Neumann Capital Management, LLC

Q2 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$151,176
Net value change ($000)
-188,372 (-55.5%)
New positions
4
Sold out positions
47
Turnover %
138.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IJR 2,908 19.8%
IJH 2,058 14.7%
CVS 1,191 44.0%
VOO 1,138 28.6%
IJT 986 23.3%
IUSG 926 21.5%
IJK 725 16.5%
DSI 718 16.7%
VT 563 15.4%
VNQ 437 7.9%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -27,343 -100.0%
IEFA -26,931 -100.0%
AAPL -19,193 -100.0%
IEMG -16,053 -100.0%
SPY -15,224 -100.0%
GOOGL -11,535 -100.0%
ORCL -10,229 -100.0%
DGS -9,461 -100.0%
DLS -5,397 -100.0%
BAC -4,879 -100.0%
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