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PMIM

Prudent Man Investment Management Portfolio holdings

AUM $293M
1-Year Est. Return 17.46%
This Fund
S&P 500
This Quarter Est. Return
+5.09%
1 Year Est. Return
+17.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
-$43.5K
Cap. Flow
-$47.5K
Cap. Flow %
-0.03%
Top 10 Hldgs %
94.24%
Holding
169
New
–
Increased
–
Reduced
12
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$24.1K
2
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$6.83K
3
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.32K
4
NVDA icon
NVIDIA
NVDA
+$1.74K
5
DFUS
Dimensional US Equity ETF
DFUS
+$1.74K

Sector Composition

Rank Sector Weight
1 Technology 2.38%
2 Financials 0.29%
3 Industrials 0.18%
4 Consumer Staples 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
51
JPMorgan Chase
JPM
$970B
$42.7K 0.02%
178
– –
IDCC icon
52
InterDigital
IDCC
$8.95B
$38.7K 0.02%
200
– –
PG icon
53
Procter & Gamble
PG
$336B
$38.2K 0.02%
228
– –
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.09T
$38.1K 0.02%
84
– –
AVGE icon
55
Avantis All Equity Markets ETF
AVGE
$1.15B
$37.3K 0.02%
516
– –
PPG icon
56
PPG Industries
PPG
$25.5B
$35.8K 0.02%
300
– –
BBSI icon
57
Barrett Business Services
BBSI
$750M
$34.8K 0.02%
800
– –
EXPE icon
58
Expedia Group
EXPE
$38.7B
$34.5K 0.02%
185
– –
DFIV icon
59
Dimensional International Value ETF
DFIV
$21.7B
$34.4K 0.02%
970
– –
ABBV icon
60
AbbVie
ABBV
$438B
$31.6K 0.02%
178
– –
PEP icon
61
PepsiCo
PEP
$189B
$30.4K 0.02%
200
– –
SNPE icon
62
Xtrackers S&P 500 ESG ETF
SNPE
$2.78B
$29.8K 0.02%
559
– –
VUG icon
63
Vanguard Morningstar Growth ETF
VUG
$229B
$29.6K 0.02%
432
– –
WEC icon
64
WEC Energy
WEC
$35.6B
$28.2K 0.02%
300
– –
AMZN icon
65
Amazon
AMZN
$2.9T
$26.8K 0.01%
122
– –
SRE icon
66
Sempra
SRE
$56.2B
$26.3K 0.01%
300
– –
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$74.6B
$26.1K 0.01%
1,127
– –
ITW icon
68
Illinois Tool Works
ITW
$83.2B
$25.4K 0.01%
100
– –
PM icon
69
Philip Morris
PM
$290B
$21.7K 0.01%
180
– –
VZ icon
70
Verizon
VZ
$195B
$20.8K 0.01%
520
– –
INTC icon
71
Intel
INTC
$515B
$20.5K 0.01%
1,020
– –
BAX icon
72
Baxter International
BAX
$14.1B
$20.4K 0.01%
700
– –
AXP icon
73
American Express
AXP
$231B
$19K 0.01%
64
– –
IWM icon
74
iShares Russell 2000 ETF
IWM
$82.2B
$18.1K 0.01%
82
– –
DISV icon
75
Dimensional International Small Cap Value ETF
DISV
$5.14B
$17.1K 0.01%
643
– –
1 2
3
4 5

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MEPT
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DMBA
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SM
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PPC
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FPM
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LFC
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Prudent Man Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Prudent Man Investment Management held 169 positions worth $180M, down 0.02% from $180M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0.59%. Prudent Man Investment Management opened no new positions and exited 1, leaving the 169-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 2.4% of assets, down from 2.4% a quarter earlier, followed by Financials and Industrials.

  • Prudent Man Investment Management's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $24.1K.
  • Prudent Man Investment Management fully exited Foresight Autonomous Holdings in Q3 2025, selling an estimated $98.
  • Prudent Man Investment Management's ten largest holdings make up 94% of its $180M portfolio in Q3 2025.
  • Prudent Man Investment Management opened 0 new positions and closed 1 in Q3 2025.
  • Prudent Man Investment Management's portfolio value fell 0.02% quarter-over-quarter to $180M.

Based on Prudent Man Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.