Prudent Man Investment Management, Inc. Top Holdings and 13F Report (2026) About Prudent Man Investment Management, Inc.Investment ActivityPrudent Man Investment Management, Inc. has $353.96 million in total holdings as of September 30, 2026.Prudent Man Investment Management, Inc. owns shares of 261 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 10.16% of the portfolio was purchased this quarter.About 0.51% of the portfolio was sold this quarter.This quarter, Prudent Man Investment Management, Inc. has purchased 169 new stocks and bought additional shares in 59 stocks.Prudent Man Investment Management, Inc. sold shares of 26 stocks and completely divested from 9 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $116,638,193DIMENSIONAL ETF TRUST $83,323,336Dimensional International Core Equity Market ETF $50,101,134Dimensional US Marketwide Value ETF $26,814,040Dimensional US Core Equity Market ETF $18,638,171 Largest New Holdings this Quarter 25239Y170 - DFA INVT DIMENSIONS GROUP IN $1,095,174 Holding922040845 - VANGUARD INSTL INDEX FD $332,487 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $283,942 Holding74251V102 - PRINCIPAL FINANCIAL GROUP IN $223,920 Holding24703L202 - Dell Technologies $101,135 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 250,879 shares (about $11.15M)Dimensional International Core Equity Market ETF 169,126 shares (about $7.01M)DIMENSIONAL ETF TRUST 78,947 shares (about $3.99M)Dimensional US Large Cap Value ETF 85,728 shares (about $3.44M)Dimensional Emerging Core Equity Market ETF 49,437 shares (about $1.94M) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 6,704 shares (about $332.18K)AMERICAN CENTY ETF TR 3,126 shares (about $256.85K)Vanguard Total World Stock ETF 533 shares (about $84.13K)Xtrackers S&P 500 Scored & Screened ETF 640 shares (about $44.75K)Casey's General Stores 50 shares (about $30.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrudent Man Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$116,638,193$11,151,573 ▲10.6%2,624,03133.0%ETFDIMENSIONAL ETF TRUST$83,323,336$3,986,034 ▲5.0%1,650,29423.5%ULTR FIX INC ETFDFAIDimensional International Core Equity Market ETF$50,101,134$7,006,890 ▲16.3%1,209,29614.2%ETFDFUVDimensional US Marketwide Value ETF$26,814,040$884,785 ▲3.4%487,5287.6%ETFDFAUDimensional US Core Equity Market ETF$18,638,171$789,851 ▲4.4%355,9625.3%ETFDFLVDimensional US Large Cap Value ETF$15,569,210$3,443,694 ▲28.4%387,5834.4%ETFDFAEDimensional Emerging Core Equity Market ETF$15,385,070$1,943,369 ▲14.5%391,3784.3%ETFAAPLApple$4,883,921$126,544 ▲2.7%14,6661.4%TechnologyDIMENSIONAL ETF TRUST$3,424,508$207,915 ▲6.5%41,6051.0%WORLD EQUITY ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,640,431$65,007 ▲4.1%44,3120.5%ETFDFA INVT DIMENSIONS GROUP IN$1,095,174$1,095,174 ▲New Holding29,2280.3%U.S. SML CP VALVUSBVanguard Ultra-Short Bond ETF$1,043,920$332,183 ▼-24.1%21,0680.3%ETFDFATDimensional U.S. Targeted Value ETF$975,140$29,300 ▼-2.9%14,6770.3%ETFVTIVanguard Total Stock Market ETF$766,070$14,970 ▼-1.9%2,0470.2%ETFDFASDimensional U.S. Small Cap ETF$726,742$383,152 ▲111.5%9,3870.2%ETFDFUSDimensional U.S. Equity ETF$603,296$16,606 ▼-2.7%7,2660.2%ETFNVDANVIDIA$600,894$155,534 ▲34.9%2,6310.2%TechnologyAMERICAN CENTY ETF TR$571,871$256,849 ▼-31.0%6,9600.2%AVAN EMER EX ETFMGKVanguard Mega Cap Growth ETF$472,701$361,706 ▲325.9%5,1020.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$456,165$12,385 ▼-2.6%4,6040.1%ETFVTVVanguard Value ETF$453,006$68,297 ▲17.8%2,0960.1%ETFPNCThe PNC Financial Services Group$405,6250.0%1,8250.1%FinanceVXUSVanguard Total International Stock ETF$368,1320.0%4,3330.1%ETFMSFTMicrosoft$348,418$20,525 ▲6.3%6790.1%TechnologyVANGUARD INSTL INDEX FD$332,487$332,487 ▲New Holding4,3910.1%0 3 MO TR BI ETFSCHFSchwab International Equity ETF$316,620$314,642 ▲15,908.3%11,5260.1%ETFWALMART INC$310,391$1,870 ▲0.6%2,9870.1%COMEXXONMOBIL HOLDINGS CORP$283,942$283,942 ▲New Holding1,7450.1%COM SHSVOOVanguard S&P 500 ETF$269,131$1,402 ▼-0.5%3840.1%ETFLMTLockheed Martin$257,172$2,546 ▼-1.0%5050.1%IndustrialsPRINCIPAL FINANCIAL GROUP IN$223,920$223,920 ▲New Holding2,0000.1%COMSPYSPDR S&P 500 ETF Trust$183,443$39,581 ▲27.5%2410.1%ETFBRK.BBerkshire Hathaway$183,246$102,578 ▲127.2%3680.1%FinanceJNJJohnson & Johnson$155,932$63,273 ▲68.3%5890.0%HealthcareDFICDimensional International Core Equity 2 ETF$149,350$147,319 ▲7,253.7%3,9710.0%ETFIVViShares Core S&P 500 ETF$146,2780.0%1910.0%ETFDISWalt Disney$144,278$59,915 ▲71.0%1,3750.0%Communication ServicesVWOVanguard FTSE Emerging Markets ETF$138,549$136,295 ▲6,047.4%2,3360.0%ETFMRKMerck & Co., Inc.$138,045$123,514 ▲850.0%9500.0%HealthcareAXPAmerican Express$136,5410.0%4490.0%FinanceCVXChevron$132,533$56,362 ▲74.0%6490.0%EnergyIWMiShares Russell 2000 ETF$129,549$106,475 ▲461.4%4660.0%ETFCASYCasey's General Stores$127,777$30,423 ▼-19.2%2100.0%Consumer StaplesGOOGLAlphabet$122,493$11,355 ▼-8.5%3560.0%Communication ServicesDIMENSIONAL ETF TRUST$109,813$7,730 ▼-6.6%1,3780.0%EMERGING MRKTETSSCHXSchwab US Large-Cap ETF$109,134$75,326 ▲222.8%3,6380.0%ETFASMLASML$108,7010.0%600.0%TechnologyDELLDell Technologies$101,135$101,135 ▲New Holding1880.0%TechnologyVTVanguard Total World Stock ETF$100,867$84,135 ▼-45.5%6390.0%ETFQQQMInvesco NASDAQ 100 ETF$98,359$98,359 ▲New Holding3230.0%ETFLLYEli Lilly and Company$97,195$15,042 ▲18.3%840.0%HealthcareBACBank of America$96,069$4,354 ▲4.7%1,7650.0%FinanceAMZNAmazon.com$91,458$34,390 ▲60.3%3670.0%Consumer DiscretionaryBTHMBlackRock Future U.S. Themes ETF$90,247$90,247 ▲New Holding2,0520.0%ETFWECWEC Energy Group$88,485$58,251 ▲192.7%8780.0%UtilitiesSCHESchwab Emerging Markets Equity ETF$86,4230.0%2,3710.0%ETFAVLVAvantis U.S. Large Cap Value ETF$83,838$83,838 ▲New Holding9270.0%ETFTMOThermo Fisher Scientific$83,707$9,451 ▼-10.1%1240.0%HealthcareVZVerizon Communications$83,484$59,631 ▲250.0%1,8200.0%Communication ServicesXELXcel Energy$83,0260.0%1,1780.0%UtilitiesJPMJPMorgan Chase & Co.$78,430$14,230 ▲22.2%2370.0%FinancePEGPublic Service Enterprise Group$76,3610.0%1,1340.0%UtilitiesGSThe Goldman Sachs Group$71,129$13,506 ▼-16.0%790.0%FinanceVUGVanguard Growth ETF$71,007$66,321 ▲1,415.4%7880.0%ETFAVGOBroadcom$67,780$51,274 ▲310.6%1930.0%TechnologyIDCCInterDigital$65,2140.0%2000.0%TechnologyWFCWells Fargo & Company$64,0400.0%8000.0%FinanceABBVAbbVie$62,259$6,017 ▲10.7%2380.0%HealthcarePEPPepsiCo$58,2920.0%4600.0%Consumer StaplesSCHASchwab US Small-Cap ETF$57,462$57,462 ▲New Holding1,7610.0%ETFTSLATesla$57,142$51,818 ▲973.3%1610.0%Consumer DiscretionaryWMWaste Management$54,855$4,282 ▲8.5%2690.0%IndustrialsDFIVDimensional International Value ETF$54,1850.0%9700.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$53,057$53,057 ▲New Holding4310.0%ETFTAT&T$50,264$50,264 ▲New Holding2,0600.0%Communication ServicesEXPEExpedia Group$48,7220.0%1850.0%Consumer DiscretionaryIGMiShares Expanded Tech Sector ETF$45,134$45,134 ▲New Holding2670.0%ETFSRESempra Energy$44,360$20,972 ▲89.7%5690.0%UtilitiesVOVanguard Mid-Cap ETF$43,367$43,367 ▲New Holding5530.0%ETFBLACKROCK ETF TRUST$42,236$42,236 ▲New Holding8950.0%ISHA I IN TE ETFVEAVanguard FTSE Developed Markets ETF$41,025$37,071 ▲937.5%5810.0%ETFSPACE EXPLORATION TECHN CORP$38,621$38,621 ▲New Holding2560.0%CLASS A COM STKORCLOracle$38,444$18,673 ▼-32.7%2800.0%TechnologyMETAMeta Platforms$37,710$20,305 ▲116.7%520.0%Communication ServicesCRWDCrowdStrike$37,595$37,595 ▲New Holding1420.0%TechnologyLOWLowe's Companies$36,8580.0%2000.0%Consumer DiscretionaryDISVDimensional International Small Cap Value ETF$36,2780.0%8380.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$35,192$35,192 ▲New Holding8860.0%ETFPMPhilip Morris International$34,3480.0%1800.0%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$34,155$33,534 ▲5,400.0%2200.0%ETFVBVanguard Small-Cap ETF$33,855$33,855 ▲New Holding1190.0%ETFIAUiShares Gold Trust$33,662$33,662 ▲New Holding4310.0%ETFINTCIntel$32,463$30,058 ▼-48.1%2700.0%TechnologyDFISDimensional International Small Cap ETF$32,3540.0%8930.0%ETFHSBCHSBC$31,879$31,879 ▲New Holding3210.0%FinancePPGPPG Industries$31,2990.0%3000.0%MaterialsABTAbbott Laboratories$31,231$5,436 ▲21.1%3160.0%HealthcareSNPEXtrackers S&P 500 Scored & Screened ETF$29,927$44,751 ▼-59.9%4280.0%ETFTSMTaiwan Semiconductor Manufacturing$29,6530.0%650.0%TechnologyALLAllstate$29,508$29,508 ▲New Holding1330.0%FinanceShowing largest 100 holdings. 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