Prudent Man Advisors, LLC
13F Reported Value
ⓘ$333.9M
Holdings
134
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Prudent Man Advisors, LLC disclosed 134 positions worth $333.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 7 — including a new stake in $PEP and a full exit from $KO. The portfolio is most concentrated in Other (39.0% of disclosed assets). All figures are sourced directly from Prudent Man Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1817174.
AI Fund Analysis
Diversifying
$NVDA
$AAPL
$AMZN
$VICI
$GSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$40.0M124,649 shVANGUARD BD INDEX FDS
—Quality
$24.5M332,164 sh- 90.2#1
Quality
$11.8M67,844 sh - 76.1
Quality
$11.2M43,648 sh ISHARES TR
—Quality
$10.9M136,743 shISHARES TR
—Quality
$9.2M64,770 sh- 83.7
Quality
$8.2M22,233 sh - 80.2
Quality
$8.1M28,303 sh VANGUARD TAX-MANAGED FDS
—Quality
$8.1M120,895 shISHARES TR
—Quality
$7.8M11,967 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $40.0M | 124,649 |
| VANGUARD BD INDEX FDS | — | $24.5M | 332,164 |
| NVIDIA CORP$NVDA | 90.2#1 | $11.8M | 67,844 |
| Apple Inc.$AAPL | 76.1 | $11.2M | 43,648 |
| ISHARES TR | — | $10.9M | 136,743 |
| ISHARES TR | — | $9.2M | 64,770 |
 MICROSOFT CORP$MSFT | 83.7 | $8.2M | 22,233 |
 Alphabet Inc.$GOOGL | 80.2 | $8.1M | 28,303 |
| VANGUARD TAX-MANAGED FDS | — | $8.1M | 120,895 |
| ISHARES TR | — | $7.8M | 11,967 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prudent Man Advisors, LLC's 134 positions.
Showing top 10 of 134 holdings.
Sector Allocation
Other
$130.4M
Technology
$82.2M
Financials
$28.3M
Consumer Discretionary
$22.4M
Industrials
$16.7M
Healthcare
$15.8M
Materials
$9.6M
Energy
$8.1M
Full Holdings — Prudent Man Advisors, LLC (Q1 2026)
All 134 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $40.0M | 12.0% | -7% | — |
| 2 | — | VANGUARD BD INDEX FDS | $24.5M | 7.3% | -6% | — |
| 3 | $NVDA | NVIDIA CORP | $11.8M | 3.5% | +53% | 90.2 |
| 4 | $AAPL | Apple Inc. | $11.2M | 3.4% | +54% | 76.1 |
| 5 | — | ISHARES TR | $10.9M | 3.3% | +7% | — |
| 6 | — | ISHARES TR | $9.2M | 2.7% | -9% | — |
| 7 | $MSFT | MICROSOFT CORP | $8.2M | 2.5% | +55% | 83.7 |
| 8 | $GOOGL | Alphabet Inc. | $8.1M | 2.4% | +50% | 80.2 |
| 9 | — | VANGUARD TAX-MANAGED FDS | $8.1M | 2.4% | -19% | — |
| 10 | — | ISHARES TR | $7.8M | 2.3% | +139% | — |
| 11 | $AMZN | AMAZON COM INC | $7.7M | 2.3% | +57% | 74.6 |
| 12 |  $META | Meta Platforms, Inc. | $7.1M | 2.1% | -5% | 80.9 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $6.1M | 1.8% | +55% | 35.6 |
| 14 | — | VANGUARD STAR FDS | $6.1M | 1.8% | +17% | — |
| 15 | — | VANGUARD SCOTTSDALE FDS | $5.4M | 1.6% | +63% | — |
| 16 |  $AVGO | Broadcom Inc. | $5.3M | 1.6% | +54% | 86.4 |
| 17 | $META | Meta Platforms, Inc. | $4.4M | 1.3% | +52% | 80.9 |
| 18 |  $WMT | Walmart Inc. | $4.1M | 1.2% | +52% | 63.2 |
| 19 |  $GLW | CORNING INC /NY | $4.0M | 1.2% | +42% | 72.7 |
| 20 |  $GOOG | Alphabet Inc. | $3.8M | 1.1% | +76% | 80.2 |
| 21 |  $MU | MICRON TECHNOLOGY INC | $3.8M | 1.1% | +150% | 88.4 |
| 22 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.6M | 1.1% | +67% | 68.4 |
| 23 |  $AMAT | APPLIED MATERIALS INC /DE | $3.5M | 1.1% | +47% | 74.8 |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 1.0% | +54% | 64.5 |
| 25 | — | VANGUARD INDEX FDS | $3.2M | 1.0% | -7% | — |
| 26 |  $PM | Philip Morris International Inc. | $3.2M | 1.0% | +54% | 80.5 |
| 27 |  $LRCX | LAM RESEARCH CORP | $3.1M | 0.9% | +31% | 82.4 |
| 28 |  $MS | MORGAN STANLEY | $3.1M | 0.9% | +55% | — |
| 29 |  $MRK | Merck & Co., Inc. | $3.0M | 0.9% | +51% | 70.9 |
| 30 | — | ISHARES TR | $2.9M | 0.9% | -27% | — |
| 31 |  $LLY | ELI LILLY & Co | $2.7M | 0.8% | +66% | 89.3 |
| 32 |  $PWR | QUANTA SERVICES, INC. | $2.5M | 0.8% | +47% | 62.6 |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.5M | 0.7% | +56% | 67 |
| 34 |  $BLK | BlackRock, Inc. | $2.4M | 0.7% | +53% | 70.3 |
| 35 |  $MA | Mastercard Inc | $2.3M | 0.7% | +54% | 81.7 |
| 36 | — | VANGUARD WHITEHALL FDS | $2.3M | 0.7% | +1% | — |
| 37 |  $EMR | EMERSON ELECTRIC CO | $2.3M | 0.7% | +53% | 65.9 |
| 38 |  $V | VISA INC. | $2.3M | 0.7% | +54% | 83.5 |
| 39 |  $TMUS | T-Mobile US, Inc. | $2.2M | 0.7% | +54% | 72.7 |
| 40 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.1M | 0.6% | +51% | 66.5 |
| 41 |  $SBUX | STARBUCKS CORP | $2.0M | 0.6% | +52% | 54.6 |
| 42 |  $ABT | ABBOTT LABORATORIES | $1.9M | 0.6% | +49% | 67 |
| 43 |  $PLD | Prologis, Inc. | $1.9M | 0.6% | +42% | 67.5 |
| 44 |  $FCX | FREEPORT-MCMORAN INC | $1.9M | 0.6% | +75% | 73.1 |
| 45 |  $OKE | ONEOK INC /NEW/ | $1.9M | 0.6% | +58% | 72 |
| 46 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.9M | 0.6% | +62% | 60.5 |
| 47 |  $LH | LABCORP HOLDINGS INC. | $1.9M | 0.6% | +54% | 54.8 |
| 48 |  $BKNG | Booking Holdings Inc. | $1.8M | 0.5% | +57% | 55.3 |
| 49 |  $ORCL | ORACLE CORP | $1.7M | 0.5% | +54% | 67.2 |
| 50 |  $AME | AMETEK INC/ | $1.7M | 0.5% | +52% | 74.2 |
| 51 |  $ALB | ALBEMARLE CORP | $1.7M | 0.5% | +45% | 50.2 |
| 52 |  $AMP | AMERIPRISE FINANCIAL INC | $1.6M | 0.5% | +55% | 70.2 |
| 53 |  $DIS | Walt Disney Co | $1.6M | 0.5% | +77% | 68.9 |
| 54 | — | VANGUARD SCOTTSDALE FDS | $1.6M | 0.5% | +17% | — |
| 55 |  $EQT | EQT Corp | $1.5M | 0.5% | +78% | 83.3 |
| 56 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.5M | 0.5% | +61% | 76.6 |
| 57 |  $COP | CONOCOPHILLIPS | $1.5M | 0.5% | +59% | 74.8 |
| 58 |  $J | JACOBS SOLUTIONS INC. | $1.4M | 0.4% | +66% | 47.7 |
| 59 |  $EVRG | Evergy, Inc. | $1.4M | 0.4% | +58% | 56.2 |
| 60 |  $CEG | Constellation Energy Corp | $1.3M | 0.4% | +72% | 62.5 |
| 61 |  $LKQ | LKQ CORP | $1.3M | 0.4% | +60% | 54.3 |
| 62 |  $DAL | DELTA AIR LINES, INC. | $1.3M | 0.4% | +55% | 64.4 |
| 63 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.3M | 0.4% | +52% | 63.7 |
| 64 |  $CVX | CHEVRON CORP | $1.2M | 0.4% | +51% | 54.7 |
| 65 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $1.2M | 0.4% | +59% | 72.9 |
| 66 |  $DE | DEERE & CO | $1.2M | 0.4% | +50% | 57.4 |
| 67 |  $CRM | Salesforce, Inc. | $1.2M | 0.3% | +51% | 75.2 |
| 68 |  $BSX | BOSTON SCIENTIFIC CORP | $1.2M | 0.3% | +47% | 79.9 |
| 69 |  $TSLA | Tesla, Inc. | $1.1M | 0.3% | +55% | 50.1 |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.3% | +47% | 72.3 |
| 71 | — | SPDR SERIES TRUST | $1.1M | 0.3% | -15% | — |
| 72 |  $RTX | RTX Corp | $1.0M | 0.3% | +51% | 70 |
| 73 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.3% | +79% | 72.9 |
| 74 |  $AXON | AXON ENTERPRISE, INC. | $1.0M | 0.3% | +56% | 55.6 |
| 75 |  $VZ | VERIZON COMMUNICATIONS INC | $981,159 | 0.3% | +122% | 71.6 |
| 76 |  $WFC | WELLS FARGO & COMPANY/MN | $977,133 | 0.3% | +49% | — |
| 77 | — | SPDR SERIES TRUST | $961,296 | 0.3% | -3% | — |
| 78 | — | SPDR SERIES TRUST | $958,422 | 0.3% | -3% | — |
| 79 |  $NEE | NEXTERA ENERGY INC | $918,212 | 0.3% | +18% | 71.7 |
| 80 |  $VLO | VALERO ENERGY CORP/TX | $902,336 | 0.3% | +49% | 51.4 |
| 81 | — | VANGUARD INTL EQUITY INDEX F | $900,934 | 0.3% | -21% | — |
| 82 |  $DLR | DIGITAL REALTY TRUST, INC. | $881,407 | 0.3% | +34% | 70.2 |
| 83 | — | VANGUARD INDEX FDS | $870,630 | 0.3% | +0% | — |
| 84 |  $HON | HONEYWELL INTERNATIONAL INC | $820,037 | 0.3% | +40% | 65.7 |
| 85 |  $PEP | PEPSICO INC | $818,068 | 0.2% | NEW | 62.7 |
| 86 |  $NEM | NEWMONT Corp /DE/ | $797,694 | 0.2% | +22% | 88.3 |
| 87 | — | SPDR SERIES TRUST | $751,128 | 0.2% | +3% | — |
| 88 |  $VTR | Ventas, Inc. | $745,588 | 0.2% | NEW | 70.3 |
| 89 |  $MRVL | Marvell Technology, Inc. | $728,810 | 0.2% | +53% | 77.3 |
| 90 |  $MCD | MCDONALDS CORP | $716,060 | 0.2% | +52% | 73.9 |
| 91 | — | SCHWAB STRATEGIC TR | $714,638 | 0.2% | +61% | — |
| 92 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $686,466 | 0.2% | +49% | 75.4 |
| 93 |  $GD | GENERAL DYNAMICS CORP | $677,860 | 0.2% | +49% | 73 |
| 94 |  $GILD | GILEAD SCIENCES, INC. | $663,262 | 0.2% | NEW | 77.8 |
| 95 |  $BWA | BORGWARNER INC | $662,243 | 0.2% | +51% | 57.2 |
| 96 |  $NKE | NIKE, Inc. | $658,644 | 0.2% | +53% | 53.4 |
| 97 |  $BMY | BRISTOL MYERS SQUIBB CO | $649,743 | 0.2% | +52% | 70.1 |
| 98 |  $AVY | Avery Dennison Corp | $649,104 | 0.2% | NEW | 62.9 |
| 99 | — | VANGUARD BD INDEX FDS | $637,247 | 0.2% | -17% | — |
| 100 |  $DOV | DOVER Corp | $614,928 | 0.2% | +46% | 63.1 |
| 101 |  $SPGI | S&P Global Inc. | $612,490 | 0.2% | +48% | 79.4 |
| 102 |  $EMN | EASTMAN CHEMICAL CO | $586,519 | 0.2% | +47% | 49.4 |
| 103 |  $OVV | Ovintiv Inc. | $582,322 | 0.2% | +52% | 46.5 |
| 104 |  $RF | REGIONS FINANCIAL CORP | $577,879 | 0.2% | +51% | — |
| 105 |  $FNB | FNB CORP/PA/ | $561,190 | 0.2% | +48% | — |
| 106 |  $CI | Cigna Group | $557,508 | 0.2% | +48% | 66.8 |
| 107 | $VICI | VICI PROPERTIES INC. | $538,996 | 0.2% | +39% | 76.2 |
| 108 |  $NI | NISOURCE INC. | $536,823 | 0.2% | +48% | 61.7 |
| 109 |  $CWEN | Clearway Energy, Inc. | $515,092 | 0.1% | +46% | 64.2 |
| 110 | — | ISHARES TR | $503,918 | 0.1% | +0% | — |
| 111 |  $CAT | CATERPILLAR INC | $481,271 | 0.1% | NEW | 67.8 |
| 112 |  $MDT | Medtronic plc | $478,568 | 0.1% | +53% | — |
| 113 |  $UNH | UNITEDHEALTH GROUP INC | $463,521 | 0.1% | +19% | 66.8 |
| 114 |  $SSNC | SS&C Technologies Holdings Inc | $447,651 | 0.1% | +54% | 67.2 |
| 115 |  $CARR | CARRIER GLOBAL Corp | $445,131 | 0.1% | +49% | 61.5 |
| 116 |  $HD | HOME DEPOT, INC. | $443,015 | 0.1% | +48% | 69.2 |
| 117 |  $EHC | Encompass Health Corp | $396,206 | 0.1% | +48% | 68.9 |
| 118 | $GS | GOLDMAN SACHS GROUP INC | $389,895 | 0.1% | +20% | — |
| 119 |  $WELL | WELLTOWER INC. | $385,139 | 0.1% | +4% | 75.7 |
| 120 | — | ISHARES TR | $385,066 | 0.1% | -64% | — |
| 121 |  $FNF | Fidelity National Financial, Inc. | $360,326 | 0.1% | +49% | 69.7 |
| 122 | — | VANGUARD SCOTTSDALE FDS | $342,057 | 0.1% | -3% | — |
| 123 |  $ELV | Elevance Health, Inc. | $322,318 | 0.1% | +53% | 59.4 |
| 124 |  $EQIX | EQUINIX INC | $302,894 | 0.1% | -70% | 61.4 |
| 125 |  $AMT | AMERICAN TOWER CORP /MA/ | $255,764 | 0.1% | +5% | 69.8 |
| 126 |  $TXN | TEXAS INSTRUMENTS INC | $232,735 | 0.1% | NEW | 70.4 |
| 127 | — | VANGUARD BD INDEX FDS | $229,842 | 0.1% | +0% | — |
| 128 | — | ISHARES TR | $228,122 | 0.1% | -74% | — |
| 129 |  $MOD | MODINE MANUFACTURING CO | $221,911 | 0.1% | NEW | 48.8 |
| 130 |  $FN | Fabrinet | $220,081 | 0.1% | NEW | 72.4 |
| 131 |  $DY | DYCOM INDUSTRIES INC | $215,828 | 0.1% | -3% | 62.1 |
| 132 |  $PRIM | Primoris Services Corp | $209,411 | 0.1% | NEW | 62.3 |
| 133 |  $RWT | REDWOOD TRUST INC | $92,806 | 0.0% | -3% | — |
| 134 |  $PAYO | Payoneer Global Inc. | $70,465 | 0.0% | -4% | 55.3 |
New Positions (7)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Prudent Man Advisors, LLC including:
Track Prudent Man Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Prudent Man Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Prudent Man Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Prudent Man Advisors, LLC (SEC CIK: 1817174), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Prudent Man Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.