Prudent Man Investment Management, Inc.
Sector Allocation
- Other97.0%$284.5M
- Technology1.7%$5.0M
- Financials0.4%$1.1M
- Consumer Staples0.2%$497,926
- Industrials0.2%$493,930
- Consumer Discretionary0.1%$382,507
- Healthcare0.1%$375,988
- Utilities0.1%$332,902
- Energy0.1%$278,874
- Communication Services0.1%$163,266
AUM History
13fpro.ai/research/fund/prudent-man-investment-management-inc-2054263
Conviction and streaks
Stable · top 10 = 95.8%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
- DIMENSIONAL$94.0M
- DIMENSIONAL$79.6M
- DIMENSIONAL$39.6M
- DIMENSIONAL$22.0M
- DIMENSIONAL$16.0M
- DIMENSIONAL$11.1M
- DIMENSIONAL$10.3M
AAPL
$3.9M- DIMENSIONAL$2.9M
- DIMENSIONAL$1.4M
- VANGUARD$1.4M
- DIMENSIONAL$900K
- VANGUARD$700K
- AMERICAN$643K
- DIMENSIONAL$577K
- DIMENSIONAL$554K
- VANGUARD$494K
PNC
$381KNVDA
$364K- ISHARES$344K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prudent-man-investment-management-inc-2054263
Prudent Man Investment Management, Inc. 13F holdings — Q2 2026
$293.1M portfolio (-1.4% QoQ) · 169 holdings · Q2 2026 13F · top 10 are 96% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US CORE EQUITY 2
$94.0M
32.0% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - ULTRASHORT FIXED
$79.6M
27.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$39.6M
13.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
$22.0M
7.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$16.0M
5.4% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$11.1M
3.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US LARGE CAP VAL
$10.3M
3.5% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— $3.9M
1.3% of stocks
No changeThis quarter+1.1%Since filed7+ qtrsHeld- 9
DIMENSIONAL ETF TRUST - WORLD EQUITY ETF
$2.9M
1.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$1.4M
0.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $94.0M | 32.0% | -0.4% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - ULTRASHORT FIXED | $79.6M | 27.1% | -2% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $39.6M | 13.5% | -1% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $22.0M | 7.5% | -2% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $16.0M | 5.4% | -7% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $11.1M | 3.8% | -2% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - US LARGE CAP VAL | $10.3M | 3.5% | -1.0% | — | — | — | — | |
| 8 | $3.9M | 1.3% | No change | +1.1% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $2.9M | 1.0% | -1% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $1.4M | 0.5% | No change | — | — | — | — |
All holdings — Prudent Man Investment Management, Inc. (Q2 2026)
169 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 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRAetf/fund | — | $1.4M | 0.5% | 28K | — | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $900K | 0.3% | 15K | -0.1% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $700K | 0.2% | 2,087 | — | — | — | 13F |
| 14 | — | AMERICAN CENTY ETF TR - AVANTIS EMERGINGetf/fund | — | $643K | 0.2% | 10K | — | — | — | 13F |
| 15 | — | DIMENSIONAL ETF TRUST - US SMALL CAP VALetf/fund | — | $577K | 0.2% | 18K | -0.1% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - US EQUITY MARKETetf/fund | — | $554K | 0.2% | 7,466 | — | — | — | 13F |
| 17 | — | VANGUARD WORLD FD - MEGA GRWTH INDetf/fund | — | $494K | 0.2% | 1,198 | — | — | — | 13F |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $381K | 0.1% | 1,825 | — | 7+ qtrs | 73.9 | 13F | |
| 19 | NVIDIA CORP | Technology | $364K | 0.1% | 1,950 | — | 7+ qtrs | 86.0 | 13F | |
| 20 | — | ISHARES INC - MSCI EMRG CHNetf/fund | — | $344K | 0.1% | 4,729 | — | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $340K | 0.1% | 1,780 | — | — | — | 13F |
| 22 | Walmart Inc. | Consumer Staples | $331K | 0.1% | 2,969 | — | 7+ qtrs | 60.1 | 13F | |
| 23 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $327K | 0.1% | 4,333 | — | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $309K | 0.1% | 4,438 | -0.1% | — | — | 13F |
| 25 | MICROSOFT CORP | Technology | $309K | 0.1% | 639 | — | 7+ qtrs | 79.8 | 13F | |
| 26 | $LMT | LOCKHEED MARTIN CORP | Industrials | $247K | 0.1% | 510 | — | |||
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $242K | 0.1% | 386 | — | |||
| 28 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $195K | 0.1% | 1,618 | — | |||
| 29 | $AXP | AMERICAN EXPRESS CO | Financials | $166K | 0.1% | 449 | — | |||
| 30 | $DOV | DOVER Corp | Industrials | $165K | 0.1% | 1,172 | — | |||
| 31 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $144K | 0.1% | 260 | — | |||
| 32 | — | ISHARES TR - CORE S&P500 ETF | — | $131K | 0.0% | 191 | — | |||
| 33 | $SPY | SPDR S&P 500 ETF TRUST | — | $129K | 0.0% | 189 | — | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $122K | 0.0% | 389 | — | |||
| 35 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $93K | 0.0% | 1,685 | — | |||
| 36 | $DIS | Walt Disney Co | Communication Services | $91K | 0.0% | 804 | — | |||
| 37 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $91K | 0.0% | 1,134 | — | |||
| 38 | — | DIMENSIONAL ETF TRUST - EMERGING MRKTETS | — | $89K | 0.0% | 1,475 | — | |||
| 39 | $XEL | XCEL ENERGY INC | Utilities | $87K | 0.0% | 1,178 | — | |||
| 40 | $GS | GOLDMAN SACHS GROUP INC | Financials | $83K | 0.0% | 94 | — | |||
| 41 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $81K | 0.0% | 162 | — | |||
| 42 | $ORCL | ORACLE CORP | Technology | $81K | 0.0% | 416 | — | |||
| 43 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $80K | 0.0% | 138 | — | |||
| 44 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $78K | 0.0% | 2,371 | — | |||
| 45 | $LLY | ELI LILLY & Co | Healthcare | $76K | 0.0% | 71 | — | |||
| 46 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $75K | 0.0% | 800 | — | |||
| 47 | $JNJ | JOHNSON & JOHNSON | Healthcare | $72K | 0.0% | 350 | — | |||
| 48 | — | DBX ETF TR - XTRACKRS S&P 500 | — | $67K | 0.0% | 1,068 | — | |||
| 49 | $PEP | PEPSICO INC | Consumer Staples | $66K | 0.0% | 460 | — | |||
| 50 | $ASML | ASML HOLDING NV | Technology | $64K | 0.0% | 60 | — | |||
| 51 | $IDCC | InterDigital, Inc. | Technology | $64K | 0.0% | 200 | — | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $63K | 0.0% | 194 | — | |||
| 53 | $CVX | CHEVRON CORP | Energy | $57K | 0.0% | 373 | — | |||
| 54 | $WM | WASTE MANAGEMENT INC | Utilities | $54K | 0.0% | 248 | — | |||
| 55 | $AMZN | AMAZON COM INC | Consumer Discretionary | $53K | 0.0% | 229 | — | |||
| 56 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $52K | 0.0% | 185 | — | |||
| 57 | $ABBV | AbbVie Inc. | Healthcare | $49K | 0.0% | 215 | — | |||
| 58 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $48K | 0.0% | 970 | — | |||
| 59 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $48K | 0.0% | 200 | — | |||
| 60 | $MCD | MCDONALDS CORP | Consumer Discretionary | $39K | 0.0% | 127 | — | |||
| 61 | $CCZ | COMCAST CORP | Communication Services | $36K | 0.0% | 1,190 | — | |||
| 62 | $PLTR | Palantir Technologies Inc. | Technology | $35K | 0.0% | 198 | — | |||
| 63 | $ABT | ABBOTT LABORATORIES | Healthcare | $33K | 0.0% | 261 | — | |||
| 64 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $32K | 0.0% | 838 | — | |||
| 65 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $32K | 0.0% | 300 | — | |||
| 66 | $PPG | PPG INDUSTRIES INC | Materials | $31K | 0.0% | 300 | — | |||
| 67 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $30K | 0.0% | 1,127 | — | |||
| 68 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $29K | 0.0% | 893 | — | |||
| 69 | $PM | Philip Morris International Inc. | Consumer Staples | $29K | 0.0% | 180 | — | |||
| 70 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $27K | 0.0% | 108 | — | |||
| 71 | $SRE | SEMPRA | Utilities | $26K | 0.0% | 300 | — | |||
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $25K | 0.0% | 52 | — | |||
| 73 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $23K | 0.0% | 111 | — | |||
| 74 | $BLK | BlackRock, Inc. | Financials | $22K | 0.0% | 21 | — | |||
| 75 | $USB | US BANCORP \DE\ | Financials | $22K | 0.0% | 417 | — | |||
| 76 | $V | VISA INC. | Financials | $22K | 0.0% | 63 | — | |||
| 77 | $BBSI | BARRETT BUSINESS SERVICES INC | Industrials | $22K | 0.0% | 601 | — | |||
| 78 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $21K | 0.0% | 520 | — | |||
| 79 | — | ISHARES TR - RUSSELL 2000 ETF | — | $20K | 0.0% | 83 | — | |||
| 80 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $20K | 0.0% | 65 | — | |||
| 81 | $INTC | INTEL CORP | Technology | $19K | 0.0% | 520 | — | |||
| 82 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $17K | 0.0% | 58 | — | |||
| 83 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $17K | 0.0% | 117 | — | |||
| 84 | $NKE | NIKE, Inc. | Consumer Discretionary | $17K | 0.0% | 263 | — | |||
| 85 | $AVGO | Broadcom Inc. | Technology | $16K | 0.0% | 47 | — | |||
| 86 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $16K | 0.0% | 132 | — | |||
| 87 | $META | Meta Platforms, Inc. | Technology | $16K | 0.0% | 204 | — | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $16K | 0.0% | 24 | — | |||
| 89 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $15K | 0.0% | 169 | — | |||
| 90 | $KEY | KEYCORP /NEW/ | Financials | $14K | 0.0% | 693 | — | |||
| 91 | $FE | FIRSTENERGY CORP | Utilities | $13K | 0.0% | 300 | — | |||
| 92 | $BAX | BAXTER INTERNATIONAL INC | Healthcare | $13K | 0.0% | 700 | — | |||
| 93 | — | ISHARES TR - US TREAS BD ETF | — | $13K | 0.0% | 575 | — | |||
| 94 | $BA | BOEING CO | Industrials | $13K | 0.0% | 60 | — | |||
| 95 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $12K | 0.0% | 470 | — | |||
| 96 | $NVS | NOVARTIS AG | Healthcare | $12K | 0.0% | 84 | — | |||
| 97 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $12K | 0.0% | 100 | — | |||
| 98 | $MRK | Merck & Co., Inc. | Healthcare | $11K | 0.0% | 100 | — | |||
| 99 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $10K | 0.0% | 180 | — | |||
| 100 | $TMUS | T-Mobile US, Inc. | Communication Services | $10K | 0.0% | 51 | — | |||
| 101 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9K | 0.0% | 11 | — | |||
| 102 | — | ISHARES TR - CORE MSCI EAFE | — | $9K | 0.0% | 99 | — | |||
| 103 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $9K | 0.0% | 63 | — | |||
| 104 | $BBY | BEST BUY CO INC | Consumer Discretionary | $9K | 0.0% | 130 | — | |||
| 105 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $9K | 0.0% | 200 | — | |||
| 106 | — | ISHARES TR - FUTURE AI & TECH | — | $8K | 0.0% | 173 | — | |||
| 107 | $MET | METLIFE INC | Financials | $8K | 0.0% | 98 | — | |||
| 108 | — | ISHARES TR - CORE S&P MCP ETF | — | $8K | 0.0% | 115 | — | |||
| 109 | $SON | SONOCO PRODUCTS CO | Materials | $7K | 0.0% | 171 | — | |||
| 110 | $CSX | CSX CORP | Industrials | $7K | 0.0% | 200 | — | |||
| 111 | $NWN | Northwest Natural Holding Co | Energy | $7K | 0.0% | 150 | — | |||
| 112 | $TSLA | Tesla, Inc. | Consumer Discretionary | $7K | 0.0% | 15 | -67% | |||
| 113 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $7K | 0.0% | 124 | — | |||
| 114 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $7K | 0.0% | 110 | — | |||
| 115 | — | ISHARES TR - CORE S&P US GWT | — | $7K | 0.0% | 39 | — | |||
| 116 | $PSX | Phillips 66 | Energy | $6K | 0.0% | 50 | — | |||
| 117 | $GSK | GSK plc | Healthcare | $6K | 0.0% | 120 | — | |||
| 118 | $ETR | ENTERGY CORP /DE/ | Utilities | $6K | 0.0% | 60 | — | |||
| 119 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $5K | 0.0% | 17 | — | |||
| 120 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $5K | 0.0% | 31 | — | |||
| 121 | $CVE | CENOVUS ENERGY INC. | Energy | $5K | 0.0% | 292 | — | |||
| 122 | $QS | QuantumScape Corp | Technology | $5K | 0.0% | 470 | — | |||
| 123 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $5K | 0.0% | 22 | — | |||
| 124 | — | SPDR DOW JONES INDL AVERAGE - UT SER 1 | — | $5K | 0.0% | 10 | — | |||
| 125 | — | ISHARES TR - MSCI USA QLT FCT | — | $5K | 0.0% | 24 | — | |||
| 126 | $NFLX | NETFLIX INC | Communication Services | $5K | 0.0% | 50 | — | |||
| 127 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $5K | 0.0% | 269 | — | |||
| 128 | $EXC | EXELON CORP | Utilities | $4K | 0.0% | 100 | — | |||
| 129 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $4K | 0.0% | 14 | — | |||
| 130 | $HOG | HARLEY-DAVIDSON, INC. | Industrials | $4K | 0.0% | 200 | — | |||
| 131 | — | FIRST TR EXCHANGE-TRADED FD - GBL WND ENRG ETF | — | $4K | 0.0% | 200 | — | |||
| 132 | $NEE | NEXTERA ENERGY INC | Utilities | $4K | 0.0% | 48 | — | |||
| 133 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $4K | 0.0% | 19 | — | |||
| 134 | $PPL | PPL Corp | Utilities | $4K | 0.0% | 100 | — | |||
| 135 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $3K | 0.0% | 56 | — | |||
| 136 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3K | 0.0% | 10 | — | |||
| 137 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3K | 0.0% | 19 | — | |||
| 138 | — | ISHARES INC - CORE MSCI EMKT | — | $3K | 0.0% | 49 | — | |||
| 139 | $ETN | Eaton Corp plc | Industrials | $3K | 0.0% | 10 | — | |||
| 140 | — | ISHARES TR - CORE S&P US VLU | — | $3K | 0.0% | 31 | — | |||
| 141 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $3K | 0.0% | 16 | — | |||
| 142 | $GNLX | GENELUX Corp | Healthcare | $3K | 0.0% | 660 | — | |||
| 143 | $PFE | PFIZER INC | Healthcare | $2K | 0.0% | 100 | — | |||
| 144 | $CPNG | Coupang, Inc. | Consumer Discretionary | $2K | 0.0% | 100 | — | |||
| 145 | $OVV | Ovintiv Inc. | Energy | $2K | 0.0% | 58 | — | |||
| 146 | — | ISHARES TR - CORE S&P SCP ETF | — | $2K | 0.0% | 18 | — | |||
| 147 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2K | 0.0% | 38 | — | |||
| 148 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2K | 0.0% | 24 | — | |||
| 149 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $2K | 0.0% | 54 | — | |||
| 150 | $DHR | DANAHER CORP /DE/ | Healthcare | $2K | 0.0% | 8 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 0 added to, 12 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (0)
No positions added to this quarter.
Trimmed (12)
- DIMENSIONAL ETF TRUST - ULTRASHORT FIXED-2%
now $79.6M
- DIMENSIONAL ETF TRUST - US CORE EQT MKT-7%
now $16.0M
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK-1%
now $39.6M
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-2%
now $22.0M
- DIMENSIONAL ETF TRUST - US CORE EQUITY 2-0.4%
now $94.0M
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG-2%
now $11.1M
+6 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Prudent Man Investment Management, Inc. has filed, 6 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Prudent Man Investment Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.6%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 2% over the last 4
Top 10 weight
96%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
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 Q4 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 Investment Management, Inc. disclosed 169 positions worth $293.1M in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (97.0% of disclosed assets). All figures are sourced directly from Prudent Man Investment Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2054263.
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AI-Powered Hedge Fund Analysis: Prudent Man Investment Management, Inc.
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Every holding in Prudent Man Investment Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (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.