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Portfolio (Quarterly) Guide ↗

Prudent Man Investment Management, Inc.

· CIK 0002054263
13F Portfolio $293M AUM 169 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 169 New
Page 2 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 1,780.0 $340K 0.12% NEW $191.03 +17.9%
22 WMT WALMART INC Consumer Defensive 2,969.0 $331K 0.11% NEW $111.40 -4.6%
23 VXUS VANGUARD STAR FDS 4,333.0 $327K 0.11% NEW $75.44 +15.3%
24 DFAS DIMENSIONAL ETF TRUST 4,438.0 $309K 0.10% NEW $69.67 +17.1%
25 MSFT MICROSOFT CORP Technology 639.0 $309K 0.10% NEW $483.31 +2.8%
26 LMT LOCKHEED MARTIN CORP Industrials 510.0 $247K 0.08% NEW $483.67 +10.1%
27 VOO VANGUARD INDEX FDS 386.0 $242K 0.08% NEW $627.13 +12.1%
28 XOM EXXON MOBIL CORP Energy 1,618.0 $195K 0.07% NEW $120.35 +36.1%
29 AXP AMERICAN EXPRESS CO Financial Services 449.0 $166K 0.06% NEW $369.95 -11.0%
30 VT VANGUARD INTL EQUITY INDEX F 1,172.0 $165K 0.06% NEW $141.07 +13.4%
31 CASY CASEYS GEN STORES INC Consumer Cyclical 260.0 $144K 0.05% NEW $552.71 +38.4%
32 IVV ISHARES TR 191.0 $131K 0.04% NEW $684.94 +12.2%
33 SPY SPDR S&P 500 ETF TR Financial Services 189.0 $129K 0.04% NEW $681.46 +12.2%
34 GOOGL ALPHABET INC Communication Services 389.0 $122K 0.04% NEW $313.00 +7.9%
35 BAC BANK AMERICA CORP Financial Services 1,685.0 $93K 0.03% NEW $55.00 +13.4%
36 DIS DISNEY WALT CO Communication Services 804.0 $91K 0.03% NEW $113.77 -4.4%
37 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 1,134.0 $91K 0.03% NEW $80.30 -8.4%
38 DEXC DIMENSIONAL ETF TRUST 1,475.0 $89K 0.03% NEW $60.52 +31.4%
39 XEL XCEL ENERGY INC Utilities 1,178.0 $87K 0.03% NEW $73.86 +2.5%
40 GS GOLDMAN SACHS GROUP INC Financial Services 94.0 $83K 0.03% NEW $879.00 +13.7%
Page 2 of 9  ·  169 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 57.2%
Financial Services 13.0%
Consumer Defensive 5.6%
Healthcare 4.7%
Consumer Cyclical 4.7%
Industrials 4.5%
Communication Services 3.5%
Utilities 3.3%
Energy 3.2%
Basic Materials 0.4%