Prudent Man Investment Management, Inc.
RIA/Wealth
Prudent Man Investment Management, Inc. is a RIA/Wealth based in Lousiville, CO led by Christopher Patrick Reading, reporting $323.7M in AUM as of Q3 2025 with 96% ETF concentration, 94% concentrated in top 10 holdings, 32% allocation to DUSB, and minimal technology exposure.
PresidentChristopher Patrick Reading
- Portfolio Value
- $180.1M
- Positions
- 166
- Top Holding
- DUSB at 31.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Prudent Man Investment Management, Inc.'s portfolio (94.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $57.4M | 31.86% | -$1.0K Sold | — 1.1M shares | |
ETF ETF | $51.8M | 28.78% | -$22.3K Sold | — 1.5M shares | |
ETF ETF | $18.5M | 10.25% | — | — 451.2K shares | |
ETF ETF | $15.2M | 8.46% | — | — 376.3K shares | |
ETF ETF | $15.2M | 8.43% | -$5.6K Sold | — 520.2K shares | |
Consumer Electronics Technology | $3.6M | 1.97% | -$1.3K Sold | 0.00% 14.2K shares | |
ETF ETF | $3.2M | 1.76% | -$710.4 Sold | — 125.0K shares | |
ETF ETF | $1.9M | 1.06% | -$437.2 Sold | — 30.6K shares | |
ETF ETF | $1.8M | 0.97% | — | — 35.3K shares | |
ETF ETF | $1.2M | 0.68% | -$646.4 Sold | — 49.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Prudent Man Investment Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-0.75% | |
-0.69% | |
-0.68% | |
-0.29% |
Analytics
Portfolio insights and performance metrics for Prudent Man Investment Management, Inc.
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