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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 (2016Q3)
Portfolio Summary: 73 holdings with a total value of $150,422,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 5,950 739,000 0.49%
52 SCHWAB CHARLES CORP 22,809 720,000 0.48%
53 CISCO SYS INC 20,225 642,000 0.43%
54 ROPER TECHNOLOGIES INC 3,440 628,000 0.42%
55 KOHLS 13,090 573,000 0.38%
56 BRISTOL MYERS SQUIBB CO 10,539 568,000 0.38%
57 VALERO ENERGY CORP NEW 10,703 567,000 0.38%
58 ISHARES TR 6,200 531,000 0.35%
59 DISNEY WALT CO 5,664 526,000 0.35%
60 NETFLIX INC 5,110 504,000 0.34%
61 ISHARES RUSSELL 1000 ETF 4,175 503,000 0.33%
62 ISHARES TR 4,120 501,000 0.33%
63 UNUM GROUP 13,000 459,000 0.31%
64 MCKESSON CORP 2,485 414,000 0.28%
65 CONSTELLATION BRANDS INC 2,100 350,000 0.23%
66 ISHARES TR 6,310 291,000 0.19%
67 ISHARES TR 2,342 289,000 0.19%
68 MERCK & CO INC 4,382 274,000 0.18%
69 NEXTERA ENERGY INC 2,200 269,000 0.18%
70 SEMPRA ENERGY 2,284 245,000 0.16%
71 SPDR DOW JONES INDL AVRG ETF 1,282 234,000 0.16%
72 AMGEN INC 1,400 234,000 0.16%
73 EXXON MOBIL CORP 2,342 204,000 0.14%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004089, filed 2016.11.02).

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.