Prudent Man Investment Management, Inc.
CIK: 0002054263SEC EDGAR →
Portfolio Value
$297.4M
Holdings
169
As of
Q4 2025
New Positions
169
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,383,883 | $94.4M | 31.74% |
| 2 | DIMENSIONAL ETF TRUST | 1,597,383 | $80.9M | 27.21% |
| 3 | DIMENSIONAL ETF TRUST | 1,055,531 | $40.2M | 13.53% |
| 4 | DIMENSIONAL ETF TRUST | 480,048 | $22.4M | 7.52% |
| 5 | DIMENSIONAL ETF TRUST | 365,373 | $17.1M | 5.75% |
| 6 | DIMENSIONAL ETF TRUST | 347,645 | $11.3M | 3.81% |
| 7 | DIMENSIONAL ETF TRUST | 305,129 | $10.4M | 3.51% |
| 8 | APPLE INC | 14,286 | $3.9M | 1.31% |
| 9 | DIMENSIONAL ETF TRUST | 39,792 | $2.9M | 0.99% |
| 10 | DIMENSIONAL ETF TRUST | 42,556 | $1.4M | 0.47% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (169)
$94.4M · 2.4M shares
$80.9M · 1.6M shares
$40.2M · 1.1M shares
$22.4M · 480K shares
$17.1M · 365K shares
$11.3M · 348K shares
$10.4M · 305K shares
$3.9M · 14K shares
$2.9M · 40K shares
$1.4M · 43K shares
$1.4M · 28K shares
$900K · 15K shares
$699K · 2K shares
$643K · 10K shares
$577K · 18K shares
$553K · 7K shares
$494K · 1K shares
$380K · 2K shares
$368K · 2K shares
$343K · 5K shares
$340K · 2K shares
$330K · 3K shares
$326K · 4K shares
$312K · 649 shares
$309K · 4K shares
$246K · 510 shares
$242K · 386 shares
$194K · 2K shares
$166K · 449 shares
$165K · 1K shares
$143K · 260 shares
$130K · 191 shares
$128K · 189 shares
$121K · 389 shares
$92K · 2K shares
$91K · 804 shares
$91K · 1K shares
$89K · 1K shares
$87K · 1K shares
$82K · 94 shares
$81K · 162 shares
$81K · 416 shares
$79K · 138 shares
$77K · 2K shares
$76K · 71 shares
$74K · 800 shares
$72K · 350 shares
$66K · 1K shares
$66K · 460 shares
$64K · 60 shares
$63K · 200 shares
$62K · 194 shares
$56K · 373 shares
$54K · 248 shares
$52K · 185 shares
$52K · 229 shares
$49K · 215 shares
$48K · 970 shares
$48K · 200 shares
$38K · 127 shares
$35K · 198 shares
$35K · 1K shares
$32K · 261 shares
$31K · 838 shares
$31K · 300 shares
$30K · 300 shares
$30K · 1K shares
$29K · 893 shares
$28K · 180 shares
$26K · 108 shares
$26K · 300 shares
$25K · 52 shares
$24K · 54 shares
$22K · 417 shares
$22K · 111 shares
$22K · 21 shares
$22K · 63 shares
$21K · 601 shares
$21K · 520 shares
$20K · 83 shares
$19K · 520 shares
$19K · 65 shares
$16K · 49 shares
$16K · 132 shares
$16K · 58 shares
$16K · 117 shares
$16K · 263 shares
$16K · 204 shares
$15K · 24 shares
$14K · 693 shares
$14K · 169 shares
$13K · 575 shares
$13K · 60 shares
$13K · 700 shares
$13K · 300 shares
$11K · 100 shares
$11K · 84 shares
$10K · 180 shares
$10K · 51 shares
$10K · 100 shares
$9K · 11 shares
$9K · 356 shares
$8K · 63 shares
$8K · 200 shares
$8K · 99 shares
$8K · 173 shares
$8K · 130 shares
$7K · 115 shares
$7K · 98 shares
$7K · 200 shares
$7K · 150 shares
$7K · 171 shares
$6K · 50 shares
$6K · 39 shares
$6K · 110 shares
$6K · 124 shares
$5K · 17 shares
$5K · 120 shares
$5K · 31 shares
$5K · 60 shares
$4K · 100 shares
$4K · 470 shares
$4K · 269 shares
$4K · 14 shares
$4K · 292 shares
$4K · 200 shares
$4K · 22 shares
$4K · 10 shares
$4K · 24 shares
$4K · 50 shares
$4K · 200 shares
$3K · 10 shares
$3K · 10 shares
$3K · 100 shares
$3K · 31 shares
$3K · 16 shares
$3K · 56 shares
$3K · 19 shares
$3K · 48 shares
$3K · 19 shares
$3K · 49 shares
$2K · 100 shares
$2K · 38 shares
$2K · 100 shares
$2K · 660 shares
$2K · 24 shares
$2K · 58 shares
$2K · 18 shares
$1K · 100 shares
$1K · 8 shares
$1K · 11 shares
$1K · 54 shares
$1K · 30 shares
$1K · 72 shares
$1K · 7 shares
$1K · 527 shares
$1K · 13 shares
$1K · 5 shares
$1K · 19 shares
$0 · 41 shares
$0 · 1 shares
$0 · 4 shares
$0 · 48 shares
$0 · 175 shares
$0 · 10 shares
$0 · 6 shares
$0 · 10 shares
$0 · 1 shares
$0 · 50 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $289.8M | 97.5% |
| Technology | 13 | $4.8M | 1.6% |
| Consumer Defensive | 8 | $441K | 0.1% |
| Consumer Cyclical | 16 | $409K | 0.1% |
| Healthcare | 15 | $379K | 0.1% |
| Industrials | 10 | $374K | 0.1% |
| Utilities | 10 | $277K | 0.1% |
| Communication Services | 6 | $276K | 0.1% |
| Energy | 6 | $268K | 0.1% |
| Unknown | 8 | $205K | 0.1% |
| Basic Materials | 1 | $30K | 0.0% |