Neumann Capital Management, LLC

All 13F Filings

Location
Foster City, CA
Most recent 13F
Q2 2026
Holdings value ($000)
151,176
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/10/2026 58 151,176 13F-HR Neumann Capital Management, LLC
Q1 2026 4/13/2026 102 339,548 13F-HR Neumann Capital Management, LLC
Q4 2025 1/14/2026 101 346,131 13F-HR Neumann Capital Management, LLC
Q3 2025 10/16/2025 103 341,897 13F-HR Neumann Capital Management, LLC
Q2 2025 7/17/2025 100 318,024 13F-HR Neumann Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 30.26 K 20.0% 0 119 K -119 K
ETFs 116.2 K 76.9% 0 68.27 K -68.27 K
Debt 4.729 K 3.1% 0 1.092 K -1.092 K
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Fund Snapshot

Q2 2026
Latest filed
7/10/2026
Total value ($000)
151,176
Holdings
58
QoQ value change ($000)
-188,372 (-55.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.