Prudent Man Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$6.53M |
| 2 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$5.46M |
| 3 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$5.45M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
+$5.13M |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$3.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$2.69M |
| 2 |
Micron Technology
MU
|
+$1.5M |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.44M |
| 4 |
Boston Scientific
BSX
|
+$1.16M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.02M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.69% |
| 2 | Technology | 20.74% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 5.56% |
| 5 | Communication Services | 5.5% |
No holdings matched the selected filter criteria.
Similar funds
Prudent Man Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Prudent Man Advisors held 149 positions worth $438M, up 31% from $334M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Prudent Man Advisors deployed $56.5M of net new capital in Q2 2026, opening 15 new positions and adding to 104 existing holdings. Its largest new stake was State Street Blackstone Senior Loan ETF: 135,100 shares worth $5.44M.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 41% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $2.69M trimmed.
- Prudent Man Advisors's largest Q2 2026 buy was State Street Blackstone Senior Loan ETF: 135,100 shares worth $5.44M.
- Prudent Man Advisors added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2026, an estimated $6.53M increase.
- Prudent Man Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $2.69M.
- Prudent Man Advisors fully exited Boston Scientific in Q2 2026, selling an estimated $1.16M.
- Prudent Man Advisors's ten largest holdings make up 39% of its $438M portfolio in Q2 2026.
- Prudent Man Advisors opened 15 new positions and closed 8 in Q2 2026.
- Prudent Man Advisors's portfolio value rose 31% quarter-over-quarter to $438M.
Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.