Neumann Capital Management, LLC
Filing Date
Global Rank
#4,876
/ 8,605
▼ 65
· as of Mar 2026
Top Industry
Semiconductors
20.6%
3Y Alpha vs SPY
+0.2%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+78.6%
SPY
+76.5%
Annualised alpha
+0.5%
Max drawdown
−21.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.4%
−0.7 pts
Top 5
56.2%
−3.5 pts
Top 10
69.8%
−2.5 pts
HHI
791
Diversified−66
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.0% | $63,900,266 |
| Communication Services | 10.8% | $16,097,422 |
| Healthcare | 10.8% | $15,995,510 |
| Unclassified | 10.7% | $15,906,589 |
| Financial Services | 9.5% | $14,133,538 |
| Consumer Cyclical | 4.5% | $6,675,250 |
| Industrials | 3.4% | $5,071,750 |
| Energy | 3.4% | $4,997,333 |
| Utilities | 2.4% | $3,623,293 |
| Consumer Defensive | 1.4% | $2,099,436 |
| Basic Materials | 0.1% | $220,728 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVS | CVS HEALTH Corp | +700 | 37,651 | $2,704,094 | |
| VZ | Verizon Communications Inc | +501 | 41,057 | $2,061,061 | |
| BMY | Bristol Myers Squibb Co | +500 | 18,123 | $1,099,159 | |
| SCHW | Schwab Charles Corp | +410 | 15,332 | $1,440,901 | |
| MSFT | Microsoft Corp | +343 | 5,972 | $2,210,655 | |
| ALL | Allstate Corp | +130 | 9,786 | $2,029,029 | |
| ACN | Accenture plc | +100 | 7,672 | $1,521,280 | |
| CVX | Chevron Corp | +70 | 11,765 | $2,434,178 | |
| AMZN | Amazon Com Inc | +56 | 13,000 | $2,707,510 | |
| NFLX | Netflix Inc | +30 | 10,720 | $1,030,728 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −9,024 | 156,781 | $27,342,606 | |
| GOOGL | Alphabet Inc. | −2,798 | 40,112 | $11,534,606 | |
| SPY | Spdr S&P 500 ETF Trust | −2,234 | 23,409 | $15,223,809 | |
| AAPL | Apple Inc. | −2,198 | 75,624 | $19,192,614 | |
| GILD | Gilead Sciences, Inc. | −822 | 36,068 | $5,026,797 | |
| UNM | Unum Group | −669 | 16,041 | $1,171,474 | |
| JPM | Jpmorgan Chase & Co | −510 | 9,786 | $2,878,649 | |
| CSCO | Cisco Systems, Inc. | −300 | 20,306 | $1,575,542 | |
| CHRW | C. H. Robinson Worldwide, Inc. | −250 | 18,640 | $3,095,544 | |
| ORCL | Oracle Corp | −250 | 69,533 | $10,228,999 | |
| VLO | Valero Energy Corp/Tx | −201 | 7,120 | $1,759,209 | |
| JNJ | Johnson & Johnson | −200 | 14,664 | $3,584,468 | |
| STZ | Constellation Brands, Inc. | −149 | 3,266 | $489,900 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −100 | 542 | $251,048 | |
| NOC | Northrop Grumman Corp /De/ | −86 | 421 | $287,223 | |
| BAC | Bank Of America Corp /De/ | −77 | 100,086 | $4,879,192 | |
| MCK | Mckesson Corp | −60 | 2,210 | $1,912,445 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −50 | 700 | $431,732 | |
| ROP | Roper Technologies Inc | −36 | 4,399 | $1,556,630 | |
| META | Meta Platforms, Inc. | −17 | 1,398 | $799,837 | |
| No positions match the current search. | |||||
49 positions ·
$148,721,115 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 156,781 | $27,342,606 | 18.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 75,624 | $19,192,614 | 12.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 23,409 | $15,223,809 | 10.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 40,112 | $11,534,606 | 7.76% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 69,533 | $10,228,999 | 6.88% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 36,068 | $5,026,797 | 3.38% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 100,086 | $4,879,192 | 3.28% | |
| GM |
General Motors Co
Consumer Cyclical
|
Held | 50,330 | $3,749,585 | 2.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 14,664 | $3,584,468 | 2.41% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
Reduced | 18,640 | $3,095,544 | 2.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 9,786 | $2,878,649 | 1.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,000 | $2,707,510 | 1.82% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 37,651 | $2,704,094 | 1.82% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 31,558 | $2,554,620 | 1.72% | |
| CVX |
Chevron Corp
Energy
|
Added | 11,765 | $2,434,178 | 1.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,972 | $2,210,655 | 1.49% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 41,057 | $2,061,061 | 1.39% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 9,786 | $2,029,029 | 1.36% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 2,210 | $1,912,445 | 1.29% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 7,120 | $1,759,209 | 1.18% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 13,280 | $1,609,536 | 1.08% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 20,306 | $1,575,542 | 1.06% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 4,399 | $1,556,630 | 1.05% | |
| ACN |
Accenture plc
Technology
|
Added | 7,672 | $1,521,280 | 1.02% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 15,332 | $1,440,901 | 0.97% | |
| UNM |
Unum Group
Financial Services
|
Reduced | 16,041 | $1,171,474 | 0.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 18,123 | $1,099,159 | 0.74% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 13,622 | $1,084,447 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 10,720 | $1,030,728 | 0.69% | |
| MMM |
3M Co
Industrials
|
Held | 6,011 | $872,977 | 0.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 7,227 | $869,335 | 0.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,398 | $799,837 | 0.54% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 28,462 | $799,212 | 0.54% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 6,964 | $671,190 | 0.45% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 5,912 | $549,106 | 0.37% | |
| COP |
Conocophillips
Energy
|
Held | 4,088 | $539,616 | 0.36% | |
| SRE |
Sempra
Utilities
|
Held | 5,347 | $519,567 | 0.35% | |
| CMI |
Cummins Inc
Industrials
|
Held | 930 | $500,358 | 0.34% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Reduced | 3,266 | $489,900 | 0.33% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 700 | $431,732 | 0.29% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,170 | $353,620 | 0.24% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 1,301 | $315,648 | 0.21% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,800 | $296,226 | 0.20% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 421 | $287,223 | 0.19% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 2,000 | $271,940 | 0.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,558 | $264,330 | 0.18% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 542 | $251,048 | 0.17% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
NEW | 1,700 | $220,728 | 0.15% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 667 | $218,155 | 0.15% |