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PMA
Prudent Man Advisors Portfolio holdings
AUM
$334M
1-Year Est. Return
20.3%
This Fund
S&P 500
This Quarter
Est. Return
+9.2%
1 Year Est. Return
+20.3%
3 Year Est. Return
+56.93%
5 Year Est. Return
+62.36%
10 Year Est. Return
–
AUM
$315M
AUM Growth
+$39.5M
(+14%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
5.88%
Top 10 Holdings %
Top 10 Hldgs %
43.92%
Holding
189
New
18
Increased
114
Reduced
38
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$1.84M |
| 2 |
Microsoft
MSFT
|
+$1.69M |
| 3 |
NVIDIA
NVDA
|
+$1.64M |
| 4 |
Apple
AAPL
|
+$1.5M |
| 5 |
Amazon
AMZN
|
+$1.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$8.72M |
| 2 |
Lennar Class A
LEN
|
+$478K |
| 3 |
Marathon Petroleum
MPC
|
+$345K |
| 4 |
Lamb Weston
LW
|
+$255K |
| 5 |
Goosehead Insurance
GSHD
|
+$236K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.2% |
| 2 | Financials | 8.59% |
| 3 | Industrials | 6.08% |
| 4 | Healthcare | 5.19% |
| 5 | Consumer Discretionary | 4.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Columbus McKinnon
CMCO
$466M
| $160K | 0.05% |
+10,465
| New | +$160K |
|
177
Lloyds Banking Group
LYG
$88.7B
| $150K | 0.05% |
35,402
+1,076
| +3% | +$4.28K |
|
178
Liberty Energy
LBRT
$2.81B
| $137K | 0.04% |
+11,924
| New | +$144K |
|
179
Mizuho Financial
MFG
$128B
| $116K | 0.04% |
20,870
+467
| +2% | +$2.42K |
|
180
Talos Energy
TALO
$2.38B
| $115K | 0.04% |
+13,546
| New | +$109K |
|
181
Patterson-UTI
PTEN
$3.67B
| $94.9K | 0.03% |
16,006
+3,375
| +27% | +$20.3K |
|
182
Adeia
ADEA
$2.82B
| – | – |
-14,035
| Closed | -$186K |
|
183
American Homes 4 Rent
AMH
$12.1B
| – | – |
-5,461
| Closed | -$206K |
|
184
AtriCure
ATRC
$1.86B
| – | – |
-6,248
| Closed | -$202K |
|
|
185
Goosehead Insurance
GSHD
$1.45B
| – | – |
-1,996
| Closed | -$236K |
|
|
GTLS
186
DELISTED
Chart Industries
GTLS
| – | – |
-1,394
| Closed | -$201K |
|
|
187
Lennar Class A
LEN
$20.7B
| – | – |
-4,168
| Closed | -$478K |
|
|
188
Lamb Weston
LW
$7.04B
| – | – |
-4,778
| Closed | -$255K |
|
189
Merit Medical Systems
MMSI
$4.53B
| – | – |
-2,222
| Closed | -$235K |
|
Similar funds
VFIC
AW
PHWM
MAM
HGA
TFG
WHGC
WCM
Prudent Man Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Prudent Man Advisors held 189 positions worth $315M, up 14% from $275M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Prudent Man Advisors deployed $18.5M of net new capital in Q2 2025, opening 18 new positions and adding to 114 existing holdings. Its largest new stake was Target: 4,412 shares worth $435K.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 9.7% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $8.72M trimmed.
- Prudent Man Advisors's largest Q2 2025 buy was Target: 4,412 shares worth $435K.
- Prudent Man Advisors added most to Vanguard Total International Stock ETF in Q2 2025, an estimated $1.84M increase.
- Prudent Man Advisors's biggest Q2 2025 reduction was Vanguard Total Stock Market ETF, cutting an estimated $8.72M.
- Prudent Man Advisors fully exited Lennar Class A in Q2 2025, selling an estimated $478K.
- Prudent Man Advisors's ten largest holdings make up 44% of its $315M portfolio in Q2 2025.
- Prudent Man Advisors opened 18 new positions and closed 8 in Q2 2025.
- Prudent Man Advisors's portfolio value rose 14% quarter-over-quarter to $315M.
Based on Prudent Man Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.