13F HOLDINGS REPORT
Neumann Capital Management, LLC
Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001754960-26-000059
Total Value
$346.1M
Positions
101
Other Managers
0
Confidential Omitted
No
Holdings (101)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 165,805 | $30.9M | 8.93% |
| 2 | ISHARES TR | 46432F842 | 289,345 | $25.9M | 7.48% |
| 3 | APPLE INC | AAPL | 77,822 | $21.2M | 6.11% |
| 4 | SPDR S&P 500 ETF TR | SPY | 25,643 | $17.5M | 5.05% |
| 5 | ISHARES INC | 46434G103 | 226,151 | $15.2M | 4.39% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 185,239 | $14.4M | 4.17% |
| 7 | ISHARES TR | 464287804 | 117,764 | $14.2M | 4.09% |
| 8 | ISHARES TR | 464287507 | 209,618 | $13.8M | 4.00% |
| 9 | ORACLE CORP | ORCL-PD | 69,783 | $13.6M | 3.93% |
| 10 | ALPHABET INC | GOOG | 42,910 | $13.4M | 3.88% |
| 11 | WISDOMTREE TR | WT | 157,541 | $9.0M | 2.61% |
| 12 | VANGUARD INDEX FDS | 922908553 | 63,432 | $5.6M | 1.62% |
| 13 | BANK AMERICA CORP | 060505104 | 100,163 | $5.5M | 1.59% |
| 14 | WISDOMTREE TR | WT | 66,870 | $5.4M | 1.57% |
| 15 | ISHARES TR | 464288570 | 36,198 | $4.7M | 1.35% |
| 16 | ISHARES TR | 464287671 | 27,756 | $4.7M | 1.35% |
| 17 | VANGUARD CHARLOTTE FDS | 92203J407 | 94,880 | $4.6M | 1.32% |
| 18 | SPDR SERIES TRUST | 78464A763 | 32,715 | $4.6M | 1.32% |
| 19 | VANGUARD BD INDEX FDS | 921937827 | 57,462 | $4.5M | 1.31% |
| 20 | GILEAD SCIENCES INC | GILD | 36,890 | $4.5M | 1.31% |
| 21 | ISHARES TR | 464287606 | 44,245 | $4.3M | 1.24% |
| 22 | ISHARES TR | 464287887 | 29,960 | $4.2M | 1.22% |
| 23 | GENERAL MTRS CO | 37045V100 | 50,330 | $4.1M | 1.18% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042742 | 27,986 | $3.9M | 1.14% |
| 25 | ISHARES TR | 464287705 | 26,924 | $3.5M | 1.02% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 10,296 | $3.3M | 0.96% |
| 27 | ISHARES TR | 464287879 | 28,154 | $3.2M | 0.92% |
| 28 | ISHARES TR | 46435U549 | 64,500 | $3.1M | 0.89% |
| 29 | JOHNSON & JOHNSON | JNJ | 14,864 | $3.1M | 0.89% |
| 30 | C H ROBINSON WORLDWIDE INC | CHRW | 18,890 | $3.0M | 0.88% |
| 31 | AMAZON COM INC | AMZN | 12,944 | $3.0M | 0.86% |
| 32 | ISHARES TR | 464287465 | 30,923 | $3.0M | 0.86% |
| 33 | CVS HEALTH CORP | CVS | 36,951 | $2.9M | 0.85% |
| 34 | ISHARES TR | 46435G516 | 30,470 | $2.9M | 0.84% |
| 35 | MICROSOFT CORP | MSFT | 5,629 | $2.7M | 0.79% |
| 36 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 31,558 | $2.5M | 0.73% |
| 37 | VANGUARD INDEX FDS | 922908363 | 3,519 | $2.2M | 0.64% |
| 38 | ISHARES TR | 464288877 | 29,785 | $2.1M | 0.61% |
| 39 | ISHARES TR | 464288513 | 25,717 | $2.1M | 0.60% |
| 40 | ACCENTURE PLC IRELAND | ACN | 7,572 | $2.0M | 0.59% |
| 41 | ISHARES TR | 464287408 | 9,489 | $2.0M | 0.58% |
| 42 | ALLSTATE CORP | ALL-PJ | 9,656 | $2.0M | 0.58% |
| 43 | ROPER TECHNOLOGIES INC | ROP | 4,435 | $2.0M | 0.57% |
| 44 | MCKESSON CORP | MCK | 2,270 | $1.9M | 0.54% |
| 45 | VANGUARD INDEX FDS | 922908769 | 5,466 | $1.8M | 0.53% |
| 46 | CHEVRON CORP NEW | CVX | 11,695 | $1.8M | 0.51% |
| 47 | VERIZON COMMUNICATIONS INC | VZ | 40,556 | $1.7M | 0.48% |
| 48 | CISCO SYS INC | CSCO | 20,606 | $1.6M | 0.46% |
| 49 | ISHARES INC | 46434G863 | 34,825 | $1.5M | 0.44% |
| 50 | SCHWAB CHARLES CORP | SCHW-PJ | 14,922 | $1.5M | 0.43% |
| 51 | ISHARES TR | 464287622 | 3,938 | $1.5M | 0.42% |
| 52 | TARGET CORP | TGT | 13,280 | $1.3M | 0.38% |
| 53 | UNUM GROUP | UNMA | 16,710 | $1.3M | 0.37% |
| 54 | ISHARES TR | 464287655 | 5,208 | $1.3M | 0.37% |
| 55 | WELLS FARGO CO NEW | 949746101 | 13,622 | $1.3M | 0.37% |
| 56 | ISHARES TR | 46435U853 | 33,260 | $1.2M | 0.36% |
| 57 | ISHARES TR | 464288307 | 15,076 | $1.2M | 0.35% |
| 58 | VALERO ENERGY CORP | VLO | 7,321 | $1.2M | 0.34% |
| 59 | ISHARES TR | 464287309 | 8,950 | $1.1M | 0.32% |
| 60 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 24,050 | $1.1M | 0.31% |
| 61 | NUSHARES ETF TR | NU | 23,619 | $1.1M | 0.30% |
| 62 | NETFLIX INC | NFLX | 10,690 | $1.0M | 0.29% |
| 63 | VANGUARD SCOTTSDALE FDS | 92206C870 | 11,885 | $995,369 | 0.29% |
| 64 | 3M CO | MMM | 6,011 | $962,361 | 0.28% |
| 65 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 17,623 | $950,585 | 0.27% |
| 66 | META PLATFORMS INC | META | 1,415 | $934,027 | 0.27% |
| 67 | VANECK ETF TRUST | 92189F171 | 36,550 | $889,444 | 0.26% |
| 68 | DISNEY WALT CO | 254687106 | 6,964 | $792,294 | 0.23% |
| 69 | MERCK & CO INC | MRK | 7,227 | $760,720 | 0.22% |
| 70 | PFIZER INC | PFE | 28,462 | $708,704 | 0.20% |
| 71 | ISHARES INC | 46434G764 | 9,000 | $654,120 | 0.19% |
| 72 | NUSHARES ETF TR | NU | 15,930 | $622,863 | 0.18% |
| 73 | ISHARES TR | 46435G193 | 25,850 | $604,495 | 0.17% |
| 74 | VANGUARD MUN BD FDS | 922907746 | 11,315 | $569,031 | 0.16% |
| 75 | ISHARES TR | 464287242 | 4,998 | $550,730 | 0.16% |
| 76 | NUSHARES ETF TR | NU | 11,380 | $543,315 | 0.16% |
| 77 | ISHARES TR | 464287168 | 3,819 | $539,011 | 0.16% |
| 78 | ISHARES INC | 464286533 | 8,236 | $527,433 | 0.15% |
| 79 | CUMMINS INC | CMI | 930 | $474,719 | 0.14% |
| 80 | NEXTERA ENERGY INC | NEE-PW | 5,912 | $474,615 | 0.14% |
| 81 | SEMPRA | SREA | 5,347 | $472,074 | 0.14% |
| 82 | CONSTELLATION BRANDS INC | STZ | 3,415 | $471,133 | 0.14% |
| 83 | ISHARES TR | 464287614 | 972 | $460,048 | 0.13% |
| 84 | SPDR S&P MIDCAP 400 ETF TR | MDY | 750 | $452,460 | 0.13% |
| 85 | ISHARES TR | 464287200 | 600 | $410,964 | 0.12% |
| 86 | VISA INC | V | 1,170 | $410,331 | 0.12% |
| 87 | CONOCOPHILLIPS | COP | 4,088 | $382,678 | 0.11% |
| 88 | ISHARES TR | 464287556 | 2,238 | $377,715 | 0.11% |
| 89 | ISHARES TR | 464288356 | 6,000 | $344,760 | 0.10% |
| 90 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,300 | $338,688 | 0.10% |
| 91 | MORGAN STANLEY | MS-PQ | 1,800 | $319,554 | 0.09% |
| 92 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 642 | $308,526 | 0.09% |
| 93 | UNION PAC CORP | UNP | 1,301 | $300,947 | 0.09% |
| 94 | NORTHROP GRUMMAN CORP | NOC | 507 | $289,096 | 0.08% |
| 95 | VANGUARD WORLD FD | 92204A702 | 350 | $263,823 | 0.08% |
| 96 | ISHARES TR | 464288885 | 2,125 | $242,080 | 0.07% |
| 97 | ISHARES TR | 464287473 | 1,524 | $214,960 | 0.06% |
| 98 | ISHARES TR | 464287598 | 1,006 | $211,602 | 0.06% |
| 99 | MARRIOTT INTL INC NEW | 571903202 | 667 | $206,930 | 0.06% |
| 100 | JONES LANG LASALLE INC | JLL | 600 | $201,882 | 0.06% |
| 101 | TRACTOR SUPPLY CO | TSCO | 4,000 | $200,040 | 0.06% |