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 3 months ago

Filed May 4, 2026 · 42d

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	Value (USD)	% Δ Value	% of Portfolio
XTIA	XTI Aerospace, Inc. Industrials	Held	48	$99	+67.8%	0.00%
AMD	Advanced Micro Devices Inc Technology	Held	1	$203	−5.1%	0.00%
GLD	Spdr Gold Trust	Held	1	$430	+8.6%	0.01%
HLN	Haleon plc Healthcare	Held	50	$500	−1.0%	0.01%
VYGR	Voyager Therapeutics, Inc. Healthcare	Held	175	$675	−1.7%	0.01%
SLV	iShares Silver Trust	Held	10	$681	+5.7%	0.01%
KHC	Kraft Heinz Co Consumer Defensive	Held	41	$922	−7.2%	0.01%
F	Ford Motor Co Consumer Cyclical	Held	100	$1,154	−12.0%	0.01%
RKLB	Rocket Lab Corp Industrials	Held	19	$1,220	−7.9%	0.01%
GE	General Electric Co Industrials	Held	5	$1,418	−7.9%	0.02%
DHR	Danaher Corp /De/ Healthcare	Held	8	$1,516	−17.2%	0.02%
GNLX	GENELUX Corp Healthcare	Held	660	$1,597	−44.5%	0.02%
CPNG	Coupang, Inc. Consumer Cyclical	Held	100	$1,888	−20.0%	0.02%
SBUX	Starbucks Corp Consumer Cyclical	Held	24	$2,150	+6.4%	0.03%
PFE	Pfizer Inc Healthcare	Held	100	$2,808	+12.8%	0.03%
QS	QuantumScape Corp Consumer Cyclical	Held	470	$2,998	−38.8%	0.04%
HD	Home Depot, Inc. Consumer Cyclical	Held	10	$3,288	−4.4%	0.04%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	19	$3,295	−6.5%	0.04%
OVV	Ovintiv Inc. Energy	Held	58	$3,442	+51.4%	0.04%
ETN	Eaton Corp plc Industrials	Held	10	$3,576	+12.3%	0.04%
HON	Honeywell International Inc Industrials	Held	16	$3,616	+15.9%	0.04%
TXN	Texas Instruments Inc Technology	Held	19	$3,688	+11.9%	0.04%
PPL	PPL Corp Utilities	Held	100	$3,820	+9.1%	0.05%
HOG	Harley-Davidson, Inc. Consumer Cyclical	Held	200	$4,044	−1.3%	0.05%
CAG	Conagra Brands Inc. Consumer Defensive	Held	269	$4,228	−9.2%	0.05%
NEE	Nextera Energy Inc Utilities	Held	48	$4,458	+15.7%	0.05%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	10	$4,631	−3.6%	0.06%
NFLX	Netflix Inc Communication Services	Held	50	$4,807	+2.5%	0.06%
EXC	Exelon Corp Utilities	Held	100	$4,902	+12.5%	0.06%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Held	31	$5,119	−0.5%	0.06%
GSK	GSK plc Healthcare	Held	120	$6,622	+12.5%	0.08%
ETR	Entergy Corp /De/ Utilities	Held	60	$6,741	+21.6%	0.08%
MET	Metlife Inc Financial Services	Held	98	$6,930	−10.4%	0.08%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	124	$7,147	+7.1%	0.09%
CVE	Cenovus Energy Inc. Energy	Held	292	$7,746	+56.8%	0.09%
NWN	Northwest Natural Holding Co Utilities	Held	150	$7,983	+13.9%	0.10%
WMB	Williams Companies, Inc. Energy	Held	110	$8,005	+21.1%	0.10%
CSX	Csx Corp Industrials	Held	200	$8,210	+13.2%	0.10%
BBY	Best Buy Co Inc Consumer Cyclical	Held	130	$8,346	−4.1%	0.10%
PSX	Phillips 66 Energy	Held	50	$9,109	+41.2%	0.11%
SON	Sonoco Products Co Consumer Cyclical	Held	171	$9,249	+23.9%	0.11%
TMUS	T-Mobile US, Inc. Communication Services	Held	51	$10,711	+3.4%	0.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	11	$10,960	+15.6%	0.13%
BAX	Baxter International Inc Healthcare	Held	700	$11,760	−12.1%	0.14%
MO	Altria Group, Inc. Consumer Defensive	Held	180	$11,878	+14.5%	0.14%
BA	Boeing Co Industrials	Held	60	$11,941	−8.3%	0.14%
MRK	Merck & Co., Inc. Healthcare	Held	100	$12,029	+14.3%	0.14%
NVS	Novartis AG Healthcare	Held	84	$12,831	+10.8%	0.15%
AEP	American Electric Power Co Inc Utilities	Held	100	$13,108	+13.7%	0.16%
META	Meta Platforms, Inc. Communication Services	Held	24	$13,731	−13.3%	0.16%