Prudent Man Advisors, LLC
Filing Date
Global Rank
#3,961
/ 8,517
▲ 331
Top Industry
Semiconductors
16.1%
3Y Alpha vs SPY
+33.5%
Period ended 47 days ago
Filed Aug 5, 2026 · 11d
25 quarters · since Jun 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+271.1%
SPY
+76.6%
Annualised alpha
+34.0%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
112 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.5%
+0.7 pts
Top 5
26.1%
+1.7 pts
Top 10
40.7%
+2.0 pts
HHI
242
Diversified+17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.7% | $90,489,607 |
| Financial Services | 13.6% | $34,315,801 |
| Communication Services | 9.5% | $24,066,359 |
| Industrials | 9.4% | $23,835,030 |
| Healthcare | 8.6% | $21,852,555 |
| Consumer Cyclical | 8.4% | $21,379,727 |
| Consumer Defensive | 5.0% | $12,565,580 |
| Energy | 2.9% | $7,394,422 |
| Utilities | 2.5% | $6,248,163 |
| Real Estate | 2.3% | $5,890,314 |
| Basic Materials | 2.0% | $5,081,372 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMG | Chipotle Mexican Grill Inc | +31,614 | 69,335 | $2,357,390 | |
| BKNG | Booking Holdings Inc. | +13,796 | 14,215 | $2,533,681 | |
| BAC | Bank Of America Corp /De/ | +9,577 | 82,785 | $4,717,089 | |
| NVDA | Nvidia Corp | +7,348 | 75,192 | $15,045,167 | |
| AMZN | Amazon Com Inc | +5,282 | 42,487 | $10,126,351 | |
| AAPL | Apple Inc. | +4,723 | 48,371 | $13,996,632 | |
| FNB | Fnb Corp/Pa/ | +4,711 | 38,275 | $730,287 | |
| GOOGL | Alphabet Inc. | +4,676 | 46,303 | $16,421,093 | |
| FCX | Freeport-Mcmoran Inc | +4,581 | 37,015 | $2,327,873 | |
| WMT | Walmart Inc. | +3,490 | 36,169 | $4,096,500 | |
| MRK | Merck & Co., Inc. | +3,198 | 28,446 | $3,655,311 | |
| RF | Regions Financial Corp | +2,675 | 24,799 | $748,929 | |
| CEG | Constellation Energy Corp | +2,652 | 7,372 | $1,830,983 | |
| MSFT | Microsoft Corp | +2,463 | 24,696 | $9,212,101 | |
| JPM | Jpmorgan Chase & Co | +2,361 | 23,210 | $7,597,329 | |
| VZ | Verizon Communications Inc | +2,345 | 21,890 | $926,822 | |
| VICI | Vici Properties Inc. | +2,316 | 22,045 | $585,294 | |
| PM | Philip Morris International Inc. | +2,137 | 21,630 | $3,913,083 | |
| EMR | Emerson Electric Co | +2,073 | 19,485 | $2,789,277 | |
| AXON | Axon Enterprise, Inc. | +1,893 | 4,258 | $2,387,077 | |
| OKE | Oneok Inc /New/ | +1,827 | 22,871 | $1,988,404 | |
| DAL | Delta Air Lines, Inc. | +1,784 | 20,774 | $1,945,692 | |
| AVGO | Broadcom Inc. | +1,739 | 18,843 | $7,117,943 | |
| CWEN | Clearway Energy, Inc. | +1,733 | 14,843 | $507,333 | |
| ABT | Abbott Laboratories | +1,703 | 20,636 | $1,872,510 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LKQ | Lkq Corp | −29,160 | 15,521 | $408,667 | |
| J | Jacobs Solutions Inc. | −6,875 | 4,311 | $543,186 | |
| GLW | Corning Inc /Ny | −5,320 | 23,903 | $6,105,543 | |
| META | Meta Platforms, Inc. | −2,353 | 5,318 | $2,995,576 | |
| MU | Micron Technology Inc | −1,994 | 9,147 | $10,558,290 | |
| LRCX | Lam Research Corp | −1,851 | 12,747 | $5,523,657 | |
| PWR | Quanta Services, Inc. | −1,359 | 3,253 | $2,342,290 | |
| AMAT | Applied Materials Inc /De | −896 | 9,361 | $6,768,003 | |
| MS | Morgan Stanley | −674 | 17,951 | $3,752,477 | |
| RWT | Redwood Trust Inc | −268 | 16,275 | $77,143 | |
| EQIX | Equinix Inc | −11 | 298 | $310,632 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 8,260 | $4,798,316 | |
| LITE | Lumentum Holdings Inc. | 2,726 | $2,339,071 | |
| ETN | Eaton Corp plc | 5,330 | $2,271,219 | |
| ISRG | Intuitive Surgical Inc | 5,580 | $2,219,054 | |
| PENG | Penguin Solutions, Inc. | 4,121 | $313,237 | |
| SITM | SITIME Corp | 342 | $254,981 | |
| BE | Bloom Energy Corp | 817 | $247,305 | |
| MYRG | Myr Group Inc. | 463 | $231,685 | |
| INTC | Intel Corp | 1,600 | $223,408 | |
| CRS | Carpenter Technology Corp | 346 | $213,426 | |
| O | Realty Income Corp | 3,248 | $201,246 | |
| STGW | Stagwell Inc | 16,007 | $118,932 | |
| NTSK | Netskope Inc | 10,320 | $112,900 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 120,895 | $7,746,951 | |
| VXUS | Vanguard Total International Stock ETF | 78,493 | $6,052,595 | |
| BSX | Boston Scientific Corp | 18,543 | $1,163,573 | |
| HON | Honeywell International Inc | 3,628 | $820,036 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 2,978 | $229,842 | |
| MOD | Modine Manufacturing Co | 1,024 | $221,911 | |
| FN | Fabrinet | 422 | $220,081 | |
| DY | Dycom Industries Inc | 637 | $215,828 | |
| PRIM | Primoris Services Corp | 1,464 | $209,410 | |
| PAYO | Payoneer Global Inc. | 14,589 | $70,464 | |
| No positions match the current search. | ||||
112 tracked positions ·
$253,118,930 total
· filing declares
142 positions · $437,544,892
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 112 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 46,303 | $16,421,093 | 6.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 75,192 | $15,045,167 | 5.94% | |
| AAPL |
Apple Inc.
Technology
|
Added | 48,371 | $13,996,632 | 5.53% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 9,147 | $10,558,290 | 4.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 42,487 | $10,126,351 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 24,696 | $9,212,101 | 3.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 23,210 | $7,597,329 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 18,843 | $7,117,943 | 2.81% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 9,361 | $6,768,003 | 2.67% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 23,903 | $6,105,543 | 2.41% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 12,747 | $5,523,657 | 2.18% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 8,260 | $4,798,316 | 1.90% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 82,785 | $4,717,089 | 1.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,695 | $4,431,894 | 1.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 36,169 | $4,096,500 | 1.62% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,995 | $4,000,618 | 1.58% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 21,630 | $3,913,083 | 1.55% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 17,951 | $3,752,477 | 1.48% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 28,446 | $3,655,311 | 1.44% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 5,873 | $3,016,372 | 1.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,318 | $2,995,576 | 1.18% | |
| V |
Visa Inc.
Financial Services
|
Added | 8,477 | $2,908,373 | 1.15% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 19,485 | $2,789,277 | 1.10% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,834 | $2,725,061 | 1.08% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,758 | $2,580,026 | 1.02% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 14,215 | $2,533,681 | 1.00% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 8,208 | $2,445,081 | 0.97% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Added | 4,258 | $2,387,077 | 0.94% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Added | 69,335 | $2,357,390 | 0.93% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 3,253 | $2,342,290 | 0.93% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 2,726 | $2,339,071 | 0.92% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 37,015 | $2,327,873 | 0.92% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 5,330 | $2,271,219 | 0.90% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
NEW | 5,580 | $2,219,054 | 0.88% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 15,971 | $2,163,591 | 0.85% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Added | 7,648 | $2,141,440 | 0.85% | |
| AME |
Ametek Inc/
Industrials
|
Added | 8,720 | $2,109,716 | 0.83% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 7,125 | $2,070,453 | 0.82% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 22,871 | $1,988,404 | 0.79% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Added | 20,774 | $1,945,692 | 0.77% | |
| ORCL |
Oracle Corp
Technology
|
Added | 13,078 | $1,916,580 | 0.76% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 3,827 | $1,900,985 | 0.75% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 4,122 | $1,891,008 | 0.75% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 11,224 | $1,882,601 | 0.74% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 20,636 | $1,872,510 | 0.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 15,822 | $1,858,452 | 0.73% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 7,372 | $1,830,983 | 0.72% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 17,884 | $1,721,335 | 0.68% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 3,199 | $1,629,282 | 0.64% | |
| EVRG |
Evergy, Inc.
Utilities
|
Added | 17,719 | $1,531,453 | 0.61% |
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.