Neumann Capital Management, LLC holds a focused book of 58 stocks worth $151.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Vanguard Real Estate ETF. Their largest long position is Ishares Core S&P Small-Cap E at 12% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1631930/holdings"
Use Arkolith to show Neumann Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Neumann Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 80 / 58 | $171.5B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 58 | $13.9B |
| OSAIC HOLDINGS, INC. | 80 / 58 | $12.6B |
| CWM, LLC | 80 / 58 | $6.0B |
| FMR LLC | 79 / 58 | $414.4B |
| MORGAN STANLEY | 79 / 58 | $401.3B |
| JPMORGAN CHASE & CO | 79 / 58 | $330.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 58 | $319.7B |
Ranked by how many of Neumann Capital Management, LLC's top 58 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P SCP ETF | $17.6M | 118.5K | 11.6% | ▲+0.4% Added · +509 sh | |
| 2 | Vanguard BD Index FDS INTERMED TERM | $16.7M | 218.3K | 11.1% | ▲+0.2% Added · +401 sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $16.1M | 208.7K | 10.6% | ▲+0.4% Added · +866 sh | |
| 4 | Vanguard Index FDS REAL ESTATE ETF | $6.0M | 61.8K | 3.9% | ▼−0.7% Reduced · −465 sh | |
| 5 | Ishares TR CORE S&P US GWT | $5.2M | 27.9K | 3.5% | ▲+0.2% Added · +50 sh | |
| 6 | Ishares TR S&P SML 600 GWT | $5.2M | 29.2K | 3.5% | ▼−0.1% Reduced · −30 sh | |
| 7 | Ishares TR S&P MC 400GR ETF | $5.1M | 43.7K | 3.4% | ▼−0.3% Reduced · −115 sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $5.1M | 7.4K | 3.4% | ▲+12% Added · +792 sh | |
| 9 | Ishares TR ESG MSCI KLD ETF | $5.0M | 35.2K | 3.3% | ▼−0.6% Reduced · −227 sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $4.7M | 60.7K | 3.1% | ▼−1.5% Reduced · −919 sh | |
| 11 | Gilead Sciences Inc COM | $4.5M | 35.9K | 3.0% | ▼−0.6% Reduced · −200 sh | |
| 12 | Vanguard Intl Equity Index F TT WRLD ST ETF | $4.2M | 26.9K | 2.8% | ▲+1.7% Added · +449 sh | |
| 13 | CVS Health Corp COM | $3.9M | 37.7K | 2.6% | —Held | |
| 14 | Ishares TR S&P MC 400VL ETF | $3.8M | 25.7K | 2.5% | ▼−0.9% Reduced · −225 sh | |
| 15 | Johnson & Johnson COM | $3.7M | 14.7K | 2.5% | —Held | |
| 16 | Ishares TR SP SMCP600VL ETF | $3.7M | 26.9K | 2.4% | ▼−2.0% Reduced · −546 sh | |
| 17 | Ishares TR MSCI EAFE ETF | $3.1M | 29.9K | 2.1% | ▼−2.6% Reduced · −800 sh | |
| 18 | Public SVC Enterprise Group COM | $2.5M | 30.4K | 1.6% | ▼−3.5% Reduced · −1K sh | |
| 19 | Ishares TR EAFE VALUE ETF | $2.3M | 29.8K | 1.5% | —Held | |
| 20 | Microsoft Corp COM | $2.3M | 6.0K | 1.5% | ▲+1.2% Added · +70 sh | |
| 21 | Ishares TR S&P 500 VAL ETF | $2.0M | 9.0K | 1.4% | ▼−2.2% Reduced · −200 sh | |
| 22 | Chevron Corporation COM | $2.0M | 11.8K | 1.3% | —Held | |
| 23 | Ishares TR IBOXX HI YD ETF | $1.8M | 22.7K | 1.2% | ▼−1.6% Reduced · −383 sh | |
| 24 | Ishares TR RUS 1000 ETF | $1.6M | 4.0K | 1.1% | —Held | |
| 25 | Ishares TR RUSSELL 2000 ETF | $1.6M | 5.2K | 1.0% | —Held | |
| 26 | Ishares TR MRGSTR MD CP GRW | $1.5M | 15.1K | 1.0% | —Held | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 3.9K | 1.0% | ▲+3.1% Added · +118 sh | |
| 28 | First TR Exchange-Traded FD SHS | $1.4M | 29.1K | 0.9% | ▼−7.3% Reduced · −2K sh | |
| 29 | Schwab Charles Corp COM | $1.4M | 15.2K | 0.9% | ▼−0.7% Reduced · −100 sh | |
| 30 | Roper Technologies Inc COM | $1.4M | 4.1K | 0.9% | ▼−7.9% Reduced · −348 sh | |
| 31 | Ishares TR S&P 500 GRWT ETF | $1.2M | 8.9K | 0.8% | —Held | |
| 32 | Wells Fargo & Co COM | $1.1M | 13.6K | 0.7% | —Held | |
| 33 | Bristol-Myers Squibb Co COM | $1.0M | 18.1K | 0.7% | —Held | |
| 34 | Pfizer Inc COM | $718K | 29.8K | 0.5% | ▲+4.8% Added · +1K sh | |
| 35 | Disney Walt Co COM | $670K | 7.0K | 0.4% | —Held | |
| 36 | Ishares TR CORE S&P500 ETF | $670K | 894 | 0.4% | ▲+49% Added · +294 sh | |
| 37 | Cummins Inc COM | $663K | 930 | 0.4% | —Held | |
| 38 | Vanguard Mun BD FDS TAX EXEMPT BD | $629K | 12.4K | 0.4% | ▲+0.8% Added · +95 sh | |
| 39 | Ishares Inc MSCI EMERG MRKT | $620K | 8.2K | 0.4% | —Held | |
| 40 | Ishares TR SELECT DIVID ETF | $597K | 3.8K | 0.4% | —Held | |
| 41 | Ishares TR CALIF MUN BD ETF | $571K | 9.9K | 0.4% | —Held | |
| 42 | Ishares TR IBOXX INV CP ETF | $543K | 5.0K | 0.4% | ▼−2.7% Reduced · −138 sh | |
| 43 | Corning Inc COM | $511K | 2.0K | 0.3% | —Held | |
| 44 | Sempra COM | $496K | 5.3K | 0.3% | —Held | |
| 45 | Ishares TR RUS 1000 GRW ETF | $433K | 3.5K | 0.3% | ▲+300% Added · +3K sh | |
| 46 | Ishares TR ISHARES BIOTECH | $423K | 2.2K | 0.3% | ▼−0.5% Reduced · −12 sh | |
| 47 | Union Pac Corp COM | $395K | 1.5K | 0.3% | ▲+12% Added · +150 sh | |
| 48 | Morgan Stanley COM NEW | $376K | 1.8K | 0.2% | —Held | |
| 49 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $340K | 5.7K | 0.2% | ▼−8.1% Reduced · −500 sh | |
| 50 | Palo Alto Networks Inc COM | $336K | 986 | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 58 | $151.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 102 | $339.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 101 | $346.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 103 | $341.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 100 | $318.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 99 | $289.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 101 | $301.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 101 | $300.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.