Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Neumann Capital Management, LLC (CIK 1631930) reported $151.2M across 58 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJR ($17.6M, 11.63%), BIV ($16.7M, 11.07%), IJH ($16.1M, 10.65%), VNQ ($6.0M, 3.94%), IUSG ($5.2M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $17.6M | 11.63% | 118,530 | Added |
| 2 | BIV | VANGUARD BD INDEX FDS | $16.7M | 11.07% | 218,277 | Added |
| 3 | IJH | ISHARES TR | $16.1M | 10.65% | 208,704 | Added |
| 4 | VNQ | VANGUARD INDEX FDS | $6.0M | 3.94% | 61,792 | Trimmed |
| 5 | IUSG | ISHARES TR | $5.2M | 3.47% | 27,866 | Added |
| 6 | IJT | ISHARES TR | $5.2M | 3.45% | 29,240 | Trimmed |
| 7 | IJK | ISHARES TR | $5.1M | 3.39% | 43,670 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $5.1M | 3.38% | 7,444 | Added |
| 9 | DSI | ISHARES TR | $5.0M | 3.32% | 35,201 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $4.7M | 3.13% | 60,699 | Trimmed |
| 11 | GILD | GILEAD SCIENCES INC | $4.5M | 3.00% | 35,868 | Trimmed |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | $4.2M | 2.79% | 26,908 | Added |
| 13 | CVS | CVS HEALTH CORP | $3.9M | 2.58% | 37,651 | Hold |
| 14 | IJJ | ISHARES TR | $3.8M | 2.52% | 25,748 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $3.7M | 2.46% | 14,664 | Hold |
| 16 | IJS | ISHARES TR | $3.7M | 2.43% | 26,880 | Trimmed |
| 17 | EFA | ISHARES TR | $3.1M | 2.05% | 29,860 | Trimmed |
| 18 | PEG | PUBLIC SVC ENTERPRISE GROUP | $2.5M | 1.63% | 30,443 | Trimmed |
| 19 | EFV | ISHARES TR | $2.3M | 1.51% | 29,785 | Hold |
| 20 | MSFT | MICROSOFT CORP | $2.3M | 1.49% | 6,042 | Added |
| 21 | IVE | ISHARES TR | $2.0M | 1.35% | 9,009 | Trimmed |
| 22 | CVX | CHEVRON CORPORATION | $2.0M | 1.29% | 11,765 | Hold |
| 23 | HYG | ISHARES TR | $1.8M | 1.20% | 22,691 | Trimmed |
| 24 | IWB | ISHARES TR | $1.6M | 1.08% | 3,978 | Hold |
| 25 | IWM | ISHARES TR | $1.6M | 1.04% | 5,208 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30