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Prudent Man Investment Management, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $353,964,512
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $116,638,193
- DIMENSIONAL ETF TRUST · ULTR FIX INC ETF · 25434V591 · shares: $83,323,336
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $50,101,134
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $26,814,040
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $18,638,171
- DIMENSIONAL ETF TRUST · US LARG VALU ETF · 25434V666 · shares: $15,569,210
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $15,385,070
- APPLE INC · COM · 037833100 · shares: $4,883,921
- DIMENSIONAL ETF TRUST · WORLD EQUITY ETF · 25434V617 · shares: $3,424,508
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $1,640,431
Reported holdings
261 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 580135101 | — | 127 shares | $29,330 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | — | 538 shares | $28,130 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 294 shares | $26,390 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 1,190 shares | $25,895 |
| PROSHARES TR | SP500 EX TECH | 74347B557 | — | 232 shares | $24,795 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 111 shares | $24,698 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 131 shares | $24,022 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 657 shares | $23,955 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 161 shares | $23,391 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | — | 62 shares | $22,668 |
| BLACKROCK INC | COM | 09290D101 | — | 21 shares | $22,225 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 696 shares | $20,985 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 612 shares | $20,821 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 315 shares | $20,085 |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | — | 168 shares | $20,082 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 223 shares | $19,955 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 132 shares | $19,675 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | — | 1,001 shares | $19,320 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 20 shares | $18,447 |
| BARRETT BUSINESS SVCS INC | COM | 068463108 | — | 606 shares | $18,337 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 89 shares | $17,184 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 143 shares | $16,966 |
| BAXTER INTL INC | COM | 071813109 | — | 700 shares | $16,800 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | — | 169 shares | $16,620 |
| RADIAN GROUP INC | COM | 750236101 | — | 518 shares | $15,856 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 40 shares | $15,505 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 17 shares | $15,476 |
| BOEING CO | COM | 097023105 | — | 81 shares | $15,071 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 104 shares | $14,927 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | — | 417 shares | $14,595 |
| VISA INC | COM CL A | 92826C839 | — | 40 shares | $14,504 |
| RTX CORPORATION | COM | 75513E101 | — | 76 shares | $14,110 |
| KEYCORP | COM | 493267108 | — | 693 shares | $13,909 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 173 shares | $13,550 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 38 shares | $13,548 |
| FIRSTENERGY CORP | COM | 337932107 | — | 300 shares | $12,999 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 240 shares | $12,984 |
| PHILLIPS 66 | COM | 718546104 | — | 50 shares | $12,766 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 68 shares | $12,720 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 575 shares | $12,576 |
| FORTINET INC | COM | 34959E109 | — | 70 shares | $12,514 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 180 shares | $12,122 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 84 shares | $11,976 |
| BEST BUY INC | COM | 086516101 | — | 130 shares | $11,472 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 390 shares | $11,431 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 145 shares | $11,005 |
| PRIMORIS SVCS CORP | COM | 74164F103 | — | 146 shares | $10,880 |
| NETFLIX INC. | COM | 64110L106 | — | 155 shares | $10,785 |
| COREBRIDGE FINL INC | COM | 21871X109 | — | 320 shares | $10,599 |
| ALLY FINL INC | COM | 02005N100 | — | 272 shares | $10,233 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | — | 62 shares | $10,018 |
| NUCOR CORP | COM | 670346105 | — | 42 shares | $9,818 |
| PFIZER INC | COM | 717081103 | — | 343 shares | $9,783 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 99 shares | $9,592 |
| LINDE PLC | SHS | G54950103 | — | 20 shares | $9,493 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 17 shares | $9,375 |
| GE AEROSPACE | COM NEW | 369604301 | — | 30 shares | $9,369 |
| NIKE INC | CL B | 654106103 | — | 263 shares | $9,311 |
| CSX CORP | COM | 126408103 | — | 200 shares | $9,302 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 63 shares | $9,229 |
| METLIFE INC | COM | 59156R108 | — | 98 shares | $9,228 |
| CENOVUS ENERGY INC | COM | 15135U109 | — | 292 shares | $9,076 |
| HOME DEPOT INC | COM | 437076102 | — | 31 shares | $8,820 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 31 shares | $8,737 |
| NEWMONT CORP | COM | 651639106 | — | 73 shares | $8,420 |
| T-MOBILE US INC | COM | 872590104 | — | 51 shares | $8,318 |
| EVERGY INC | COM | 30034W106 | — | 106 shares | $8,315 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 115 shares | $8,275 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 101 shares | $8,018 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 694 shares | $7,988 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | — | 200 shares | $7,970 |
| PPL CORP | COM | 69351T106 | — | 241 shares | $7,927 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 256 shares | $7,924 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 190 shares | $7,908 |
| STARBUCKS CORP | COM | 855244109 | — | 84 shares | $7,893 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 62 shares | $7,760 |
| ECOLAB INC | COM | 278865100 | — | 28 shares | $7,689 |
| AMGEN INC | COM | 031162100 | — | 18 shares | $7,588 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 39 shares | $7,557 |
| ROCKET LAB CORP | COM | 773121108 | — | 108 shares | $7,526 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 66 shares | $7,525 |
| CATERPILLAR INC | COM | 149123101 | — | 9 shares | $7,298 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 124 shares | $7,170 |
| NORTHWEST NAT HLDG CO | COM | 66765N105 | — | 150 shares | $7,001 |
| BLACKSTONE INC | COM | 09260D107 | — | 62 shares | $6,950 |
| SOUTHERN CO | COM | 842587107 | — | 80 shares | $6,632 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 56 shares | $6,506 |
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | — | 32 shares | $6,411 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 91 shares | $6,370 |
| DOLLAR TREE INC | COM | 256746108 | — | 55 shares | $6,272 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 30 shares | $6,080 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 67 shares | $6,006 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 109 shares | $5,985 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 60 shares | $5,956 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 22 shares | $5,915 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | — | 50 shares | $5,663 |
| EOG RES INC | COM | 26875P101 | — | 41 shares | $5,649 |
| TARGET CORP | COM | 87612E106 | — | 35 shares | $5,485 |
| MASCO CORP | COM | 574599106 | — | 81 shares | $5,460 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 21 shares | $5,403 |