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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAT CATERPILLAR INC Industrials $723K 0.17% NEW
102 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,088.0 $697K 0.16% NEW $57.62 +17.9%
103 MCD MCDONALDS CORP Consumer Cyclical 2,572.0 $695K 0.16% NEW $270.31 -0.8%
104 BLV VANGUARD BD INDEX FDS 9,965.0 $687K 0.16% NEW $68.93 -3.0%
105 AVY AVERY DENNISON CORP Industrials 4,200.0 $682K 0.16% NEW $162.35 +10.8%
106 GILD GILEAD SCIENCES INC Healthcare 5,311.0 $671K 0.15% NEW $126.34 +17.8%
107 SPGI S&P GLOBAL INC Financial Services 1,637.0 $667K 0.15% NEW $407.26 +6.3%
108 CARR CARRIER GLOBAL CORPORATION Industrials 8,890.0 $652K 0.15% NEW $73.35 -20.2%
109 CI THE CIGNA GROUP Healthcare 2,358.0 $650K 0.15% NEW $275.68 +1.3%
110 NI NISOURCE INC Utilities 12,881.0 $612K 0.14% NEW $47.55 -14.5%
111 VICI VICI PPTYS INC Real Estate 22,045.0 $585K 0.13% NEW $26.55 -0.9%
112 OVV OVINTIV INC Energy 10,959.0 $577K 0.13% NEW $52.65 +22.3%
113 EMN EASTMAN CHEM CO Basic Materials 8,538.0 $572K 0.13% NEW $66.98 +7.5%
114 NKE NIKE INC Consumer Cyclical 6,966.0 $548K 0.12% NEW $78.73 -49.9%
115 J JACOBS SOLUTIONS INC Industrials 4,311.0 $543K 0.12% NEW $126.00 +19.7%
116 HD HOME DEPOT INC Consumer Cyclical 1,529.0 $539K 0.12% NEW $352.68 -4.2%
117 PFF ISHARES TR 16,820.0 $513K 0.12% NEW $30.49 +0.6%
118 CWEN CLEARWAY ENERGY INC Utilities 14,843.0 $507K 0.12% NEW $34.18 -4.9%
119 MDT MEDTRONIC PLC Healthcare 6,302.0 $493K 0.11% NEW $78.23 +16.5%
120 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,237.0 $478K 0.11% NEW $386.73 +3.1%
Page 6 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%