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Neumann Capital Management, LLC
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $391,133,125
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $37,040,274
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $31,274,167
- APPLE INC · COM · 037833100 · shares: $24,225,645
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $19,167,976
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $17,029,188
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $16,785,857
- VANGUARD BD INDEX FDS · INTERMED TERM · 921937819 · shares: $16,372,426
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $15,946,580
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $13,152,802
- ORACLE CORP · COM · 68389X105 · shares: $11,596,061
Reported holdings
105 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 1,599 shares | $257,023 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 2,125 shares | $254,639 |
| LOWES COS INC | COM | 548661107 | — | 1,351 shares | $248,976 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,506 shares | $245,102 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 421 shares | $203,545 |