Prudent Man Investment Management, Inc.
Top Portfolio Positions
107 positions ·
$8,380,879 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
14,286 | $3,625,643 | 43.26% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
1,825 | $379,764 | 4.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,969 | $368,987 | 4.40% | |
| NVDA |
Nvidia Corp
Technology
|
1,950 | $340,080 | 4.06% | |
| LMT |
Lockheed Martin Corp
Industrials
|
510 | $308,238 | 3.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,618 | $274,509 | 3.28% | |
| MSFT |
Microsoft Corp
Technology
|
639 | $236,538 | 2.82% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
260 | $189,243 | 2.26% | |
| AXP |
American Express Co
Financial Services
|
449 | $135,813 | 1.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
189 | $122,914 | 1.47% |
Portfolio Trend
6 quarters · across all stocks
Holdings in XTIA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99 | 48 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $59 | 48 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||