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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 (2016Q4)
Portfolio Summary: 72 holdings with a total value of $155,152,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 5,950 802,000 0.52%
52 SCHWAB CHARLES CORP 20,085 793,000 0.51%
53 ROPER TECHNOLOGIES INC 4,190 767,000 0.49%
54 ISHARES TR 2,703 717,000 0.46%
55 NETFLIX INC 5,110 633,000 0.41%
56 BRISTOL MYERS SQUIBB CO 10,539 616,000 0.40%
57 CISCO SYS INC 20,225 611,000 0.39%
58 ISHARES TR 12,530 592,000 0.38%
59 DISNEY WALT CO 5,664 590,000 0.38%
60 UNUM GROUP 13,000 571,000 0.37%
61 ISHARES TR 4,687 549,000 0.35%
62 ISHARES TR 6,200 549,000 0.35%
63 ISHARES RUSSELL 1000 ETF 4,175 520,000 0.34%
64 CONSTELLATION BRANDS INC 3,245 498,000 0.32%
65 ISHARES TR 3,950 481,000 0.31%
66 MCKESSON CORP 2,795 393,000 0.25%
67 NEXTERA ENERGY INC 2,200 263,000 0.17%
68 MERCK & CO INC 4,382 258,000 0.17%
69 SPDR DOW JONES INDL AVRG ETF 1,282 253,000 0.16%
70 SEMPRA ENERGY 2,284 230,000 0.15%
71 EXXON MOBIL CORP 2,342 211,000 0.14%
72 AMGEN INC 1,400 205,000 0.13%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000240, filed 2017.02.03).

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.