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
- —
- Chairman
- —
- 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.