Prudent Man Investment Management, Inc.

CIK

2054263

Location

LOUISVILLE, CO

Portfolio Value

Micro $522,215

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

9 positions · $522,215 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Held	2,969	$368,987	+11.6%	70.66%
PEP	Pepsico Inc Consumer Defensive	Held	460	$71,433	+8.2%	13.68%
PM	Philip Morris International Inc. Consumer Defensive	Held	180	$29,761	+3.1%	5.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	117	$16,899	+0.8%	3.24%
MO	Altria Group, Inc. Consumer Defensive	Held	180	$11,878	+14.5%	2.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	11	$10,960	+15.6%	2.10%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	124	$7,147	+7.1%	1.37%
CAG	Conagra Brands Inc. Consumer Defensive	Held	269	$4,228	−9.2%	0.81%
KHC	Kraft Heinz Co Consumer Defensive	Held	41	$922	−7.2%	0.18%