§ 13F · FUND PROFILE
Neumann Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $318M (13F)Positions · 100Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$757K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 157K | $27M | 8.1% | −5% |
| 2 | IEFA | ISHARES TR | 297K | $27M | 7.9% | +3% |
| 3 | AAPL | APPLE INC | 76K | $19M | 5.7% | −3% |
| 4 | BIV | VANGUARD BD INDEX FDS | 218K | $17M | 5.0% | +18% |
| 5 | IEMG | ISHARES INC | 230K | $16M | 4.7% | +2% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 23K | $15M | 4.5% | −9% |
| 7 | IJR | ISHARES TR | 118K | $15M | 4.3% | ±0% |
| 8 | IJH | ISHARES TR | 208K | $14M | 4.1% | −1% |
| 9 | GOOGL | ALPHABET INC | 40K | $12M | 3.4% | −7% |
| 10 | ORCL | ORACLE CORP | 70K | $10M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEUMANN SIGNAL
AC read
Neumann Capital Management, LLC is a Other fund managing $318 million in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed