Prudent Man Investment Management, Inc. holds a concentrated book of 169 stocks worth $293.1M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Freeport-McMoran Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 32% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054263/holdings"
Use Arkolith to show Prudent Man Investment Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Prudent Man Investment Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Prudent Man Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.1B |
| MORGAN STANLEY | 79 / 80 | $522.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $493.3B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $93.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $82.6B |
| LPL Financial LLC | 79 / 80 | $70.8B |
| CWM, LLC | 79 / 80 | $6.7B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.2B |
Ranked by how many of Prudent Man Investment Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQUITY 2 | $94.0M | 2.37M | 32.1% | ▼−0.4% Reduced · −10K sh | |
| 2 | Dimensional ETF Trust ULTRASHORT FIXED | $79.6M | 1.57M | 27.2% | ▼−1.6% Reduced · −26K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQT MK | $39.6M | 1.04M | 13.5% | ▼−1.4% Reduced · −15K sh | |
| 4 | Dimensional ETF Trust US MKTWIDE VALUE | $22.0M | 471.4K | 7.5% | ▼−1.7% Reduced · −8K sh | |
| 5 | Dimensional ETF Trust US CORE EQT MKT | $16.0M | 340.9K | 5.4% | ▼−6.7% Reduced · −24K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $11.1M | 341.9K | 3.8% | ▼−1.6% Reduced · −6K sh | |
| 7 | Dimensional ETF Trust US LARGE CAP VAL | $10.3M | 301.9K | 3.5% | ▼−1.0% Reduced · −3K sh | |
| 8 | Apple Inc COM | $3.9M | 14.3K | 1.3% | —Held | |
| 9 | Dimensional ETF Trust WORLD EQUITY ETF | $2.9M | 39.1K | 1.0% | ▼−1.0% Reduced · −396 sh | |
| 10 | Dimensional ETF Trust WORLD EX US CORE | $1.4M | 42.6K | 0.5% | —Held | |
| 11 | Vanguard BD Index FDS VANGUARD ULTRA | $1.4M | 27.8K | 0.5% | —Held | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $900K | 15.1K | 0.3% | ▼−0.1% Reduced · −12 sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $700K | 2.1K | 0.2% | —Held | |
| 14 | American Centy ETF TR AVANTIS EMERGING | $643K | 10.1K | 0.2% | —Held | |
| 15 | Dimensional ETF Trust US SMALL CAP VAL | $577K | 17.5K | 0.2% | ▼−0.1% Reduced · −12 sh | |
| 16 | Dimensional ETF Trust US EQUITY MARKET | $554K | 7.5K | 0.2% | —Held | |
| 17 | Vanguard World FD MEGA GRWTH IND | $494K | 1.2K | 0.2% | —Held | |
| 18 | PNC Finl Svcs Group Inc COM | $381K | 1.8K | 0.1% | —Held | |
| 19 | Nvidia Corporation COM | $364K | 1.9K | 0.1% | —Held | |
| 20 | Ishares Inc MSCI EMRG CHN | $344K | 4.7K | 0.1% | —Held | |
| 21 | Vanguard Index FDS VALUE ETF | $340K | 1.8K | 0.1% | —Held | |
| 22 | Walmart Inc COM | $331K | 3.0K | 0.1% | —Held | |
| 23 | Vanguard Star FDS VG TL INTL STK F | $327K | 4.3K | 0.1% | —Held | |
| 24 | Dimensional ETF Trust US SMALL CAP ETF | $309K | 4.4K | 0.1% | ▼−0.1% Reduced · −6 sh | |
| 25 | Microsoft Corp COM | $309K | 639 | 0.1% | —Held | |
| 26 | Lockheed Martin Corp COM | $247K | 510 | 0.1% | —Held | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $242K | 386 | 0.1% | —Held | |
| 28 | Exxon Mobil Corp COM | $195K | 1.6K | 0.1% | —Held | |
| 29 | American Express Co COM | $166K | 449 | 0.1% | —Held | |
| 30 | Vanguard Intl Equity Index F TT WRLD ST ETF | $165K | 1.2K | 0.1% | —Held | |
| 31 | Caseys Gen Stores Inc COM | $144K | 260 | 0.0% | —Held | |
| 32 | Ishares TR CORE S&P500 ETF | $131K | 191 | 0.0% | —Held | |
| 33 | SPDR S&P 500 ETF TR TR UNIT | $129K | 189 | 0.0% | —Held | |
| 34 | Alphabet Inc CAP STK CL A | $122K | 389 | 0.0% | —Held | |
| 35 | Bank America Corp COM | $93K | 1.7K | 0.0% | —Held | |
| 36 | Disney Walt Co COM | $91K | 804 | 0.0% | —Held | |
| 37 | Public SVC Enterprise Grp In COM | $91K | 1.1K | 0.0% | —Held | |
| 38 | Dimensional ETF Trust EMERGING MRKTETS | $89K | 1.5K | 0.0% | —Held | |
| 39 | Xcel Energy Inc COM | $87K | 1.2K | 0.0% | —Held | |
| 40 | Goldman Sachs Group Inc COM | $83K | 94 | 0.0% | —Held | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $81K | 162 | 0.0% | —Held | |
| 42 | Oracle Corp COM | $81K | 416 | 0.0% | —Held | |
| 43 | Thermo Fisher Scientific Inc COM | $80K | 138 | 0.0% | —Held | |
| 44 | Schwab Strategic TR EMRG MKTEQ ETF | $78K | 2.4K | 0.0% | —Held | |
| 45 | Eli Lilly & Co COM | $76K | 71 | 0.0% | —Held | |
| 46 | Wells Fargo Co New COM | $75K | 800 | 0.0% | —Held | |
| 47 | Johnson & Johnson COM | $72K | 350 | 0.0% | —Held | |
| 48 | DBX ETF TR XTRACKRS S&P 500 | $67K | 1.1K | 0.0% | —Held | |
| 49 | Pepsico Inc COM | $66K | 460 | 0.0% | —Held | |
| 50 | ASML Holding N V N Y REGISTRY SHS | $64K | 60 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 169 | $293.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 169 | $297.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 178 | $297.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 179 | $180.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 180 | $180.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 180 | $180.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 184 | $180.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.