Prudent Man Investment Management, Inc.
CIK: 0002054263Latest portfolio: $297.4M · Q4 2025
Holdings
169
Total Value
$297.4M
New Positions
167
Closed Positions
0
Top Holdings
View All 169 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,383,883 | $94.4M | 31.74% | NEW | |
| 2 | DUSBDIMENSIONAL ETF TRUST | 1,597,383 | $80.9M | 27.21% | NEW | |
| 3 | DFAIDIMENSIONAL ETF TRUST | 1,055,531 | $40.2M | 13.53% | NEW | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 480,048 | $22.4M | 7.52% | NEW | |
| 5 | DFAUDIMENSIONAL ETF TRUST | 365,373 | $17.1M | 5.75% | NEW | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 347,645 | $11.3M | 3.81% | NEW | |
| 7 | DFLVDIMENSIONAL ETF TRUST | 305,129 | $10.4M | 3.51% | NEW | |
| 8 | AAPLAPPLE INC | 14,286 | $3.9M | 1.31% | NEW | |
| 9 | DFAWDIMENSIONAL ETF TRUST | 39,792 | $2.9M | 0.99% | NEW | |
| 10 | DFAXDIMENSIONAL ETF TRUST | 42,556 | $1.4M | 0.47% | NEW | |
| 11 | VUSBVANGUARD BD INDEX FDS | 27,772 | $1.4M | 0.47% | NEW | |
| 12 | DFATDIMENSIONAL ETF TRUST | 15,130 | $900K | 0.30% | NEW | |
| 13 | VTIVANGUARD INDEX FDS | 2,087 | $699K | 0.24% | NEW | |
| 14 | AVXCAMERICAN CENTY ETF TR | 10,086 | $643K | 0.22% | NEW | |
| 15 | DFSVDIMENSIONAL ETF TRUST | 17,551 | $577K | 0.19% | NEW | |
| 16 | DFUSDIMENSIONAL ETF TRUST | 7,466 | $553K | 0.19% | NEW | |
| 17 | MGKVANGUARD WORLD FD | 1,198 | $494K | 0.17% | NEW | |
| 18 | PNCPNC FINL SVCS GROUP INC | 1,825 | $380K | 0.13% | NEW | |
| 19 | NVDANVIDIA CORPORATION | 1,979 | $368K | 0.12% | NEW | |
| 20 | EMXCISHARES INC | 4,729 | $343K | 0.12% | NEW | |
| 21 | VTVVANGUARD INDEX FDS | 1,780 | $340K | 0.11% | NEW | |
| 22 | WMTWALMART INC | 2,969 | $330K | 0.11% | NEW | |
| 23 | VXUSVANGUARD STAR FDS | 4,333 | $326K | 0.11% | NEW | |
| 24 | MSFTMICROSOFT CORP | 649 | $312K | 0.10% | NEW | |
| 25 | DFASDIMENSIONAL ETF TRUST | 4,444 | $309K | 0.10% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($9.437780907402262e+156T)
Technology0.0% ($38833683128164360.0T)
Healthcare0.0% ($797672493222161.4T)
Consumer Cyclical0.0% ($143525248382416.9T)
Utilities0.0% ($9187312.6T)
Industrials0.0% ($2465426.2T)
Unknown0.0% ($8163.3T)
Consumer Defensive0.0% ($3306.6T)
Communication Services0.0% ($121.9T)
Energy0.0% ($194.6B)
Basic Materials0.0% ($30K)
Filing History
Fund Information
Prudent Man Investment Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $297.4M across 169 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 31.7% of the portfolio. Compared to the previous quarter, the fund opened 169 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.