Prudent Man Investment Management, Inc. Top Holdings and 13F Report (2026)

About Prudent Man Investment Management, Inc.

Investment Activity

Prudent Man Investment Management, Inc. has $293.12 million in total holdings as of June 30, 2026.
Prudent Man Investment Management, Inc. owns shares of 169 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
About 1.41% 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 12 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $93,953,099
DIMENSIONAL ETF TRUST: $79,588,706
Dimensional International Core Equity Market ETF: $39,640,879
Dimensional US Marketwide Value ETF: $21,964,437
Dimensional US Core Equity Market ETF: $15,953,044

Largest Sales this Quarter

DIMENSIONAL ETF TRUST: 25,851 shares (about $1.31M)
Dimensional US Core Equity Market ETF: 24,496 shares (about $1.15M)
Dimensional International Core Equity Market ETF: 15,364 shares (about $585.52K)
Dimensional US Marketwide Value ETF: 8,178 shares (about $381.01K)
Dimensional U.S. Core Equity 2 ETF: 9,597 shares (about $379.95K)

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
DFAC Dimensional U.S. Core Equity 2 ETF	$93,953,099	$379,945 â–¼	-0.4%	2,373,152	32.1%	ETF
DIMENSIONAL ETF TRUST	$79,588,706	$1,309,353 â–¼	-1.6%	1,571,347	27.2%	ULTRASHORT FIXED
DFAI Dimensional International Core Equity Market ETF	$39,640,879	$585,522 â–¼	-1.5%	1,040,170	13.5%	ETF
DFUV Dimensional US Marketwide Value ETF	$21,964,437	$381,013 â–¼	-1.7%	471,441	7.5%	ETF
DFAU Dimensional US Core Equity Market ETF	$15,953,044	$1,146,413 â–¼	-6.7%	340,877	5.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$11,137,019	$185,844 â–¼	-1.6%	341,941	3.8%	ETF
DFLV Dimensional US Large Cap Value ETF	$10,326,460	$103,519 â–¼	-1.0%	301,855	3.5%	ETF
AAPL Apple	$3,883,792		0.0%	14,286	1.3%	Technology
DIMENSIONAL ETF TRUST	$2,891,065	$29,296 â–¼	-1.0%	39,079	1.0%	WORLD EQUITY ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,392,858		0.0%	42,556	0.5%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$1,384,157		0.0%	27,772	0.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$900,126	$714 â–¼	-0.1%	15,118	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$699,709		0.0%	2,087	0.2%	ETF
AMERICAN CENTY ETF TR	$643,191		0.0%	10,086	0.2%	AVANTIS EMERGING
DFSV Dimensional US Small Cap Value ETF	$576,858	$395 â–¼	-0.1%	17,539	0.2%	ETF
DFUS Dimensional U.S. Equity ETF	$553,754		0.0%	7,466	0.2%	ETF
MGK Vanguard Mega Cap Growth ETF	$494,499		0.0%	1,198	0.2%	ETF
PNC The PNC Financial Services Group	$380,933		0.0%	1,825	0.1%	Finance
NVDA NVIDIA	$363,681		0.0%	1,950	0.1%	Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$343,704		0.0%	4,729	0.1%	ETF
VTV Vanguard Value ETF	$340,040		0.0%	1,780	0.1%	ETF
WALMART INC	$330,757		0.0%	2,969	0.1%	COM
VXUS Vanguard Total International Stock ETF	$326,882		0.0%	4,333	0.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$309,196	$418 â–¼	-0.1%	4,438	0.1%	ETF
MSFT Microsoft	$308,838		0.0%	639	0.1%	Technology
LMT Lockheed Martin	$246,672		0.0%	510	0.1%	Industrials
VOO Vanguard S&P 500 ETF	$242,073		0.0%	386	0.1%	ETF
XOM ExxonMobil	$194,734		0.0%	1,618	0.1%	Energy
AXP American Express	$166,108		0.0%	449	0.1%	Finance
VT Vanguard Total World Stock ETF	$165,330		0.0%	1,172	0.1%	ETF
CASY Casey's General Stores	$143,705		0.0%	260	0.0%	Consumer Staples
IVV iShares Core S&P 500 ETF	$130,824		0.0%	191	0.0%	ETF
SPY SPDR S&P 500 ETF Trust	$128,796		0.0%	189	0.0%	ETF
GOOGL Alphabet	$121,757		0.0%	389	0.0%	Communication Services
BAC Bank of America	$92,675		0.0%	1,685	0.0%	Finance
DIS Walt Disney	$91,472		0.0%	804	0.0%	Communication Services
PEG Public Service Enterprise Group	$91,057		0.0%	1,134	0.0%	Utilities
DIMENSIONAL ETF TRUST	$89,267		0.0%	1,475	0.0%	EMERGING MRKTETS
XEL Xcel Energy	$87,008		0.0%	1,178	0.0%	Utilities
GS The Goldman Sachs Group	$82,626		0.0%	94	0.0%	Finance
BRK.B Berkshire Hathaway	$81,430		0.0%	162	0.0%	Finance
ORCL Oracle	$81,092		0.0%	416	0.0%	Technology
TMO Thermo Fisher Scientific	$79,965		0.0%	138	0.0%	Healthcare
SCHE Schwab Emerging Markets Equity ETF	$77,651		0.0%	2,371	0.0%	ETF
LLY Eli Lilly and Company	$76,303		0.0%	71	0.0%	Healthcare
WFC Wells Fargo & Company	$74,560		0.0%	800	0.0%	Finance
JNJ Johnson & Johnson	$72,433		0.0%	350	0.0%	Healthcare
SNPE Xtrackers S&P 500 Scored & Screened ETF	$66,671		0.0%	1,068	0.0%	ETF
PEP PepsiCo	$66,020		0.0%	460	0.0%	Consumer Staples
ASML ASML	$64,192		0.0%	60	0.0%	Technology
IDCC InterDigital	$63,676		0.0%	200	0.0%	Technology
JPM JPMorgan Chase & Co.	$62,511		0.0%	194	0.0%	Finance
CVX Chevron	$56,849		0.0%	373	0.0%	Energy
WM Waste Management	$54,489		0.0%	248	0.0%	Industrials
AMZN Amazon.com	$52,858		0.0%	229	0.0%	Consumer Discretionary
EXPE Expedia Group	$52,413		0.0%	185	0.0%	Consumer Discretionary
ABBV AbbVie	$49,126		0.0%	215	0.0%	Healthcare
DFIV Dimensional International Value ETF	$48,403		0.0%	970	0.0%	ETF
LOW Lowe's Companies	$48,232		0.0%	200	0.0%	Consumer Discretionary
MCD McDonald's	$38,816		0.0%	127	0.0%	Consumer Discretionary
CMCSA Comcast	$35,570		0.0%	1,190	0.0%	Communication Services
PALANTIR TECHNOLOGIES INC	$35,195		0.0%	198	0.0%	CL A
ABT Abbott Laboratories	$32,701		0.0%	261	0.0%	Healthcare
DISV Dimensional International Small Cap Value ETF	$31,844		0.0%	838	0.0%	ETF
WEC WEC Energy Group	$31,638		0.0%	300	0.0%	Utilities
PPG PPG Industries	$30,738		0.0%	300	0.0%	Materials
SCHX Schwab US Large-Cap ETF	$30,318		0.0%	1,127	0.0%	ETF
DFIS Dimensional International Small Cap ETF	$29,416		0.0%	893	0.0%	ETF
PM Philip Morris International	$28,872		0.0%	180	0.0%	Consumer Staples
ITW Illinois Tool Works	$26,601		0.0%	108	0.0%	Industrials
SRE Sempra Energy	$26,487		0.0%	300	0.0%	Utilities
VUG Vanguard Growth ETF	$25,369		0.0%	52	0.0%	ETF
CAH Cardinal Health	$22,811		0.0%	111	0.0%	Healthcare
BLACKROCK INC	$22,478		0.0%	21	0.0%	COM
USB U.S. Bancorp	$22,252		0.0%	417	0.0%	Finance
V Visa	$22,095		0.0%	63	0.0%	Finance
BBSI Barrett Business Services	$21,776		0.0%	601	0.0%	Industrials
VZ Verizon Communications	$21,180		0.0%	520	0.0%	Communication Services
IWM iShares Russell 2000 ETF	$20,366		0.0%	83	0.0%	ETF
TSM Taiwan Semiconductor Manufacturing	$19,753		0.0%	65	0.0%	Technology
INTC Intel	$19,188		0.0%	520	0.0%	Technology
TRV Travelers Companies	$16,824		0.0%	58	0.0%	Finance
PG Procter & Gamble	$16,768		0.0%	117	0.0%	Consumer Staples
NKE NIKE	$16,756		0.0%	263	0.0%	Consumer Discretionary
AVGO Broadcom	$16,267		0.0%	47	0.0%	Technology
GILD Gilead Sciences	$16,202		0.0%	132	0.0%	Healthcare
BSV Vanguard Short-Term Bond ETF	$16,078		0.0%	204	0.0%	ETF
META Meta Platforms	$15,843		0.0%	24	0.0%	Communication Services
AVGE Avantis All Equity Markets ETF	$14,519		0.0%	169	0.0%	ETF
KEY KeyCorp	$14,304		0.0%	693	0.0%	Finance
FE FirstEnergy	$13,431		0.0%	300	0.0%	Utilities
BAX Baxter International	$13,377		0.0%	700	0.0%	Healthcare
GOVT iShares U.S. Treasury Bond ETF	$13,240		0.0%	575	0.0%	ETF
BA Boeing	$13,028		0.0%	60	0.0%	Industrials
SCHB Schwab US Broad Market ETF	$12,329		0.0%	470	0.0%	ETF
NVS Novartis	$11,582		0.0%	84	0.0%	Healthcare
AEP American Electric Power	$11,531		0.0%	100	0.0%	Utilities
MRK Merck & Co., Inc.	$10,526		0.0%	100	0.0%	Healthcare
MO Altria Group	$10,379		0.0%	180	0.0%	Consumer Staples
TMUS T-Mobile US	$10,356		0.0%	51	0.0%	Communication Services

Showing largest 100 holdings. View all holdings.

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Prudent Man Investment Management, Inc. Top Holdings and 13F Report (2026)

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 (2026)

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