Holders — by stockHoldings — by fund
Prudent Man Investment Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002054263
$293.1M
disclosed book value
169
positions
32.1%
largest position share
Positions, as of 2026-06-30
top 100 of 169 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2.4M | $94.0M | 32.1% |
| 2 | DUSBDIMENSIONAL ETF TRUST | 1.6M | $79.6M | 27.2% |
| 3 | DFAIDIMENSIONAL ETF TRUST | 1.0M | $39.6M | 13.5% |
| 4 | DFUVDIMENSIONAL ETF TRUST | 471,441 | $22.0M | 7.5% |
| 5 | DFAUDIMENSIONAL ETF TRUST | 340,877 | $16.0M | 5.4% |
| 6 | DFAEDIMENSIONAL ETF TRUST | 341,941 | $11.1M | 3.8% |
| 7 | DFLVDIMENSIONAL ETF TRUST | 301,855 | $10.3M | 3.5% |
| 8 | AAPLAPPLE INC | 14,286 | $3.9M | 1.3% |
| 9 | DFAWDIMENSIONAL ETF TRUST | 39,079 | $2.9M | 1% |
| 10 | DFAXDIMENSIONAL ETF TRUST | 42,556 | $1.4M | 0.5% |
| 11 | VUSBVANGUARD BD INDEX FDS | 27,772 | $1.4M | 0.5% |
| 12 | DFATDIMENSIONAL ETF TRUST | 15,118 | $900,126 | 0.3% |
| 13 | VTIVANGUARD INDEX FDS | 2,087 | $699,709 | 0.2% |
| 14 | AVXCAMERICAN CENTY ETF TR | 10,086 | $643,191 | 0.2% |
| 15 | DFSVDIMENSIONAL ETF TRUST | 17,539 | $576,858 | 0.2% |
| 16 | DFUSDIMENSIONAL ETF TRUST | 7,466 | $553,754 | 0.2% |
| 17 | MGKVANGUARD WORLD FD | 1,198 | $494,499 | 0.2% |
| 18 | PNCPNC FINL SVCS GROUP INC | 1,825 | $380,933 | 0.1% |
| 19 | NVDANVIDIA CORPORATION | 1,950 | $363,681 | 0.1% |
| 20 | EMXCISHARES INC | 4,729 | $343,704 | 0.1% |
| 21 | VTVVANGUARD INDEX FDS | 1,780 | $340,040 | 0.1% |
| 22 | WMTWALMART INC | 2,969 | $330,757 | 0.1% |
| 23 | VXUSVANGUARD STAR FDS | 4,333 | $326,882 | 0.1% |
| 24 | DFASDIMENSIONAL ETF TRUST | 4,438 | $309,196 | 0.1% |
| 25 | MSFTMICROSOFT CORP | 639 | $308,838 | 0.1% |
| 26 | LMTLOCKHEED MARTIN CORP | 510 | $246,672 | 0.1% |
| 27 | VOOVANGUARD INDEX FDS | 386 | $242,073 | 0.1% |
| 28 | XOMEXXON MOBIL CORP | 1,618 | $194,734 | 0.1% |
| 29 | AXPAMERICAN EXPRESS CO | 449 | $166,108 | 0.1% |
| 30 | VTVANGUARD INTL EQUITY INDEX F | 1,172 | $165,330 | 0.1% |
| 31 | CASYCASEYS GEN STORES INC | 260 | $143,705 | 0% |
| 32 | IVVISHARES TR | 191 | $130,824 | 0% |
| 33 | SPYSPDR S&P 500 ETF TR | 189 | $128,796 | 0% |
| 34 | GOOGLALPHABET INC | 389 | $121,757 | 0% |
| 35 | BACBANK AMERICA CORP | 1,685 | $92,675 | 0% |
| 36 | DISDISNEY WALT CO | 804 | $91,472 | 0% |
| 37 | PEGPUBLIC SVC ENTERPRISE GRP IN | 1,134 | $91,057 | 0% |
| 38 | DEXCDIMENSIONAL ETF TRUST | 1,475 | $89,267 | 0% |
| 39 | XELXCEL ENERGY INC | 1,178 | $87,008 | 0% |
| 40 | GSGOLDMAN SACHS GROUP INC | 94 | $82,626 | 0% |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 162 | $81,430 | 0% |
| 42 | ORCLORACLE CORP | 416 | $81,092 | 0% |
| 43 | TMOTHERMO FISHER SCIENTIFIC INC | 138 | $79,965 | 0% |
| 44 | SCHESCHWAB STRATEGIC TR | 2,371 | $77,651 | 0% |
| 45 | LLYELI LILLY & CO | 71 | $76,303 | 0% |
| 46 | WFCWELLS FARGO CO NEW | 800 | $74,560 | 0% |
| 47 | JNJJOHNSON & JOHNSON | 350 | $72,433 | 0% |
| 48 | SNPEDBX ETF TR | 1,068 | $66,671 | 0% |
| 49 | PEPPEPSICO INC | 460 | $66,020 | 0% |
| 50 | ASMLASML HOLDING N V | 60 | $64,192 | 0% |
| 51 | IDCCINTERDIGITAL INC | 200 | $63,676 | 0% |
| 52 | JPMJPMORGAN CHASE & CO. | 194 | $62,511 | 0% |
| 53 | CVXCHEVRON CORP NEW | 373 | $56,849 | 0% |
| 54 | WMWASTE MGMT INC DEL | 248 | $54,489 | 0% |
| 55 | AMZNAMAZON COM INC | 229 | $52,858 | 0% |
| 56 | EXPEEXPEDIA GROUP INC | 185 | $52,413 | 0% |
| 57 | ABBVABBVIE INC | 215 | $49,126 | 0% |
| 58 | DFIVDIMENSIONAL ETF TRUST | 970 | $48,403 | 0% |
| 59 | LOWLOWES COS INC | 200 | $48,232 | 0% |
| 60 | MCDMCDONALDS CORP | 127 | $38,816 | 0% |
| 61 | CMCSACOMCAST CORP NEW | 1,190 | $35,570 | 0% |
| 62 | PLTRPALANTIR TECHNOLOGIES INC | 198 | $35,195 | 0% |
| 63 | ABTABBOTT LABS | 261 | $32,701 | 0% |
| 64 | DISVDIMENSIONAL ETF TRUST | 838 | $31,844 | 0% |
| 65 | WECWEC ENERGY GROUP INC | 300 | $31,638 | 0% |
| 66 | PPGPPG INDS INC | 300 | $30,738 | 0% |
| 67 | SCHXSCHWAB STRATEGIC TR | 1,127 | $30,318 | 0% |
| 68 | DFISDIMENSIONAL ETF TRUST | 893 | $29,416 | 0% |
| 69 | PMPHILIP MORRIS INTL INC | 180 | $28,872 | 0% |
| 70 | ITWILLINOIS TOOL WKS INC | 108 | $26,601 | 0% |
| 71 | SRESEMPRA | 300 | $26,487 | 0% |
| 72 | VUGVANGUARD INDEX FDS | 52 | $25,369 | 0% |
| 73 | CAHCARDINAL HEALTH INC | 111 | $22,811 | 0% |
| 74 | BLKBLACKROCK INC | 21 | $22,478 | 0% |
| 75 | USBUS BANCORP DEL | 417 | $22,252 | 0% |
| 76 | VVISA INC | 63 | $22,095 | 0% |
| 77 | BBSIBARRETT BUSINESS SVCS INC | 601 | $21,776 | 0% |
| 78 | VZVERIZON COMMUNICATIONS INC | 520 | $21,180 | 0% |
| 79 | IWMISHARES TR | 83 | $20,366 | 0% |
| 80 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 65 | $19,753 | 0% |
| 81 | INTCINTEL CORP | 520 | $19,188 | 0% |
| 82 | TRVTRAVELERS COMPANIES INC | 58 | $16,824 | 0% |
| 83 | PGPROCTER AND GAMBLE CO | 117 | $16,768 | 0% |
| 84 | NKENIKE INC | 263 | $16,756 | 0% |
| 85 | AVGOBROADCOM INC | 47 | $16,267 | 0% |
| 86 | GILDGILEAD SCIENCES INC | 132 | $16,202 | 0% |
| 87 | BSVVANGUARD BD INDEX FDS | 204 | $16,078 | 0% |
| 88 | METAMETA PLATFORMS INC | 24 | $15,843 | 0% |
| 89 | AVGEAMERICAN CENTY ETF TR | 169 | $14,519 | 0% |
| 90 | KEYKEYCORP | 693 | $14,304 | 0% |
| 91 | FEFIRSTENERGY CORP | 300 | $13,431 | 0% |
| 92 | BAXBAXTER INTL INC | 700 | $13,377 | 0% |
| 93 | GOVTISHARES TR | 575 | $13,240 | 0% |
| 94 | BABOEING CO | 60 | $13,028 | 0% |
| 95 | SCHBSCHWAB STRATEGIC TR | 470 | $12,329 | 0% |
| 96 | NVSNOVARTIS AG | 84 | $11,582 | 0% |
| 97 | AEPAMERICAN ELEC PWR CO INC | 100 | $11,531 | 0% |
| 98 | MRKMERCK & CO INC | 100 | $10,526 | 0% |
| 99 | MOALTRIA GROUP INC | 180 | $10,379 | 0% |
| 100 | TMUST-MOBILE US INC | 51 | $10,356 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.