PRUDENT INVESTORS NETWORK, INC.

CIK

1766005

Location

LAKE FOREST, CA

Portfolio Value

Small $516,292,198

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,756 / 8,798 ▲ 1257 · as of Jun 2026

Top Industry

Asset Management 43.9%

Period ended 3 months ago

Filed Aug 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

44.0%

+21.3 pts

Top 5

70.5%

+9.5 pts

Top 10

88.9%

+4.0 pts

HHI

2,209

Moderately concentrated+1,166

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.9%	$453,641,222	22
Financial Services	5.9%	$30,546,973	9
Technology	2.5%	$12,964,469	9
Consumer Cyclical	2.4%	$12,598,133	2
Healthcare	0.5%	$2,641,720	5
Communication Services	0.2%	$1,021,451	1
Consumer Defensive	0.2%	$920,792	2
Industrials	0.1%	$761,233	3
Energy	0.1%	$551,801	1
Utilities	0.1%	$427,120	1
Real Estate	0.0%	$217,284	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+234,730	318,857	$27,490,734
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+163,363	2,588,011	$227,195,667
STT	State Street Corp	+102,367	507,676	$27,216,510
—		+62,822	283,778	$16,365,477
VEU	Vanguard FTSE All-World Ex-US ETF	+42,055	427,991	$25,546,782
—		+15,461	114,755	$9,532,697
FNDA	Schwab Fundamental U.S. Small Company ETF	+13,363	72,061	$2,401,320
BNDX	Vanguard Total International Bond ETF	+10,731	16,103	$779,868
EDV	Vanguard World Funds Extended Duration ETF	+3,448	4,246	$702,578
VEA	Vanguard FTSE Developed Markets ETF	+2,947	8,724	$621,585
WMT	Walmart Inc.	+771	3,422	$387,575
AAPL	Apple Inc.	+656	11,368	$3,289,444
NVDA	Nvidia Corp	+350	7,856	$1,571,907
ABBV	AbbVie Inc.	+209	3,636	$914,963
GOOGL	Alphabet Inc.	+131	2,880	$1,021,451
JPM	Jpmorgan Chase & Co	+110	2,698	$883,136
ABT	Abbott Laboratories	+102	3,560	$323,034
AXP	American Express Co	+100	1,377	$465,770
PANW	Palo Alto Networks Inc	+80	3,692	$1,259,045
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	−481,338	126,871	$11,698,774
AGNG	Global X Funds Global X Aging Population ETF	−201,316	387,560	$19,549,585
FAAA	Fidelity AAA CLO ETF	−118,503	96,380	$4,384,326
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−107,968	287,381	$21,818,316
MSFT	Microsoft Corp	−10,166	12,258	$4,572,479
AAAP	Pacer Barings CLO Market Flex ETF	−7,229	6,659	$414,189
AMZN	Amazon Com Inc	−4,579	48,319	$11,516,350
VIG	Vanguard Dividend Appreciation ETF	−3,094	3,052	$722,164
XOM	ExxonMobil Holdings Corp	−1,043	4,036	$551,801
GLD	Spdr Gold Trust	−352	1,118	$411,848
QQQ	Invesco Qqq Trust, Series 1	−197	42,443	$31,255,025
V	Visa Inc.	−175	1,172	$402,101
NSC	Norfolk Southern Corp	−127	849	$267,086
LLY	ELI LILLY & Co	−85	722	$865,988
COST	Costco Wholesale Corp /New	−48	570	$533,217
JNJ	Johnson & Johnson	−32	1,216	$308,827
BRK-B	Berkshire Hathaway Inc	−27	958	$479,373
ASML	Asml Holding NV	−16	398	$791,797
WAB	Westinghouse Air Brake Technologies Corp	−2	1,068	$287,932
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	1,079,613	$50,677,034
AMD	Advanced Micro Devices Inc	1,208	$701,739
AEP	American Electric Power Co Inc	3,122	$427,120
VCRM	Vanguard Core Tax-Exempt Bond ETF	5,875	$297,157
TSM	Taiwan Semiconductor Manufacturing Co Ltd	592	$282,721
MRVL	Marvell Technology, Inc.	905	$269,590
MUC	Blackrock Muniholdings California Quality Fund, Inc.	23,375	$256,891
SANM	Sanmina Corp	892	$225,747
CTRE	CareTrust REIT, Inc.	5,385	$217,284
WFC	Wells Fargo & Company/Mn	2,600	$214,864
HWM	Howmet Aerospace Inc.	767	$206,215
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $516,292,198 total · filing declares 87 positions · $516,318,796 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,588,011	+163,363	$227,195,667	—	44.01%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	NEW	1,079,613	NEW	$50,677,034	NEW	9.82%
QQQ	Invesco Qqq Trust, Series 1	Reduced	42,443	-197	$31,255,025	+27.0%	6.05%
VB	Vanguard Morningstar Small-Cap ETF	Added	318,857	+234,730	$27,490,734	+245.2%	5.32%
STT	State Street Corp Financial Services	Added	507,676	+102,367	$27,216,510	+36.0%	5.27%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	427,991	+42,055	$25,546,782	+22.5%	4.95%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	287,381	-107,968	$21,818,316	−24.2%	4.23%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	387,560	-201,316	$19,549,585	+1.4%	3.79%
		Added	283,778	+62,822	$16,365,477	+53.3%	3.17%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	126,871	-481,338	$11,698,774	−79.2%	2.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	48,319	-4,579	$11,516,350	+4.5%	2.23%
		Added	114,755	+15,461	$9,532,697	+17.1%	1.85%
MSFT	Microsoft Corp Technology	Reduced	12,258	-10,166	$4,572,479	−44.9%	0.89%
FAAA	Fidelity AAA CLO ETF	Reduced	96,380	-118,503	$4,384,326	−55.3%	0.85%
AAPL	Apple Inc. Technology	Added	11,368	+656	$3,289,444	+21.0%	0.64%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	72,061	+13,363	$2,401,320	+40.5%	0.47%
NVDA	Nvidia Corp Technology	Added	7,856	+350	$1,571,907	+20.1%	0.30%
PANW	Palo Alto Networks Inc Technology	Added	3,692	+80	$1,259,045	+117.4%	0.24%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,572	0	$1,081,783	+13.1%	0.21%
GOOGL	Alphabet Inc. Communication Services	Added	2,880	+131	$1,021,451	+29.4%	0.20%
BKF	iShares MSCI BIC ETF	Held	3,715	0	$937,034	+39.0%	0.18%
ABBV	AbbVie Inc. Healthcare	Added	3,636	+209	$914,963	+22.8%	0.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,698	+110	$883,136	+16.0%	0.17%
LLY	ELI LILLY & Co Healthcare	Reduced	722	-85	$865,988	+16.7%	0.17%
ASML	Asml Holding NV Technology	Reduced	398	-16	$791,797	+44.8%	0.15%
BNDX	Vanguard Total International Bond ETF	Added	16,103	+10,731	$779,868	+202.1%	0.15%
VIG	Vanguard Dividend Appreciation ETF	Reduced	3,052	-3,094	$722,164	−45.4%	0.14%
EDV	Vanguard World Funds Extended Duration ETF	Added	4,246	+3,448	$702,578	+223.3%	0.14%
AMD	Advanced Micro Devices Inc Technology	NEW	1,208	NEW	$701,739	NEW	0.14%
VEA	Vanguard FTSE Developed Markets ETF	Added	8,724	+2,947	$621,585	+67.9%	0.12%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,036	-1,043	$551,801	−36.0%	0.11%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	570	-48	$533,217	−13.4%	0.10%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Held	9,936	0	$500,277	+0.0%	0.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	958	-27	$479,373	+1.6%	0.09%
AXP	American Express Co Financial Services	Added	1,377	+100	$465,770	+20.6%	0.09%
AEP	American Electric Power Co Inc Utilities	NEW	3,122	NEW	$427,120	NEW	0.08%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	6,659	-7,229	$414,189	−52.3%	0.08%
GLD	Spdr Gold Trust	Reduced	1,118	-352	$411,848	−34.9%	0.08%
V	Visa Inc. Financial Services	Reduced	1,172	-175	$402,101	−1.2%	0.08%
GS	Goldman Sachs Group Inc Financial Services	Held	386	0	$390,388	+19.5%	0.08%
WMT	Walmart Inc. Consumer Defensive	Added	3,422	+771	$387,575	+17.6%	0.08%
BAB	Invesco Taxable Municipal Bond ETF	Held	18,523	0	$338,785	+2.0%	0.07%
ABT	Abbott Laboratories Healthcare	Added	3,560	+102	$323,034	−9.0%	0.06%
JNJ	Johnson & Johnson Healthcare	Reduced	1,216	-32	$308,827	+1.2%	0.06%
VCRM	Vanguard Core Tax-Exempt Bond ETF	NEW	5,875	NEW	$297,157	NEW	0.06%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	1,068	-2	$287,932	+7.7%	0.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	592	NEW	$282,721	NEW	0.05%
MRVL	Marvell Technology, Inc. Technology	NEW	905	NEW	$269,590	NEW	0.05%
NSC	Norfolk Southern Corp Industrials	Reduced	849	-127	$267,086	−4.7%	0.05%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	NEW	23,375	NEW	$256,891	NEW	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.