Neumann Capital Management, LLC
Neumann Capital Management, LLC reported 58 positions worth $151.2M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: IJR (11.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJR | SH | $17.6M | 11.63% | 118,530 | — | — | |
| ▸ 2 | BIV | SH | $16.7M | 11.07% | 218,277 | — | — | |
| ▸ 3 | IJH | SH | $16.1M | 10.65% | 208,704 | — | — | |
| ▸ 4 | VNQ | SH | $6.0M | 3.94% | 61,792 | — | — | |
| ▸ 5 | IUSG | SH | $5.2M | 3.47% | 27,866 | — | — | |
| ▸ 6 | IJT | SH | $5.2M | 3.45% | 29,240 | — | — | |
| ▸ 7 | IJK | SH | $5.1M | 3.39% | 43,670 | — | — | |
| ▸ 8 | VOO | SH | $5.1M | 3.38% | 7,444 | — | — | |
| ▸ 9 | DSI | SH | $5.0M | 3.32% | 35,201 | — | — | |
| ▸ 10 | BSV | SH | $4.7M | 3.13% | 60,699 | — | — |
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Frequently Asked Questions
What stocks does Neumann Capital Management, LLC hold as of Q2 2026?
Neumann Capital Management, LLC reported 58 positions worth $151.2M in its Q2 2026 13F filing. Largest positions: IJR (11.6%), BIV (11.1%), IJH (10.6%), VNQ (3.9%) and IUSG (3.5%).
What did Neumann Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Neumann Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.