13F HOLDINGS REPORT
Neumann Capital Management, LLC
Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0001754960-25-000678
Total Value
$341.9M
Positions
103
Other Managers
0
Confidential Omitted
No
Holdings (103)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 170,563 | $31.8M | 9.31% |
| 2 | ISHARES TR | 46432F842 | 288,796 | $25.2M | 7.37% |
| 3 | ORACLE CORP | ORCL-PD | 71,123 | $20.0M | 5.85% |
| 4 | APPLE INC | AAPL | 77,846 | $19.8M | 5.80% |
| 5 | SPDR S&P 500 ETF TR | SPY | 26,089 | $17.4M | 5.08% |
| 6 | ISHARES INC | 46434G103 | 227,602 | $15.0M | 4.39% |
| 7 | ISHARES TR | 464287804 | 117,417 | $14.0M | 4.08% |
| 8 | ISHARES TR | 464287507 | 208,548 | $13.6M | 3.98% |
| 9 | VANGUARD BD INDEX FDS | 921937819 | 162,195 | $12.7M | 3.70% |
| 10 | ALPHABET INC | GOOG | 44,886 | $10.9M | 3.19% |
| 11 | WISDOMTREE TR | WT | 160,737 | $9.2M | 2.68% |
| 12 | VANGUARD INDEX FDS | 922908553 | 63,794 | $5.8M | 1.71% |
| 13 | WISDOMTREE TR | WT | 68,148 | $5.4M | 1.58% |
| 14 | BANK AMERICA CORP | 060505104 | 101,153 | $5.2M | 1.53% |
| 15 | SPDR SERIES TRUST | 78464A763 | 32,900 | $4.6M | 1.35% |
| 16 | VANGUARD BD INDEX FDS | 921937827 | 58,350 | $4.6M | 1.35% |
| 17 | ISHARES TR | 464287671 | 27,977 | $4.6M | 1.35% |
| 18 | ISHARES TR | 464288570 | 36,468 | $4.6M | 1.34% |
| 19 | VANGUARD CHARLOTTE FDS | 92203J407 | 92,048 | $4.6M | 1.33% |
| 20 | ISHARES TR | 464287606 | 45,295 | $4.3M | 1.27% |
| 21 | ISHARES TR | 464287887 | 29,310 | $4.1M | 1.21% |
| 22 | GILEAD SCIENCES INC | GILD | 36,990 | $4.1M | 1.20% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042742 | 28,316 | $3.9M | 1.14% |
| 24 | ISHARES TR | 464287705 | 27,110 | $3.5M | 1.03% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 10,346 | $3.3M | 0.95% |
| 26 | GENERAL MTRS CO | 37045V100 | 50,000 | $3.0M | 0.89% |
| 27 | ISHARES TR | 464287879 | 27,450 | $3.0M | 0.89% |
| 28 | MICROSOFT CORP | MSFT | 5,629 | $2.9M | 0.85% |
| 29 | ISHARES TR | 464287465 | 31,010 | $2.9M | 0.85% |
| 30 | CVS HEALTH CORP | CVS | 36,951 | $2.8M | 0.81% |
| 31 | JOHNSON & JOHNSON | JNJ | 14,894 | $2.8M | 0.81% |
| 32 | ISHARES TR | 46435U549 | 55,450 | $2.7M | 0.78% |
| 33 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 31,670 | $2.6M | 0.77% |
| 34 | C H ROBINSON WORLDWIDE INC | CHRW | 18,890 | $2.5M | 0.73% |
| 35 | ISHARES TR | 46435G516 | 26,380 | $2.5M | 0.72% |
| 36 | AMAZON COM INC | AMZN | 10,944 | $2.4M | 0.70% |
| 37 | ISHARES TR | 464288513 | 26,150 | $2.1M | 0.62% |
| 38 | ROPER TECHNOLOGIES INC | ROP | 4,170 | $2.1M | 0.61% |
| 39 | ISHARES TR | 464288877 | 29,785 | $2.0M | 0.59% |
| 40 | ISHARES TR | 464287408 | 9,645 | $2.0M | 0.58% |
| 41 | VANGUARD INDEX FDS | 922908769 | 5,914 | $1.9M | 0.57% |
| 42 | ALLSTATE CORP | ALL-PJ | 8,956 | $1.9M | 0.56% |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 42,359 | $1.9M | 0.54% |
| 44 | ACCENTURE PLC IRELAND | ACN | 7,372 | $1.8M | 0.53% |
| 45 | CHEVRON CORP NEW | CVX | 11,695 | $1.8M | 0.53% |
| 46 | MCKESSON CORP | MCK | 2,300 | $1.8M | 0.52% |
| 47 | ISHARES INC | 46434G863 | 36,285 | $1.6M | 0.46% |
| 48 | VANGUARD INDEX FDS | 922908363 | 2,469 | $1.5M | 0.44% |
| 49 | ISHARES TR | 464287622 | 3,938 | $1.4M | 0.42% |
| 50 | SCHWAB CHARLES CORP | SCHW-PJ | 15,032 | $1.4M | 0.42% |
| 51 | CISCO SYS INC | CSCO | 20,606 | $1.4M | 0.41% |
| 52 | NETFLIX INC | NFLX | 1,069 | $1.3M | 0.37% |
| 53 | ISHARES TR | 464287655 | 5,208 | $1.3M | 0.37% |
| 54 | ISHARES TR | 464288307 | 15,076 | $1.2M | 0.36% |
| 55 | VALERO ENERGY CORP | VLO | 7,321 | $1.2M | 0.36% |
| 56 | UNUM GROUP | UNMA | 15,898 | $1.2M | 0.36% |
| 57 | ISHARES TR | 46435U853 | 32,089 | $1.2M | 0.35% |
| 58 | TARGET CORP | TGT | 13,180 | $1.2M | 0.35% |
| 59 | WELLS FARGO CO NEW | 949746101 | 13,622 | $1.1M | 0.33% |
| 60 | ISHARES TR | 464287309 | 8,950 | $1.1M | 0.32% |
| 61 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 23,950 | $1.0M | 0.30% |
| 62 | META PLATFORMS INC | META | 1,415 | $1.0M | 0.30% |
| 63 | NUSHARES ETF TR | NU | 23,269 | $1.0M | 0.30% |
| 64 | VANGUARD SCOTTSDALE FDS | 92206C870 | 12,063 | $1.0M | 0.30% |
| 65 | 3M CO | MMM | 6,011 | $932,787 | 0.27% |
| 66 | VANECK ETF TRUST | 92189F171 | 33,650 | $822,070 | 0.24% |
| 67 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 17,623 | $794,797 | 0.23% |
| 68 | PFIZER INC | PFE | 28,588 | $728,422 | 0.21% |
| 69 | CONSTELLATION BRANDS INC | STZ | 4,912 | $661,499 | 0.19% |
| 70 | DISNEY WALT CO | 254687106 | 5,564 | $637,078 | 0.19% |
| 71 | FISERV INC | FISV | 4,890 | $630,468 | 0.18% |
| 72 | NUSHARES ETF TR | NU | 15,930 | $616,325 | 0.18% |
| 73 | ISHARES INC | 46434G764 | 9,000 | $607,590 | 0.18% |
| 74 | ISHARES TR | 46435G193 | 25,150 | $592,534 | 0.17% |
| 75 | MERCK & CO INC | MRK | 6,785 | $569,465 | 0.17% |
| 76 | VANGUARD MUN BD FDS | 922907746 | 11,311 | $566,342 | 0.17% |
| 77 | NUSHARES ETF TR | NU | 11,380 | $553,978 | 0.16% |
| 78 | ISHARES TR | 464287168 | 3,819 | $542,678 | 0.16% |
| 79 | ISHARES TR | 464287242 | 4,848 | $540,407 | 0.16% |
| 80 | ISHARES INC | 464286533 | 8,236 | $525,704 | 0.15% |
| 81 | SEMPRA | SREA | 5,347 | $481,110 | 0.14% |
| 82 | ISHARES TR | 464287614 | 1,022 | $478,715 | 0.14% |
| 83 | NEXTERA ENERGY INC | NEE-PW | 6,134 | $463,056 | 0.14% |
| 84 | SPDR S&P MIDCAP 400 ETF TR | MDY | 750 | $447,023 | 0.13% |
| 85 | ISHARES TR | 464287200 | 600 | $401,580 | 0.12% |
| 86 | CUMMINS INC | CMI | 950 | $401,252 | 0.12% |
| 87 | VISA INC | V | 1,170 | $399,415 | 0.12% |
| 88 | CONOCOPHILLIPS | COP | 4,088 | $386,684 | 0.11% |
| 89 | NORTHROP GRUMMAN CORP | NOC | 602 | $366,811 | 0.11% |
| 90 | ISHARES TR | 464288356 | 6,000 | $342,240 | 0.10% |
| 91 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,300 | $341,334 | 0.10% |
| 92 | ISHARES TR | 464287556 | 2,238 | $323,107 | 0.09% |
| 93 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 642 | $297,721 | 0.09% |
| 94 | MORGAN STANLEY | MS-PQ | 1,800 | $286,128 | 0.08% |
| 95 | UNION PAC CORP | UNP | 1,171 | $276,789 | 0.08% |
| 96 | VANGUARD WORLD FD | 92204A702 | 350 | $261,321 | 0.08% |
| 97 | ISHARES TR | 464288885 | 2,125 | $241,995 | 0.07% |
| 98 | TRACTOR SUPPLY CO | TSCO | 4,000 | $227,480 | 0.07% |
| 99 | ISHARES TR | 464287473 | 1,524 | $212,857 | 0.06% |
| 100 | HOME DEPOT INC | HD | 525 | $212,725 | 0.06% |
| 101 | CADENCE DESIGN SYSTEM INC | CDNS | 600 | $210,756 | 0.06% |
| 102 | ISHARES TR | 464287598 | 1,006 | $204,812 | 0.06% |
| 103 | PALO ALTO NETWORKS INC | PANW | 986 | $200,769 | 0.06% |