Prudent Man Investment Management, Inc.
13F Reported Value
ⓘ$293.1M
Holdings
169
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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DIMENSIONAL ETF TRUST - US CORE EQUITY 2
—Quality
$94.0M2,373,152 shDIMENSIONAL ETF TRUST - ULTRASHORT FIXED
—Quality
$79.6M1,571,347 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$39.6M1,040,170 shDIMENSIONAL ETF TRUST - US MKTWIDE VALUE
—Quality
$22.0M471,441 shDIMENSIONAL ETF TRUST - US CORE EQT MKT
—Quality
$16.0M340,877 shDIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
—Quality
$11.1M341,941 shDIMENSIONAL ETF TRUST - US LARGE CAP VAL
—Quality
$10.3M301,855 sh- 76.4
Quality
$3.9M14,286 sh DIMENSIONAL ETF TRUST - WORLD EQUITY ETF
—Quality
$2.9M39,079 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$1.4M42,556 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | — | $94.0M | 2,373,152 |
| DIMENSIONAL ETF TRUST - ULTRASHORT FIXED | — | $79.6M | 1,571,347 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $39.6M | 1,040,170 |
| DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $22.0M | 471,441 |
| DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $16.0M | 340,877 |
| DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $11.1M | 341,941 |
| DIMENSIONAL ETF TRUST - US LARGE CAP VAL | — | $10.3M | 301,855 |
 Apple Inc.$AAPL | 76.4 | $3.9M | 14,286 |
| DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $2.9M | 39,079 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $1.4M | 42,556 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prudent Man Investment Management, Inc.'s 169 positions.
Showing top 10 of 169 holdings.
Sector Allocation
Other
$284.5M
Technology
$5.0M
Financials
$1.1M
Consumer Discretionary
$714,692
Industrials
$564,639
Utilities
$332,902
Healthcare
$294,191
Energy
$278,874
Top Holdings — Prudent Man Investment Management, Inc. (Q2 2026)
Top 150 of 169 disclosed positions (by reported value) 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 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $94.0M | 32.0% | -0% | — |
| 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% | — |
| 8 | $AAPL | Apple Inc. | $3.9M | 1.3% | +0% | 76.4 |
| 9 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $2.9M | 1.0% | -1% | — |
| 10 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $1.4M | 0.5% | +0% | — |
| 11 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $1.4M | 0.5% | +0% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $900,126 | 0.3% | -0% | — |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $699,709 | 0.2% | +0% | — |
| 14 | — | AMERICAN CENTY ETF TR - AVANTIS EMERGING | $643,191 | 0.2% | +0% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US SMALL CAP VAL | $576,858 | 0.2% | -0% | — |
| 16 | — | DIMENSIONAL ETF TRUST - US EQUITY MARKET | $553,754 | 0.2% | +0% | — |
| 17 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $494,499 | 0.2% | +0% | — |
| 18 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $380,933 | 0.1% | +0% | 73.7 |
| 19 |  $NVDA | NVIDIA CORP | $363,681 | 0.1% | +0% | 85.9 |
| 20 | — | ISHARES INC - MSCI EMRG CHN | $343,704 | 0.1% | +0% | — |
| 21 | — | VANGUARD INDEX FDS - VALUE ETF | $340,040 | 0.1% | +0% | — |
| 22 |  $WMT | Walmart Inc. | $330,757 | 0.1% | +0% | 60.2 |
| 23 | — | VANGUARD STAR FDS - VG TL INTL STK F | $326,882 | 0.1% | +0% | — |
| 24 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $309,196 | 0.1% | -0% | — |
| 25 |  $MSFT | MICROSOFT CORP | $308,838 | 0.1% | +0% | 79.8 |
| 26 |  $LMT | LOCKHEED MARTIN CORP | $246,672 | 0.1% | +0% | 65.6 |
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $242,073 | 0.1% | +0% | — |
| 28 |  $XOM.R34088 | EXXON MOBIL CORP | $194,734 | 0.1% | +0% | 57.9 |
| 29 |  $AXP | AMERICAN EXPRESS CO | $166,108 | 0.1% | +0% | 69.4 |
| 30 |  $DOV | DOVER Corp | $165,330 | 0.1% | +0% | 58.1 |
| 31 |  $CASY | CASEYS GENERAL STORES INC | $143,705 | 0.1% | +0% | 65.1 |
| 32 | — | ISHARES TR - CORE S&P500 ETF | $130,824 | 0.0% | +0% | — |
| 33 |  $SPY | SPDR S&P 500 ETF TRUST | $128,796 | 0.0% | +0% | — |
| 34 |  $GOOG | Alphabet Inc. | $121,757 | 0.0% | +0% | 78.2 |
| 35 |  $BAC | BANK OF AMERICA CORP /DE/ | $92,675 | 0.0% | +0% | 67.6 |
| 36 |  $DIS | Walt Disney Co | $91,472 | 0.0% | +0% | 60.1 |
| 37 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $91,057 | 0.0% | +0% | 60.9 |
| 38 | — | DIMENSIONAL ETF TRUST - EMERGING MRKTETS | $89,267 | 0.0% | +0% | — |
| 39 |  $XEL | XCEL ENERGY INC | $87,008 | 0.0% | +0% | 56.4 |
| 40 |  $GS | GOLDMAN SACHS GROUP INC | $82,626 | 0.0% | +0% | 73.5 |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $81,430 | 0.0% | +0% | 73.8 |
| 42 |  $ORCL | ORACLE CORP | $81,092 | 0.0% | +0% | 66.2 |
| 43 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $79,965 | 0.0% | +0% | 65.1 |
| 44 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $77,651 | 0.0% | +0% | — |
| 45 |  $LLY | ELI LILLY & Co | $76,303 | 0.0% | +0% | 87.5 |
| 46 |  $WFC | WELLS FARGO & COMPANY/MN | $74,560 | 0.0% | +0% | 61.8 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $72,433 | 0.0% | +0% | 69 |
| 48 | — | DBX ETF TR - XTRACKRS S&P 500 | $66,671 | 0.0% | +0% | — |
| 49 |  $PEP | PEPSICO INC | $66,020 | 0.0% | +0% | 63.4 |
| 50 |  $ASML | ASML HOLDING NV | $64,192 | 0.0% | +0% | — |
| 51 |  $IDCC | InterDigital, Inc. | $63,676 | 0.0% | +0% | 65 |
| 52 |  $JPM | JPMORGAN CHASE & CO | $62,511 | 0.0% | +0% | 70.7 |
| 53 |  $CVX | CHEVRON CORP | $56,849 | 0.0% | +0% | 62.8 |
| 54 |  $WM | WASTE MANAGEMENT INC | $54,489 | 0.0% | +0% | 67.6 |
| 55 |  $AMZN | AMAZON COM INC | $52,858 | 0.0% | +0% | 68.7 |
| 56 |  $EXPE | Expedia Group, Inc. | $52,413 | 0.0% | +0% | 71.1 |
| 57 |  $ABBV | AbbVie Inc. | $49,126 | 0.0% | +0% | 72.6 |
| 58 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $48,403 | 0.0% | +0% | — |
| 59 |  $LOW | LOWES COMPANIES INC | $48,232 | 0.0% | +0% | 60.8 |
| 60 |  $MCD | MCDONALDS CORP | $38,816 | 0.0% | +0% | 69 |
| 61 |  $CCZ | COMCAST CORP | $35,570 | 0.0% | +0% | 59.5 |
| 62 |  $PLTR | Palantir Technologies Inc. | $35,195 | 0.0% | +0% | 84.6 |
| 63 |  $ABT | ABBOTT LABORATORIES | $32,701 | 0.0% | +0% | 65.5 |
| 64 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $31,844 | 0.0% | +0% | — |
| 65 |  $WEC | WEC ENERGY GROUP, INC. | $31,638 | 0.0% | +0% | 60.1 |
| 66 |  $PPG | PPG INDUSTRIES INC | $30,738 | 0.0% | +0% | 59.1 |
| 67 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $30,318 | 0.0% | +0% | — |
| 68 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $29,416 | 0.0% | +0% | — |
| 69 |  $PM | Philip Morris International Inc. | $28,872 | 0.0% | +0% | 75.9 |
| 70 |  $ITW | ILLINOIS TOOL WORKS INC | $26,601 | 0.0% | +0% | 63.6 |
| 71 |  $SRE | SEMPRA | $26,487 | 0.0% | +0% | 41.9 |
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | $25,369 | 0.0% | +0% | — |
| 73 |  $CAH | CARDINAL HEALTH INC | $22,811 | 0.0% | +0% | 62.4 |
| 74 |  $BLK | BlackRock, Inc. | $22,478 | 0.0% | +0% | 70 |
| 75 |  $USB | US BANCORP \DE\ | $22,252 | 0.0% | +0% | 65.3 |
| 76 |  $V | VISA INC. | $22,095 | 0.0% | +0% | 82.9 |
| 77 |  $BBSI | BARRETT BUSINESS SERVICES INC | $21,776 | 0.0% | +0% | 46.5 |
| 78 |  $VZ | VERIZON COMMUNICATIONS INC | $21,180 | 0.0% | +0% | 65.8 |
| 79 | — | ISHARES TR - RUSSELL 2000 ETF | $20,366 | 0.0% | +0% | — |
| 80 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $19,753 | 0.0% | +0% | — |
| 81 |  $INTC | INTEL CORP | $19,188 | 0.0% | +0% | 45.6 |
| 82 |  $TRV | TRAVELERS COMPANIES, INC. | $16,824 | 0.0% | +0% | 75.9 |
| 83 |  $PG | PROCTER & GAMBLE Co | $16,768 | 0.0% | +0% | 64.6 |
| 84 |  $NKE | NIKE, Inc. | $16,756 | 0.0% | +0% | 49.3 |
| 85 |  $AVGO | Broadcom Inc. | $16,267 | 0.0% | +0% | 84.5 |
| 86 |  $GILD | GILEAD SCIENCES, INC. | $16,202 | 0.0% | +0% | 57.4 |
| 87 |  $META | Meta Platforms, Inc. | $16,078 | 0.0% | +0% | 79.6 |
| 88 | $META | Meta Platforms, Inc. | $15,843 | 0.0% | +0% | 79.6 |
| 89 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $14,519 | 0.0% | +0% | — |
| 90 |  $KEY | KEYCORP /NEW/ | $14,304 | 0.0% | +0% | 70.8 |
| 91 |  $FE | FIRSTENERGY CORP | $13,431 | 0.0% | +0% | 61.5 |
| 92 |  $BAX | BAXTER INTERNATIONAL INC | $13,377 | 0.0% | +0% | 50.1 |
| 93 | — | ISHARES TR - US TREAS BD ETF | $13,240 | 0.0% | +0% | — |
| 94 |  $BA | BOEING CO | $13,028 | 0.0% | +0% | 61.6 |
| 95 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $12,329 | 0.0% | +0% | — |
| 96 |  $NVS | NOVARTIS AG | $11,582 | 0.0% | +0% | — |
| 97 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $11,531 | 0.0% | +0% | 66.8 |
| 98 |  $MRK | Merck & Co., Inc. | $10,526 | 0.0% | +0% | 59.9 |
| 99 |  $MO | ALTRIA GROUP, INC. | $10,379 | 0.0% | +0% | 67.4 |
| 100 |  $TMUS | T-Mobile US, Inc. | $10,356 | 0.0% | +0% | 69.1 |
| 101 |  $COST | COSTCO WHOLESALE CORP /NEW | $9,486 | 0.0% | +0% | 66.2 |
| 102 | — | ISHARES TR - CORE MSCI EAFE | $8,857 | 0.0% | +0% | — |
| 103 | — | SPDR SERIES TRUST - STATE STREET SPD | $8,768 | 0.0% | +0% | — |
| 104 |  $BBY | BEST BUY CO INC | $8,701 | 0.0% | +0% | 60.2 |
| 105 |  $YMM | Full Truck Alliance Co. Ltd. | $8,546 | 0.0% | +0% | — |
| 106 | — | ISHARES TR - FUTURE AI & TECH | $8,336 | 0.0% | +0% | — |
| 107 |  $MET | METLIFE INC | $7,737 | 0.0% | +0% | 56.2 |
| 108 | — | ISHARES TR - CORE S&P MCP ETF | $7,590 | 0.0% | +0% | — |
| 109 |  $SON | SONOCO PRODUCTS CO | $7,463 | 0.0% | +0% | 69 |
| 110 |  $CSX | CSX CORP | $7,250 | 0.0% | +0% | 65.2 |
| 111 |  $NWN | Northwest Natural Holding Co | $7,011 | 0.0% | +0% | 53.9 |
| 112 |  $TSLA | Tesla, Inc. | $6,746 | 0.0% | -67% | 53.9 |
| 113 |  $MDLZ | Mondelez International, Inc. | $6,675 | 0.0% | +0% | 56.4 |
| 114 |  $WMB | WILLIAMS COMPANIES, INC. | $6,613 | 0.0% | +0% | 64.3 |
| 115 | — | ISHARES TR - CORE S&P US GWT | $6,550 | 0.0% | +0% | — |
| 116 |  $PSX | Phillips 66 | $6,452 | 0.0% | +0% | 57.8 |
| 117 |  $GSK | GSK plc | $5,885 | 0.0% | +0% | — |
| 118 |  $ETR | ENTERGY CORP /DE/ | $5,546 | 0.0% | +0% | 59.5 |
| 119 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $5,352 | 0.0% | +0% | — |
| 120 |  $TXRH | Texas Roadhouse, Inc. | $5,146 | 0.0% | +0% | 62.7 |
| 121 |  $CVE | CENOVUS ENERGY INC. | $4,941 | 0.0% | +0% | 51.9 |
| 122 |  $QS | QuantumScape Corp | $4,898 | 0.0% | +0% | — |
| 123 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4,836 | 0.0% | +0% | — |
| 124 | — | SPDR DOW JONES INDL AVERAGE - UT SER 1 | $4,806 | 0.0% | +0% | — |
| 125 | — | ISHARES TR - MSCI USA QLT FCT | $4,767 | 0.0% | +0% | — |
| 126 |  $NFLX | NETFLIX INC | $4,688 | 0.0% | +0% | 78.8 |
| 127 |  $CAG | CONAGRA BRANDS INC. | $4,657 | 0.0% | +0% | 38.9 |
| 128 |  $EXC | EXELON CORP | $4,359 | 0.0% | +0% | 59.6 |
| 129 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $4,230 | 0.0% | +0% | — |
| 130 |  $HOG | HARLEY-DAVIDSON, INC. | $4,098 | 0.0% | +0% | 37 |
| 131 | — | FIRST TR EXCHANGE-TRADED FD - GBL WND ENRG ETF | $4,094 | 0.0% | +0% | — |
| 132 |  $NEE | NEXTERA ENERGY INC | $3,854 | 0.0% | +0% | 64.6 |
| 133 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3,525 | 0.0% | +0% | 66.2 |
| 134 |  $PPL | PPL Corp | $3,502 | 0.0% | +0% | 55.7 |
| 135 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3,499 | 0.0% | +0% | — |
| 136 |  $HD | HOME DEPOT, INC. | $3,441 | 0.0% | +0% | 60.3 |
| 137 |  $TXN | TEXAS INSTRUMENTS INC | $3,297 | 0.0% | +0% | 73.4 |
| 138 | — | ISHARES INC - CORE MSCI EMKT | $3,294 | 0.0% | +0% | — |
| 139 |  $ETN | Eaton Corp plc | $3,186 | 0.0% | +0% | — |
| 140 | — | ISHARES TR - CORE S&P US VLU | $3,179 | 0.0% | +0% | — |
| 141 |  $HON | HONEYWELL INTERNATIONAL INC | $3,122 | 0.0% | +0% | 65 |
| 142 |  $GNLX | GENELUX Corp | $2,878 | 0.0% | +0% | — |
| 143 |  $PFE | PFIZER INC | $2,490 | 0.0% | +0% | 62 |
| 144 |  $CPNG | Coupang, Inc. | $2,359 | 0.0% | +0% | 50.6 |
| 145 |  $OVV | Ovintiv Inc. | $2,274 | 0.0% | +0% | 62.5 |
| 146 | — | ISHARES TR - CORE S&P SCP ETF | $2,164 | 0.0% | +0% | — |
| 147 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2,043 | 0.0% | +0% | — |
| 148 |  $SBUX | STARBUCKS CORP | $2,022 | 0.0% | +0% | 58.2 |
| 149 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $1,861 | 0.0% | +0% | — |
| 150 |  $DHR | DANAHER CORP /DE/ | $1,832 | 0.0% | +0% | 64.8 |
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