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CIK: 0002054263
Total reported value
$293.1M
$293.1M
169 檔
87.0%
During the Q4 2025 filing period, Prudent Man Investment Management, Inc. (CIK: 0002054263) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $293.1M across 169 reported positions.
Prudent Man Investment Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 28 new positions while fully exiting 27 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.74% | +0.31% | +59.07% | |
| 2 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 27.21% | -0.07% | +40.84% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 13.53% | -0.01% | +102.93% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.52% | -0.03% | +6.39% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.75% | -0.31% | -2.91% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.81% | -0.01% | +178.16% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.51% | +0.01% | +127037.08% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.01% | +0.71% | |
| 9 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.99% | +0.01% | +29.95% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.47% | +0.01% | -13.74% | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.47% | — | -21.36% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 0.30% | +0.01% | -6.29% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | -39.38% | |
| 14 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 0.22% | — | -53.63% | |
| 15 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.19% | +0.01% | +23.29% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | — | +125.49% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.17% | — | +13.34% | |
| 18 | PNC | Pnc Financial Services Group | Stock-Financials | 0.13% | — | +49.47% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | — | +37.62% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.12% | — | +10.18% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.01% | -35.01% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | — | +40.38% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.11% | — | -32.89% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.01% | +24.81% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.10% | +0.01% | -7.76% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | — | +39.34% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | -33.68% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | — | -1.46% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.06% | — | +601.56% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | -26.15% | |
| 31 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.04% | — | -11.68% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | — | +38.93% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.03% | — | +6.65% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.03% | — | — | |
| 37 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.03% | — | — | |
| 38 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.03% | — | — | |
| 39 | XEL | Xcel Energy Inc | Stock-Utilities | 0.03% | — | +489.00% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.03% | — | -9.62% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.03% | — | +92.86% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.03% | — | -50.00% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.03% | — | -22.91% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.03% | — | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | — | +14.52% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.03% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | -15.66% | |
| 48 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.02% | — | +91.06% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | +130.00% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.02% | — | +200.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +5.1% | +102.93% | Add |
| 2 | DFLV | Dim US Large Cap Value ETF | +3.5% | +127037.08% | Add |
| 3 | DFAC | Dimensional US Core Equity 2 | +3% | +59.07% | Add |
| 4 | DFAE | Dimensional Emerging Core Eq | +2.1% | +178.16% | Add |
| 5 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +125.49% | Add |
| 6 | AXP | American Express Co | +0.1% | +601.56% | Add |
| 7 | XEL | Xcel Energy Inc | 0% | +489.00% | Add |
| 8 | NVDA | Nvidia CORP | 0% | +37.62% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | +38.93% | Add |
| 10 | ASML | ASML Holding N.V. | 0% | +200.00% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +92.86% | Add |
| 12 | AMZN | Amazon.com Inc | 0% | +87.70% | Add |
| 13 | TSLA | Tesla Inc | 0% | +500.00% | Add |
| 14 | USB | US Bancorp | 0% | +561.90% | Add |
| 15 | NKE | Nike Inc -cl B | 0% | +3657.14% | Add |
| 16 | AVGO | Broadcom Inc | 0% | +1125.00% | Add |
| 17 | PNC | Pnc Financial Services Group | — | +49.47% | Add |
| 18 | WMT | Walmart Inc | — | +40.38% | Add |
| 19 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | — | +91.06% | Add |
| 20 | PEP | Pepsico Inc | — | +130.00% | Add |
| 21 | LLY | Eli Lilly & Co | — | +14.52% | Add |
| 22 | IDCC | Interdigital Inc | — | — | Unchanged |
| 23 | GS | Goldman Sachs Group Inc | — | -9.62% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | — | +8.99% | Add |
| 25 | EXPE | Expedia Group Inc | — | — | Unchanged |
| 26 | ABBV | Abbvie Inc | — | +20.79% | Add |
| 27 | DISV | Dimensional International Sm | — | +30.33% | Add |
| 28 | DFIV | Dimensional International Va | — | — | Unchanged |
| 29 | DFIS | Dimensional International Sm | — | +32.10% | Add |
| 30 | CVX | Chevron CORP | — | +21.10% | Add |
| 31 | V | Visa Inc-class A Shares | — | +85.29% | Add |
| 32 | CAH | Cardinal Health Inc | — | — | Unchanged |
| 33 | TSM | Taiwan Semiconductor-sp Adr | — | +8.33% | Add |
| 34 | PM | Philip Morris International | — | — | Unchanged |
| 35 | PFE | Pfizer Inc | — | -70.06% | Trim |
| 36 | GSK | Gsk Plc-spon Adr | — | +200.00% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | — | -65.64% | Trim |
| 38 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 39 | GILD | Gilead Sciences Inc | — | — | Unchanged |
| 40 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 41 | URA | Global X Uranium ETF | — | — | Unchanged |
| 42 | IWM | Ishares Russell 2000 ETF | — | +1.22% | Add |
| 43 | VV | Vanguard Large-cap ETF | — | -39.29% | Trim |
| 44 | FAN | First Trust Global Wind Ener | — | -51.81% | Trim |
| 45 | CPNG | Coupang Inc | — | -50.00% | Trim |
| 46 | HOG | Harley-davidson Inc | — | — | Unchanged |
| 47 | IEFA | Ishares Core Msci Eafe ETF | — | — | Unchanged |
| 48 | GNLX | Genelux CORP | — | — | Unchanged |
| 49 | SCHB | Schwab US Broad Market ETF | — | +0.56% | Add |
| 50 | INTC | Intel CORP | — | -49.02% | Trim |
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 169 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 DFAC, DUSB, DFAI) accounted for 87.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DEXC
市值: $89.3K
Top Position Liquidated / Trimmed
DFSD
前期市值: $86.2K
During Q4 2025, Prudent Man Investment Management, Inc.'s top holdings by market value included DFAC (31.7%)、DUSB (27.2%)、DFAI (13.5%). The largest single position, DFAC, represented 31.7% of total portfolio value.
In Q4 2025, Prudent Man Investment Management, Inc. made 129 total portfolio adjustments, initiating 28 new buys, adding to 42 positions, trimming 32 holdings, and fully liquidating 27 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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