Squibb Co | — | 18.1K | $1.1M | 0.3% | $118.2K | Added$148.6K |
| Wells Fargo Co New | — | 13.6K | $1.08M | 0.3% | −$185.1K | Held |
| Nushares Etf Tr | — | 23.5K | $1.06M | 0.3% | $9.64K | Cut$5.18K |
| Netflix Inc | NFLX | 10.7K | $1.03M | 0.3% | $25.5K | Added$28.4K |
| Ishares Tr | — | 8.95K | $1.01M | 0.3% | −$90.8K | Held |
| Vaneck Etf Trust | — | 41.3K | $989.5K | 0.3% | −$13.7K | Added$100.1K |
| Vanguard Scottsdale Fds | — | 11.8K | $978.5K | 0.3% | −$11.8K | Cut−$16.9K |
| 3M CO | MMM | 6.01K | $873K | 0.3% | −$89.4K | Held |
| Merck & Co., Inc. | MRK | 7.23K | $869.3K | 0.3% | $108.6K | Held |
| Meta Platforms, Inc. | META | 1.4K | $799.8K | 0.2% | −$123K | Cut−$134.2K |
| Pfizer Inc | PFE | 28.5K | $799.2K | 0.2% | $90.5K | Held |
| Ishares Inc | — | 9.03K | $710.5K | 0.2% | $53.8K | Added$56.4K |
| Disney Walt Co | — | 6.96K | $671.2K | 0.2% | −$121.1K | Held |
| Nushares Etf Tr | — | 16.2K | $627.3K | 0.2% | −$5.26K | Added$4.44K |
| Vanguard Mun Bd Fds | — | 12.3K | $615.7K | 0.2% | −$4.53K | Added$46.7K |
| Ishares Tr | — | 26.3K | $607.4K | 0.2% | −$6.39K | Added$2.87K |
| Ishares Tr | — | 3.82K | $578.2K | 0.2% | $39.2K | Held |
| Ishares Tr | — | 9.9K | $562.9K | 0.2% | −$3.6K | Added$218.2K |
| Ishares Tr | — | 5.11K | $557.3K | 0.2% | −$6K | Added$6.54K |
| Nextera Energy Inc | — | 5.91K | $549.1K | 0.2% | $74.5K | Held |
| Conocophillips | COP | 4.09K | $539.6K | 0.2% | $156.9K | Held |
| Ishares Inc | — | 8.24K | $533.1K | 0.2% | $5.68K | Held |
| Sempra | — | 5.35K | $519.6K | 0.2% | $47.5K | Held |
| Cummins Inc | CMI | 930 | $500.4K | 0.1% | $25.6K | Held |
| Constellation Brands, Inc. | STZ | 3.27K | $489.9K | 0.1% | $39.3K | Cut$18.8K |
| Nushares Etf Tr | — | 11.5K | $471.2K | 0.1% | −$75.8K | Added−$72.1K |
| Spdr S&P Midcap 400 Etf Tr | — | 700 | $431.7K | 0.1% | $9.44K | Cut−$20.7K |
| Ishares Tr | — | 600 | $391.9K | 0.1% | −$19K | Held |
| Ishares Tr | — | 2.24K | $377.9K | 0.1% | $179 | Held |
| Ishares Tr | — | 872 | $371.8K | 0.1% | −$40.9K | Cut−$88.2K |
| Visa Inc. | V | 1.17K | $353.6K | 0.1% | −$56.7K | Held |
| Vanguard Intl Equity Index F | — | 6.2K | $335.1K | 0.1% | $1.8K | Cut−$3.58K |
| Union Pac Corp | — | 1.3K | $315.6K | 0.1% | $14.7K | Held |
| Morgan Stanley | — | 1.8K | $296.2K | 0.1% | −$23.3K | Held |
| Northrop Grumman Corp | — | 421 | $287.2K | 0.1% | $47.2K | Cut−$1.87K |
| Corning Inc | — | 2K | $271.9K | 0.1% | — | New |
| Exxon Mobil Corp | — | 1.56K | $264.3K | 0.1% | — | New |
| Spdr Dow Jones Indl Average | — | 542 | $251K | 0.1% | −$9.42K | Cut−$57.5K |
| Vanguard World Fd | — | 350 | $244.2K | 0.1% | −$19.6K | Held |
| Ishares Tr | — | 2.13K | $236.7K | 0.1% | −$5.42K | Held |
| Ishares Tr | — | 1.52K | $222.1K | 0.1% | $7.15K | Held |
| Cf Inds Hldgs Inc | — | 1.7K | $220.7K | 0.1% | — | New |
| Marriott Intl Inc New | — | 667 | $218.2K | 0.1% | $11.2K | Held |
| Ishares Tr | — | 1.01K | $215K | 0.1% | $3.35K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.