Prudent Man Advisors, LLC
Sector Allocation
- Other38.7%$169.5M
- Technology26.3%$115.0M
- Financials9.2%$40.2M
- Healthcare5.0%$21.9M
- Consumer Discretionary4.8%$21.0M
- Industrials4.8%$20.8M
- Consumer Staples2.9%$12.6M
- Materials2.8%$12.1M
- Energy1.7%$7.6M
- Utilities1.4%$6.2M
AUM History
13fpro.ai/research/fund/prudent-man-advisors-llc-1817174
Conviction and streaks
Diversifying · top 10 = 38.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$43.3M
- VANGUARD$25.5M
- ISHARES$17.5M
NVDA
$15.0MAAPL
$14.1M- VANGUARD$12.6M
GOOG
$11.0MMU
$10.6MAMZN
$10.1M- ISHARES$9.6M
- ISHARES$9.5M
MSFT
$9.2MJPM
$7.6M- VANGUARD$7.4M
AVGO
$7.1MMETA
$7.0M- VANGUARD$6.9M
AMAT
$6.8M- SPDR$6.5M
GLW
$6.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prudent-man-advisors-llc-1817174
Prudent Man Advisors, LLC 13F holdings — Q2 2026
$437.5M portfolio (+31.0% QoQ) · 141 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$43.3M
9.9% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$25.5M
5.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - IBOXX HI YD ETF
$17.5M
4.0% of stocks
+60%This quarter—Since filed—HeldAIQuality—Est. buy— $15.0M
3.4% of stocks
+11%This quarter-1.5%Since filed10+ qtrsHeld$14.1M
3.2% of stocks
+11%This quarter+10.6%Since filed10+ qtrsHeld- 6
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$12.6M
2.9% of stocks
+42%This quarter—Since filed—HeldAIQuality—Est. buy— $11.0M
2.5% of stocks
+10%This quarter-12.8%Since filed10+ qtrsHeld$10.6M
2.4% of stocks
-18%This quarter+1.2%Since filed3 qtrsHeld$10.1M
2.3% of stocks
+14%This quarter-8.6%Since filed10+ qtrsHeld- 10
ISHARES TR - CORE S&P500 ETF
$9.6M
2.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $43.3M | 9.9% | -6% | — | — | — | — | |
| 2 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $25.5M | 5.8% | +5% | — | — | — | — | |
| 3 | ISHARES TR - IBOXX HI YD ETF | $17.5M | 4.0% | +60% | — | — | — | — | |
| 4 | $15.0M | 3.4% | +11% | -1.5% | 10+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $14.1M | 3.2% | +11% | +10.6% | 10+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $12.6M | 2.9% | +42% | — | — | — | — | |
| 7 | $11.0M | 2.5% | +10% | -12.8% | 10+ qtrsAdded 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $10.6M | 2.4% | -18% | +1.2% | 3 qtrs | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $10.1M | 2.3% | +14% | -8.6% | 10+ qtrsAdded 2 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - CORE S&P500 ETF | $9.6M | 2.2% | +7% | — | — | — | — |
All holdings — Prudent Man Advisors, LLC (Q2 2026)
141 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $9.5M | 2.2% | 58K | -10% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $9.2M | 2.1% | 25K | +11% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $7.6M | 1.7% | 23K | +11% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDXetf/fund | — | $7.4M | 1.7% | 61K | +290% | — | — | 13F |
| 15 | Broadcom Inc. | Technology | $7.1M | 1.6% | 19K | +10% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Meta Platforms, Inc.note | Technology | $7.0M | 1.6% | 90K | -0.7% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $6.9M | 1.6% | 81K | +3% | — | — | 13F |
| 18 | APPLIED MATERIALS INC /DE | Technology | $6.8M | 1.6% | 9,361 | -9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SPDR SERIES TRUST - STATE STREET SPDetf/fund | — | $6.5M | 1.5% | 68K | +508% | — | — | 13F |
| 20 | CORNING INC /NY | Materials | $6.1M | 1.4% | 24K | -18% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETFetf/fund | — | $6.1M | 1.4% | 130K | +13% | — | — | 13F |
| 22 | LAM RESEARCH CORP | Technology | $5.5M | 1.3% | 13K | -13% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SSGA ACTIVE ETF TR - STATE STREET BLAetf/fund | — | $5.4M | 1.2% | 135K | New | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $5.4M | 1.2% | 15K | +13% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ADVANCED MICRO DEVICES INC | Technology | $4.8M | 1.1% | 8,260 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.7M | 1.1% | 83K | +13% | |||
| 27 | $LLY | ELI LILLY & Co | Healthcare | $4.4M | 1.0% | 3,695 | +25% | |||
| 28 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.2M | 1.0% | 93K | +927% | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $4.1M | 0.9% | 36K | +11% | |||
| 30 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.0M | 0.9% | 7,995 | +12% | |||
| 31 | $PM | Philip Morris International Inc. | Consumer Staples | $3.9M | 0.9% | 22K | +11% | |||
| 32 | $MS | MORGAN STANLEY | Financials | $3.8M | 0.9% | 18K | -4% | |||
| 33 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $3.7M | 0.8% | 38K | +4% | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $3.7M | 0.8% | 28K | +13% | |||
| 35 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.6M | 0.8% | 12K | +1.0% | |||
| 36 | $MA | Mastercard Inc | Financials | $3.0M | 0.7% | 5,873 | +27% | |||
| 37 | $META | Meta Platforms, Inc. | Technology | $3.0M | 0.7% | 5,318 | -31% | |||
| 38 | $V | VISA INC. | Financials | $2.9M | 0.7% | 8,477 | +13% | |||
| 39 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.8M | 0.6% | 19K | +12% | |||
| 40 | $BLK | BlackRock, Inc. | Financials | $2.7M | 0.6% | 2,834 | +11% | |||
| 41 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.6M | 0.6% | 2,758 | +11% | |||
| 42 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.6M | 0.6% | 16K | +4% | |||
| 43 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $2.5M | 0.6% | 14K | +3293% | |||
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.5M | 0.6% | 3,688 | +153% | |||
| 45 | $MRVL | Marvell Technology, Inc. | Technology | $2.4M | 0.6% | 8,208 | +12% | |||
| 46 | $AXON | AXON ENTERPRISE, INC. | Industrials | $2.4M | 0.6% | 4,258 | +80% | |||
| 47 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.4M | 0.5% | 14K | +7% | |||
| 48 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $2.4M | 0.5% | 69K | +84% | |||
| 49 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.3M | 0.5% | 3,253 | -29% | |||
| 50 | $LITE | Lumentum Holdings Inc. | Technology | $2.3M | 0.5% | 2,726 | New | |||
| 51 | $FCX | FREEPORT-MCMORAN INC | Materials | $2.3M | 0.5% | 37K | +14% | |||
| 52 | $ETN | Eaton Corp plc | Industrials | $2.3M | 0.5% | 5,330 | New | |||
| 53 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.2M | 0.5% | 5,580 | New | |||
| 54 | $PLD | Prologis, Inc. | Real Estate | $2.2M | 0.5% | 16K | +9% | |||
| 55 | $LH | LABCORP HOLDINGS INC. | Healthcare | $2.1M | 0.5% | 7,648 | +10% | |||
| 56 | $AME | AMETEK INC/ | Industrials | $2.1M | 0.5% | 8,720 | +9% | |||
| 57 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $2.1M | 0.5% | 7,125 | +15% | |||
| 58 | $OKE | ONEOK INC /NEW/ | Energy | $2.0M | 0.5% | 23K | +9% | |||
| 59 | $DAL | DELTA AIR LINES, INC. | Industrials | $1.9M | 0.4% | 21K | +9% | |||
| 60 | $ORCL | ORACLE CORP | Technology | $1.9M | 0.4% | 13K | +12% | |||
| 61 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.9M | 0.4% | 3,827 | +12% | |||
| 62 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $1.9M | 0.4% | 4,122 | +11% | |||
| 63 | $TMUS | T-Mobile US, Inc. | Communication Services | $1.9M | 0.4% | 11K | +8% | |||
| 64 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.9M | 0.4% | 21K | +9% | |||
| 65 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.9M | 0.4% | 16K | +10% | |||
| 66 | $CEG | Constellation Energy Corp | Utilities | $1.8M | 0.4% | 7,372 | +56% | |||
| 67 | $DIS | Walt Disney Co | Communication Services | $1.7M | 0.4% | 18K | +7% | |||
| 68 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.6M | 0.4% | 3,199 | +15% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.4% | 80K | New | |||
| 70 | $EVRG | Evergy, Inc. | Utilities | $1.5M | 0.3% | 18K | +7% | |||
| 71 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.3% | 3,470 | +13% | |||
| 72 | $DE | DEERE & CO | Industrials | $1.5M | 0.3% | 1,536 | +13% | |||
| 73 | $ALB | ALBEMARLE CORP | Materials | $1.4M | 0.3% | 10K | +12% | |||
| 74 | $EQT | EQT Corp | Energy | $1.4M | 0.3% | 26K | +7% | |||
| 75 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.4M | 0.3% | 2,724 | +7% | |||
| 76 | $COP | CONOCOPHILLIPS | Energy | $1.3M | 0.3% | 12K | +7% | |||
| 77 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.3% | 8,054 | +11% | |||
| 78 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $1.2M | 0.3% | 7,395 | -2% | |||
| 79 | $RTX | RTX Corp | Industrials | $1.2M | 0.3% | 6,125 | +13% | |||
| 80 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.1M | 0.3% | 14K | +13% | |||
| 81 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.3% | 6,653 | +12% | |||
| 82 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $1.1M | 0.3% | 14K | -2% | |||
| 83 | $CRM | Salesforce, Inc. | Technology | $1.1M | 0.3% | 6,902 | +9% | |||
| 84 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.1M | 0.3% | 4,145 | +13% | |||
| 85 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $990K | 0.2% | 14K | -0.5% | |||
| 86 | $NEE | NEXTERA ENERGY INC | Utilities | $967K | 0.2% | 11K | +11% | |||
| 87 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $958K | 0.2% | 5,332 | +9% | |||
| 88 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $927K | 0.2% | 22K | +12% | |||
| 89 | $BWA | BORGWARNER INC | Industrials | $901K | 0.2% | 14K | +11% | |||
| 90 | $VTR | Ventas, Inc. | Real Estate | $892K | 0.2% | 10K | +10% | |||
| 91 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $801K | 0.2% | 1,928 | +13% | |||
| 92 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $799K | 0.2% | 5,843 | +12% | |||
| 93 | $PEP | PEPSICO INC | Consumer Staples | $795K | 0.2% | 5,871 | +11% | |||
| 94 | $GD | GENERAL DYNAMICS CORP | Industrials | $790K | 0.2% | 2,229 | +13% | |||
| 95 | $NEM | NEWMONT Corp /DE/ | Materials | $770K | 0.2% | 8,240 | +12% | |||
| 96 | $DOV | DOVER Corp | Industrials | $753K | 0.2% | 3,357 | +14% | |||
| 97 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $749K | 0.2% | 22K | — | |||
| 98 | $RF | REGIONS FINANCIAL CORP | Financials | $749K | 0.2% | 25K | +12% | |||
| 99 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $741K | 0.2% | 28K | +4% | |||
| 100 | $FNB | FNB CORP/PA/ | Financials | $730K | 0.2% | 38K | +14% | |||
| 101 | $CAT | CATERPILLAR INC | Industrials | $723K | 0.2% | 0 | New | |||
| 102 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $697K | 0.2% | 12K | +13% | |||
| 103 | $MCD | MCDONALDS CORP | Consumer Discretionary | $695K | 0.2% | 2,572 | +12% | |||
| 104 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $687K | 0.2% | 9,965 | +8% | |||
| 105 | $AVY | Avery Dennison Corp | Materials | $682K | 0.2% | 4,200 | +12% | |||
| 106 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $671K | 0.1% | 5,311 | +12% | |||
| 107 | $SPGI | S&P Global Inc. | Financials | $667K | 0.1% | 1,637 | +14% | |||
| 108 | $CARR | CARRIER GLOBAL Corp | Industrials | $652K | 0.1% | 8,890 | +12% | |||
| 109 | $CI | Cigna Group | Healthcare | $650K | 0.1% | 2,358 | +13% | |||
| 110 | $NI | NISOURCE INC. | Utilities | $612K | 0.1% | 13K | +12% | |||
| 111 | $VICI | VICI PROPERTIES INC. | Real Estate | $585K | 0.1% | 22K | +12% | |||
| 112 | $OVV | Ovintiv Inc. | Energy | $577K | 0.1% | 11K | +12% | |||
| 113 | $EMN | EASTMAN CHEMICAL CO | Materials | $572K | 0.1% | 8,538 | +11% | |||
| 114 | $NKE | NIKE, Inc. | Consumer Discretionary | $548K | 0.1% | 6,966 | +15% | |||
| 115 | $J | JACOBS SOLUTIONS INC. | Industrials | $543K | 0.1% | 4,311 | -61% | |||
| 116 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $539K | 0.1% | 1,529 | +14% | |||
| 117 | — | ISHARES TR - PFD AND INCM SEC | — | $513K | 0.1% | 17K | +1% | |||
| 118 | $CWEN | Clearway Energy, Inc. | Utilities | $507K | 0.1% | 15K | +13% | |||
| 119 | $MDT | Medtronic plc | Healthcare | $493K | 0.1% | 6,302 | +14% | |||
| 120 | $ELV | Elevance Health, Inc. | Healthcare | $478K | 0.1% | 1,237 | +12% | |||
| 121 | $EHC | Encompass Health Corp | Healthcare | $475K | 0.1% | 4,703 | +15% | |||
| 122 | $SSNC | SS&C Technologies Holdings Inc | Technology | $462K | 0.1% | 7,440 | +12% | |||
| 123 | $WELL | WELLTOWER INC. | Real Estate | $461K | 0.1% | 2,030 | +4% | |||
| 124 | $FNF | Fidelity National Financial, Inc. | Financials | $418K | 0.1% | 8,860 | +14% | |||
| 125 | $LKQ | LKQ CORP | Consumer Discretionary | $409K | 0.1% | 16K | -65% | |||
| 126 | $TXN | TEXAS INSTRUMENTS INC | Technology | $357K | 0.1% | 0 | New | |||
| 127 | $INTC | INTEL CORP | Technology | $335K | 0.1% | 1,600 | New | |||
| 128 | $PENG | Penguin Solutions, Inc. | Technology | $313K | 0.1% | 4,121 | New | |||
| 129 | $EQIX | EQUINIX INC | Real Estate | $311K | 0.1% | 298 | -4% | |||
| 130 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $301K | 0.1% | 2,830 | -22% | |||
| 131 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $259K | 0.1% | 3,378 | +13% | |||
| 132 | — | ISHARES TR - CORE US AGGBD ET | — | $257K | 0.1% | 2,598 | +13% | |||
| 133 | $SITM | SITIME Corp | Technology | $255K | 0.1% | 342 | New | |||
| 134 | $BE | Bloom Energy Corp | Technology | $247K | 0.1% | 817 | New | |||
| 135 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $242K | 0.1% | 1,482 | — | |||
| 136 | $MYRG | MYR GROUP INC. | Energy | $232K | 0.1% | 463 | New | |||
| 137 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $213K | 0.1% | 346 | New | |||
| 138 | $O | REALTY INCOME CORP | Real Estate | $201K | 0.1% | 3,248 | New | |||
| 139 | $STGW | Stagwell Inc | Communication Services | $119K | 0.0% | 16K | New | |||
| 140 | $NTSK | Netskope Inc | Technology | $113K | 0.0% | 10K | New | |||
| 141 | $RWT | REDWOOD TRUST INC | Real Estate | $77K | 0.0% | 16K | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 104 added to, 18 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- SSGA ACTIVE ETF TR - STATE STREET BLA$5.4M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$4.8M
first bought this quarter
$LITELumentum Holdings Inc.$2.3M
first bought this quarter
$ETNEaton Corp plc$2.3M
first bought this quarter
$ISRGINTUITIVE SURGICAL INC$2.2M
first bought this quarter
$IVZInvesco Ltd.$1.6M
first bought this quarter
+9 more in the Excel export
Added to (104)
- ISHARES TR - IBOXX HI YD ETF+60%
now $17.5M
- VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX+290%
now $7.4M
- SPDR SERIES TRUST - STATE STREET SPD+508%
now $6.5M
$GSGOLDMAN SACHS GROUP INC+927%
now $4.2M · held 7 qtrs, 2 adds in a row
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+42%
now $12.6M
$BKNGBooking Holdings Inc.+3293%
now $2.5M · held 10+ qtrs, 2 adds in a row
+98 more in the Excel export
Trimmed (18)
- VANGUARD INDEX FDS - TOTAL STK MKT-6%
now $43.3M
now $10.6M · held 3 qtrs
now $6.1M · held 10+ qtrs
- ISHARES TR - ESG AWR MSCI USA-10%
now $9.5M
$PWRQUANTA SERVICES, INC.-29%
now $2.3M · held 10+ qtrs
$JJACOBS SOLUTIONS INC.-61%
now $543K · held 10+ qtrs
+12 more in the Excel export
Holdings by quarter
Every 13F Prudent Man Advisors, LLC has filed, 24 earlier quarters. Pick one to see what it held then.
Is it too late to follow Prudent Man Advisors?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Prudent Man Advisors's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-3.2%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 15% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Prudent Man Advisors, LLC disclosed 141 positions worth $437.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 8 and a full exit from $BSX. The portfolio is most concentrated in Other (38.7% of disclosed assets). All figures are sourced directly from Prudent Man Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1817174.
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