Prudent Man Advisors as of Dec. 31, 2025
Portfolio Holdings for Prudent Man Advisors
Prudent Man Advisors holds 135 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 16.4 | $45M | 134k | 335.27 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.6 | $26M | 354k | 74.07 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 3.9 | $11M | 71k | 148.98 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.8 | $10M | 128k | 80.63 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.5 | $9.6M | 149k | 64.79 | |
| NVIDIA Corporation (NVDA) | 3.0 | $8.3M | 44k | 186.50 | |
| Apple (AAPL) | 2.9 | $7.8M | 28k | 276.43 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.8 | $7.5M | 96k | 78.81 | |
| Microsoft Corporation (MSFT) | 2.5 | $7.0M | 14k | 483.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $5.9M | 19k | 313.80 | |
| Amazon (AMZN) | 2.0 | $5.5M | 24k | 230.82 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.8 | $5.1M | 67k | 75.44 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.3M | 14k | 322.22 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $3.9M | 16k | 246.16 | |
| Broadcom (AVGO) | 1.4 | $3.9M | 11k | 346.10 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $3.5M | 40k | 88.49 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.4M | 5.0k | 684.94 | |
| Meta Platforms Cl A (META) | 1.2 | $3.3M | 5.0k | 660.09 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $3.3M | 71k | 47.08 | |
| Bank of America Corporation (BAC) | 0.9 | $2.4M | 44k | 55.00 | |
| Wal-Mart Stores (WMT) | 0.9 | $2.4M | 22k | 111.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.4M | 7.6k | 313.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.4M | 4.6k | 510.79 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.2M | 15k | 143.52 | |
| Morgan Stanley Com New (MS) | 0.8 | $2.1M | 12k | 177.53 | |
| Philip Morris International (PM) | 0.7 | $2.0M | 13k | 160.40 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.9M | 1.8k | 1074.68 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $1.9M | 11k | 171.18 | |
| Corning Incorporated (GLW) | 0.7 | $1.8M | 21k | 87.56 | |
| Applied Materials (AMAT) | 0.7 | $1.8M | 7.0k | 256.99 | |
| Blackrock (BLK) | 0.6 | $1.8M | 1.7k | 1070.34 | |
| Merck & Co (MRK) | 0.6 | $1.8M | 17k | 105.26 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.7M | 3.0k | 570.88 | |
| Visa Com Cl A (V) | 0.6 | $1.7M | 4.8k | 350.71 | |
| Abbott Laboratories (ABT) | 0.6 | $1.6M | 13k | 125.29 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.5M | 8.4k | 180.63 | |
| Emerson Electric (EMR) | 0.5 | $1.5M | 11k | 132.72 | |
| Oracle Corporation (ORCL) | 0.5 | $1.5M | 7.6k | 194.91 | |
| Booking Holdings (BKNG) | 0.5 | $1.4M | 267.00 | 5355.33 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.4M | 1.6k | 862.34 | |
| Metropcs Communications (TMUS) | 0.5 | $1.4M | 6.8k | 203.04 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $1.3M | 13k | 99.52 | |
| Quanta Services (PWR) | 0.5 | $1.3M | 3.1k | 422.06 | |
| Prologis (PLD) | 0.5 | $1.3M | 10k | 127.66 | |
| Spdr Series Trust Bloomberg High Y (JNK) | 0.5 | $1.3M | 13k | 97.21 | |
| Micron Technology (MU) | 0.5 | $1.3M | 4.5k | 285.41 | |
| L3harris Technologies (LHX) | 0.4 | $1.2M | 4.1k | 293.57 | |
| Boston Scientific Corporation (BSX) | 0.4 | $1.2M | 13k | 95.35 | |
| Ameriprise Financial (AMP) | 0.4 | $1.2M | 2.4k | 490.34 | |
| Labcorp Holdings Com Shs (LH) | 0.4 | $1.1M | 4.5k | 250.88 | |
| salesforce (CRM) | 0.4 | $1.1M | 4.2k | 264.91 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.1M | 18k | 61.11 | |
| Walt Disney Company (DIS) | 0.4 | $1.1M | 9.5k | 113.77 | |
| Ametek (AME) | 0.4 | $1.1M | 5.2k | 205.31 | |
| Ishares Tr Ultra Short Dur (ICSH) | 0.4 | $1.1M | 21k | 50.58 | |
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.4 | $985k | 15k | 64.81 | |
| Oneok (OKE) | 0.4 | $980k | 13k | 73.50 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $977k | 1.7k | 570.21 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $971k | 1.7k | 579.45 | |
| Constellation Energy (CEG) | 0.4 | $968k | 2.7k | 353.27 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $965k | 2.1k | 453.36 | |
| Spdr Series Trust S&p Biotech (XBI) | 0.3 | $949k | 7.8k | 121.93 | |
| Freeport-mcmoran CL B (FCX) | 0.3 | $940k | 19k | 50.79 | |
| Albemarle Corporation (ALB) | 0.3 | $914k | 6.5k | 141.44 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $913k | 1.5k | 627.13 | |
| Jacobs Engineering Group (J) | 0.3 | $890k | 6.7k | 132.46 | |
| Tesla Motors (TSLA) | 0.3 | $888k | 2.0k | 449.72 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $877k | 24k | 37.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $868k | 8.7k | 99.88 | |
| Axon Enterprise (AXON) | 0.3 | $863k | 1.5k | 567.93 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $850k | 12k | 69.40 | |
| LKQ Corporation (LKQ) | 0.3 | $843k | 28k | 30.20 | |
| Equinix (EQIX) | 0.3 | $781k | 1.0k | 766.16 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $776k | 11k | 69.52 | |
| Deere & Company (DE) | 0.3 | $775k | 905.00 | 856.15 | |
| Wells Fargo & Company (WFC) | 0.3 | $769k | 8.3k | 93.20 | |
| Evergy (EVRG) | 0.3 | $755k | 10k | 72.49 | |
| Cisco Systems (CSCO) | 0.3 | $751k | 9.8k | 77.03 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.3 | $739k | 22k | 33.81 | |
| EQT Corporation (EQT) | 0.3 | $727k | 14k | 53.60 | |
| ConocoPhillips (COP) | 0.2 | $676k | 7.2k | 93.61 | |
| Nextera Energy (NEE) | 0.2 | $670k | 8.3k | 80.28 | |
| Nike CL B (NKE) | 0.2 | $661k | 4.0k | 166.03 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $660k | 3.6k | 183.40 | |
| Newmont Mining Corporation (NEM) | 0.2 | $603k | 6.0k | 99.85 | |
| Chevron Corporation (CVX) | 0.2 | $597k | 3.9k | 152.41 | |
| Coca-Cola Company (KO) | 0.2 | $585k | 7.2k | 80.81 | |
| Procter & Gamble Company (PG) | 0.2 | $582k | 4.1k | 143.31 | |
| Digital Realty Trust (DLR) | 0.2 | $563k | 3.6k | 154.71 | |
| Electronic Arts (EA) | 0.2 | $560k | 2.7k | 204.33 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $515k | 17k | 30.96 | |
| S&p Global (SPGI) | 0.2 | $509k | 974.00 | 522.59 | |
| Honeywell International (HON) | 0.2 | $505k | 2.6k | 195.09 | |
| UnitedHealth (UNH) | 0.2 | $473k | 1.4k | 330.11 | |
| McDonald's Corporation (MCD) | 0.2 | $464k | 1.5k | 305.63 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $461k | 4.2k | 109.91 | |
| General Dynamics Corporation (GD) | 0.2 | $446k | 1.3k | 336.66 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $441k | 17k | 26.49 | |
| Marvell Technology (MRVL) | 0.1 | $408k | 4.8k | 84.98 | |
| American Electric Power Company (AEP) | 0.1 | $405k | 3.5k | 115.31 | |
| Qualcomm (QCOM) | 0.1 | $400k | 2.3k | 171.05 | |
| Valero Energy Corporation (VLO) | 0.1 | $399k | 2.5k | 162.79 | |
| Vici Pptys (VICI) | 0.1 | $398k | 14k | 28.12 | |
| Regions Financial Corporation (RF) | 0.1 | $398k | 15k | 27.10 | |
| Dover Corporation (DOV) | 0.1 | $394k | 2.0k | 195.24 | |
| Cigna Corp (CI) | 0.1 | $388k | 1.4k | 275.23 | |
| F.N.B. Corporation (FNB) | 0.1 | $387k | 23k | 17.10 | |
| Bristol Myers Squibb (BMY) | 0.1 | $381k | 7.1k | 53.94 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $377k | 4.3k | 87.42 | |
| BorgWarner (BWA) | 0.1 | $363k | 8.1k | 45.06 | |
| Verizon Communications (VZ) | 0.1 | $359k | 8.8k | 40.73 | |
| Welltower Inc Com reit (WELL) | 0.1 | $348k | 1.9k | 185.61 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $347k | 3.8k | 92.30 | |
| Medtronic SHS (MDT) | 0.1 | $346k | 3.6k | 96.06 | |
| Eastman Chemical Company (EMN) | 0.1 | $333k | 5.2k | 63.83 | |
| Target Corporation (TGT) | 0.1 | $331k | 3.4k | 97.75 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $325k | 7.6k | 42.94 | |
| NiSource (NI) | 0.1 | $324k | 7.8k | 41.76 | |
| Home Depot (HD) | 0.1 | $312k | 908.00 | 344.10 | |
| Clearway Energy CL C (CWEN) | 0.1 | $298k | 9.0k | 33.26 | |
| Encompass Health Corp (EHC) | 0.1 | $294k | 2.8k | 106.14 | |
| Fidelity National Financial Com Shs (FNF) | 0.1 | $285k | 5.2k | 54.59 | |
| Carrier Global Corporation (CARR) | 0.1 | $280k | 5.3k | 52.84 | |
| Encana Corporation (OVV) | 0.1 | $252k | 6.4k | 39.19 | |
| Anthem (ELV) | 0.1 | $252k | 719.00 | 350.55 | |
| American Tower Reit (AMT) | 0.1 | $249k | 1.4k | 175.57 | |
| Crane Holdings (CXT) | 0.1 | $240k | 5.1k | 47.07 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $232k | 3.0k | 77.88 | |
| Dycom Industries (DY) | 0.1 | $222k | 657.00 | 337.90 | |
| Dupont De Nemours (DD) | 0.1 | $220k | 5.5k | 40.20 | |
| Sitime Corp (SITM) | 0.1 | $203k | 576.00 | 353.19 | |
| Redwood Trust (RWT) | 0.0 | $94k | 17k | 5.53 | |
| Payoneer Global (PAYO) | 0.0 | $85k | 15k | 5.62 | |
| Caterpillar (CAT) | 0.0 | $0 | 0 | 0.00 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $0 | 0 | 0.00 |
