Prudent Man Advisors, LLC
Filing Date
Global Rank
#4,039
/ 8,232
▲ 1152
Top Industry
Semiconductors
11.7%
3Y Alpha vs SPY
-3.0%
Period ended 2 months ago
Filed May 8, 2026 · 37d
24 quarters · since Jun 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.4%
SPY
+76.3%
Annualised alpha
-3.0%
Max drawdown
−17.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
106 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.4%
−0.3 pts
Top 5
24.3%
−2.2 pts
Top 10
35.9%
−2.2 pts
HHI
218
Diversified−16
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.4% | $56,281,894 |
| Financial Services | 15.1% | $27,920,228 |
| Industrials | 10.3% | $19,055,840 |
| Consumer Cyclical | 9.3% | $17,325,508 |
| Healthcare | 9.2% | $17,049,197 |
| Communication Services | 7.0% | $13,002,572 |
| Consumer Defensive | 6.3% | $11,632,678 |
| Energy | 4.1% | $7,667,390 |
| Utilities | 2.9% | $5,325,674 |
| Real Estate | 2.8% | $5,135,328 |
| Basic Materials | 2.7% | $4,969,108 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +29,274 | 73,208 | $3,568,890 | |
| NVDA | Nvidia Corp | +23,495 | 67,844 | $11,831,993 | |
| LKQ | Lkq Corp | +16,780 | 44,681 | $1,312,280 | |
| AAPL | Apple Inc. | +15,358 | 43,648 | $11,077,425 | |
| CMG | Chipotle Mexican Grill Inc | +14,029 | 37,721 | $1,207,449 | |
| FCX | Freeport-Mcmoran Inc | +13,934 | 32,434 | $1,906,470 | |
| AMZN | Amazon Com Inc | +13,579 | 37,205 | $7,748,685 | |
| WMT | Walmart Inc. | +11,134 | 32,679 | $4,061,346 | |
| FNB | Fnb Corp/Pa/ | +10,950 | 33,564 | $561,190 | |
| VZ | Verizon Communications Inc | +10,726 | 19,545 | $981,159 | |
| EQT | EQT Corp | +10,574 | 24,132 | $1,535,760 | |
| GLW | Corning Inc /Ny | +8,647 | 29,223 | $3,973,451 | |
| MRK | Merck & Co., Inc. | +8,523 | 25,248 | $3,037,081 | |
| MSFT | Microsoft Corp | +7,854 | 22,233 | $8,229,989 | |
| OKE | Oneok Inc /New/ | +7,707 | 21,044 | $1,902,167 | |
| RF | Regions Financial Corp | +7,455 | 22,124 | $577,878 | |
| JPM | Jpmorgan Chase & Co | +7,388 | 20,849 | $6,132,941 | |
| DIS | Walt Disney Co | +7,279 | 16,767 | $1,616,003 | |
| PM | Philip Morris International Inc. | +6,821 | 19,493 | $3,222,972 | |
| DAL | Delta Air Lines, Inc. | +6,749 | 18,990 | $1,262,455 | |
| MU | Micron Technology Inc | +6,687 | 11,141 | $3,763,875 | |
| MS | Morgan Stanley | +6,643 | 18,625 | $3,065,116 | |
| ABT | Abbott Laboratories | +6,265 | 18,933 | $1,943,851 | |
| EVRG | Evergy, Inc. | +6,074 | 16,492 | $1,351,024 | |
| EMR | Emerson Electric Co | +6,057 | 17,412 | $2,281,320 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEP | Pepsico Inc | 5,268 | $818,067 | |
| VTR | Ventas, Inc. | 9,117 | $745,588 | |
| GILD | Gilead Sciences, Inc. | 4,759 | $663,261 | |
| AVY | Avery Dennison Corp | 3,759 | $649,104 | |
| MOD | Modine Manufacturing Co | 1,024 | $221,911 | |
| FN | Fabrinet | 422 | $220,081 | |
| PRIM | Primoris Services Corp | 1,464 | $209,410 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EA | Electronic Arts Inc. | 2,738 | $559,455 | |
| KO | Coca Cola Co | 7,237 | $505,938 | |
| QCOM | Qualcomm Inc/De | 2,336 | $399,572 | |
| TGT | Target Corp | 3,385 | $330,883 | |
| CXT | Crane NXT, Co. | 5,098 | $239,962 | |
| DD | DuPont de Nemours, Inc. | 5,481 | $220,336 | |
| SITM | SITIME Corp | 576 | $203,437 | |
| No positions match the current search. | ||||
106 positions ·
$185,365,417 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 106 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 67,844 | $11,831,993 | 6.38% | |
| AAPL |
Apple Inc.
Technology
|
Added | 43,648 | $11,077,425 | 5.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 22,233 | $8,229,989 | 4.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 37,205 | $7,748,685 | 4.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 20,849 | $6,132,941 | 3.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 17,104 | $5,293,859 | 2.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,671 | $4,388,809 | 2.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 32,679 | $4,061,346 | 2.19% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 29,223 | $3,973,451 | 2.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 13,324 | $3,831,449 | 2.07% | |
| MU |
Micron Technology Inc
Technology
|
Added | 11,141 | $3,763,875 | 2.03% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 73,208 | $3,568,890 | 1.93% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 10,257 | $3,505,740 | 1.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,114 | $3,409,028 | 1.84% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 19,493 | $3,222,972 | 1.74% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 14,598 | $3,119,007 | 1.68% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 18,625 | $3,065,116 | 1.65% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 25,248 | $3,037,081 | 1.64% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,966 | $2,728,037 | 1.47% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 4,612 | $2,532,080 | 1.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,492 | $2,483,103 | 1.34% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,543 | $2,445,628 | 1.32% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 4,613 | $2,304,931 | 1.24% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 17,412 | $2,281,320 | 1.23% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,470 | $2,257,732 | 1.22% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 10,404 | $2,185,152 | 1.18% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 6,216 | $2,145,452 | 1.16% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 18,933 | $1,943,851 | 1.05% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 14,622 | $1,932,735 | 1.04% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 32,434 | $1,906,470 | 1.03% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 21,044 | $1,902,167 | 1.03% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 2,778 | $1,895,262 | 1.02% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Added | 6,980 | $1,862,333 | 1.00% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 419 | $1,764,123 | 0.95% | |
| ORCL |
Oracle Corp
Technology
|
Added | 11,728 | $1,725,306 | 0.93% | |
| AME |
Ametek Inc/
Industrials
|
Added | 7,995 | $1,713,808 | 0.92% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 9,349 | $1,678,425 | 0.91% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 3,706 | $1,646,946 | 0.89% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 16,767 | $1,616,003 | 0.87% | |
| EQT |
EQT Corp
Energy
|
Added | 24,132 | $1,535,760 | 0.83% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 3,427 | $1,530,292 | 0.83% | |
| COP |
Conocophillips
Energy
|
Added | 11,507 | $1,518,924 | 0.82% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Added | 11,186 | $1,423,754 | 0.77% | |
| EVRG |
Evergy, Inc.
Utilities
|
Added | 16,492 | $1,351,024 | 0.73% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 4,720 | $1,318,060 | 0.71% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
Added | 44,681 | $1,312,280 | 0.71% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Added | 18,990 | $1,262,455 | 0.68% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 2,549 | $1,252,909 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,925 | $1,225,882 | 0.66% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Added | 37,721 | $1,207,449 | 0.65% |