Prudent Man Investment Management, Inc.

CIK

2054263

Location

LOUISVILLE, CO

Portfolio Value

Micro $8,380,879

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,830 / 8,232 ▲ 196

Top Industry

Consumer Electronics 43.9%

3Y Alpha vs SPY

-1.6%

Period ended 2 months ago

Filed May 4, 2026 · 41d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.2%

SPY

+23.4%

Annualised alpha

-1.6%

Max drawdown

−23.1%

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

107 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.3%

−1.8 pts

Top 5

59.9%

−1.4 pts

Top 10

71.4%

−0.1 pts

HHI

1,989

Moderately concentrated−152

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.6%	$4,495,420	12
Financial Services	11.7%	$977,588	14
Consumer Defensive	6.2%	$522,215	9
Industrials	5.3%	$440,953	11
Consumer Cyclical	5.2%	$435,231	16
Healthcare	4.6%	$384,433	16
Energy	4.5%	$379,984	6
Utilities	3.6%	$305,469	11
Communication Services	3.3%	$278,866	7
Unclassified	1.5%	$128,656	4
Basic Materials	0.4%	$32,064	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−29	1,950	$340,080
MSFT	Microsoft Corp	−10	639	$236,538
TSLA	Tesla, Inc.	−9	45	$16,728
AVGO	Broadcom Inc.	−2	47	$14,546
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

107 positions · $8,380,879 total · as of Mar 31, 2026

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

Showing 1–50 of 107 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	14,286	0	$3,625,643	−6.6%	43.26%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,825	0	$379,764	−0.3%	4.53%
WMT	Walmart Inc. Consumer Defensive	Held	2,969	0	$368,987	+11.6%	4.40%
NVDA	Nvidia Corp Technology	Reduced	1,950	-29	$340,080	−7.9%	4.06%
LMT	Lockheed Martin Corp Industrials	Held	510	0	$308,238	+25.0%	3.68%
XOM	Exxon Mobil Corp Energy	Held	1,618	0	$274,509	+41.0%	3.28%
MSFT	Microsoft Corp Technology	Reduced	639	-10	$236,538	−24.6%	2.82%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	260	0	$189,243	+31.7%	2.26%
AXP	American Express Co Financial Services	Held	449	0	$135,813	−18.2%	1.62%
SPY	Spdr S&P 500 ETF Trust	Held	189	0	$122,914	−4.6%	1.47%
GOOGL	Alphabet Inc. Communication Services	Held	389	0	$111,860	−8.1%	1.33%
XEL	Xcel Energy Inc Utilities	Held	1,178	0	$93,580	+7.6%	1.12%
PEG	Public Service Enterprise Group Inc Utilities	Held	1,134	0	$91,797	+0.8%	1.10%
JNJ	Johnson & Johnson Healthcare	Held	350	0	$85,554	+18.1%	1.02%
BAC	Bank Of America Corp /De/ Financial Services	Held	1,685	0	$82,143	−11.4%	0.98%
GS	Goldman Sachs Group Inc Financial Services	Held	94	0	$79,523	−3.8%	0.95%
ASML	Asml Holding NV Technology	Held	60	0	$79,249	+23.5%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	162	0	$77,630	−4.7%	0.93%
DIS	Walt Disney Co Communication Services	Held	804	0	$77,489	−15.3%	0.92%
CVX	Chevron Corp Energy	Held	373	0	$77,173	+35.8%	0.92%
PEP	Pepsico Inc Consumer Defensive	Held	460	0	$71,433	+8.2%	0.85%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	138	0	$67,831	−15.2%	0.81%
LLY	ELI LILLY & Co Healthcare	Held	71	0	$65,303	−14.4%	0.78%
WFC	Wells Fargo & Company/Mn Financial Services	Held	800	0	$63,688	−14.6%	0.76%
ORCL	Oracle Corp Technology	Held	416	0	$61,197	−24.5%	0.73%
IDCC	InterDigital, Inc. Technology	Held	200	0	$60,400	−5.1%	0.72%
JPM	Jpmorgan Chase & Co Financial Services	Held	194	0	$57,067	−8.7%	0.68%
WM	Waste Management Inc Industrials	Held	248	0	$56,987	+4.6%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Held	229	0	$47,693	−9.8%	0.57%
LOW	Lowes Companies Inc Consumer Cyclical	Held	200	0	$47,256	−2.0%	0.56%
ABBV	AbbVie Inc. Healthcare	Held	215	0	$46,760	−4.8%	0.56%
EXPE	Expedia Group, Inc. Consumer Cyclical	Held	185	0	$42,714	−18.5%	0.51%
MCD	Mcdonalds Corp Consumer Cyclical	Held	127	0	$39,470	+1.7%	0.47%
WEC	Wec Energy Group, Inc. Utilities	Held	300	0	$34,731	+9.8%	0.41%
CMCSA	Comcast Corp Communication Services	Held	1,190	0	$34,164	+2.5%	0.41%
PPG	Ppg Industries Inc Basic Materials	Held	300	0	$32,064	+4.3%	0.38%
PM	Philip Morris International Inc. Consumer Defensive	Held	180	0	$29,761	+3.1%	0.36%
SRE	Sempra Utilities	Held	300	0	$29,151	+10.1%	0.35%
PLTR	Palantir Technologies Inc. Technology	Held	198	0	$28,963	−17.7%	0.35%
ITW	Illinois Tool Works Inc Industrials	Held	108	0	$28,111	+5.7%	0.34%
ABT	Abbott Laboratories Healthcare	Held	261	0	$26,796	−18.1%	0.32%
VZ	Verizon Communications Inc Communication Services	Held	520	0	$26,104	+23.3%	0.31%
CAH	Cardinal Health Inc Healthcare	Held	111	0	$23,455	+2.8%	0.28%
INTC	Intel Corp Technology	Held	520	0	$22,947	+19.6%	0.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	65	0	$21,966	+11.2%	0.26%
USB	US Bancorp De Financial Services	Held	417	0	$21,688	−2.5%	0.26%
BLK	BlackRock, Inc. Financial Services	Held	21	0	$20,195	−10.2%	0.24%
V	Visa Inc. Financial Services	Held	63	0	$19,041	−13.8%	0.23%
GILD	Gilead Sciences, Inc. Healthcare	Held	132	0	$18,396	+13.5%	0.22%
BBSI	Barrett Business Services Inc Industrials	Held	601	0	$17,537	−19.4%	0.21%