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 $297.25 million in total holdings as of March 31, 2026.
Prudent Man Investment Management, Inc. owns shares of 169 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 0.00% of the portfolio was purchased this quarter.
About 0.04% of the portfolio was sold this quarter.
This quarter, Prudent Man Investment Management, Inc. has purchased 169 new stocks and bought additional shares in 3 stocks.
Prudent Man Investment Management, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $94,333,044
DIMENSIONAL ETF TRUST: $80,898,059
Dimensional International Core Equity Market ETF: $40,226,401
Dimensional US Marketwide Value ETF: $22,345,450
Dimensional US Core Equity Market ETF: $17,099,457

Largest Purchases this Quarter

Schwab US Broad Market ETF: 114 shares (about $2.99K)
Dimensional International Core Equity Market ETF: 3 shares (about $114.33)
Dimensional Emerging Core Equity Market ETF: 2 shares (about $65.14)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF: 1,134 shares (about $44.90K)
DIMENSIONAL ETF TRUST: 317 shares (about $23.45K)
Dimensional US Marketwide Value ETF: 429 shares (about $19.99K)
DIMENSIONAL ETF TRUST: 185 shares (about $9.37K)
Dimensional US Large Cap Value ETF: 248 shares (about $8.48K)

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	$94,333,044	$44,895 â–¼	0.0%	2,382,749	31.7%	ETF
DIMENSIONAL ETF TRUST	$80,898,059	$9,370 â–¼	0.0%	1,597,198	27.2%	ULTRASHORT FIXED
DFAI Dimensional International Core Equity Market ETF	$40,226,401	$114 â–²	0.0%	1,055,534	13.5%	ETF
DFUV Dimensional US Marketwide Value ETF	$22,345,450	$19,987 â–¼	-0.1%	479,619	7.5%	ETF
DFAU Dimensional US Core Equity Market ETF	$17,099,457		0.0%	365,373	5.8%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$11,322,863	$65 â–²	0.0%	347,647	3.8%	ETF
DFLV Dimensional US Large Cap Value ETF	$10,429,980	$8,484 â–¼	-0.1%	304,881	3.5%	ETF
AAPL Apple	$3,883,792		0.0%	14,286	1.3%	Computer and Technology
DIMENSIONAL ETF TRUST	$2,920,361	$23,452 â–¼	-0.8%	39,475	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	$900,841		0.0%	15,130	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	$577,253		0.0%	17,551	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	$5,409 â–¼	-1.5%	1,950	0.1%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$343,704		0.0%	4,729	0.1%	Manufacturing
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	$309,614		0.0%	4,444	0.1%	ETF
MSFT Microsoft	$308,838	$4,833 â–¼	-1.5%	639	0.1%	Computer and Technology
LMT Lockheed Martin	$246,672		0.0%	510	0.1%	Aerospace
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%	Retail/Wholesale
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%	Finance
GOOGL Alphabet	$121,757		0.0%	389	0.0%	Computer and Technology
BAC Bank of America	$92,675		0.0%	1,685	0.0%	Finance
DIS Walt Disney	$91,472		0.0%	804	0.0%	Consumer Discretionary
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%	Computer and Technology
TMO Thermo Fisher Scientific	$79,965		0.0%	138	0.0%	Medical
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%	Medical
WFC Wells Fargo & Company	$74,560		0.0%	800	0.0%	Finance
JNJ Johnson & Johnson	$72,433		0.0%	350	0.0%	Medical
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%	Computer and Technology
IDCC InterDigital	$63,676		0.0%	200	0.0%	Computer and 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%	Business Services
AMZN Amazon.com	$52,858		0.0%	229	0.0%	Retail/Wholesale
EXPE Expedia Group	$52,413		0.0%	185	0.0%	Retail/Wholesale
ABBV AbbVie	$49,126		0.0%	215	0.0%	Medical
DFIV Dimensional International Value ETF	$48,403		0.0%	970	0.0%	ETF
LOW Lowe's Companies	$48,232		0.0%	200	0.0%	Retail/Wholesale
MCD McDonald's	$38,816		0.0%	127	0.0%	Retail/Wholesale
CMCSA Comcast	$35,570		0.0%	1,190	0.0%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$35,195		0.0%	198	0.0%	CL A
ABT Abbott Laboratories	$32,701		0.0%	261	0.0%	Medical
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%	Basic 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%	Medical
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%	Business Services
BBSI Barrett Business Services	$21,776		0.0%	601	0.0%	Business Services
VZ Verizon Communications	$21,180		0.0%	520	0.0%	Computer and Technology
IWM iShares Russell 2000 ETF	$20,366		0.0%	83	0.0%	Finance
TSLA Tesla	$20,238	$4,048 â–¼	-16.7%	45	0.0%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$19,753		0.0%	65	0.0%	Computer and Technology
INTC Intel	$19,188		0.0%	520	0.0%	Computer and 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	$692 â–¼	-4.1%	47	0.0%	Computer and Technology
GILD Gilead Sciences	$16,202		0.0%	132	0.0%	Medical
BSV Vanguard Short-Term Bond ETF	$16,078		0.0%	204	0.0%	ETF
META Meta Platforms	$15,843		0.0%	24	0.0%	Computer and Technology
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%	Medical
GOVT iShares U.S. Treasury Bond ETF	$13,240		0.0%	575	0.0%	ETF
BA Boeing	$13,028		0.0%	60	0.0%	Aerospace
SCHB Schwab US Broad Market ETF	$12,329	$2,990 â–²	32.0%	470	0.0%	ETF
NVS Novartis	$11,582		0.0%	84	0.0%	Medical
AEP American Electric Power	$11,531		0.0%	100	0.0%	Utilities
MRK Merck & Co., Inc.	$10,526		0.0%	100	0.0%	Medical
MO Altria Group	$10,379		0.0%	180	0.0%	Consumer Staples

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 Purchases this Quarter

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

Stock Ideas and Recommendations

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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 Purchases this Quarter

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