Prudent Man Advisors, LLC Portfolio Holdings
Q3 2025•133 long positions•$271.5M portfolio value
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Holding187 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $43.1M 15.88% | -$1.8M Sold | — 131.4K shares | 136.8K → 131.4K −$1.8M | -3.98% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $26.5M 9.76% | +$682.8K Bought | — 356.4K shares | 347.2K → 356.4K +$682.8K | +2.64% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $10.7M 3.96% | +$184.8K Bought | — 73.8K shares | 72.5K → 73.8K +$184.8K | +1.75% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $10.5M 3.88% | -$5.9M Sold | — 129.8K shares | 203.0K → 129.8K −$5.9M | -36.05% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $9.3M 3.43% | -$44.0K Sold | — 149.8K shares | 150.5K → 149.8K −$44.0K | -0.47% | — — | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $8.6M 3.16% | -$1.0M Sold | 0.0% 45.9K shares | 51.5K → 45.9K −$1.0M | -10.75% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $7.6M 2.79% | -$1.3M Sold | 0.0% 14.6K shares | 17.1K → 14.6K −$1.3M | -14.26% | $3.85T Mega Cap | Q2 2020 Held for 5y 5m | |
Consumer Electronics Technology | $7.4M 2.74% | -$1.2M Sold | 0.0% 28.8K shares | 33.3K → 28.8K −$1.2M | -13.65% | $3.78T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $6.9M 2.54% | -$126.3K Sold | — 87.4K shares | 89.0K → 87.4K −$126.3K | -1.8% | — — | Q3 2020 Held for 5y 2m | |
Specialty Retail Consumer Cyclical | $5.2M 1.9% | +$334.0K Bought | 0.0% 23.5K shares | 22.0K → 23.5K +$334.0K | +6.92% | $2.34T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.0M 1.85% | -$1.6K Sold | — 68.2K shares | 68.2K → 68.2K −$1.6K | -0.03% | — — | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $4.7M 1.73% | -$98.6K Sold | 0.0% 19.3K shares | 19.7K → 19.3K −$98.6K | -2.06% | $2.95T Mega Cap | Q2 2020 Held for 5y 5m | |
Banks - Diversified Financial Services | $4.3M 1.59% | -$1.7M Sold | 0.0% 13.7K shares | 19.0K → 13.7K −$1.7M | -27.94% | $867.35B Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.9M 1.43% | -$43.3K Sold | — 16.1K shares | 16.3K → 16.1K −$43.3K | -1.1% | — — | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $3.7M 1.38% | -$980.8K Sold | 0.0% 11.3K shares | 14.3K → 11.3K −$980.8K | -20.77% | $1.56T Mega Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $3.7M 1.38% | +$2.3M Bought | 0.0% 5.1K shares | 2.0K → 5.1K +$2.3M | +158.97% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.7M 1.35% | +$84.5K Bought | — 40.1K shares | 39.1K → 40.1K +$84.5K | +2.36% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.2M 1.17% | -$1.3M Sold | — 4.7K shares | 6.8K → 4.7K −$1.3M | -29.81% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.1M 1.15% | +$4.7K Bought | — 66.4K shares | 66.3K → 66.4K +$4.7K | +0.15% | — — | Q2 2022 Held for 3y 5m | |
Insurance - Diversified Financial Services | $2.4M 0.883% | -$493.9K Sold | 0.0% 4.7K shares | 5.7K → 4.7K −$493.9K | -17.08% | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 0.863% | +$2.3M Bought | — 46.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $2.3M 0.848% | -$71.8K Sold | 0.0% 22.3K shares | 23.0K → 22.3K −$71.8K | -3.03% | $821.68B Mega Cap | Q2 2020 Held for 5y 5m | |
Software - Infrastructure Technology | $2.2M 0.797% | -$254.5K Sold | 0.0% 7.7K shares | 8.6K → 7.7K −$254.5K | -10.53% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.796% | -$668.2K Sold | — 15.3K shares | 20.1K → 15.3K −$668.2K | -23.63% | — — | Q2 2020 Held for 5y 5m | |
Tobacco Consumer Defensive | $2.1M 0.769% | -$816.4K Sold | 0.001% 12.9K shares | 17.9K → 12.9K −$816.4K | -28.1% | $252.48B Mega Cap | Q2 2020 Held for 5y 5m | |
Asset Management Financial Services | $2.0M 0.728% | -$804.5K Sold | 0.001% 1.7K shares | 2.4K → 1.7K −$804.5K | -28.94% | $180.54B Large Cap | Q2 2020 Held for 5y 5m | |
Financial - Capital Markets Financial Services | $1.9M 0.707% | -$725.5K Sold | 0.001% 12.1K shares | 16.6K → 12.1K −$725.5K | -27.42% | $253.75B Mega Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $1.9M 0.702% | -$46.4K Sold | 0.0% 7.8K shares | 8.0K → 7.8K −$46.4K | -2.38% | $2.95T Mega Cap | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $1.8M 0.678% | -$536.3K Sold | 0.001% 13.7K shares | 17.8K → 13.7K −$536.3K | -22.56% | $168.85B Large Cap | Q2 2020 Held for 5y 5m | |
Financial - Credit Services Financial Services | $1.7M 0.644% | -$203.1K Sold | 0.0% 3.1K shares | 3.4K → 3.1K −$203.1K | -10.41% | $514.21B Mega Cap | Q2 2020 Held for 5y 5m | |
Medical - Devices Healthcare | $1.7M 0.632% | -$546.2K Sold | 0.001% 12.8K shares | 16.9K → 12.8K −$546.2K | -24.14% | $233.12B Mega Cap | Q2 2020 Held for 5y 5m | |
Hardware, Equipment & Parts Technology | $1.7M 0.63% | -$820.2K Sold | 0.002% 20.8K shares | 30.8K → 20.8K −$820.2K | -32.42% | $70.3B Large Cap | Q2 2022 Held for 3y 5m | |
Financial - Credit Services Financial Services | $1.7M 0.627% | -$196.3K Sold | 0.0% 5.0K shares | 5.6K → 5.0K −$196.3K | -10.34% | $662.60B Mega Cap | Q2 2020 Held for 5y 5m | |
Telecommunications Services Communication Services | $1.6M 0.606% | -$452.7K Sold | 0.001% 6.9K shares | 8.8K → 6.9K −$452.7K | -21.59% | $269.40B Mega Cap | Q2 2020 Held for 5y 5m | |
Regulated Electric Utilities | $1.6M 0.603% | -$523.8K Sold | 0.001% 21.7K shares | 28.6K → 21.7K −$523.8K | -24.25% | $155.46B Large Cap | Q2 2020 Held for 5y 5m | |
Restaurants Consumer Cyclical | $1.5M 0.565% | -$179.4K Sold | 0.001% 8.5K shares | 9.5K → 8.5K −$179.4K | -10.47% | $96.2B Large Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $1.5M 0.565% | -$579.0K Sold | 0.002% 11.7K shares | 16.1K → 11.7K −$579.0K | -27.41% | $73.8B Large Cap | Q2 2021 Held for 4y 5m | |
Electronic Gaming & Multimedia Technology | $1.5M 0.551% | -$458.7K Sold | 0.003% 7.4K shares | 9.7K → 7.4K −$458.7K | -23.47% | $50.3B Large Cap | Q1 2022 Held for 3y 8m | |
Discount Stores Consumer Defensive | $1.5M 0.547% | -$182.3K Sold | 0.0% 1.6K shares | 1.8K → 1.6K −$182.3K | -10.94% | $410.27B Mega Cap | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $1.5M 0.539% | -$117.7K Sold | 0.001% 7.2K shares | 7.7K → 7.2K −$117.7K | -7.44% | $163.10B Large Cap | Q2 2020 Held for 5y 5m | |
Travel Services Consumer Cyclical | $1.4M 0.531% | -$172.8K Sold | 0.001% 267.0 shares | 299.0 → 267.0 −$172.8K | -10.7% | $174.99B Large Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $1.4M 0.527% | -$41.0K Sold | 0.001% 17.0K shares | 17.5K → 17.0K −$41.0K | -2.78% | $209.64B Mega Cap | Q2 2020 Held for 5y 5m | |
REIT - Specialty Real Estate | $1.4M 0.503% | -$572.5K Sold | 0.002% 1.7K shares | 2.5K → 1.7K −$572.5K | -29.56% | $76.7B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.4M 0.499% | +$273.9K Bought | — 13.9K shares | 11.1K → 13.9K +$273.9K | +25.32% | — — | Q2 2024 Held for 1y 5m | |
Engineering & Construction Industrials | $1.3M 0.492% | -$168.3K Sold | 0.002% 3.2K shares | 3.6K → 3.2K −$168.3K | -11.18% | $61.8B Large Cap | Q2 2020 Held for 5y 5m | |
Medical - Diagnostics & Research Healthcare | $1.3M 0.489% | -$486.6K Sold | 0.006% 4.6K shares | 6.3K → 4.6K −$486.6K | -26.84% | $23.9B Large Cap | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $1.3M 0.475% | -$427.0K Sold | — 4.2K shares | 5.6K → 4.2K −$427.0K | -24.88% | — — | Q2 2020 Held for 5y 5m | |
Medical - Devices Healthcare | $1.3M 0.471% | -$151.2K Sold | 0.001% 13.1K shares | 14.7K → 13.1K −$151.2K | -10.57% | $144.66B Large Cap | Q2 2020 Held for 5y 5m | |
Conglomerates Industrials | $1.3M 0.47% | -$447.7K Sold | 0.001% 6.1K shares | 8.2K → 6.1K −$447.7K | -26.0% | $133.65B Large Cap | Q2 2020 Held for 5y 5m | |
Medical - Healthcare Plans Healthcare | $1.3M 0.463% | -$6.2K Sold | 0.0% 3.6K shares | 3.7K → 3.6K −$6.2K | -0.49% | $312.73B Mega Cap | Q2 2020 Held for 5y 5m |
