Neumann Capital Management, LLC

CIK

1631930

Location

FOSTER CITY, CA

Portfolio Value

Micro $28,840,478

Diversification

Diversified

Filing Date

Global Rank

#7,521 / 8,517 ▼ 2881

Top Industry

Drug Manufacturers - General 34.7%

3Y Alpha vs SPY

+46.7%

Period ended 46 days ago

Filed Jul 13, 2026 · 33d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+368.7%

SPY

+75.3%

Annualised alpha

+46.8%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.7%

+0.5 pts

Top 5

58.5%

+8.5 pts

Top 10

82.4%

+13.3 pts

HHI

881

Diversified+220

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	48.2%	$13,913,471	5
Technology	16.3%	$4,696,900	5
Utilities	10.3%	$2,966,473	2
Financial Services	10.1%	$2,907,450	3
Energy	6.8%	$1,950,166	1
Industrials	5.2%	$1,488,550	4
Communication Services	2.3%	$670,285	1
Consumer Cyclical	0.9%	$247,183	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+1,374	29,836	$718,450
UNP	Union Pacific Corp	+150	1,451	$394,672
MSFT	Microsoft Corp	+70	6,042	$2,253,786
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
PEG	Public Service Enterprise Group Inc	−1,115	30,443	$2,470,753
ROP	Roper Technologies Inc	−348	4,051	$1,370,817
GILD	Gilead Sciences, Inc.	−200	35,868	$4,531,563
SCHW	Schwab Charles Corp	−100	15,232	$1,405,456
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	986	$336,245
CDNS	Cadence Design Systems Inc	600	$225,192
CAT	Caterpillar Inc	203	$216,174
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	156,781	$27,342,606
AAPL	Apple Inc.	75,624	$19,192,614
BIV	Vanguard Intermediate-Term Bond ETF	217,876	$16,815,669
SPY	Spdr S&P 500 ETF Trust	23,409	$15,223,809
GOOGL	Alphabet Inc.	40,112	$11,534,606
ORCL	Oracle Corp	69,533	$10,228,999
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	157,417	$9,460,761
BAC	Bank Of America Corp /De/	100,086	$4,879,192
BNDX	Vanguard Total International Bond ETF	97,073	$4,664,357
GM	General Motors Co	50,330	$3,749,585
CHRW	C. H. Robinson Worldwide, Inc.	18,640	$3,095,544
JPM	Jpmorgan Chase & Co	9,786	$2,878,649
AMZN	Amazon Com Inc	13,000	$2,707,510
VZ	Verizon Communications Inc	41,057	$2,061,061
ALL	Allstate Corp	9,786	$2,029,029
MCK	Mckesson Corp	2,210	$1,912,445
VLO	Valero Energy Corp/Tx	7,120	$1,759,209
TGT	Target Corp	13,280	$1,609,536
CSCO	Cisco Systems, Inc.	20,306	$1,575,542
ACN	Accenture plc	7,672	$1,521,280
UNM	Unum Group	16,041	$1,171,474
NFLX	Netflix Inc	10,720	$1,030,728
MMM	3M Co	6,011	$872,977
MRK	Merck & Co., Inc.	7,227	$869,335
META	Meta Platforms, Inc.	1,398	$799,837
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $28,840,478 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GILD	Gilead Sciences, Inc. Healthcare	Reduced	35,868	-200	$4,531,563	−9.9%	15.71%
CVS	CVS HEALTH Corp Healthcare	Held	37,651	0	$3,894,995	+44.0%	13.51%
JNJ	Johnson & Johnson Healthcare	Held	14,664	0	$3,724,216	+3.9%	12.91%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	30,443	-1,115	$2,470,753	−3.3%	8.57%
MSFT	Microsoft Corp Technology	Added	6,042	+70	$2,253,786	+2.0%	7.81%
CVX	Chevron Corp Energy	Held	11,765	0	$1,950,166	−19.9%	6.76%
SCHW	Schwab Charles Corp Financial Services	Reduced	15,232	-100	$1,405,456	−2.5%	4.87%
ROP	Roper Technologies Inc Technology	Reduced	4,051	-348	$1,370,817	−11.9%	4.75%
WFC	Wells Fargo & Company/Mn Financial Services	Held	13,622	0	$1,125,722	+3.8%	3.90%
BMY	Bristol Myers Squibb Co Healthcare	Held	18,123	0	$1,044,247	−5.0%	3.62%
PFE	Pfizer Inc Healthcare	Added	29,836	+1,374	$718,450	−10.1%	2.49%
DIS	Walt Disney Co Communication Services	Held	6,964	0	$670,285	−0.1%	2.32%
CMI	Cummins Inc Industrials	Held	930	0	$663,285	+32.6%	2.30%
GLW	Corning Inc /Ny Technology	Held	2,000	0	$510,860	+87.9%	1.77%
SRE	Sempra Utilities	Held	5,347	0	$495,720	−4.6%	1.72%
UNP	Union Pacific Corp Industrials	Added	1,451	+150	$394,672	+25.0%	1.37%
MS	Morgan Stanley Financial Services	Held	1,800	0	$376,272	+27.0%	1.30%
PANW	Palo Alto Networks Inc Technology	NEW	986	NEW	$336,245	NEW	1.17%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	667	0	$247,183	+13.3%	0.86%
CDNS	Cadence Design Systems Inc Technology	NEW	600	NEW	$225,192	NEW	0.78%
CAT	Caterpillar Inc Industrials	NEW	203	NEW	$216,174	NEW	0.75%
NOC	Northrop Grumman Corp /De/ Industrials	Held	421	0	$214,419	−25.3%	0.74%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.