Prudent Man Investment Management, Inc. Portfolio Holdings
Q3 2025•166 long positions•$180.1M portfolio value
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Holding167 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $57.4M 31.86% | -$1.0K Sold | — 1.1M shares | 1.1M → 1.1M −$1.0K | -0.0% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $51.8M 28.78% | -$22.3K Sold | — 1.5M shares | 1.5M → 1.5M −$22.3K | -0.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $18.5M 10.25% | — | — 451.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.2M 8.46% | — | — 376.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.2M 8.43% | -$5.6K Sold | — 520.2K shares | 520.4K → 520.2K −$5.6K | -0.04% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.6M 1.97% | -$1.3K Sold | 0.0% 14.2K shares | 14.2K → 14.2K −$1.3K | -0.04% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 1.76% | -$710.4 Sold | — 125.0K shares | 125.0K → 125.0K −$710.4 | -0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.06% | -$437.2 Sold | — 30.6K shares | 30.6K → 30.6K −$437.2 | -0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.973% | — | — 35.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.681% | -$646.4 Sold | — 49.3K shares | 49.4K → 49.3K −$646.4 | -0.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.598% | — | — 21.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $997.8K 0.554% | — | — 3.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $898.6K 0.499% | -$6.2K Sold | — 16.1K shares | 16.3K → 16.1K −$6.2K | -0.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $559.0K 0.31% | — | — 7.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $463.8K 0.258% | — | — 2.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $438.2K 0.243% | -$1.3K Sold | — 14.2K shares | 14.3K → 14.2K −$1.3K | -0.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $380.5K 0.211% | — | — 6.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $363.0K 0.202% | -$1.0K Sold | — 1.1K shares | 1.1K → 1.1K −$1.0K | -0.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $313.6K 0.174% | — | — 582.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $313.6K 0.174% | — | — 4.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $238.0K 0.132% | — | — 4.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $235.5K 0.131% | — | 0.0% 1.2K shares | — | — | $79.1B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $219.1K 0.122% | — | 0.0% 520.0 shares | — | — | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $211.1K 0.117% | -$1.6K Sold | — 3.3K shares | 3.3K → 3.3K −$1.6K | -0.75% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $193.1K 0.107% | -$1.3K Sold | 0.0% 1.4K shares | 1.4K → 1.4K −$1.3K | -0.69% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $191.1K 0.106% | — | 0.0% 2.1K shares | — | — | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $186.4K 0.104% | — | — 1.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $177.9K 0.099% | — | 0.0% 366.0 shares | — | — | $116.55B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $176.6K 0.098% | — | 0.0% 1.6K shares | — | — | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $138.7K 0.077% | — | 0.0% 832.0 shares | — | — | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $125.5K 0.07% | — | — 214.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $112.4K 0.062% | — | — 191.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $103.0K 0.057% | — | 0.001% 260.0 shares | — | — | $21.0B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $95.8K 0.053% | — | 0.0% 1.1K shares | — | — | $41.7B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $93.1K 0.052% | — | 0.0% 179.0 shares | — | — | $183.15B Large Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $89.5K 0.05% | — | 0.0% 804.0 shares | — | — | $205.86B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $86.2K 0.048% | — | — 1.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $70.4K 0.039% | — | 0.0% 200.0 shares | — | — | $153.39B Large Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $69.4K 0.039% | — | 0.0% 1.6K shares | — | — | $382.12B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $63.1K 0.035% | — | — 2.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $60.0K 0.033% | — | 0.0% 415.0 shares | — | — | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $59.6K 0.033% | — | 0.0% 104.0 shares | — | — | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $53.0K 0.029% | — | 0.0% 280.0 shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Waste Management Industrials | $50.0K 0.028% | — | 0.0% 248.0 shares | — | — | $89.0B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $49.4K 0.027% | — | 0.0% 200.0 shares | — | — | $140.94B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $47.9K 0.027% | — | 0.0% 62.0 shares | — | — | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $44.7K 0.025% | — | 0.0% 1.2K shares | — | — | $116.01B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $44.6K 0.025% | — | 0.0% 308.0 shares | — | — | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $43.5K 0.024% | — | 0.0% 150.0 shares | — | — | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $43.1K 0.024% | — | 0.0% 42.0 shares | — | — | $180.54B Large Cap | Q4 2024 Held for 11 months |
