Neumann Capital Management, LLC
CIK 1631930 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $151.2M
- Posisi
- 58
- Per tanggal
- 30 Juni 2026
#7.365 dari 9.443 berdasarkan nilai 13F · top 78.0%
Nilai portofolio QoQ: -55.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,43%
- Bobot 25 kepemilikan teratas
- 85,85%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 19,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,01% Perkiraan pembelian $2.472.438 · penjualan $203.655.555
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 50,9% masih dipegang
- Posisi baru
- 4
- Meningkat
- 13
- Menurun
- 18
- Tertutup
- 48
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Healthcare
9,2%
Technology
2,8%
Utilities
2,0%
Energy
1,3%
Industrials
1,3%
Financial Services
1,2%
Financials
0,7%
Communication Services
0,4%
Consumer Discretionary
0,2%
Lainnya/Tidak terpetakan
80,9%
Portofolio lengkap 58 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IJR | $17.579.203 | 11,63% | 118.530 | $2.907.997 | Naik ×3 | ||
| BIV | $16.741.828 | 11,07% | 218.277 | $-73.824 | Naik ×6 | ||
| IJH | $16.093.180 | 10,65% | 208.704 | $2.057.867 | Naik ×1 | ||
| VNQ | $5.958.603 | 3,94% | 61.792 | $436.407 | Turun ×6 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $5.241.393 | 3,47% | 27.866 | $926.790 | Naik ×2 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $5.222.264 | 3,45% | 29.240 | $986.602 | Turun ×2 | ||
| IJK | $5.131.225 | 3,39% | 43.670 | $725.578 | Turun ×3 | ||
| VOO | $5.112.614 | 3,38% | 7.444 | $1.137.711 | Naik ×6 | ||
| DSI | $5.012.270 | 3,32% | 35.201 | $718.751 | Turun ×3 | ||
| BSV | $4.729.059 | 3,13% | 60.699 | $-102.408 | Turun ×1 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $4.531.563 | 3,00% | 35.868 | $-495.234 | Turun ×6 | ||
| VT | $4.223.193 | 2,79% | 26.908 | $563.400 | Naik ×1 | ||
| CVS CVS Health Corporation Common Stock | $3.894.996 | 2,58% | 37.651 | $1.190.901 | |||
| IJJ | $3.803.734 | 2,52% | 25.748 | $362.327 | Turun ×3 | ||
| JNJ Johnson & Johnson Common Stock | $3.724.216 | 2,46% | 14.664 | $139.748 | |||
| IJS | $3.673.958 | 2,43% | 26.880 | $425.348 | Turun ×2 | ||
| EFA | $3.101.857 | 2,05% | 29.860 | $123.851 | Turun ×6 | ||
| PEG Public Service Enterprise Group Incorporated Common Stock | $2.470.754 | 1,63% | 30.443 | $-83.866 | Turun ×1 | ||
| EFV | $2.280.042 | 1,51% | 29.785 | $65.527 | |||
| MSFT Microsoft Corporation - Common Stock | $2.253.896 | 1,49% | 6.042 | $43.133 | Naik ×2 | ||
| IVE | $2.045.584 | 1,35% | 9.009 | $101.104 | Turun ×5 | ||
| CVX Chevron Corporation Common Stock | $1.950.117 | 1,29% | 11.765 | $-484.000 | |||
| HYG | $1.814.599 | 1,20% | 22.691 | $-21.168 | Turun ×6 | ||
| IWB | $1.628.991 | 1,08% | 3.978 | $210.595 | |||
| IWM | $1.564.744 | 1,04% | 5.208 | $273.160 | |||
| IMCG | $1.481.954 | 0,98% | 15.076 | $294.431 | |||
| VTI | $1.457.218 | 0,96% | 3.938 | $231.724 | Naik ×1 | ||
| FDL | $1.418.439 | 0,94% | 29.150 | $-179.221 | Turun ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.405.479 | 0,93% | 15.232 | $-35.445 | Turun ×1 | ||
| ROP Roper Technologies, Inc. - Common Stock | $1.370.818 | 0,91% | 4.051 | $-185.812 | Turun ×2 | ||
| IVW | $1.230.894 | 0,81% | 8.950 | $218.559 | |||
| WFC Wells Fargo & Company Common Stock | $1.125.722 | 0,74% | 13.622 | $41.275 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $1.044.247 | 0,69% | 18.123 | $-54.913 | |||
| PFE Pfizer, Inc. Common Stock | $718.451 | 0,48% | 29.836 | $-80.762 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $670.285 | 0,44% | 6.964 | $-905 | |||
| IVV | $669.508 | 0,44% | 894 | $277.582 | Naik ×1 | ||
| CMI Cummins Inc. Common Stock | $663.285 | 0,44% | 930 | $162.926 | |||
| VTEB | $629.013 | 0,42% | 12.436 | $13.321 | Naik ×3 | ||
| EEMV | $620.006 | 0,41% | 8.236 | $86.890 | |||
| DVY iShares Select Dividend ETF | $596.907 | 0,39% | 3.819 | $18.675 | |||
| CMF | $570.636 | 0,38% | 9.900 | $7.722 | |||
| LQD | $542.623 | 0,36% | 4.975 | $-14.643 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $510.860 | 0,34% | 2.000 | $238.920 | |||
| SRE DBA Sempra Common Stock | $495.707 | 0,33% | 5.347 | $-23.847 | |||
| IWF | $433.105 | 0,29% | 3.488 | $61.284 | Naik ×1 | ||
| IBB IBB | $423.371 | 0,28% | 2.226 | $45.477 | Turun ×1 | ||
| UNP Union Pacific Corporation Common Stock | $394.672 | 0,26% | 1.451 | $79.023 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $376.272 | 0,25% | 1.800 | $80.046 | |||
| VWO | $340.233 | 0,23% | 5.700 | $5.123 | Turun ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $336.246 | 0,22% | 986 | ||||
| EFG | $264.393 | 0,17% | 2.125 | $27.732 | |||
| IWS | $250.850 | 0,17% | 1.524 | $28.742 | |||
| MAR Marriott International - Class A Common Stock | $247.184 | 0,16% | 667 | $29.028 | |||
| IWD | $243.885 | 0,16% | 1.006 | $28.933 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $225.192 | 0,15% | 600 | ||||
| CAT Caterpillar, Inc. Common Stock | $216.175 | 0,14% | 203 | Naik ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $214.420 | 0,14% | 421 | $-72.803 | |||
| SGVT | $204.502 | 0,14% | 2.030 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IJR | $17.579.203 | 11,63% | naik ×3 |
| BIV | $16.741.828 | 11,07% | naik ×6 |
| VOO | $5.112.614 | 3,38% | naik ×6 |
| VTEB | $629.013 | 0,42% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IJR | Beli lebih banyak | +509 | +$2.9M |
| IJH | Beli lebih banyak | +866 | +$2.1M |
| CVS | Hanya pergerakan harga | +0 | +$1.2M |
| VOO | Beli lebih banyak | +792 | +$1.1M |
| IJT | Dipangkas | -30 | +$987K |
| IUSG | Beli lebih banyak | +50 | +$927K |
| IJK | Dipangkas | -115 | +$726K |
| DSI | Dipangkas | -227 | +$719K |
| VT | Beli lebih banyak | +449 | +$563K |
| GILD | Dipangkas | -200 | -$495K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| NVDA | 30 Juni 2026 | 156.781 | $27.342.612 | 9,5% |
| IEFA | 30 Juni 2026 | 297.483 | $26.931.177 | Tidak lagi dilacak |
| AAPL | 30 Juni 2026 | 75.624 | $19.192.695 | 9,8% |
| IEMG | 30 Juni 2026 | 230.152 | $16.053.114 | Tidak lagi dilacak |
| SPY | 30 Juni 2026 | 23.409 | $15.223.520 | Tidak lagi dilacak |
| GOOGL | 30 Juni 2026 | 40.112 | $11.534.607 | -4,0% |
| ORCL | 30 Juni 2026 | 69.533 | $10.228.975 | -2,7% |
| DGS | 30 Juni 2026 | 157.417 | $9.460.762 | Tidak lagi dilacak |
| DLS | 30 Juni 2026 | 66.219 | $5.396.849 | Tidak lagi dilacak |
| BAC | 30 Juni 2026 | 100.086 | $4.879.193 | 10,4% |
| BNDX | 30 Juni 2026 | 97.073 | $4.664.344 | |
| SDY | 30 Juni 2026 | 28.688 | $4.186.727 | Tidak lagi dilacak |
| GM | 30 Juni 2026 | 50.330 | $3.749.585 | 9,3% |
| EAGG | 30 Juni 2026 | 66.870 | $3.179.669 | Tidak lagi dilacak |
| CHRW | 30 Juni 2026 | 18.640 | $3.095.545 | -23,7% |
| ESGD | 30 Juni 2026 | 30.750 | $2.940.315 | |
| JPM | 30 Juni 2026 | 9.786 | $2.878.650 | 8,5% |
| AMZN | 30 Juni 2026 | 13.000 | $2.707.510 | 10,3% |
| VZ | 30 Juni 2026 | 41.057 | $2.061.061 | 16,7% |
| ALL | 30 Juni 2026 | 9.786 | $2.029.029 | 7,4% |
| MCK | 30 Juni 2026 | 2.210 | $1.912.446 | 12,5% |
| VLO | 30 Juni 2026 | 7.120 | $1.759.210 | 33,8% |
| USHY | 30 Juni 2026 | 44.077 | $1.623.801 | Tidak lagi dilacak |
| TGT | 30 Juni 2026 | 13.280 | $1.609.536 | 22,7% |
| CSCO | 30 Juni 2026 | 20.306 | $1.575.548 | -6,2% |
| ESGE | 30 Juni 2026 | 34.055 | $1.548.481 | |
| ACN | 30 Juni 2026 | 7.672 | $1.521.281 | 48,7% |
| UNM | 30 Juni 2026 | 16.041 | $1.171.474 | -2,4% |
| NUSC | 30 Juni 2026 | 23.519 | $1.059.766 | Tidak lagi dilacak |
| NFLX | 30 Juni 2026 | 10.720 | $1.030.728 | 13,0% |
| GRNB | 30 Juni 2026 | 41.300 | $989.507 | Tidak lagi dilacak |
| VCIT | 30 Juni 2026 | 11.825 | $978.519 | |
| MMM | 30 Juni 2026 | 6.011 | $872.978 | 11,4% |
| MRK | 30 Juni 2026 | 7.227 | $869.342 | 17,0% |
| META | 30 Juni 2026 | 1.398 | $799.838 | -2,9% |
| EMXC | 30 Juni 2026 | 9.033 | $710.536 | |
| TSLA | 30 Juni 2025 | 2.500 | $647.900 | 8,7% |
| FISV | 31 Des. 2025 | 4.890 | $630.468 | -23,5% |
| NUMV | 30 Juni 2026 | 16.180 | $627.299 | Tidak lagi dilacak |
| SUSC | 30 Juni 2026 | 26.250 | $607.365 | |
| NEE | 30 Juni 2026 | 5.912 | $549.107 | -2,3% |
| COP | 30 Juni 2026 | 4.088 | $539.616 | 29,7% |
| STZ | 30 Juni 2026 | 3.266 | $489.900 | -4,9% |
| NUMG | 30 Juni 2026 | 11.470 | $471.188 | Tidak lagi dilacak |
| CMF | 30 Juni 2025 | 8.000 | $450.240 | Tidak lagi dilacak |
| MDY | 30 Juni 2026 | 700 | $431.732 | Tidak lagi dilacak |
| V | 30 Juni 2026 | 1.170 | $353.621 | 7,1% |
| GS | 30 Sep. 2025 | 472 | $334.058 | 27,7% |
| BLV | 30 Juni 2025 | 4.650 | $327.453 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 1.558 | $264.330 | 22,5% |
| DIA | 30 Juni 2026 | 542 | $251.049 | Tidak lagi dilacak |
| VGT | 30 Juni 2026 | 350 | $244.202 | Tidak lagi dilacak |
| CF | 30 Juni 2026 | 1.700 | $220.728 | 16,8% |
| VGT | 31 Maret 2025 | 350 | $217.630 | Tidak lagi dilacak |
| HD | 31 Des. 2025 | 525 | $212.725 | -1,8% |
| CDNS | 31 Des. 2025 | 600 | $210.756 | 0,9% |
| HD | 31 Maret 2025 | 534 | $207.721 | -7,8% |
| JLL | 31 Maret 2026 | 600 | $201.882 | 27,9% |
| PANW | 31 Des. 2025 | 986 | $200.769 | 93,1% |
| CRM | 31 Maret 2025 | 600 | $200.598 | -23,4% |
| TSCO | 31 Maret 2026 | 4.000 | $200.040 | -22,9% |