Prudent Man Investment Management, Inc.

CIK

2054263

Location

LOUISVILLE, CO

Portfolio Value

Small $319,426,845

Diversification

Highly concentrated

Filing Date

Global Rank

#5,048 / 8,794 ▼ 543 · as of Jun 2026

Top Industry

Consumer Electronics 46.1%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

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

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Portfolio Concentration

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

Top Position

95.5%

−0.2 pts

Top 5

97.9%

−0.1 pts

Top 10

98.6%

−0.0 pts

HHI

9,118

Highly concentrated−33

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.2%	$310,467,895	23
Technology	1.6%	$5,150,032	12
Financial Services	0.3%	$1,116,549	14
Consumer Defensive	0.2%	$483,272	9
Consumer Cyclical	0.1%	$447,132	16
Healthcare	0.1%	$418,288	16
Industrials	0.1%	$399,877	11
Energy	0.1%	$309,966	6
Utilities	0.1%	$304,174	11
Communication Services	0.1%	$293,273	7
Basic Materials	0.0%	$36,387	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−92,644	6,571,239	$304,971,537
TSLA	Tesla, Inc.	−30	15	$6,309
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

126 tracked positions · $319,426,845 total · filing declares 169 positions · $293,116,151 · as of Jun 30, 2026

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

Showing 1–50 of 126 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Reduced	6,571,239	-92,644	$304,971,537	+7.4%	95.47%
AAPL	Apple Inc. Technology	Held	14,286	0	$4,133,796	+14.0%	1.29%
VB	Vanguard Morningstar Small-Cap ETF	Held	4,343	0	$1,442,440	+14.1%	0.45%
BIV	Vanguard Intermediate-Term Bond ETF	Held	27,976	0	$1,398,383	−0.0%	0.44%
ACSG	American Century Small Cap Growth Insights ETF	Held	10,255	0	$880,592	+26.3%	0.28%
BKF	iShares MSCI BIC ETF	Held	4,729	0	$483,776	+30.1%	0.15%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,825	0	$449,351	+18.3%	0.14%
NVDA	Nvidia Corp Technology	Held	1,950	0	$390,175	+14.7%	0.12%
VXUS	Vanguard Total International Stock ETF	Held	4,333	0	$370,428	+10.9%	0.12%
WMT	Walmart Inc. Consumer Defensive	Held	2,969	0	$336,268	−8.9%	0.11%
LMT	Lockheed Martin Corp Industrials	Held	510	0	$259,824	−15.7%	0.08%
MSFT	Microsoft Corp Technology	Held	639	0	$238,359	+0.8%	0.07%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Held	1,410	0	$236,840	—	0.07%
XOM	ExxonMobil Holdings Corp Energy	Held	1,618	0	$221,212	−19.4%	0.07%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	260	0	$206,645	+9.2%	0.06%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	1,214	0	$186,830	+13.4%	0.06%
AXP	American Express Co Financial Services	Held	449	0	$151,874	+11.8%	0.05%
SPY	Spdr S&P 500 ETF Trust	Held	189	0	$141,139	+14.8%	0.04%
GOOGL	Alphabet Inc. Communication Services	Held	389	0	$139,016	+24.3%	0.04%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	4,040	0	$134,744	+11.7%	0.04%
ASML	Asml Holding NV Technology	Held	60	0	$119,366	+50.6%	0.04%
EDV	Vanguard World Funds Extended Duration ETF	Held	1,198	0	$105,316	+19.6%	0.03%
BAC	Bank Of America Corp /De/ Financial Services	Held	1,685	0	$96,011	+16.9%	0.03%
GS	Goldman Sachs Group Inc Financial Services	Held	94	0	$95,068	+19.5%	0.03%
XEL	Xcel Energy Inc Utilities	Held	1,178	0	$94,593	+1.1%	0.03%
PEG	Public Service Enterprise Group Inc Utilities	Held	1,134	0	$92,035	+0.3%	0.03%
JNJ	Johnson & Johnson Healthcare	Held	350	0	$88,889	+3.9%	0.03%
LLY	ELI LILLY & Co Healthcare	Held	71	0	$85,159	+30.4%	0.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	162	0	$81,063	+4.4%	0.03%
DIS	Walt Disney Co Communication Services	Held	804	0	$77,385	−0.1%	0.02%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Held	1,068	0	$73,542	+15.6%	0.02%
INTC	Intel Corp Technology	Held	520	0	$72,607	+216.4%	0.02%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	138	0	$69,187	+2.0%	0.02%
WFC	Wells Fargo & Company/Mn Financial Services	Held	800	0	$66,112	+3.8%	0.02%
JPM	Jpmorgan Chase & Co Financial Services	Held	194	0	$63,502	+11.3%	0.02%
PEP	Pepsico Inc Consumer Defensive	Held	460	0	$62,284	−12.8%	0.02%
CVX	Chevron Corp Energy	Held	373	0	$61,828	−19.9%	0.02%
ORCL	Oracle Corp Technology	Held	416	0	$60,964	−0.4%	0.02%
IDCC	InterDigital, Inc. Technology	Held	200	0	$56,626	−6.2%	0.02%
WM	Waste Management Inc Industrials	Held	248	0	$55,274	−3.0%	0.02%
AMZN	Amazon Com Inc Consumer Cyclical	Held	229	0	$54,579	+14.4%	0.02%
ABBV	AbbVie Inc. Healthcare	Held	215	0	$54,102	+15.7%	0.02%
EXPE	Expedia Group, Inc. Consumer Cyclical	Held	185	0	$47,337	+10.8%	0.01%
LOW	Lowes Companies Inc Consumer Cyclical	Held	200	0	$44,098	−6.7%	0.01%
PPG	Ppg Industries Inc Basic Materials	Held	300	0	$36,387	+13.5%	0.01%
WEC	Wec Energy Group, Inc. Utilities	Held	300	0	$35,031	+0.9%	0.01%
MCD	Mcdonalds Corp Consumer Cyclical	Held	127	0	$34,329	−13.0%	0.01%
PM	Philip Morris International Inc. Consumer Defensive	Held	180	0	$32,563	+9.4%	0.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	65	0	$31,042	+41.3%	0.01%
CMCSA	Comcast Corp Communication Services	Held	1,190	0	$29,214	−14.5%	0.01%

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.