We are live on ! Find out more
PMIM

Prudent Man Investment Management Portfolio holdings

AUM $293M
1-Year Est. Return 17.46%
This Fund
S&P 500
This Quarter Est. Return
+2.39%
1 Year Est. Return
+17.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$297M
AUM Growth
+$117M
Cap. Flow
+$95.1M
Cap. Flow %
31.98%
Top 10 Hldgs %
95.83%
Holding
195
New
27
Increased
42
Reduced
33
Closed
26

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$34.6M
2
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$23.5M
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$19.8M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$10.2M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.17M

Top Sells

Rank Stock Value
1
AVXC icon
Avantis Emerging Markets ex-China Equity ETF
AVXC
+$725K
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$555K
3
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$508K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$451K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$376K

Sector Composition

Rank Sector Weight
1 Technology 1.64%
2 Financials 0.35%
3 Consumer Staples 0.16%
4 Consumer Discretionary 0.14%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDCC icon
51
InterDigital
IDCC
$9B
$63.7K 0.02%
200
– –
JPM icon
52
JPMorgan Chase
JPM
$971B
$62.5K 0.02%
194
+16
+9% +$4.95K
CVX icon
53
Chevron
CVX
$386B
$56.8K 0.02%
373
+65
+21% +$9.9K
WM icon
54
Waste Management
WM
$90.9B
$54.5K 0.02%
248
– –
AMZN icon
55
Amazon
AMZN
$2.9T
$52.9K 0.02%
229
+107
+88% +$24.5K
EXPE icon
56
Expedia Group
EXPE
$38.5B
$52.4K 0.02%
185
– –
ABBV icon
57
AbbVie
ABBV
$438B
$49.1K 0.02%
215
+37
+21% +$8.43K
DFIV icon
58
Dimensional International Value ETF
DFIV
$21.7B
$48.4K 0.02%
970
– –
LOW icon
59
Lowe's Companies
LOW
$121B
$48.2K 0.02%
200
– –
MCD icon
60
McDonald's
MCD
$195B
$38.8K 0.01%
127
-23
-15% -$7.04K
CMCSA icon
61
Comcast
CMCSA
$89.4B
$35.6K 0.01%
1,190
– –
PLTR icon
62
Palantir
PLTR
$412B
$35.2K 0.01%
+198
New +$35.8K
ABT icon
63
Abbott
ABT
$192B
$32.7K 0.01%
+261
New +$33.3K
DISV icon
64
Dimensional International Small Cap Value ETF
DISV
$5.14B
$31.8K 0.01%
838
+195
+30% +$7.07K
WEC icon
65
WEC Energy
WEC
$35.5B
$31.6K 0.01%
300
– –
PPG icon
66
PPG Industries
PPG
$25.6B
$30.7K 0.01%
300
– –
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$74.5B
$30.3K 0.01%
1,127
– –
DFIS icon
68
Dimensional International Small Cap ETF
DFIS
$5.88B
$29.4K 0.01%
893
+217
+32% +$6.91K
PM icon
69
Philip Morris
PM
$289B
$28.9K 0.01%
180
– –
ITW icon
70
Illinois Tool Works
ITW
$83.7B
$26.6K 0.01%
108
+8
+8% +$1.99K
SRE icon
71
Sempra
SRE
$55.9B
$26.5K 0.01%
300
– –
VUG icon
72
Vanguard Morningstar Growth ETF
VUG
$229B
$25.4K 0.01%
312
-120
-28% -$9.74K
TSLA icon
73
Tesla
TSLA
$1.29T
$24.3K 0.01%
54
+45
+500% +$19.9K
CAH icon
74
Cardinal Health
CAH
$55B
$22.8K 0.01%
111
– –
BLK icon
75
Blackrock
BLK
$179B
$22.5K 0.01%
21
-21
-50% -$23K
1 2
3
4 5

Similar funds

NC
Nixon Capital Austin, Texas $293M AUM 19.56% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $293M AUM 68.31% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $294M AUM
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
SM
Selkirk Management Chatham, New Jersey $294M AUM 26.84% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Prudent Man Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Prudent Man Investment Management held 195 positions worth $297M, up 65% from $180M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Prudent Man Investment Management deployed $95.1M of net new capital in Q4 2025, opening 27 new positions and adding to 42 existing holdings. Its largest new stake was Dimensional Emerging Markets ex China Core Equity ETF: 1,475 shares worth $89.3K.

By sector, the portfolio is most concentrated in Technology at 1.6% of assets, down from 2.4% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was Avantis Emerging Markets ex-China Equity ETF, an estimated $725K trimmed.

  • Prudent Man Investment Management's largest Q4 2025 buy was Dimensional Emerging Markets ex China Core Equity ETF: 1,475 shares worth $89.3K.
  • Prudent Man Investment Management added most to Dimensional US Core Equity 2 ETF in Q4 2025, an estimated $34.6M increase.
  • Prudent Man Investment Management's biggest Q4 2025 reduction was Avantis Emerging Markets ex-China Equity ETF, cutting an estimated $725K.
  • Prudent Man Investment Management fully exited Dimensional Short-Duration Fixed Income ETF in Q4 2025, selling an estimated $86.2K.
  • Prudent Man Investment Management's ten largest holdings make up 96% of its $297M portfolio in Q4 2025.
  • Prudent Man Investment Management opened 27 new positions and closed 26 in Q4 2025.
  • Prudent Man Investment Management's portfolio value rose 65% quarter-over-quarter to $297M.

Based on Prudent Man Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.