Neumann Capital Management, LLC
All 13F Filings
- Location
- Foster City, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 339,548
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 149.3 K | 44.0% | 0 | 117.2 K | -117.2 K |
| ETFs | 184.5 K | 54.3% | 111.5 K | 0 | 111.5 K |
| Debt | 5.821 K | 1.7% | 403 | 0 | 403 |
| Other | 0 | 0.0% | 0 | 1.244 K | -1.244 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
339,548
Holdings
102
QoQ value change ($000)
-6,583
(-1.9%)
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.