Prudent Man Investment Management, Inc. Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$297.4B

Holdings

169

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
DFACDIMENSIONAL ETF TRUST
2,383,883$94.4B31.74%
2
DUSBDIMENSIONAL ETF TRUST
1,597,383$80.9B27.21%
3
DFAIDIMENSIONAL ETF TRUST
1,055,531$40.2B13.53%
4
DFUVDIMENSIONAL ETF TRUST
480,048$22.4B7.52%
5
DFAUDIMENSIONAL ETF TRUST
365,373$17.1B5.75%
6
DFAEDIMENSIONAL ETF TRUST
347,645$11.3B3.81%
7
DFLVDIMENSIONAL ETF TRUST
305,129$10.4B3.51%
8
AAPLAPPLE INC
14,286$3.9B1.31%
9
DFAWDIMENSIONAL ETF TRUST
39,792$2.9B0.99%
10
DFAXDIMENSIONAL ETF TRUST
42,556$1.4B0.47%
11
VUSBVANGUARD BD INDEX FDS
27,772$1.4B0.47%
12
DFATDIMENSIONAL ETF TRUST
15,130$900.0M0.30%
13
VTIVANGUARD INDEX FDS
2,087$699.0M0.24%
14
AVXCAMERICAN CENTY ETF TR
10,086$643.0M0.22%
15
DFSVDIMENSIONAL ETF TRUST
17,551$577.0M0.19%
16
DFUSDIMENSIONAL ETF TRUST
7,466$553.0M0.19%
17
MGKVANGUARD WORLD FD
1,198$494.0M0.17%
18
PNCPNC FINL SVCS GROUP INC
1,825$380.0M0.13%
19
NVDANVIDIA CORPORATION
1,979$368.0M0.12%
20
EMXCISHARES INC
4,729$343.0M0.12%
21
VTVVANGUARD INDEX FDS
1,780$340.0M0.11%
22
WMTWALMART INC
2,969$330.0M0.11%
23
VXUSVANGUARD STAR FDS
4,333$326.0M0.11%
24
MSFTMICROSOFT CORP
649$312.0M0.10%
25
DFASDIMENSIONAL ETF TRUST
4,444$309.0M0.10%
26
LMTLOCKHEED MARTIN CORP
510$246.0M0.08%
27
VOOVANGUARD INDEX FDS
386$242.0M0.08%
28
XOMEXXON MOBIL CORP
1,618$194.0M0.07%
29
AXPAMERICAN EXPRESS CO
449$166.0M0.06%
30
VTVANGUARD INTL EQUITY INDEX F
1,172$165.0M0.06%
31
CASYCASEYS GEN STORES INC
260$143.0M0.05%
32
IVVISHARES TR
191$130.0M0.04%
33
SPYSPDR S&P 500 ETF TR
189$128.0M0.04%
34
GOOGLALPHABET INC
389$121.0M0.04%
35
BACBANK AMERICA CORP
1,685$92.0M0.03%
36
DISDISNEY WALT CO
804$91.0M0.03%
37
PEGPUBLIC SVC ENTERPRISE GRP IN
1,134$91.0M0.03%
38
DEXCDIMENSIONAL ETF TRUST
1,475$89.0M0.03%
39
XELXCEL ENERGY INC
1,178$87.0M0.03%
40
GSGOLDMAN SACHS GROUP INC
94$82.0M0.03%
41
BRK/BBERKSHIRE HATHAWAY INC DEL
162$81.0M0.03%
42
ORCLORACLE CORP
416$81.0M0.03%
43
TMOTHERMO FISHER SCIENTIFIC INC
138$79.0M0.03%
44
SCHESCHWAB STRATEGIC TR
2,371$77.0M0.03%
45
LLYELI LILLY & CO
71$76.0M0.03%
46
WFCWELLS FARGO CO NEW
800$74.0M0.02%
47
JNJJOHNSON & JOHNSON
350$72.0M0.02%
48
SNPEDBX ETF TR
1,068$66.0M0.02%
49
PEPPEPSICO INC
460$66.0M0.02%
50
ASMLASML HOLDING N V
60$64.0M0.02%
51
IDIINTERDIGITAL INC
200$63.0M0.02%
52
JPMJPMORGAN CHASE & CO.
194$62.0M0.02%
53
CVXCHEVRON CORP NEW
373$56.0M0.02%
54
WMWASTE MGMT INC DEL
248$54.0M0.02%
55
EXPEEXPEDIA GROUP INC
185$52.0M0.02%
56
AMZNAMAZON COM INC
229$52.0M0.02%
57
ABBVABBVIE INC
215$49.0M0.02%
58
DFIVDIMENSIONAL ETF TRUST
970$48.0M0.02%
59
LOWLOWES COS INC
200$48.0M0.02%
60
MCDMCDONALDS CORP
127$38.0M0.01%
61
PLTRPALANTIR TECHNOLOGIES INC
198$35.0M0.01%
62
CMCSACOMCAST CORP NEW
1,190$35.0M0.01%
63
ABTABBOTT LABS
261$32.0M0.01%
64
DISVDIMENSIONAL ETF TRUST
838$31.0M0.01%
65
WECWEC ENERGY GROUP INC
300$31.0M0.01%
66
PPGPPG INDS INC
300$30.0M0.01%
67
SCHXSCHWAB STRATEGIC TR
1,127$30.0M0.01%
68
DFISDIMENSIONAL ETF TRUST
893$29.0M0.01%
69
4I1PHILIP MORRIS INTL INC
180$28.0M0.01%
70
ITWILLINOIS TOOL WKS INC
108$26.0M0.01%
71
SRESEMPRA
300$26.0M0.01%
72
VUGVANGUARD INDEX FDS
52$25.0M0.01%
73
TSLATESLA INC
54$24.0M0.01%
74
USBUS BANCORP DEL
417$22.0M0.01%
75
CAHCARDINAL HEALTH INC
111$22.0M0.01%
76
BLKBLACKROCK INC
21$22.0M0.01%
77
VVISA INC
63$22.0M0.01%
78
BBSIBARRETT BUSINESS SVCS INC
601$21.0M0.01%
79
BACVERIZON COMMUNICATIONS INC
520$21.0M0.01%
80
IWMISHARES TR
83$20.0M0.01%
81
INTCINTEL CORP
520$19.0M0.01%
82
TSMTAIWAN SEMICONDUCTOR MFG LTD
65$19.0M0.01%
83
AVGOBROADCOM INC
49$16.0M0.01%
84
GILDGILEAD SCIENCES INC
132$16.0M0.01%
85
TRVTRAVELERS COMPANIES INC
58$16.0M0.01%
86
PGPROCTER AND GAMBLE CO
117$16.0M0.01%
87
NKENIKE INC
263$16.0M0.01%
88
BSVVANGUARD BD INDEX FDS
204$16.0M0.01%
89
METAMETA PLATFORMS INC
24$15.0M0.01%
90
KEYKEYCORP
693$14.0M0.00%
91
AVGEAMERICAN CENTY ETF TR
169$14.0M0.00%
92
AQLTISHARES TR
575$13.0M0.00%
93
BABOEING CO
60$13.0M0.00%
94
BAXBAXTER INTL INC
700$13.0M0.00%
95
FEFIRSTENERGY CORP
300$13.0M0.00%
96
AEPAMERICAN ELEC PWR CO INC
100$11.0M0.00%
97
NVSNNOVARTIS AG
84$11.0M0.00%
98
MOALTRIA GROUP INC
180$10.0M0.00%
99
TMUST-MOBILE US INC
51$10.0M0.00%
100
MRKMERCK & CO INC
100$10.0M0.00%
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