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13F filer · graded

Neumann Capital Management, LLC

#26 of 134

rank in today's book

81th

percentile

65.2%

niche skew

5

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

JNJ2025-10-15— at buyConsensus now
MCK2025-10-15— at buyConsensus now
MRK2025-10-15— at buyConsensus now
•••2025-10-15Fading at buyEarly Conviction now
PFE2025-10-15— at buyFading now
1 of these names are live convictions — see which, and how early →

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As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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