Neumann Capital Management, LLC

Q1 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$339,548
Net value change ($000)
-6,583 (-1.9%)
New positions
3
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIV 2,390 16.6%
VOO 1,768 80.1%
IEFA 1,046 4.0%
IEMG 851 5.6%
CVX 652 36.6%
VLO 567 47.6%
FDL 532 49.9%
IJR 518 3.7%
JNJ 508 16.5%
GILD 499 11.0%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,580 -11.6%
ORCL -3,372 -24.8%
SPY -2,262 -12.9%
AAPL -1,964 -9.3%
GOOGL -1,896 -14.1%
BAC -630 -11.4%
VTI -608 -33.2%
ACN -511 -25.1%
MSFT -511 -18.8%
JPM -439 -13.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type