CIK: 0002054263
Total reported value
$297.3M
Reporting period: 2026-03-31 · Number of holdings: 169
Prudent Man Investment Management, Inc. disclosed 169 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $297.3M and a quarterly turnover rate of 0.0%.
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Prudent Man Investment Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.205 — mathematically equivalent to about 5 equally-sized positions, well below its 169 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.82), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim DFAW
-0.8% -$23.5K
Add DUSB
-0.0% -$9.4K
Trim MSFT
-1.5% -$4.8K
Unchanged DFAC
-0.0% -$44.9K
Unchanged DFUV
-0.1% -$20.0K
Unchanged DFLV
-0.1% -$8.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.74% | — | -0.05% | |
| 2 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 27.22% | +0.01% | -0.01% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 13.53% | — | +0.00% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.52% | — | -0.09% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.75% | — | — | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.81% | — | +0.00% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.51% | — | -0.08% | |
| 8 | AAPL | Apple INC | Stock-Tech | 1.31% | — | — | |
| 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% | — | — | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.47% | — | — | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 0.30% | — | — | |
| 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% | — | — | |
| 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% | — | — | |
| 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% | — | — | |
| 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% | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
+9.2%
Based on 43% of reported portfolio value with available pricing
Prudent Man Investment Management, Inc.'s most significant position changes for 2026-03-31: Trim: Dimensional World Eqty ETF (DFAW) — shares -0.80%; Trim: Dimension Ultrashort Fi ETF (DUSB) — shares -0.01%; Trim: Microsoft CORP (MSFT) — shares -1.54%; Trim: Dimensional US Core Equity 2 (DFAC) — shares -0.05%; Trim: Dimensional US Marketwide Va (DFUV) — shares -0.09%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-30 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
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