StockDriftsStockDriftsTop 50 Neumann Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 11.63% | 118.5K | $17.6M | +0.43%(+509) | $62.65(+139.37%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 11.07% | 218.3K | $16.7M | +0.18%(+401) | $76.36(-1.08%) | 2026-06-30 | |
| IJH | ISHARES TR | 10.65% | 208.7K | $16.1M | +0.42%(+866) | $31.97(+145.68%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 3.94% | 61.8K | $6.0M | -0.75%(-465) | $72.91(+34.15%) | 2026-06-30 | |
| IUSG | ISHARES TR | 3.47% | 27.9K | $5.2M | +0.18%(+50) | $48.18(+303.17%) | 2026-06-30 | |
| IJT | ISHARES TR | 3.45% | 29.2K | $5.2M | -0.10%(-30) | $72.64(+145.35%) | 2026-06-30 | |
| IJK | ISHARES TR | 3.39% | 43.7K | $5.1M | -0.26%(-115) | $46.22(+157.91%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.38% | 7.4K | $5.1M | +11.91%(+792) | $585.27(+21.77%) | 2026-06-30 | |
| DSI | ISHARES TR | 3.32% | 35.2K | $5.0M | -0.64%(-227) | $76.08(+95.03%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.13% | 60.7K | $4.7M | -1.49%(-919) | $76.16(+1.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.82% | +67.75% | +10.39% | +63.96% |
| Top 20 Holdings Unweighted | +16.76% | +59.16% | +9.36% | +56.44% |
Neumann Capital Management, LLC reports $151.18M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are IJR (11.6%), BIV (11.1%) and IJH (10.7%). The top 20 holdings account for 79.89% of reported assets. Its disclosed equity book has returned +67.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Neumann Capital Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Neumann Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631930). View Neumann Capital Management, LLC’s 13F filings on SEC