13F HOLDINGS REPORT
Neumann Capital Management, LLC
Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001754960-25-000413
Total Value
$318.0M
Positions
100
Other Managers
0
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 174,673 | $27.6M | 8.68% |
| 2 | ISHARES TR | 46432F842 | 295,280 | $24.6M | 7.75% |
| 3 | SPDR S&P 500 ETF TR | SPY | 27,199 | $16.8M | 5.28% |
| 4 | ORACLE CORP | ORCL-PD | 75,043 | $16.4M | 5.16% |
| 5 | APPLE INC | AAPL | 77,696 | $15.9M | 5.01% |
| 6 | ISHARES INC | 46434G103 | 232,915 | $14.0M | 4.40% |
| 7 | ISHARES TR | 464287507 | 209,360 | $13.0M | 4.08% |
| 8 | ISHARES TR | 464287804 | 118,642 | $13.0M | 4.08% |
| 9 | VANGUARD BD INDEX FDS | 921937819 | 152,466 | $11.8M | 3.71% |
| 10 | WISDOMTREE TR | WT | 162,504 | $9.0M | 2.82% |
| 11 | ALPHABET INC | GOOG | 46,650 | $8.2M | 2.59% |
| 12 | VANGUARD INDEX FDS | 922908553 | 64,069 | $5.7M | 1.79% |
| 13 | WISDOMTREE TR | WT | 69,221 | $5.2M | 1.63% |
| 14 | BANK AMERICA CORP | 060505104 | 105,653 | $5.0M | 1.57% |
| 15 | SPDR SERIES TRUST | 78464A763 | 34,108 | $4.6M | 1.46% |
| 16 | VANGUARD CHARLOTTE FDS | 92203J407 | 93,462 | $4.6M | 1.46% |
| 17 | VANGUARD BD INDEX FDS | 921937827 | 57,250 | $4.5M | 1.42% |
| 18 | GILEAD SCIENCES INC | GILD | 38,690 | $4.3M | 1.35% |
| 19 | ISHARES TR | 464288570 | 36,148 | $4.2M | 1.32% |
| 20 | ISHARES TR | 464287671 | 27,907 | $4.2M | 1.32% |
| 21 | ISHARES TR | 464287606 | 43,840 | $4.0M | 1.25% |
| 22 | ISHARES TR | 464287887 | 28,560 | $3.8M | 1.19% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042742 | 27,940 | $3.6M | 1.13% |
| 24 | ISHARES TR | 464287705 | 27,110 | $3.4M | 1.05% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 11,530 | $3.3M | 1.05% |
| 26 | MICROSOFT CORP | MSFT | 6,294 | $3.1M | 0.98% |
| 27 | ISHARES TR | 464287465 | 31,409 | $2.8M | 0.88% |
| 28 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 33,170 | $2.8M | 0.88% |
| 29 | ISHARES TR | 464287879 | 26,520 | $2.6M | 0.83% |
| 30 | CVS HEALTH CORP | CVS | 36,951 | $2.5M | 0.80% |
| 31 | GENERAL MTRS CO | 37045V100 | 51,600 | $2.5M | 0.80% |
| 32 | ISHARES TR | 46435U549 | 52,725 | $2.5M | 0.79% |
| 33 | AMAZON COM INC | AMZN | 10,944 | $2.4M | 0.75% |
| 34 | ROPER TECHNOLOGIES INC | ROP | 4,080 | $2.3M | 0.73% |
| 35 | ISHARES TR | 46435G516 | 25,685 | $2.3M | 0.72% |
| 36 | JOHNSON & JOHNSON | JNJ | 14,894 | $2.3M | 0.72% |
| 37 | VANGUARD MUN BD FDS | 922907746 | 45,448 | $2.2M | 0.70% |
| 38 | ACCENTURE PLC IRELAND | ACN | 7,172 | $2.1M | 0.67% |
| 39 | ISHARES TR | 464288513 | 26,435 | $2.1M | 0.67% |
| 40 | VANGUARD INDEX FDS | 922908769 | 6,981 | $2.1M | 0.67% |
| 41 | ISHARES TR | 464287408 | 9,895 | $1.9M | 0.61% |
| 42 | ISHARES TR | 464288877 | 29,785 | $1.9M | 0.59% |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 42,359 | $1.8M | 0.58% |
| 44 | C H ROBINSON WORLDWIDE INC | CHRW | 18,890 | $1.8M | 0.57% |
| 45 | ALLSTATE CORP | ALL-PJ | 8,956 | $1.8M | 0.57% |
| 46 | MCKESSON CORP | MCK | 2,300 | $1.7M | 0.53% |
| 47 | CHEVRON CORP NEW | CVX | 11,695 | $1.7M | 0.53% |
| 48 | NETFLIX INC | NFLX | 1,069 | $1.4M | 0.45% |
| 49 | CISCO SYS INC | CSCO | 20,606 | $1.4M | 0.45% |
| 50 | ISHARES INC | 46434G863 | 36,435 | $1.4M | 0.45% |
| 51 | SCHWAB CHARLES CORP | SCHW-PJ | 15,132 | $1.4M | 0.43% |
| 52 | TARGET CORP | TGT | 13,680 | $1.3M | 0.42% |
| 53 | ISHARES TR | 464287622 | 3,939 | $1.3M | 0.42% |
| 54 | UNUM GROUP | UNMA | 15,898 | $1.3M | 0.40% |
| 55 | ISHARES TR | 464288307 | 15,076 | $1.2M | 0.38% |
| 56 | ISHARES TR | 46435U853 | 31,427 | $1.2M | 0.37% |
| 57 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 27,750 | $1.2M | 0.37% |
| 58 | ISHARES TR | 464287655 | 5,208 | $1.1M | 0.35% |
| 59 | WELLS FARGO CO NEW | 949746101 | 13,622 | $1.1M | 0.34% |
| 60 | VANGUARD INDEX FDS | 922908363 | 1,891 | $1.1M | 0.34% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C870 | 12,843 | $1.1M | 0.33% |
| 62 | VALERO ENERGY CORP | VLO | 7,813 | $1.1M | 0.33% |
| 63 | META PLATFORMS INC | META | 1,415 | $1.0M | 0.33% |
| 64 | ISHARES TR | 464287309 | 8,950 | $985,395 | 0.31% |
| 65 | NUSHARES ETF TR | NU | 22,959 | $935,350 | 0.29% |
| 66 | 3M CO | MMM | 6,011 | $915,115 | 0.29% |
| 67 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 18,273 | $845,857 | 0.27% |
| 68 | FISERV INC | FISV | 4,890 | $843,085 | 0.27% |
| 69 | VANECK ETF TRUST | 92189F171 | 33,650 | $815,676 | 0.26% |
| 70 | CONSTELLATION BRANDS INC | STZ | 4,937 | $803,151 | 0.25% |
| 71 | PFIZER INC | PFE | 28,588 | $692,973 | 0.22% |
| 72 | DISNEY WALT CO | 254687106 | 5,564 | $689,992 | 0.22% |
| 73 | ISHARES TR | 46435G193 | 26,950 | $626,049 | 0.20% |
| 74 | ISHARES INC | 46434G764 | 9,000 | $568,260 | 0.18% |
| 75 | NUSHARES ETF TR | NU | 15,560 | $560,938 | 0.18% |
| 76 | ISHARES TR | 464287242 | 4,988 | $546,735 | 0.17% |
| 77 | NUSHARES ETF TR | NU | 11,180 | $541,671 | 0.17% |
| 78 | ISHARES INC | 464286533 | 8,236 | $517,221 | 0.16% |
| 79 | ISHARES TR | 464287168 | 3,819 | $507,199 | 0.16% |
| 80 | MERCK & CO INC | MRK | 5,885 | $465,857 | 0.15% |
| 81 | ISHARES TR | 464287614 | 1,022 | $433,921 | 0.14% |
| 82 | NEXTERA ENERGY INC | NEE-PW | 6,134 | $425,822 | 0.13% |
| 83 | SPDR S&P MIDCAP 400 ETF TR | MDY | 750 | $424,860 | 0.13% |
| 84 | VISA INC | V | 1,172 | $416,119 | 0.13% |
| 85 | SEMPRA | SREA | 5,347 | $405,131 | 0.13% |
| 86 | ISHARES TR | 464287200 | 600 | $372,540 | 0.12% |
| 87 | CONOCOPHILLIPS | COP | 4,088 | $366,857 | 0.12% |
| 88 | GOLDMAN SACHS GROUP INC | GSCE | 472 | $334,058 | 0.11% |
| 89 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,300 | $311,598 | 0.10% |
| 90 | CUMMINS INC | CMI | 950 | $311,125 | 0.10% |
| 91 | NORTHROP GRUMMAN CORP | NOC | 602 | $300,988 | 0.09% |
| 92 | ISHARES TR | 464287556 | 2,238 | $283,135 | 0.09% |
| 93 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 642 | $282,897 | 0.09% |
| 94 | UNION PAC CORP | UNP | 1,171 | $269,424 | 0.08% |
| 95 | MORGAN STANLEY | MS-PQ | 1,800 | $253,548 | 0.08% |
| 96 | ISHARES TR | 464288885 | 2,125 | $238,000 | 0.07% |
| 97 | VANGUARD WORLD FD | 92204A702 | 350 | $232,148 | 0.07% |
| 98 | TRACTOR SUPPLY CO | TSCO | 4,000 | $211,080 | 0.07% |
| 99 | PALO ALTO NETWORKS INC | PANW | 986 | $201,775 | 0.06% |
| 100 | ISHARES TR | 464287473 | 1,524 | $201,381 | 0.06% |