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Institutional Investment Manager
Neumann Capital Management, LLC
Neumann Capital Management, LLC (CIK: 0001631930) incorporated in California, located at 303 Vintage Park Drive, Foster City, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 77 holdings with a total value of $151,915,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 7,645 846,000 0.56%
52 E TRADE FINANCIAL CORP 29,500 723,000 0.48%
53 ISHARES TR 2,703 705,000 0.46%
54 SCHWAB CHARLES CORP 24,809 695,000 0.46%
55 BRISTOL MYERS SQUIBB CO 10,539 673,000 0.44%
56 VALERO ENERGY CORP NEW 10,343 663,000 0.44%
57 CISCO SYS INC 22,925 653,000 0.43%
58 ROPER TECHNOLOGIES INC 3,330 609,000 0.40%
59 DISNEY WALT CO 5,864 582,000 0.38%
60 NETFLIX INC 5,110 522,000 0.34%
61 ISHARES TR 6,200 506,000 0.33%
62 ISHARES TR 4,120 478,000 0.31%
63 ISHARES RUSSELL 1000 ETF 4,175 476,000 0.31%
64 UNUM GROUP 13,000 402,000 0.26%
65 ISHARES TR 8,210 368,000 0.24%
66 MCKESSON CORP 2,225 350,000 0.23%
67 POWERSHARES ETF TR II 13,450 346,000 0.23%
68 CONSTELLATION BRANDS INC 2,100 317,000 0.21%
69 COCA COLA CO 6,050 281,000 0.18%
70 NEXTERA ENERGY INC 2,200 260,000 0.17%
71 ISHARES TR 2,142 255,000 0.17%
72 SEMPRA ENERGY 2,268 236,000 0.16%
73 AMERICAN EXPRESS CO 3,800 233,000 0.15%
74 MERCK & CO INC 4,382 232,000 0.15%
75 SPDR DOW JONES INDL AVRG ETF 1,282 227,000 0.15%
76 EXXON MOBIL CORP 2,542 213,000 0.14%
77 AMGEN INC 1,400 210,000 0.14%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003154, filed 2016.05.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.