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The Analysis of Neumann Capital Management, LLC's Holdings & P&L

Currently, Neumann Capital Management, LLC holds 58 types of securities in its portfolio with a total value $151.2M. In the most recent quarter, they have increased their positions in VOO (+792 shares, valued at $544.0K), PANW (+986 shares, valued at $336.2K), IWF (+2.6K shares, valued at $324.8K); decreased their positions in ROP (-348 shares, valued at $117.8K), FDL (-2.3K shares, valued at $111.9K), PEG (-1.1K shares, valued at $90.5K); initiated new positions in PANW (+986 shares, valued at $336.2K), CDNS (+600 shares, valued at $225.2K), CAT (+203 shares, valued at $216.2K).

1M P&L

+3.1M+2.06%

3M P&L

+5.6M+3.83%

HY P&L

+8.5M+5.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A120.2M

80.7%

2Drug Manufacturers - General10.0M

6.7%

3Healthcare Plans3.9M

2.6%

Top Industries by Stock Count

1N/A34 stocks

60.7%

2Drug Manufacturers - General4 stocks

7.1%

3Software - Application2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJR ISHARES TR118.5K shares0.43%2026-06-302026-07-13

BIV VANGUARD BD INDEX FDS218.3K shares0.18%2026-06-302026-07-13

IJH ISHARES TR208.7K shares0.42%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS61.8K shares-0.75%2026-06-302026-07-13

IUSG ISHARES TR27.9K shares0.18%2026-06-302026-07-13

IJT ISHARES TR29.2K shares-0.10%2026-06-302026-07-13

IJK ISHARES TR43.7K shares-0.26%2026-06-302026-07-13

VOO VANGUARD INDEX FDS7.4K shares11.91%2026-06-302026-07-13

Sponsored

DSI ISHARES TR35.2K shares-0.64%2026-06-302026-07-13

BSV VANGUARD BD INDEX FDS60.7K shares-1.49%2026-06-302026-07-13

GILD GILEAD SCIENCES INC35.9K shares-0.55%2026-06-302026-07-13

VT VANGUARD INTL EQUITY INDEX F26.9K shares1.70%2026-06-302026-07-13

CVS CVS HEALTH CORP37.7K shares0.00%2026-06-302026-07-13

IJJ ISHARES TR25.7K shares-0.87%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON14.7K shares0.00%2026-06-302026-07-13

IJS ISHARES TR26.9K shares-1.99%2026-06-302026-07-13

Sponsored

EFA ISHARES TR29.9K shares-2.61%2026-06-302026-07-13

PEG PUBLIC SVC ENTERPRISE GROUP30.4K shares-3.53%2026-06-302026-07-13

EFV ISHARES TR29.8K shares0.00%2026-06-302026-07-13

MSFT MICROSOFT CORP6.0K shares1.17%2026-06-302026-07-13

IVE ISHARES TR9.0K shares-2.17%2026-06-302026-07-13

CVX CHEVRON CORPORATION11.8K shares0.00%2026-06-302026-07-13

HYG ISHARES TR22.7K shares-1.66%2026-06-302026-07-13

IWB ISHARES TR4.0K shares0.00%2026-06-302026-07-13

Sponsored

IWM ISHARES TR5.2K shares0.00%2026-06-302026-07-13

IMCG ISHARES TR15.1K shares0.00%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares3.09%2026-06-302026-07-13

FDL FIRST TR EXCHANGE-TRADED FD29.1K shares-7.31%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP15.2K shares-0.65%2026-06-302026-07-13

ROP ROPER TECHNOLOGIES INC4.1K shares-7.91%2026-06-302026-07-13

IVW ISHARES TR8.9K shares0.00%2026-06-302026-07-13

WFC WELLS FARGO & CO13.6K shares0.00%2026-06-302026-07-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO18.1K shares0.00%2026-06-302026-07-13

PFE PFIZER INC29.8K shares4.83%2026-06-302026-07-13

DIS DISNEY WALT CO7.0K shares0.00%2026-06-302026-07-13

ISHARES TR ISHARES TR894 shares49.00%2026-06-302026-07-13

CMI CUMMINS INC930 shares0.00%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS12.4K shares0.77%2026-06-302026-07-13

EEMV ISHARES INC8.2K shares0.00%2026-06-302026-07-13

DVY ISHARES TR3.8K shares0.00%2026-06-302026-07-13

Sponsored

CMF ISHARES TR9.9K shares0.00%2026-06-302026-07-13

LQD ISHARES TR5.0K shares-2.70%2026-06-302026-07-13

GLW CORNING INC2.0K shares0.00%2026-06-302026-07-13

SRE SEMPRA5.3K shares0.00%2026-06-302026-07-13

IWF ISHARES TR3.5K shares300.00%2026-06-302026-07-13

IBB ISHARES TR2.2K shares-0.54%2026-06-302026-07-13

UNP UNION PAC CORP1.5K shares11.53%2026-06-302026-07-13

MS MORGAN STANLEY1.8K shares0.00%2026-06-302026-07-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F5.7K shares-8.06%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC986 sharesnew addition2026-06-302026-07-13

EFG ISHARES TR2.1K shares0.00%2026-06-302026-07-13

IWS ISHARES TR1.5K shares0.00%2026-06-302026-07-13

MAR MARRIOTT INTL INC NEW667 shares0.00%2026-06-302026-07-13

IWD ISHARES TR1.0K shares0.00%2026-06-302026-07-13

CDNS CADENCE DESIGN SYSTEM INC600 sharesnew addition2026-06-302026-07-13

CAT CATERPILLAR INC203 sharesnew addition2026-06-302026-07-13

Sponsored

NOC NORTHROP GRUMMAN CORP421 shares0.00%2026-06-302026-07-13

SGVT SCHWAB STRATEGIC TR2.0K sharesnew addition2026-06-302026-07-13

IJR

ISHARES TR

0.43%

Shares118.5K

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD BD INDEX FDS

0.18%

Shares218.3K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

0.42%

Shares208.7K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

-0.75%

Shares61.8K

Event2026-06-30

Filed2026-07-13

IUSG

ISHARES TR

0.18%

Shares27.9K

Event2026-06-30

Filed2026-07-13

IJT

ISHARES TR

-0.10%

Shares29.2K

Event2026-06-30

Filed2026-07-13

IJK

ISHARES TR

-0.26%

Shares43.7K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

11.91%

Shares7.4K

Event2026-06-30

Filed2026-07-13

DSI

ISHARES TR

-0.64%

Shares35.2K

Event2026-06-30

Filed2026-07-13

BSV

VANGUARD BD INDEX FDS

-1.49%

Shares60.7K

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC

-0.55%

Shares35.9K

Event2026-06-30

Filed2026-07-13

VANGUARD INTL EQUITY INDEX F

1.70%

Shares26.9K

Event2026-06-30

Filed2026-07-13

CVS

CVS HEALTH CORP

0.00%

Shares37.7K

Event2026-06-30

Filed2026-07-13

IJJ

ISHARES TR

-0.87%

Shares25.7K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-13

IJS

ISHARES TR

-1.99%

Shares26.9K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-2.61%

Shares29.9K

Event2026-06-30

Filed2026-07-13

PEG

PUBLIC SVC ENTERPRISE GROUP

-3.53%

Shares30.4K

Event2026-06-30

Filed2026-07-13

EFV

ISHARES TR

0.00%

Shares29.8K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

1.17%

Shares6.0K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES TR

-2.17%

Shares9.0K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-13

HYG

ISHARES TR

-1.66%

Shares22.7K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-13

IMCG

ISHARES TR

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

3.09%

Shares3.9K

Event2026-06-30

Filed2026-07-13

FDL

FIRST TR EXCHANGE-TRADED FD

-7.31%

Shares29.1K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

-0.65%

Shares15.2K

Event2026-06-30

Filed2026-07-13

ROP

ROPER TECHNOLOGIES INC

-7.91%

Shares4.1K

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

4.83%

Shares29.8K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-13

ISHARES TR

49.00%

Shares894

Event2026-06-30

Filed2026-07-13

CMI

CUMMINS INC

0.00%

Shares930

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

0.77%

Shares12.4K

Event2026-06-30

Filed2026-07-13

EEMV

ISHARES INC

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-13

DVY

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

CMF

ISHARES TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-13

LQD

ISHARES TR

-2.70%

Shares5.0K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SRE

SEMPRA

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

300.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

IBB

ISHARES TR

-0.54%

Shares2.2K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

11.53%

Shares1.5K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

-8.06%

Shares5.7K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

New

Shares986

Event2026-06-30

Filed2026-07-13

EFG

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

IWS

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

MAR

MARRIOTT INTL INC NEW

0.00%

Shares667

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares600

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

New

Shares203

Event2026-06-30

Filed2026-07-13

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares421

Event2026-06-30

Filed2026-07-13

SGVT

SCHWAB STRATEGIC TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available