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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
+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
USB icon
76
US Bancorp
USB
$101B
$22.3K 0.01%
417
+354
+562% +$17.4K
V icon
77
Visa
V
$672B
$22.1K 0.01%
63
+29
+85% +$9.88K
BBSI icon
78
Barrett Business Services
BBSI
$757M
$21.8K 0.01%
601
-199
-25% -$7.62K
VZ icon
79
Verizon
VZ
$195B
$21.2K 0.01%
520
– –
IWM icon
80
iShares Russell 2000 ETF
IWM
$82.3B
$20.4K 0.01%
83
+1
+1% +$246
TSM icon
81
TSMC
TSM
$2.24T
$19.8K 0.01%
65
+5
+8% +$1.47K
INTC icon
82
Intel
INTC
$518B
$19.2K 0.01%
520
-500
-49% -$18.9K
AVGO icon
83
Broadcom
AVGO
$1.98T
$17K 0.01%
49
+45
+1,125% +$16.1K
TRV icon
84
Travelers Companies
TRV
$77.6B
$16.8K 0.01%
+58
New +$16.3K
PG icon
85
Procter & Gamble
PG
$336B
$16.8K 0.01%
117
-111
-49% -$16.4K
NKE icon
86
Nike
NKE
$60.3B
$16.8K 0.01%
263
+256
+3,657% +$16.7K
GILD icon
87
Gilead Sciences
GILD
$169B
$16.2K 0.01%
132
– –
BSV icon
88
Vanguard Short-Term Bond ETF
BSV
$45.6B
$16.1K 0.01%
204
-7,030
-97% -$555K
META icon
89
Meta Platforms (Facebook)
META
$1.48T
$15.8K 0.01%
+24
New +$16K
AVGE icon
90
Avantis All Equity Markets ETF
AVGE
$1.15B
$14.5K ﹤0.01%
169
-347
-67% -$29.3K
KEY icon
91
KeyCorp
KEY
$24.6B
$14.3K ﹤0.01%
+693
New +$12.9K
FE icon
92
FirstEnergy
FE
$27.1B
$13.4K ﹤0.01%
300
– –
BAX icon
93
Baxter International
BAX
$14B
$13.4K ﹤0.01%
700
– –
GOVT icon
94
iShares US Treasury Bond ETF
GOVT
$43.7B
$13.2K ﹤0.01%
575
– –
BA icon
95
Boeing
BA
$183B
$13K ﹤0.01%
+60
New +$12.3K
NVS icon
96
Novartis
NVS
$290B
$11.6K ﹤0.01%
84
– –
AEP icon
97
American Electric Power
AEP
$67.6B
$11.5K ﹤0.01%
100
– –
MRK icon
98
Merck
MRK
$330B
$10.5K ﹤0.01%
+100
New +$9.39K
MO icon
99
Altria Group
MO
$108B
$10.4K ﹤0.01%
180
– –
TMUS icon
100
T-Mobile US
TMUS
$189B
$10.4K ﹤0.01%
+51
New +$10.8K
2 3
4
5 6

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.