Neumann Capital Management, LLC

Neumann Capital Management, LLC reported 58 holdings worth US$151M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Neumann Capital Management, LLC reported 58 holdings worth US$151M as of Jun 30, 2026. Largest: Gilead Sciences, Inc., Cvs Health Corporation and Johnson & Johnson. Filed Jul 13, 2026 (Form 13F).

Holdings
58
Value as reported
US$151M

The filing in full

CompanySharesValue as reported% of portfolio
Gilead Sciences, Inc.35,868US$4.53M3.0%
Cvs Health Corporation37,651US$3.89M2.6%
Johnson & Johnson14,664US$3.72M2.5%
Public Service Enterprise Group Incorporated30,443US$2.47M1.6%
Microsoft Corp.6,042US$2.25M1.5%
Chevron Corporation11,765US$1.95M1.3%
Charles Schwab Corporation (the)15,232US$1.41M0.93%
Roper Technologies, Inc.4,051US$1.37M0.91%
Wells Fargo & Company13,622US$1.13M0.74%
Bristol-myers Squibb Company18,123US$1.04M0.69%
Pfizer, Inc.29,836US$718K0.48%
Walt Disney Company (the)6,964US$670K0.44%
Cummins Inc.930US$663K0.44%
Corning Incorporated2,000US$511K0.34%
Dba Sempra5,347US$496K0.33%
Union Pacific Corporation1,451US$395K0.26%
Morgan Stanley1,800US$376K0.25%
Palo Alto Networks, Inc.986US$336K0.22%
Marriott International667US$247K0.16%
Cadence Design Systems, Inc.600US$225K0.15%
Caterpillar, Inc.203US$216K0.14%
Northrop Grumman Corporation421US$214K0.14%

Source

View original at SEC

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