Neumann-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  null,
  "ALL",
  "GOOGL",
  "CMI",
  null,
  null,
  "GILD",
  "UNP",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MS",
  "IJR",
  "EFG",
  "ORCL",
  "NOC",
  null,
  "IWF",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "MRK",
  "VZ",
  "IEFA",
  "ROP",
  "SRE",
  "TGT",
  "UNM",
  "BIV",
  "VNQ",
  "SCHW",
  null,
  "VWO",
  "VCIT",
  "TSCO",
  "GM",
  "SDY",
  "FI",
  null,
  "PEG",
  "AMZN",
  "IVE",
  null,
  null,
  "ESGD",
  null,
  "VLO",
  "BLV",
  "BNDX",
  "VTEB",
  "BSV",
  "VT",
  "VOO",
  "V",
  "WFC",
  null,
  null,
  "IUSG",
  "DVY",
  null,
  "DIA",
  null,
  "MCK",
  null,
  "BAC",
  "BMY",
  "CHRW",
  "CVX",
  "CSCO",
  "COP",
  "STZ",
  "CVS",
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "NEE",
  "IWM",
  "MDY",
  "DIS",
  "JNJ",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 99
Total Value: 289252181
Accession Number: 0001754960-25-000201
Form Type: 13F-HR
CIK: neumann-capital-management
Manager Name: Neumann-Capital-Management

Data Enrichment

80% identified

79 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

99 positions • $289.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CHEVRON CORP

CVX|166764100

Shares:11.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$289.3M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:18.9K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$289.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:41.8K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$289.3M)

ALLSTATE CORP

ALL|020002101

Shares:8.8K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$289.3M)

464288877

Shares:29.8K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$289.3M)

MCKESSON CORP

MCK|58155Q103

Shares:2.3K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$289.3M)

TARGET CORP

TGT|87612E106

Shares:14.4K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$289.3M)

46435U549

Shares:29.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$289.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:21.2K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$289.3M)

46434G863

Shares:37.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$289.3M)

Unum Group

UNM|91529Y106

Shares:15.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$289.3M)

464287622

IWB|464287622

Shares:4.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$289.3M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:15.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$289.3M)

464287242

Shares:10.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$289.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:18.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$289.3M)

FISERV INC

FI|337738108

Shares:4.9K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$289.3M)

464288307

Shares:15.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$289.3M)

464287655

IWM|464287655

Shares:5.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$289.3M)

46435U853

Shares:28.1K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$289.3M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:7.8K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$289.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	11.7K	QoQ 0.00% (+0) YoY +0.68% (+80)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$289.3M)	QoQ +15.49% (+$262.5K) YoY +6.78% (+$124.3K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	18.9K	QoQ 0.00% (-0) YoY +1.61% (+300)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$289.3M)	QoQ -0.89% (-$17.4K) YoY +36.65% (+$518.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	41.8K	QoQ 0.00% (+0) YoY -6.98% (-3.1K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$289.3M)	QoQ +13.42% (+$224.5K) YoY +0.55% (-$10.4K)
ALLSTATE CORP(ALLcusip020002101)	8.8K	QoQ 0.00% (+0) YoY -9.86% (-964)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$289.3M)	QoQ +7.40% (+$125.7K) YoY +7.87% (-$133.2K)
(cusip464288877)✕	29.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$289.3M)	QoQ +12.33% (+$192.7K) YoY +8.34% (+$135.2K)
MCKESSON CORP(MCKcusip58155Q103)	2.3K	QoQ -4.91% (-120) YoY -7.75% (-195)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$289.3M)	QoQ +12.27% (-$170.8K) YoY +15.63% (-$211.2K)
TARGET CORP(TGTcusip87612E106)	14.4K	QoQ +3.58% (-500) YoY -3.99% (-600)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$289.3M)	QoQ -20.02% (-$377.1K) YoY -43.46% (-$1.2M)
(cusip46435U549)✕	29.2K	QoQ +0.82% (+240) YoY +33.02% (+7.3K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$289.3M)	QoQ +3.08% (+$41.6K) YoY +34.20% (+$353.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	21.2K	QoQ 0.00% (+0) YoY +0.95% (+200)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$289.3M)	QoQ +4.23% (+$53.1K) YoY +24.82% (+$259.6K)
(cusip46434G863)✕	37.1K	QoQ -3.13% (-1.2K) YoY -7.01% (-2.8K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$289.3M)	QoQ +1.39% (-$17.9K) YoY +0.83% (-$10.8K)
Unum Group(UNMcusip91529Y106)	15.9K	QoQ -0.62% (-100) YoY -16.25% (-3.1K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$289.3M)	QoQ +10.84% (-$126.7K) YoY +27.13% (-$276.4K)
(IWBcusip464287622)	4.0K	QoQ -0.59% (-24) YoY -3.48% (-144)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$289.3M)	QoQ -5.35% (-$69.2K) YoY +2.78% (-$33.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	15.2K	QoQ +0.82% (+125) YoY +1.65% (+247)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$289.3M)	QoQ +6.64% (+$74.1K) YoY +10.00% (+$108.1K)
(cusip464287242)✕	10.5K	QoQ +0.48% (+51) YoY -5.17% (-571)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$289.3M)	QoQ +2.22% (+$24.8K) YoY -5.37% (-$64.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	18.3K	QoQ -7.58% (-1.5K) YoY -11.48% (-2.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$289.3M)	QoQ -0.34% (-$3.9K) YoY -0.44% (-$5.0K)
FISERV INC(FIcusip337738108)	4.9K	QoQ 0.00% (+0) YoY +7.70% (+350)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$289.3M)	QoQ +7.50% (+$75.4K) YoY +48.82% (+$354.3K)
(cusip464288307)✕	15.1K	QoQ 0.00% (-0) YoY -2.58% (-400)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$289.3M)	QoQ -5.42% (-$61.8K) YoY -1.55% (-$17.0K)
(IWMcusip464287655)	5.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$289.3M)	QoQ -9.71% (-$111.8K) YoY -5.14% (-$56.3K)
(cusip46435U853)✕	28.1K	QoQ +10.84% (+2.8K) YoY +166.48% (+17.6K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$289.3M)	QoQ +10.90% (+$101.7K) YoY +168.08% (+$648.9K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	7.8K	QoQ 0.00% (+0) YoY -2.49% (-200)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$289.3M)	QoQ +7.73% (+$74.1K) YoY -24.55% (-$335.9K)