Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEUMANN CAPITAL MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 91 | 252,064,805 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | CL A | 51 | $1,198,355 | 4,957 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VALERO ENERGY CORP | COM | 52 | $1,080,626 | 8,313 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CISCO SYS INC | COM | 53 | $1,078,804 | 21,354 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 54 | $1,075,903 | 13,237 | 0.00 | 0.00 | 3,726 | 39.18 | 12-31-2023 |
