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Portfolio (Quarterly) Guide ↗

Prudent Man Advisors, LLC

· CIK 0001817174
13F Portfolio $438M AUM 142 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 141 New
Page 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,827.0 $1.9M 0.43% NEW $496.73 +11.3%
62 AMP AMERIPRISE FINL INC Financial Services 4,122.0 $1.9M 0.43% NEW $458.76 +22.1%
63 TMUS T-MOBILE US INC Communication Services 11,224.0 $1.9M 0.43% NEW $167.73 +8.3%
64 ABT ABBOTT LABORATORIES Healthcare 20,636.0 $1.9M 0.43% NEW $90.74 +28.0%
65 CSCO CISCO SYS INC Technology 15,822.0 $1.9M 0.42% NEW $117.46 -5.4%
66 CEG CONSTELLATION ENERGY CORP Utilities 7,372.0 $1.8M 0.42% NEW $248.37 +12.1%
67 DIS DISNEY WALT CO Communication Services 17,884.0 $1.7M 0.39% NEW $96.25 +15.6%
68 NOC NORTHROP GRUMMAN CORP Industrials 3,199.0 $1.6M 0.37% NEW $509.31 +6.5%
69 BKLN INVESCO EXCH TRADED FD TR II 79,900.0 $1.6M 0.37% NEW $20.37 +0.7%
70 EVRG EVERGY INC Utilities 17,719.0 $1.5M 0.35% NEW $86.43 -5.8%
71 TSLA TESLA INC Consumer Cyclical 3,470.0 $1.5M 0.33% NEW $420.60 -16.7%
72 DE DEERE & CO Industrials 1,536.0 $1.5M 0.33% NEW $947.88 -33.5%
73 ALB ALBEMARLE CORP Basic Materials 10,457.0 $1.4M 0.32% NEW $135.03 -1.4%
74 EQT EQT CORP Energy 25,717.0 $1.4M 0.31% NEW $53.17 +1.5%
75 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,724.0 $1.4M 0.31% NEW $501.36 +25.3%
76 COP CONOCOPHILLIPS Energy 12,306.0 $1.3M 0.29% NEW $103.96 +26.8%
77 PG PROCTER & GAMBLE CO Consumer Defensive 8,054.0 $1.2M 0.27% NEW $146.64 -0.8%
78 XBI SPDR SERIES TRUST 7,395.0 $1.2M 0.27% NEW $158.25 +6.9%
79 RTX RTX CORPORATION Industrials 6,125.0 $1.2M 0.27% NEW $189.73 +10.8%
80 WFC WELLS FARGO & CO Financial Services 13,840.0 $1.1M 0.26% NEW $82.64 +2.6%
Page 4 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 12.6%
Industrials 10.4%
Healthcare 9.1%
Consumer Cyclical 9.1%
Communication Services 5.4%
Consumer Defensive 5.2%
Energy 3.1%
Utilities 2.6%
Real Estate 2.5%