Prudent Man Investment Management, Inc.

CIK

2054263

Location

LOUISVILLE, CO

Portfolio Value

Micro $9,106,214

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,029 / 4,286 ▲ 3916

Top Industry

Consumer Electronics 46.1%

3Y Alpha vs SPY

+1.1%

Period ended 38 days ago

Filed Jul 28, 2026 · 10d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical 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

+28.4%

SPY

+28.2%

Annualised alpha

+0.1%

Max drawdown

−23.1%

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. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

45.4%

+2.1 pts

Top 5

61.2%

+1.2 pts

Top 10

71.7%

+0.3 pts

HHI

2,168

Moderately concentrated+177

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	56.6%	$5,150,032	12
Financial Services	12.3%	$1,116,549	14
Consumer Defensive	5.3%	$483,272	9
Consumer Cyclical	4.9%	$447,132	16
Healthcare	4.6%	$418,288	16
Industrials	4.4%	$399,877	11
Energy	3.4%	$309,966	6
Utilities	3.3%	$304,174	11
Communication Services	3.2%	$293,273	7
Unclassified	1.6%	$147,264	4
Basic Materials	0.4%	$36,387	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
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

107 tracked positions · $9,106,214 total · 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 107 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	14,286	$4,133,796	+14.0%	45.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,825	$449,351	+18.3%	4.93%
NVDA	Nvidia Corp Technology	Held	1,950	$390,175	+14.7%	4.28%
WMT	Walmart Inc. Consumer Defensive	Held	2,969	$336,268	−8.9%	3.69%
LMT	Lockheed Martin Corp Industrials	Held	510	$259,824	−15.7%	2.85%
MSFT	Microsoft Corp Technology	Held	639	$238,359	+0.8%	2.62%
XOM	ExxonMobil Holdings Corp Energy	Held	1,618	$221,212	−19.4%	2.43%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	260	$206,645	+9.2%	2.27%
AXP	American Express Co Financial Services	Held	449	$151,874	+11.8%	1.67%
SPY	Spdr S&P 500 ETF Trust	Held	189	$141,139	+14.8%	1.55%
GOOGL	Alphabet Inc. Communication Services	Held	389	$139,016	+24.3%	1.53%
ASML	Asml Holding NV Technology	Held	60	$119,366	+50.6%	1.31%
BAC	Bank Of America Corp /De/ Financial Services	Held	1,685	$96,011	+16.9%	1.05%
GS	Goldman Sachs Group Inc Financial Services	Held	94	$95,068	+19.5%	1.04%
XEL	Xcel Energy Inc Utilities	Held	1,178	$94,593	+1.1%	1.04%
PEG	Public Service Enterprise Group Inc Utilities	Held	1,134	$92,035	+0.3%	1.01%
JNJ	Johnson & Johnson Healthcare	Held	350	$88,889	+3.9%	0.98%
LLY	ELI LILLY & Co Healthcare	Held	71	$85,159	+30.4%	0.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	162	$81,063	+4.4%	0.89%
DIS	Walt Disney Co Communication Services	Held	804	$77,385	−0.1%	0.85%
INTC	Intel Corp Technology	Held	520	$72,607	+216.4%	0.80%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	138	$69,187	+2.0%	0.76%
WFC	Wells Fargo & Company/Mn Financial Services	Held	800	$66,112	+3.8%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Held	194	$63,502	+11.3%	0.70%
PEP	Pepsico Inc Consumer Defensive	Held	460	$62,284	−12.8%	0.68%
CVX	Chevron Corp Energy	Held	373	$61,828	−19.9%	0.68%
ORCL	Oracle Corp Technology	Held	416	$60,964	−0.4%	0.67%
IDCC	InterDigital, Inc. Technology	Held	200	$56,626	−6.2%	0.62%
WM	Waste Management Inc Industrials	Held	248	$55,274	−3.0%	0.61%
AMZN	Amazon Com Inc Consumer Cyclical	Held	229	$54,579	+14.4%	0.60%
ABBV	AbbVie Inc. Healthcare	Held	215	$54,102	+15.7%	0.59%
EXPE	Expedia Group, Inc. Consumer Cyclical	Held	185	$47,337	+10.8%	0.52%
LOW	Lowes Companies Inc Consumer Cyclical	Held	200	$44,098	−6.7%	0.48%
PPG	Ppg Industries Inc Basic Materials	Held	300	$36,387	+13.5%	0.40%
WEC	Wec Energy Group, Inc. Utilities	Held	300	$35,031	+0.9%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Held	127	$34,329	−13.0%	0.38%
PM	Philip Morris International Inc. Consumer Defensive	Held	180	$32,563	+9.4%	0.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	65	$31,042	+41.3%	0.34%
CMCSA	Comcast Corp Communication Services	Held	1,190	$29,214	−14.5%	0.32%
ITW	Illinois Tool Works Inc Industrials	Held	108	$29,210	+3.9%	0.32%
SRE	Sempra Utilities	Held	300	$27,813	−4.6%	0.31%
CAH	Cardinal Health Inc Healthcare	Held	111	$26,369	+12.4%	0.29%
USB	US Bancorp De Financial Services	Held	417	$25,186	+16.1%	0.28%
ABT	Abbott Laboratories Healthcare	Held	261	$23,683	−11.6%	0.26%
PLTR	Palantir Technologies Inc. Technology	Held	198	$23,100	−20.2%	0.25%
VZ	Verizon Communications Inc Communication Services	Held	520	$22,016	−15.7%	0.24%
V	Visa Inc. Financial Services	Held	63	$21,614	+13.5%	0.24%
BBSI	Barrett Business Services Inc Industrials	Held	601	$21,347	+21.7%	0.23%
BLK	BlackRock, Inc. Financial Services	Held	21	$20,192	−0.0%	0.22%
TRV	Travelers Companies, Inc. Financial Services	Held	58	$19,146	+13.2%	0.21%

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.