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☆Prudent Man Investment Management, Inc.

CIK 0002054263 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.909
AUM ($M)
293
Positions
169
Turnover
0.00
Top-10 wt
96%
Herfindahl
0.206
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 169 positions · portfolio value $293M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 32.1% +0.3% 94.0 2,373,152 -9,597 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST TRIM — 27.2% -0.1% 79.6 1,571,347 -25,851 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 13.5% -0.0% 39.6 1,040,170 -15,364 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 7.5% -0.0% 22.0 471,441 -8,178 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 5.4% -0.3% 16.0 340,877 -24,496 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 3.8% -0.0% 11.1 341,941 -5,706 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST TRIM — 3.5% +0.0% 10.3 301,855 -3,026 5 —
☆AAPL funds › APPLE INC HOLD — 1.3% +0.0% 3.9 14,286 +0 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST TRIM — 1.0% +0.0% 2.9 39,079 -396 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST HOLD — 0.5% +0.0% 1.4 42,556 +0 5 —
☆VUSB funds › VANGUARD BD INDEX FDS HOLD — 0.5% +0.0% 1.4 27,772 +0 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.3% +0.0% 0.9 15,118 -12 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.7 2,087 +0 5 —
☆AVXC funds › AMERICAN CENTY ETF TR HOLD — 0.2% +0.0% 0.6 10,086 +0 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 0.2% +0.0% 0.6 17,539 -12 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.2% +0.0% 0.6 7,466 +0 5 —
☆MGK funds › VANGUARD WORLD FD HOLD — 0.2% +0.0% 0.5 1,198 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.1% +0.0% 0.4 1,825 +0 5 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.1% +0.0% 0.4 1,950 +0 5 —
☆EMXC funds › ISHARES INC HOLD — 0.1% +0.0% 0.3 4,729 +0 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 1,780 +0 5 —
☆WMT funds › WALMART INC HOLD — 0.1% +0.0% 0.3 2,969 +0 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.1% +0.0% 0.3 4,333 +0 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.1% +0.0% 0.3 4,438 -6 5 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.1% +0.0% 0.3 639 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.1% +0.0% 0.2 510 +0 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.2 386 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.1% +0.0% 0.2 1,618 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.1% +0.0% 0.2 449 +0 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% +0.0% 0.2 1,172 +0 5 —
☆CASY funds › CASEYS GEN STORES INC HOLD — 0.0% +0.0% 0.1 260 +0 5 —
☆IVV funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 191 +0 5 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 0.0% +0.0% 0.1 189 +0 5 —
☆GOOGL funds › ALPHABET INC HOLD — 0.0% +0.0% 0.1 389 +0 5 —
☆BAC funds › BANK AMERICA CORP HOLD — 0.0% +0.0% 0.1 1,685 +0 5 —
☆DIS funds › DISNEY WALT CO HOLD — 0.0% +0.0% 0.1 804 +0 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GRP IN HOLD — 0.0% +0.0% 0.1 1,134 +0 5 —
☆DEXC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.1 1,475 +0 3 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.0% +0.0% 0.1 1,178 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.0% +0.0% 0.1 94 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.0% +0.0% 0.1 162 +0 5 —
☆ORCL funds › ORACLE CORP HOLD — 0.0% +0.0% 0.1 416 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.0% +0.0% 0.1 138 +0 5 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 2,371 +0 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.0% +0.0% 0.1 71 +0 5 —
☆WFC funds › WELLS FARGO CO NEW HOLD — 0.0% +0.0% 0.1 800 +0 3 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.0% +0.0% 0.1 350 +0 5 —
☆SNPE funds › DBX ETF TR HOLD — 0.0% +0.0% 0.1 1,068 +0 5 —
☆PEP funds › PEPSICO INC HOLD — 0.0% +0.0% 0.1 460 +0 5 —
☆ASML funds › ASML HOLDING N V HOLD — 0.0% +0.0% 0.1 60 +0 5 —
☆IDCC funds › INTERDIGITAL INC HOLD — 0.0% +0.0% 0.1 200 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO. HOLD — 0.0% +0.0% 0.1 194 +0 5 —
☆CVX funds › CHEVRON CORP NEW HOLD — 0.0% +0.0% 0.1 373 +0 5 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% +0.0% 0.1 248 +0 5 —
☆AMZN funds › AMAZON COM INC HOLD — 0.0% +0.0% 0.1 229 +0 5 —
☆EXPE funds › EXPEDIA GROUP INC HOLD — 0.0% +0.0% 0.1 185 +0 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.0% +0.0% 0.0 215 +0 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 970 +0 5 —
☆LOW funds › LOWES COS INC HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆MCD funds › MCDONALDS CORP HOLD — 0.0% +0.0% 0.0 127 +0 5 —
☆CMCSA funds › COMCAST CORP NEW HOLD — 0.0% +0.0% 0.0 1,190 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.0 198 +0 3 —
☆ABT funds › ABBOTT LABS HOLD — 0.0% +0.0% 0.0 261 +0 3 —
☆DISV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 838 +0 5 —
☆WEC funds › WEC ENERGY GROUP INC HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆PPG funds › PPG INDS INC HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 1,127 +0 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 893 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% +0.0% 0.0 180 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.0% +0.0% 0.0 108 +0 5 —
☆SRE funds › SEMPRA HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆VUG funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 52 +0 5 —
☆CAH funds › CARDINAL HEALTH INC HOLD — 0.0% +0.0% 0.0 111 +0 5 —
☆BLK funds › BLACKROCK INC HOLD — 0.0% +0.0% 0.0 21 +0 5 —
☆USB funds › US BANCORP DEL HOLD — 0.0% +0.0% 0.0 417 +0 5 —
☆V funds › VISA INC HOLD — 0.0% +0.0% 0.0 63 +0 5 —
☆BBSI funds › BARRETT BUSINESS SVCS INC HOLD — 0.0% +0.0% 0.0 601 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC HOLD — 0.0% +0.0% 0.0 520 +0 5 —
☆IWM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 83 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD HOLD — 0.0% +0.0% 0.0 65 +0 5 —
☆INTC funds › INTEL CORP HOLD — 0.0% +0.0% 0.0 520 +0 5 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.0% +0.0% 0.0 58 +0 3 —
☆PG funds › PROCTER AND GAMBLE CO HOLD — 0.0% +0.0% 0.0 117 +0 5 —
☆NKE funds › NIKE INC HOLD — 0.0% +0.0% 0.0 263 +0 5 —
☆AVGO funds › BROADCOM INC HOLD — 0.0% +0.0% 0.0 47 +0 5 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% +0.0% 0.0 132 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 0.0% +0.0% 0.0 204 +0 5 —
☆META funds › META PLATFORMS INC HOLD — 0.0% +0.0% 0.0 24 +0 3 —
☆AVGE funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.0 169 +0 5 —
☆KEY funds › KEYCORP HOLD — 0.0% +0.0% 0.0 693 +0 3 —
☆FE funds › FIRSTENERGY CORP HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆BAX funds › BAXTER INTL INC HOLD — 0.0% +0.0% 0.0 700 +0 5 —
☆GOVT funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 575 +0 5 —
☆BA funds › BOEING CO HOLD — 0.0% +0.0% 0.0 60 +0 3 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 470 +0 5 —
☆NVS funds › NOVARTIS AG HOLD — 0.0% +0.0% 0.0 84 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.0% +0.0% 0.0 100 +0 3 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.0% +0.0% 0.0 180 +0 5 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.0% +0.0% 0.0 51 +0 3 —
☆COST funds › COSTCO WHSL CORP NEW HOLD — 0.0% +0.0% 0.0 11 +0 5 —
☆IEFA funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 99 +0 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 63 +0 5 —
☆BBY funds › BEST BUY INC HOLD — 0.0% +0.0% 0.0 130 +0 3 —
☆URA funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆ARTY funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 173 +0 5 —
☆MET funds › METLIFE INC HOLD — 0.0% +0.0% 0.0 98 +0 5 —
☆IJH funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 115 +0 5 —
☆SON funds › SONOCO PRODS CO HOLD — 0.0% +0.0% 0.0 171 +0 5 —
☆CSX funds › CSX CORP HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆NWN funds › NORTHWEST NAT HLDG CO HOLD — 0.0% +0.0% 0.0 150 +0 5 —
☆TSLA funds › TESLA INC TRIM — 0.0% -0.0% 0.0 15 -30 5 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% +0.0% 0.0 124 +0 5 —
☆WMB funds › WILLIAMS COS INC HOLD — 0.0% +0.0% 0.0 110 +0 3 —
☆IUSG funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 39 +0 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆GSK funds › GSK PLC HOLD — 0.0% +0.0% 0.0 120 +0 5 —
☆ETR funds › ENTERGY CORP NEW HOLD — 0.0% +0.0% 0.0 60 +0 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 17 +0 5 —
☆TXRH funds › TEXAS ROADHOUSE INC HOLD — 0.0% +0.0% 0.0 31 +0 5 —
☆CVE funds › CENOVUS ENERGY INC HOLD — 0.0% +0.0% 0.0 292 +0 5 —
☆QS funds › QUANTUMSCAPE CORP HOLD — 0.0% +0.0% 0.0 470 +0 3 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.0% +0.0% 0.0 22 +0 5 —
☆DIA funds › SPDR DOW JONES INDL AVERAGE HOLD — 0.0% +0.0% 0.0 10 +0 3 —
☆QUAL funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 24 +0 5 —
☆NFLX funds › NETFLIX INC HOLD — 0.0% +0.0% 0.0 50 +0 3 —
☆CAG funds › CONAGRA BRANDS INC HOLD — 0.0% +0.0% 0.0 269 +0 3 —
☆EXC funds › EXELON CORP HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 14 +0 5 —
☆HOG funds › HARLEY DAVIDSON INC HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆FAN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.0% +0.0% 0.0 48 +0 3 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.0% +0.0% 0.0 19 +0 3 —
☆PPL funds › PPL CORP HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.0% +0.0% 0.0 56 +0 5 —
☆HD funds › HOME DEPOT INC HOLD — 0.0% +0.0% 0.0 10 +0 3 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.0% +0.0% 0.0 19 +0 3 —
☆IEMG funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 49 +0 5 —
☆ETN funds › EATON CORP PLC HOLD — 0.0% +0.0% 0.0 10 +0 3 —
☆IUSV funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 31 +0 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC HOLD — 0.0% +0.0% 0.0 16 +0 3 —
☆GNLX funds › GENELUX CORPORATION HOLD — 0.0% +0.0% 0.0 660 +0 5 —
☆PFE funds › PFIZER INC HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆CPNG funds › COUPANG INC HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆OVV funds › OVINTIV INC HOLD — 0.0% +0.0% 0.0 58 +0 5 —
☆IJR funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 18 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.0 38 +0 5 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% +0.0% 0.0 24 +0 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 54 +0 3 —
☆DHR funds › DANAHER CORPORATION HOLD — 0.0% +0.0% 0.0 8 +0 3 —
☆YOLO funds › ADVISORSHARES TR HOLD — 0.0% +0.0% 0.0 527 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 72 +0 5 —
☆GE funds › GE AEROSPACE HOLD — 0.0% +0.0% 0.0 5 +0 3 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 7 +0 5 —
☆TIP funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 13 +0 5 —
☆RKLB funds › ROCKET LAB CORP HOLD — 0.0% +0.0% 0.0 19 +0 3 —
☆F funds › FORD MTR CO HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 30 +0 3 —
☆VIGI funds › VANGUARD WHITEHALL FDS HOLD — 0.0% +0.0% 0.0 11 +0 5 —
☆KHC funds › KRAFT HEINZ CO HOLD — 0.0% +0.0% 0.0 41 +0 5 —
☆VYGR funds › VOYAGER THERAPEUTICS INC HOLD — 0.0% +0.0% 0.0 175 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.0% +0.0% 0.0 10 +0 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.0 4 +0 5 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 6 +0 5 —
☆HLN funds › HALEON PLC HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 10 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.0% +0.0% 0.0 1 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC HOLD — 0.0% +0.0% 0.0 1 +0 5 —
☆XTIA funds › XTI AEROSPACE INC HOLD — 0.0% +0.0% 0.0 48 +0 3 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 293 169 0.00 96% 0.206 0.909 — in
2026Q1 297 169 0.00 96% 0.205 0.912 — in
2025Q4 297 169 0.14 96% 0.205 0.730 — in
2025Q3 180 168 0.00 94% 0.210 0.858 — in
2025Q2 180 169 0.00 94% 0.210 0.877 — entered
2025Q1 180 169 0.00 94% 0.210 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status