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CIK: 0002054263
Total reported value
$293.1M
$293.1M
169 檔
87.0%
At the close of Q1 2026, Prudent Man Investment Management, Inc. disclosed equity holdings valued at approximately $293.1M, spread across 169 reported holdings.
In Q1 2026, Prudent Man Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.74% | +0.31% | -0.05% | |
| 2 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 27.22% | -0.07% | -0.01% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 13.53% | -0.01% | +0.00% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.52% | -0.03% | -0.09% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.75% | -0.31% | — | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.81% | -0.01% | +0.00% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.51% | +0.01% | -0.08% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.01% | — | |
| 9 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.98% | +0.01% | -0.80% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.47% | +0.01% | — | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.47% | — | — | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 0.30% | +0.01% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | — | |
| 14 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 0.22% | — | — | |
| 15 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.19% | +0.01% | — | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | — | — | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.17% | — | — | |
| 18 | PNC | Pnc Financial Services Group | Stock-Financials | 0.13% | — | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | — | -1.47% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.12% | — | — | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.01% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | — | — | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.11% | — | — | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.10% | +0.01% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | +0.01% | -1.54% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | — | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | — | — | |
| 29 | AXP | American Express Co | Stock-Financials | 0.06% | — | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | — | |
| 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% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | — | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.03% | — | — | |
| 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% | — | — | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.03% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.03% | — | — | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.03% | — | — | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.03% | — | — | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.03% | — | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | — | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.03% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | — | |
| 48 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | — | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 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 169 disclosed positions in Q1 2026.
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 Q1 2026.
Top Position Liquidated / Trimmed
DFAC
前期市值: $94.4M
During Q1 2026, 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 Q1 2026, Prudent Man Investment Management, Inc. made 12 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 9 holdings, and fully liquidating 0 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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