Prudent Man Investment Management, Inc. Top Holdings and 13F Report (2025)

About Prudent Man Investment Management, Inc.

Investment Activity

Prudent Man Investment Management, Inc. has $180.49 million in total holdings as of March 31, 2025.
Prudent Man Investment Management, Inc. owns shares of 169 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
About 0.12% of the portfolio was sold this quarter.
This quarter, Prudent Man Investment Management, Inc. has purchased 169 new stocks and bought additional shares in 0 stocks.
Prudent Man Investment Management, Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

DIMENSIONAL ETF TRUST: $57,547,884
Dimensional U.S. Core Equity 2 ETF: $51,966,588
Dimensional US Marketwide Value ETF: $18,496,578
Dimensional US Core Equity Market ETF: $15,238,088
Dimensional International Core Equity Market ETF: $15,230,020

Largest Sales this Quarter

DIMENSIONAL ETF TRUST: 1,665 shares (about $84.23K)
Dimensional US Core Equity Market ETF: 1,865 shares (about $75.51K)
Dimensional US Marketwide Value ETF: 606 shares (about $24.80K)
Dimensional International Core Equity Market ETF: 785 shares (about $22.92K)
Dimensional Emerging Core Equity Market ETF: 318 shares (about $8.07K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DIMENSIONAL ETF TRUST	$57,547,884	$84,232 ▼	-0.1%	1,137,535	31.9%	ULTRASHORT FIXED
DFAC Dimensional U.S. Core Equity 2 ETF	$51,966,588		0.0%	1,502,359	28.8%	ETF
DFUV Dimensional US Marketwide Value ETF	$18,496,578	$24,798 ▼	-0.1%	452,018	10.2%	ETF
DFAU Dimensional US Core Equity Market ETF	$15,238,088	$75,514 ▼	-0.5%	376,342	8.4%	ETF
DFAI Dimensional International Core Equity Market ETF	$15,230,020	$22,922 ▼	-0.2%	521,576	8.4%	ETF
AAPL Apple	$3,553,460		0.0%	14,190	2.0%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$3,178,811	$8,068 ▼	-0.3%	125,298	1.8%	ETF
DIMENSIONAL ETF TRUST	$1,912,963		0.0%	30,627	1.1%	WORLD EQUITY ETF
VUSB Vanguard Ultra-Short Bond ETF	$1,752,331		0.0%	35,315	1.0%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,227,165		0.0%	49,363	0.7%	ETF
AMERICAN CENTY ETF TR	$1,077,600		0.0%	21,750	0.6%	AVANTIS EMERGING
VTI Vanguard Total Stock Market ETF	$997,816		0.0%	3,443	0.6%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$904,809		0.0%	16,256	0.5%	ETF
BSV Vanguard Short-Term Bond ETF	$558,971		0.0%	7,234	0.3%	ETF
VTV Vanguard Value ETF	$463,766		0.0%	2,739	0.3%	ETF
DFSV Dimensional US Small Cap Value ETF	$439,447		0.0%	14,277	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$380,512		0.0%	6,457	0.2%	ETF
MGK Vanguard Mega Cap Growth ETF	$364,015		0.0%	1,060	0.2%	ETF
VOO Vanguard S&P 500 ETF	$313,588		0.0%	582	0.2%	ETF
DFAS Dimensional U.S. Small Cap ETF	$313,556		0.0%	4,818	0.2%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$237,992		0.0%	4,292	0.1%	Manufacturing
PNC The PNC Financial Services Group	$235,470		0.0%	1,221	0.1%	Finance
MSFT Microsoft	$219,107		0.0%	520	0.1%	Computer and Technology
DFUS Dimensional U.S. Equity ETF	$212,670		0.0%	3,336	0.1%	ETF
NVDA NVIDIA	$194,456		0.0%	1,448	0.1%	Computer and Technology
WMT Walmart	$191,074		0.0%	2,115	0.1%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$186,447		0.0%	1,587	0.1%	ETF
LMT Lockheed Martin	$177,855		0.0%	366	0.1%	Aerospace
XOM Exxon Mobil	$176,602		0.0%	1,642	0.1%	Energy
ORCL Oracle	$138,652		0.0%	832	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$125,473		0.0%	214	0.1%	Finance
IVV iShares Core S&P 500 ETF	$112,438		0.0%	191	0.1%	ETF
CASY Casey's General Stores	$103,020		0.0%	260	0.1%	Retail/Wholesale
PEG Public Service Enterprise Group	$95,808		0.0%	1,134	0.1%	Utilities
TMO Thermo Fisher Scientific	$93,122		0.0%	179	0.1%	Medical
DIS Walt Disney	$89,526		0.0%	804	0.0%	Consumer Discretionary
DFSD Dimensional Short-Duration Fixed Income ETF	$86,213		0.0%	1,839	0.0%	ETF
ACN Accenture	$70,358		0.0%	200	0.0%	Computer and Technology
BAC Bank of America	$69,441		0.0%	1,580	0.0%	Finance
SCHE Schwab Emerging Markets Equity ETF	$63,140		0.0%	2,371	0.0%	ETF
JNJ Johnson & Johnson	$60,018		0.0%	415	0.0%	Medical
GS The Goldman Sachs Group	$59,553		0.0%	104	0.0%	Finance
GOOGL Alphabet	$53,004		0.0%	280	0.0%	Computer and Technology
WM Waste Management	$50,044		0.0%	248	0.0%	Business Services
LOW Lowe's Companies	$49,360		0.0%	200	0.0%	Retail/Wholesale
LLY Eli Lilly and Company	$47,864		0.0%	62	0.0%	Medical
CMCSA Comcast	$44,661		0.0%	1,190	0.0%	Consumer Discretionary
CVX Chevron	$44,611		0.0%	308	0.0%	Energy
MCD McDonald's	$43,484		0.0%	150	0.0%	Retail/Wholesale
BLACKROCK INC	$43,055		0.0%	42	0.0%	COM
JPM JPMorgan Chase & Co.	$42,670		0.0%	178	0.0%	Finance
IDCC InterDigital	$38,744		0.0%	200	0.0%	Computer and Technology
PG Procter & Gamble	$38,225		0.0%	228	0.0%	Consumer Staples
BRK.B Berkshire Hathaway	$38,076		0.0%	84	0.0%	Finance
AVGE Avantis All Equity Markets ETF	$37,343		0.0%	516	0.0%	ETF
PPG PPG Industries	$35,835		0.0%	300	0.0%	Basic Materials
BBSI Barrett Business Services	$34,752		0.0%	800	0.0%	Business Services
EXPE Expedia Group	$34,472		0.0%	185	0.0%	Retail/Wholesale
DFIV Dimensional International Value ETF	$34,416		0.0%	970	0.0%	ETF
ABBV AbbVie	$31,631		0.0%	178	0.0%	Medical
PEP PepsiCo	$30,412		0.0%	200	0.0%	Consumer Staples
SNPE Xtrackers S&P 500 ESG ETF	$29,755		0.0%	559	0.0%	ETF
VUG Vanguard Growth ETF	$29,552		0.0%	72	0.0%	ETF
WEC WEC Energy Group	$28,212		0.0%	300	0.0%	Utilities
AMZN Amazon.com	$26,766		0.0%	122	0.0%	Retail/Wholesale
SRE Sempra	$26,316		0.0%	300	0.0%	Utilities
SCHX Schwab US Large-Cap ETF	$26,116		0.0%	1,127	0.0%	ETF
ITW Illinois Tool Works	$25,356		0.0%	100	0.0%	Industrials
PM Philip Morris International	$21,663		0.0%	180	0.0%	Consumer Staples
VZ Verizon Communications	$20,795		0.0%	520	0.0%	Computer and Technology
INTC Intel	$20,451		0.0%	1,020	0.0%	Computer and Technology
BAX Baxter International	$20,412		0.0%	700	0.0%	Medical
AXP American Express	$18,995		0.0%	64	0.0%	Finance
IWM iShares Russell 2000 ETF	$18,118		0.0%	82	0.0%	Finance
DISV Dimensional International Small Cap Value ETF	$17,085		0.0%	643	0.0%	ETF
DFIS Dimensional International Small Cap ETF	$16,600		0.0%	676	0.0%	ETF
ASML ASML	$13,862		0.0%	20	0.0%	Computer and Technology
XEL Xcel Energy	$13,504		0.0%	200	0.0%	Utilities
GOVT iShares U.S. Treasury Bond ETF	$13,214		0.0%	575	0.0%	ETF
CAH Cardinal Health	$13,128		0.0%	111	0.0%	Medical
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$12,345		0.0%	333	0.0%	Manufacturing
CORE SCIENTIFIC INC NEW	$12,338		0.0%	880	0.0%	*W EXP 01/23/202
GILD Gilead Sciences	$12,193		0.0%	132	0.0%	Medical
FTNT Fortinet	$12,188		0.0%	129	0.0%	Computer and Technology
CAT Caterpillar	$11,972		0.0%	33	0.0%	Industrials
FE FirstEnergy	$11,934		0.0%	300	0.0%	Utilities
TSM Taiwan Semiconductor Manufacturing	$11,850		0.0%	60	0.0%	Computer and Technology
V Visa	$10,746		0.0%	34	0.0%	Business Services
COST Costco Wholesale	$10,080		0.0%	11	0.0%	Retail/Wholesale
MO Altria Group	$9,413		0.0%	180	0.0%	Consumer Staples
SON Sonoco Products	$9,331		0.0%	191	0.0%	Industrials
AEP American Electric Power	$9,223		0.0%	100	0.0%	Utilities
PFE Pfizer	$8,862		0.0%	334	0.0%	Medical
CORE SCIENTIFIC INC NEW	$8,681		0.0%	1,056	0.0%	*W EXP 01/23/202
SDY SPDR S&P Dividend ETF	$8,323		0.0%	63	0.0%	ETF
NVS Novartis	$8,175		0.0%	84	0.0%	Medical
SCHB Schwab US Broad Market ETF	$8,036		0.0%	354	0.0%	ETF
MET MetLife	$8,025		0.0%	98	0.0%	Finance
VEA Vanguard FTSE Developed Markets ETF	$7,795		0.0%	163	0.0%	ETF
FCX Freeport-McMoRan	$7,616		0.0%	200	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Prudent Man Investment Management, Inc. Top Holdings and 13F Report (2025)

About Prudent Man Investment Management, Inc.

Investment Activity

Largest Holdings

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Prudent Man Investment Management, Inc. Top Holdings and 13F Report (2025)

About Prudent Man Investment Management, Inc.

Investment Activity

Largest Holdings

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrudent Man Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools