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Prudent Man Investment Management

Latest statistics and disclosures from Prudent Man Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DUSB, DFAC, DFUV, DFAU, DFAI, and represent 87.79% of Prudent Man Investment Management's stock portfolio.
Reduced shares in these 10 stocks: DFAC, DFAT, DFAI, DFUS, NVDA, DFSV, AAPL, MGK, DUSB, DFAE.
Sold out of its position in FRSX.
Prudent Man Investment Management was a net seller of stock by $-44k.
Prudent Man Investment Management has $180M in assets under management (AUM), dropping by -0.02%.
Central Index Key (CIK): 0002054263

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Positions held by Prudent Man Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prudent Man Investment Management

Prudent Man Investment Management holds 168 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Ultrashort Fixed (DUSB)	31.9	$57M	1.1M	50.59	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	28.8	$52M	1.5M	34.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.3	$19M	451k	40.92	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	8.5	$15M	376k	40.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.4	$15M	520k	29.20	View chart
Apple (AAPL)	2.0	$3.6M	14k	250.42	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.8	$3.2M	125k	25.37	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.1	$1.9M	31k	62.46	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.0	$1.8M	35k	49.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$1.2M	49k	24.86	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.6	$1.1M	22k	49.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$998k	3.4k	289.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$899k	16k	55.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$559k	7.2k	77.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$464k	2.7k	169.32	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$438k	14k	30.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$381k	6.5k	58.93	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$363k	1.1k	343.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$314k	582.00	538.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$314k	4.8k	65.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$238k	4.3k	55.45	View chart
PNC Financial Services (PNC)	0.1	$236k	1.2k	192.85	View chart
Microsoft Corporation (MSFT)	0.1	$219k	520.00	421.36	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$211k	3.3k	63.75	View chart
NVIDIA Corporation (NVDA)	0.1	$193k	1.4k	134.29	View chart
Wal-Mart Stores (WMT)	0.1	$191k	2.1k	90.34	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$186k	1.6k	117.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$178k	366.00	485.94	View chart
Exxon Mobil Corporation (XOM)	0.1	$177k	1.6k	107.55	View chart
Oracle Corporation (ORCL)	0.1	$139k	832.00	166.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$126k	214.00	586.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$112k	191.00	588.68	View chart
Casey's General Stores (CASY)	0.1	$103k	260.00	396.23	View chart
Public Service Enterprise (PEG)	0.1	$96k	1.1k	84.49	View chart
Thermo Fisher Scientific (TMO)	0.1	$93k	179.00	520.23	View chart
Walt Disney Company (DIS)	0.0	$90k	804.00	111.35	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$86k	1.8k	46.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$70k	200.00	351.79	View chart
Bank of America Corporation (BAC)	0.0	$69k	1.6k	43.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$63k	2.4k	26.63	View chart
Johnson & Johnson (JNJ)	0.0	$60k	415.00	144.62	View chart
Goldman Sachs (GS)	0.0	$60k	104.00	572.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$53k	280.00	189.30	View chart
Waste Management (WM)	0.0	$50k	248.00	201.79	View chart
Lowe's Companies (LOW)	0.0	$49k	200.00	246.80	View chart
Eli Lilly & Co. (LLY)	0.0	$48k	62.00	772.00	View chart
Comcast Corp Cl A (CMCSA)	0.0	$45k	1.2k	37.53	View chart
Chevron Corporation (CVX)	0.0	$45k	308.00	144.84	View chart
McDonald's Corporation (MCD)	0.0	$44k	150.00	289.89	View chart
Blackrock (BLK)	0.0	$43k	42.00	1025.12	View chart
JPMorgan Chase & Co. (JPM)	0.0	$43k	178.00	239.71	View chart
InterDigital (IDCC)	0.0	$39k	200.00	193.72	View chart
Procter & Gamble Company (PG)	0.0	$38k	228.00	167.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$38k	84.00	453.29	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$37k	516.00	72.37	View chart
PPG Industries (PPG)	0.0	$36k	300.00	119.45	View chart
Barrett Business Services (BBSI)	0.0	$35k	800.00	43.44	View chart
Expedia Group Com New (EXPE)	0.0	$35k	185.00	186.34	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$34k	970.00	35.48	View chart
Abbvie (ABBV)	0.0	$32k	178.00	177.70	View chart
Pepsi (PEP)	0.0	$30k	200.00	152.06	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.0	$30k	559.00	53.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$30k	72.00	410.44	View chart
Wec Energy Group (WEC)	0.0	$28k	300.00	94.04	View chart
Amazon (AMZN)	0.0	$27k	122.00	219.39	View chart
Sempra Energy (SRE)	0.0	$26k	300.00	87.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$26k	1.1k	23.17	View chart
Illinois Tool Works (ITW)	0.0	$25k	100.00	253.56	View chart
Philip Morris International (PM)	0.0	$22k	180.00	120.35	View chart
Verizon Communications (VZ)	0.0	$21k	520.00	39.99	View chart
Intel Corporation (INTC)	0.0	$21k	1.0k	20.05	View chart
Baxter International (BAX)	0.0	$20k	700.00	29.16	View chart
American Express Company (AXP)	0.0	$19k	64.00	296.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$18k	82.00	220.95	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$17k	643.00	26.57	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$17k	676.00	24.56	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$14k	20.00	693.10	View chart
Xcel Energy (XEL)	0.0	$14k	200.00	67.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$13k	575.00	22.98	View chart
Cardinal Health (CAH)	0.0	$13k	111.00	118.27	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$12k	333.00	37.07	View chart
Core Scientific *w Exp 01/23/202 (CORZZ)	0.0	$12k	880.00	14.02	View chart
Gilead Sciences (GILD)	0.0	$12k	132.00	92.37	View chart
Fortinet (FTNT)	0.0	$12k	129.00	94.48	View chart
Caterpillar (CAT)	0.0	$12k	33.00	362.79	View chart
FirstEnergy (FE)	0.0	$12k	300.00	39.78	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$12k	60.00	197.50	View chart
Visa Com Cl A (V)	0.0	$11k	34.00	316.06	View chart
Costco Wholesale Corporation (COST)	0.0	$10k	11.00	916.33	View chart
Altria (MO)	0.0	$9.4k	180.00	52.29	View chart
Sonoco Products Company (SON)	0.0	$9.3k	191.00	48.85	View chart
American Electric Power Company (AEP)	0.0	$9.2k	100.00	92.23	View chart
Pfizer (PFE)	0.0	$8.9k	334.00	26.53	View chart
Core Scientific *w Exp 01/23/202 (CORZW)	0.0	$8.7k	1.1k	8.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$8.3k	63.00	132.11	View chart
Novartis Sponsored Adr (NVS)	0.0	$8.2k	84.00	97.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$8.0k	354.00	22.70	View chart
MetLife (MET)	0.0	$8.0k	98.00	81.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$7.8k	163.00	47.82	View chart
Freeport-mcmoran CL B (FCX)	0.0	$7.6k	200.00	38.08	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$7.6k	28.00	269.71	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$7.4k	124.00	59.73	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$7.2k	240.00	30.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$7.2k	115.00	62.31	View chart
Frontier Group Hldgs (ULCC)	0.0	$7.1k	1.0k	7.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$7.0k	99.00	70.28	View chart
CSX Corporation (CSX)	0.0	$6.5k	200.00	32.27	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.0	$6.1k	415.00	14.80	View chart
Harley-Davidson (HOG)	0.0	$6.0k	200.00	30.13	View chart
Northwest Natural Holdin (NWN)	0.0	$5.9k	150.00	39.56	View chart
Adobe Systems Incorporated (ADBE)	0.0	$5.8k	13.00	444.69	View chart
Phillips 66 (PSX)	0.0	$5.7k	50.00	113.94	View chart
Texas Roadhouse (TXRH)	0.0	$5.6k	31.00	180.45	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$5.4k	39.00	139.36	View chart
Global X Fds Global X Uranium (URA)	0.0	$5.4k	200.00	26.78	View chart
Union Pacific Corporation (UNP)	0.0	$4.8k	21.00	228.05	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$4.6k	50.00	91.68	View chart
Entergy Corporation (ETR)	0.0	$4.5k	60.00	75.83	View chart
Cenovus Energy (CVE)	0.0	$4.4k	292.00	15.15	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$4.4k	81.00	54.51	View chart
Coupang Cl A (CPNG)	0.0	$4.4k	200.00	21.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$4.3k	22.00	195.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.3k	24.00	178.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.9k	49.00	80.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$3.9k	14.00	280.07	View chart
Exelon Corporation (EXC)	0.0	$3.8k	100.00	37.64	View chart
Tesla Motors (TSLA)	0.0	$3.6k	9.00	403.89	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$3.6k	5.00	712.40	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$3.3k	100.00	32.76	View chart
PPL Corporation (PPL)	0.0	$3.2k	100.00	32.46	View chart
Us Bancorp Del Com New (USB)	0.0	$3.0k	63.00	47.84	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.9k	31.00	92.61	View chart
ConocoPhillips (COP)	0.0	$2.8k	28.00	99.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.6k	10.00	264.20	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$2.6k	49.00	52.22	View chart
Encana Corporation (OVV)	0.0	$2.3k	58.00	40.50	View chart
Starbucks Corporation (SBUX)	0.0	$2.2k	24.00	91.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$2.1k	18.00	115.22	View chart
Tidal Etf Tr Fundstrat Granny (GRNY)	0.0	$2.0k	100.00	19.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$1.7k	38.00	44.05	View chart
Genelux Corporation (GNLX)	0.0	$1.6k	660.00	2.36	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.4k	5.00	288.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.4k	7.00	198.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.4k	13.00	106.62	View chart
GSK Sponsored Adr (GSK)	0.0	$1.4k	40.00	33.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.3k	72.00	18.50	View chart
Advisorshares Tr Pure Cannabis (YOLO)	0.0	$1.3k	527.00	2.42	View chart
Kraft Heinz (KHC)	0.0	$1.3k	41.00	30.73	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$1.1k	3.00	366.33	View chart
Voyager Therapeutics (VYGR)	0.0	$993.002500	175.00	5.67	View chart
Ford Motor Company (F)	0.0	$990.000000	100.00	9.90	View chart
Broadcom (AVGO)	0.0	$928.000000	4.00	232.00	View chart
Airbnb Com Cl A (ABNB)	0.0	$920.000200	7.00	131.43	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$880.000000	11.00	80.00	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$862.000000	4.00	215.50	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$821.000000	5.00	164.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$535.000200	6.00	89.17	View chart
Nike CL B (NKE)	0.0	$530.000100	7.00	75.71	View chart
Xti Aerospace	0.0	$507.615000	12k	0.04	View chart
Haleon Spon Ads (HLN)	0.0	$477.000000	50.00	9.54	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$458.000000	4.00	114.50	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$417.000000	10.00	41.70	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$340.000000	4.00	85.00	View chart
Block Cl A (XYZ)	0.0	$340.000000	4.00	85.00	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$264.000000	10.00	26.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$243.000000	1.00	243.00	View chart
Roku Com Cl A (ROKU)	0.0	$224.000100	3.00	74.67	View chart
Advanced Micro Devices (AMD)	0.0	$121.000000	1.00	121.00	View chart

Past Filings by Prudent Man Investment Management

SEC 13F filings are viewable for Prudent Man Investment Management going back to 2025

Prudent Man Investment Management 2025 Q3 filed Nov. 5, 2025
Prudent Man Investment Management 2025 Q2 filed Aug. 7, 2025
Prudent Man Investment Management 2025 Q1 filed April 30, 2025

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