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CIK: 0002054263
Total reported value
$293.1M
$293.1M
168 檔
53.9%
The Q3 2025 SEC filing reveals that Prudent Man Investment Management, Inc. held a total portfolio value of $293.1M, covering 168 public equity positions.
In Q3 2025, Prudent Man Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 31.86% | -0.07% | -0.00% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 28.78% | +0.31% | -0.04% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.25% | -0.03% | — | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 8.46% | -0.31% | — | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 8.43% | -0.01% | -0.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.01% | -0.04% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.76% | -0.01% | -0.02% | |
| 8 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.06% | +0.01% | -0.02% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.97% | — | — | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.68% | +0.01% | -0.05% | |
| 11 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 0.60% | — | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | — | — | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 0.50% | +0.01% | -0.68% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.31% | — | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | +0.01% | — | |
| 16 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.24% | +0.01% | -0.29% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | — | — | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.20% | — | -0.28% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.17% | +0.01% | — | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.13% | — | — | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 0.13% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | +0.01% | — | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.12% | — | -0.75% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | — | -0.69% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | — | — | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.10% | — | — | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | — | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.08% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 33 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 34 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.05% | — | — | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.05% | — | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.05% | — | — | |
| 37 | DFSD | Dimensional Short Duration | ETF-Other | 0.05% | — | — | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.04% | — | — | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.04% | — | — | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.04% | — | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.03% | — | — | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.03% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | — | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.03% | — | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | — | — | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.02% | — | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.02% | — | — | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.02% | — | — |
According to official SEC Form 13F filings, Prudent Man Investment Management, Inc. reported a total U.S. public equity portfolio value of $293.1M across 168 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DUSB, DFAC, DFUV) accounted for 53.9% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
FRSXUSD
前期市值: $98.0
During Q3 2025, Prudent Man Investment Management, Inc.'s top holdings by market value included DUSB (31.9%)、DFAC (28.8%)、DFUV (10.3%). The largest single position, DUSB, represented 31.9% of total portfolio value.
In Q3 2025, Prudent Man Investment Management, Inc. made 14 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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