Prudent Man Advisors, LLC

CIK

1817174

Location

NAPERVILLE, IL

Portfolio Value

Micro $4,969,108

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	30.4%	$56,281,894	16
Financial Services	15.1%	$27,920,228	13
Industrials	10.3%	$19,055,840	17
Consumer Cyclical	9.3%	$17,325,508	12
Healthcare	9.2%	$17,049,197	14
Communication Services	7.0%	$13,002,572	5
Consumer Defensive	6.3%	$11,632,678	5
Energy	4.1%	$7,667,390	6
Utilities	2.9%	$5,325,674	6
Real Estate	2.8%	$5,135,328	8
Basic Materials	2.7%	$4,969,108	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
EQIX	Equinix Inc	−710	309	$302,894
PAYO	Payoneer Global Inc.	−603	14,589	$70,464
RWT	Redwood Trust Inc	−437	16,543	$92,806
DY	Dycom Industries Inc	−20	637	$215,828
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $4,969,108 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FCX	Freeport-Mcmoran Inc Basic Materials	Added	32,434	+13,934	$1,906,470	+102.9%	38.37%
ALB	Albemarle Corp Basic Materials	Added	9,349	+2,890	$1,678,425	+83.7%	33.78%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	7,369	+1,333	$797,694	+32.4%	16.05%
EMN	Eastman Chemical Co Basic Materials	Added	7,685	+2,474	$586,519	+76.3%	11.80%