Neumann Capital Management, LLC

Q3 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$391,133
Net value change ($000)
+239,957 (158.7%)
New positions
49
Sold out positions
3
Turnover %
62.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 37,040 NEW
IEFA 31,274 NEW
AAPL 24,226 NEW
IEMG 19,168 NEW
SPY 17,029 NEW
GOOGL 13,153 NEW
ORCL 11,596 NEW
DGS 10,142 NEW
DLS 6,247 NEW
BAC 5,612 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJR -793 -4.5%
IJT -586 -11.2%
CVS -574 -14.7%
PEG -492 -19.9%
BIV -370 -2.2%
HYG -310 -17.1%
MAR -247 -100.0%
VT -230 -5.4%
IJS -230 -6.3%
CDNS -225 -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