Neumann Capital Management, LLC

13F filer · CIK 0001631930

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$151MU.S. long equity reported on 13F

Positions243 new · 32 closed

Net flow last quarter-$137MBuys minus sells

Top 10 positions weight18.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202624 positions
BSVNBank7 Corp.	$4.73M	3.13%	0.64%	-1.5%	Q3 2022
GILDGilead Sciences, Inc.	$4.53M	3.00%	0.00%	-0.6%	Q4 2014
CVSCVS HEALTH Corp	$3.89M	2.58%	0.00%	Not reported	Q4 2014
JNJJohnson & Johnson	$3.72M	2.46%	0.00%	Not reported	Q4 2014
PEGPublic Service Enterprise Group Inc	$2.47M	1.63%	0.01%	-3.5%	Q4 2014
MSFTMicrosoft Corp	$2.25M	1.49%	0.00%	+1.2%	Q4 2014
CVXChevron Corp	$1.95M	1.29%	0.00%	Not reported	Q4 2014
SCHWSchwab Charles Corp	$1.41M	0.93%	0.00%	-0.7%	Q4 2014
ROPRoper Technologies Inc	$1.37M	0.91%	0.00%	-7.9%	Q4 2014
WFCWells Fargo & Company	$1.13M	0.74%	0.00%	Not reported	Q4 2014
BMYBristol Myers Squibb Co	$1.04M	0.69%	0.00%	Not reported	Q4 2014
PFEPfizer Inc	$718K	0.48%	0.00%	+4.8%	Q4 2014
DISWalt Disney Co	$670K	0.44%	0.00%	Not reported	Q4 2014
CMICummins Inc	$663K	0.44%	0.00%	Not reported	Q1 2024
GLWCorning Inc	$511K	0.34%	0.00%	Not reported	Q1 2026
SRESempra	$496K	0.33%	0.00%	Not reported	Q4 2014
UNPUnion Pacific Corp	$395K	0.26%	0.00%	+11.5%	Q2 2023
MSMorgan Stanley	$376K	0.25%	0.00%	Not reported	Q2 2021
PANWPalo Alto Networks Inc	$336K	0.22%	0.00%	Not reported	Q2 2025
IWSImageware Systems Inc	$251K	0.17%	Not reported	Not reported	Q4 2021
MARMarriott International Inc	$247K	0.16%	0.00%	Not reported	Q4 2025
CDNSCadence Design Systems Inc	$225K	0.15%	0.00%	Not reported	Q3 2025
CATCaterpillar Inc	$216K	0.14%	0.00%	New	Q2 2026
NOCNorthrop Grumman Corp	$214K	0.14%	0.00%	Not reported	Q1 2025
Q1 2026Reported Apr 13, 202653 positions
NVDANvidia Corp	$27.3M	8.05%	0.00%	-5.4%	Q4 2014
AAPLApple Inc.	$19.2M	5.65%	0.00%	-2.8%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$15.2M	4.48%	Not reported	-8.7%	Q4 2014
GOOGLAlphabet Inc.	$11.5M	3.40%	0.00%	-6.5%	Q4 2015
ORCLOracle Corp	$10.2M	3.01%	0.00%	-0.4%	Q4 2014
GILDGilead Sciences, Inc.	$5.03M	1.48%	0.00%	-2.2%	Q4 2014
BACBank of America Corp	$4.88M	1.44%	0.00%	-0.1%	Q4 2014
BSVNBank7 Corp.	$4.83M	1.42%	0.65%	+7.2%	Q3 2022
GMGeneral Motors Co	$3.75M	1.10%	0.01%	Not reported	Q3 2015
JNJJohnson & Johnson	$3.58M	1.06%	0.00%	-1.4%	Q4 2014
CHRWC. H. Robinson Worldwide, Inc.	$3.1M	0.91%	0.02%	-1.3%	Q4 2014
JPMJPMorgan Chase & Co	$2.88M	0.85%	0.00%	-5.0%	Q4 2014
AMZNAmazon Com Inc	$2.71M	0.80%	0.00%	+0.4%	Q4 2017
CVSCVS HEALTH Corp	$2.7M	0.80%	0.00%	+1.9%	Q4 2014
PEGPublic Service Enterprise Group Inc	$2.55M	0.75%	0.01%	Not reported	Q4 2014
CVXChevron Corp	$2.43M	0.72%	0.00%	+0.6%	Q4 2014
MSFTMicrosoft Corp	$2.21M	0.65%	0.00%	+6.1%	Q4 2014
VZVerizon Communications Inc	$2.06M	0.61%	0.00%	+1.2%	Q4 2014
ALLAllstate Corp	$2.03M	0.60%	0.00%	+1.4%	Q4 2014
MCKMckesson Corp	$1.91M	0.56%	0.00%	-2.6%	Q4 2014
VLOValero Energy Corp	$1.76M	0.52%	0.00%	-2.8%	Q4 2014
TGTTarget Corp	$1.61M	0.47%	0.00%	Not reported	Q4 2014
CSCOCisco Systems, Inc.	$1.58M	0.46%	0.00%	-1.5%	Q4 2014
ROPRoper Technologies Inc	$1.56M	0.46%	0.00%	-0.8%	Q4 2014
ACNAccenture plc	$1.52M	0.45%	0.00%	+1.3%	Q4 2014
SCHWSchwab Charles Corp	$1.44M	0.42%	0.00%	+2.8%	Q4 2014
UNMUnum Group	$1.17M	0.35%	0.01%	-4.0%	Q4 2014
BMYBristol Myers Squibb Co	$1.1M	0.32%	0.00%	+2.8%	Q4 2014
WFCWells Fargo & Company	$1.08M	0.32%	0.00%	Not reported	Q4 2014
NFLXNetflix Inc	$1.03M	0.30%	0.00%	+0.3%	Q4 2014
GRNBGreen Bankshares, Inc.	$990K	0.29%	Not reported	+13.0%	Q2 2021
MMM3m Co	$873K	0.26%	0.00%	Not reported	Q4 2014
MRKMerck & Co., Inc.	$869K	0.26%	0.00%	Not reported	Q4 2014
METAMeta Platforms, Inc.	$800K	0.24%	Not reported	-1.2%	Q3 2017
PFEPfizer Inc	$799K	0.24%	0.00%	Not reported	Q4 2014
EMXCEmax Holdings Corp	$711K	0.21%	Not reported	+0.4%	Q2 2025
DISWalt Disney Co	$671K	0.20%	0.00%	Not reported	Q4 2014
NEENextera Energy Inc	$549K	0.16%	0.00%	Not reported	Q4 2014
COPConocophillips	$540K	0.16%	0.00%	Not reported	Q4 2014
SRESempra	$520K	0.15%	0.00%	Not reported	Q4 2014
CMICummins Inc	$500K	0.15%	0.00%	Not reported	Q1 2024
STZConstellation Brands, Inc.	$490K	0.14%	Not reported	-4.4%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$432K	0.13%	Not reported	-6.7%	Q4 2014
VVisa Inc.	$354K	0.10%	0.00%	Not reported	Q2 2020
UNPUnion Pacific Corp	$316K	0.09%	0.00%	Not reported	Q2 2023
MSMorgan Stanley	$296K	0.09%	0.00%	Not reported	Q2 2021
NOCNorthrop Grumman Corp	$287K	0.08%	0.00%	-17.0%	Q1 2025
GLWCorning Inc	$272K	0.08%	0.00%	New	Q1 2026
XOMExxonMobil Holdings Corp	$264K	0.08%	0.00%	Not reported	Q4 2014
DIASPDR Dow Jones Industrial Average ETF Trust	$251K	0.07%	Not reported	-15.6%	Q4 2014

Q4 2025Reported Jan 14, 202652 positions
NVDANvidia Corp	$30.9M	8.93%	0.00%	-2.8%	Q4 2014
AAPLApple Inc.	$21.2M	6.11%	0.00%	0.0%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$17.5M	5.05%	Not reported	-1.7%	Q4 2014
ORCLOracle Corp	$13.6M	3.93%	0.00%	-1.9%	Q4 2014
GOOGLAlphabet Inc.	$13.4M	3.88%	0.00%	-4.4%	Q4 2015
BACBank of America Corp	$5.51M	1.59%	0.00%	-1.0%	Q4 2014
BSVNBank7 Corp.	$4.53M	1.31%	0.61%	-1.5%	Q3 2022
GILDGilead Sciences, Inc.	$4.53M	1.31%	0.00%	-0.3%	Q4 2014
GMGeneral Motors Co	$4.09M	1.18%	0.01%	+0.7%	Q3 2015
JPMJPMorgan Chase & Co	$3.32M	0.96%	0.00%	-0.5%	Q4 2014
JNJJohnson & Johnson	$3.08M	0.89%	0.00%	-0.2%	Q4 2014
CHRWC. H. Robinson Worldwide, Inc.	$3.04M	0.88%	0.02%	Not reported	Q4 2014
AMZNAmazon Com Inc	$2.99M	0.86%	0.00%	+18.3%	Q4 2017
CVSCVS HEALTH Corp	$2.93M	0.85%	0.00%	Not reported	Q4 2014
MSFTMicrosoft Corp	$2.72M	0.79%	0.00%	Not reported	Q4 2014
PEGPublic Service Enterprise Group Inc	$2.53M	0.73%	0.01%	-0.4%	Q4 2014
ACNAccenture plc	$2.03M	0.59%	0.00%	+2.7%	Q4 2014
ALLAllstate Corp	$2.01M	0.58%	0.00%	+7.8%	Q4 2014
ROPRoper Technologies Inc	$1.97M	0.57%	0.00%	+6.4%	Q4 2014
MCKMckesson Corp	$1.86M	0.54%	0.00%	-1.3%	Q4 2014
CVXChevron Corp	$1.78M	0.51%	0.00%	Not reported	Q4 2014
VZVerizon Communications Inc	$1.65M	0.48%	0.00%	-4.3%	Q4 2014
CSCOCisco Systems, Inc.	$1.59M	0.46%	0.00%	Not reported	Q4 2014
SCHWSchwab Charles Corp	$1.49M	0.43%	0.00%	-0.7%	Q4 2014
TGTTarget Corp	$1.3M	0.38%	0.00%	+0.8%	Q4 2014
UNMUnum Group	$1.3M	0.37%	0.01%	+5.1%	Q4 2014
WFCWells Fargo & Company	$1.27M	0.37%	0.00%	Not reported	Q4 2014
VLOValero Energy Corp	$1.19M	0.34%	0.00%	Not reported	Q4 2014
NFLXNetflix Inc	$1M	0.29%	0.00%	Not reported	Q4 2014
MMM3m Co	$962K	0.28%	0.00%	Not reported	Q4 2014
BMYBristol Myers Squibb Co	$951K	0.27%	0.00%	Not reported	Q4 2014
METAMeta Platforms, Inc.	$934K	0.27%	Not reported	Not reported	Q3 2017
GRNBGreen Bankshares, Inc.	$889K	0.26%	Not reported	+8.6%	Q2 2021
DISWalt Disney Co	$792K	0.23%	0.00%	+25.2%	Q4 2014
MRKMerck & Co., Inc.	$761K	0.22%	0.00%	+6.5%	Q4 2014
PFEPfizer Inc	$709K	0.20%	0.00%	-0.4%	Q4 2014
EMXCEmax Holdings Corp	$654K	0.19%	Not reported	Not reported	Q2 2025
CMICummins Inc	$475K	0.14%	0.00%	-2.1%	Q1 2024
NEENextera Energy Inc	$475K	0.14%	0.00%	-3.6%	Q4 2014
SRESempra	$472K	0.14%	0.00%	Not reported	Q4 2014
STZConstellation Brands, Inc.	$471K	0.14%	Not reported	-30.5%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$452K	0.13%	Not reported	Not reported	Q4 2014
VVisa Inc.	$410K	0.12%	0.00%	Not reported	Q2 2020
COPConocophillips	$383K	0.11%	0.00%	Not reported	Q4 2014
MSMorgan Stanley	$320K	0.09%	0.00%	Not reported	Q2 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$309K	0.09%	Not reported	Not reported	Q4 2014
UNPUnion Pacific Corp	$301K	0.09%	0.00%	+11.1%	Q2 2023
NOCNorthrop Grumman Corp	$289K	0.08%	0.00%	-15.8%	Q1 2025
IWSImageware Systems Inc	$215K	0.06%	Not reported	Not reported	Q4 2021
MARMarriott International Inc	$207K	0.06%	0.00%	New	Q4 2025

Q3 2025Reported Oct 16, 202554 positions
NVDANvidia Corp	$31.8M	9.31%	0.00%	-2.4%	Q4 2014
ORCLOracle Corp	$20M	5.85%	0.00%	-5.2%	Q4 2014
AAPLApple Inc.	$19.8M	5.80%	0.00%	+0.2%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$17.4M	5.08%	Not reported	-4.1%	Q4 2014
GOOGLAlphabet Inc.	$10.9M	3.19%	0.00%	-3.8%	Q4 2015
BACBank of America Corp	$5.22M	1.53%	0.00%	-4.3%	Q4 2014
BSVNBank7 Corp.	$4.6M	1.35%	0.62%	+1.9%	Q3 2022
GILDGilead Sciences, Inc.	$4.11M	1.20%	0.00%	-4.4%	Q4 2014
JPMJPMorgan Chase & Co	$3.26M	0.95%	0.00%	-10.3%	Q4 2014
GMGeneral Motors Co	$3.05M	0.89%	0.01%	-3.1%	Q3 2015
MSFTMicrosoft Corp	$2.92M	0.85%	0.00%	-10.6%	Q4 2014
CVSCVS HEALTH Corp	$2.79M	0.81%	0.00%	Not reported	Q4 2014
JNJJohnson & Johnson	$2.76M	0.81%	0.00%	Not reported	Q4 2014
PEGPublic Service Enterprise Group Inc	$2.64M	0.77%	0.01%	-4.5%	Q4 2014
CHRWC. H. Robinson Worldwide, Inc.	$2.5M	0.73%	0.02%	Not reported	Q4 2014
AMZNAmazon Com Inc	$2.4M	0.70%	0.00%	Not reported	Q4 2017
ROPRoper Technologies Inc	$2.08M	0.61%	0.00%	+2.2%	Q4 2014
ALLAllstate Corp	$1.92M	0.56%	0.00%	Not reported	Q4 2014
VZVerizon Communications Inc	$1.86M	0.54%	0.00%	Not reported	Q4 2014
ACNAccenture plc	$1.82M	0.53%	0.00%	+2.8%	Q4 2014
CVXChevron Corp	$1.82M	0.53%	0.00%	Not reported	Q4 2014
MCKMckesson Corp	$1.78M	0.52%	0.00%	Not reported	Q4 2014
SCHWSchwab Charles Corp	$1.44M	0.42%	0.00%	-0.7%	Q4 2014
CSCOCisco Systems, Inc.	$1.41M	0.41%	0.00%	Not reported	Q4 2014
NFLXNetflix Inc	$1.28M	0.37%	0.00%	Not reported	Q4 2014
VLOValero Energy Corp	$1.25M	0.36%	0.00%	-6.3%	Q4 2014
UNMUnum Group	$1.24M	0.36%	0.01%	Not reported	Q4 2014
TGTTarget Corp	$1.18M	0.35%	0.00%	-3.7%	Q4 2014
WFCWells Fargo & Company	$1.14M	0.33%	0.00%	Not reported	Q4 2014
METAMeta Platforms, Inc.	$1.04M	0.30%	Not reported	Not reported	Q3 2017
MMM3m Co	$933K	0.27%	0.00%	Not reported	Q4 2014
GRNBGreen Bankshares, Inc.	$822K	0.24%	Not reported	Not reported	Q2 2021
BMYBristol Myers Squibb Co	$795K	0.23%	0.00%	-3.6%	Q4 2014
PFEPfizer Inc	$728K	0.21%	0.00%	Not reported	Q4 2014
STZConstellation Brands, Inc.	$661K	0.19%	Not reported	-0.5%	Q4 2014
DISWalt Disney Co	$637K	0.19%	0.00%	Not reported	Q4 2014
FISVFiserv Inc	$630K	0.18%	0.00%	Not reported	Q4 2023
EMXCEmax Holdings Corp	$608K	0.18%	Not reported	Not reported	Q2 2025
MRKMerck & Co., Inc.	$569K	0.17%	0.00%	+15.3%	Q4 2014
SRESempra	$481K	0.14%	0.00%	Not reported	Q4 2014
NEENextera Energy Inc	$463K	0.14%	0.00%	Not reported	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$447K	0.13%	Not reported	Not reported	Q4 2014
CMICummins Inc	$401K	0.12%	0.00%	Not reported	Q1 2024
VVisa Inc.	$399K	0.12%	0.00%	-0.2%	Q2 2020
COPConocophillips	$387K	0.11%	0.00%	Not reported	Q4 2014
NOCNorthrop Grumman Corp	$367K	0.11%	0.00%	Not reported	Q1 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$298K	0.09%	Not reported	Not reported	Q4 2014
MSMorgan Stanley	$286K	0.08%	0.00%	Not reported	Q2 2021
UNPUnion Pacific Corp	$277K	0.08%	0.00%	Not reported	Q2 2023
TSCOTractor Supply Co	$227K	0.07%	0.00%	Not reported	Q1 2024

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