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Prudent Man Investment Management - Q2 2026 13F Filings

PR

Prudent Man Investment Management, Inc.

CIK: 0002054263
Address: Colorado Louisville 927 Main Street
$293.12 M
Portfolio Value
169
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. HON Honeywell International
+$1,561

Top Sells

Q2 2026
1. DUSB Dimensional Ultrashort Fixed Income Etf
−$1.31 M
2. DFAU Dimensional Us Core Equity Market Etf
−$1.15 M
3. DFAI Dimensional International Core Equity Market Etf
−$585,522.04
4. DFUV Dimensional Us Marketwide Value Etf
−$381,013.03
5. DFAC Dimensional Us Core Equity 2 Etf
−$379,945.28

Asset Allocation

Stocks/ETFs
-1.39%
$293.12 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Prudent Man Investment Management Q2 2026 Filing Summary

Prudent Man Investment Management, Inc. filed its 13F report for Q2 2026 on July 28, 2026. The portfolio totaled 293.12 M reflecting a -1.39% change from the prior quarter, spanning 169 assets. The top 10 holdings comprised 95.8% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Prudent Man Investment Management’s Q2 2026 Filing

Prudent Man Investment Management submitted their Form 13F-HR for the Q2 2026 period on 07/28/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Prudent Man Investment Management reported a managed portfolio value of 293.12 M, consisting of 169 individual positions.

This page displays the raw filing documents. To see which stocks Prudent Man Investment Management bought or sold during Q2 2026, please visit Prudent Man Investment Management's Portfolio Analysis page.