Prudent Man Investment Management, Inc. Portfolio Stock Holdings
Prudent Man Investment Management, Inc. disclosed 169 stock positions valued at approximately $297.3 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 169
- Portfolio Value
- $297.3M
Holdings by Sector
Prudent Man Investment Management, Inc. Portfolio Holdings in Q1 2026
165 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 31.74% | 2,382,749 | -1,134 | -0.05% | $94,333,044 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 27.22% | 1,597,198 | -185 | -0.01% | $80,898,059 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 13.53% | 1,055,534 | +3 | +0.00% | $40,226,401 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 7.52% | 479,619 | -429 | -0.09% | $22,345,450 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 5.75% | 365,373 | - | - | $17,099,457 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.81% | 347,647 | +2 | +0.00% | $11,322,863 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 3.51% | 304,881 | -248 | -0.08% | $10,429,980 |
| APPLE INC | AAPL | Technology | 1.31% | 14,286 | - | - | $3,883,792 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.98% | 39,475 | -317 | -0.80% | $2,920,361 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.47% | 42,556 | - | - | $1,392,858 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.47% | 27,772 | - | - | $1,384,157 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.30% | 15,130 | - | - | $900,841 |
| VANGUARD INDEX FDS | VTI | Other | 0.24% | 2,087 | - | - | $699,709 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.19% | 17,551 | - | - | $577,253 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.19% | 7,466 | - | - | $553,754 |
| VANGUARD WORLD FD | MGK | Other | 0.17% | 1,198 | - | - | $494,499 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.13% | 1,825 | - | - | $380,933 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 1,950 | -29 | -1.47% | $363,681 |
| ISHARES INC | EMXC | Other | 0.12% | 4,729 | - | - | $343,704 |
| VANGUARD INDEX FDS | VTV | Other | 0.11% | 1,780 | - | - | $340,040 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 2,969 | - | - | $330,757 |
| VANGUARD STAR FDS | VXUS | Other | 0.11% | 4,333 | - | - | $326,882 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.10% | 4,444 | - | - | $309,614 |
| MICROSOFT CORP | MSFT | Technology | 0.10% | 639 | -10 | -1.54% | $308,838 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.08% | 510 | - | - | $246,672 |
| VANGUARD INDEX FDS | VOO | Other | 0.08% | 386 | - | - | $242,073 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 1,618 | - | - | $194,734 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.06% | 449 | - | - | $166,108 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 1,172 | - | - | $165,330 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.05% | 260 | - | - | $143,705 |
| ISHARES TR | IVV | Other | 0.04% | 191 | - | - | $130,824 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.04% | 189 | - | - | $128,796 |
| ALPHABET INC | GOOGL | Communication Services | 0.04% | 389 | - | - | $121,757 |
| BANK AMERICA CORP | BAC | Financial Services | 0.03% | 1,685 | - | - | $92,675 |
| DISNEY WALT CO | DIS | Communication Services | 0.03% | 804 | - | - | $91,472 |
| PUBLIC SVC ENTERPRISE GRP IN | PEG | Utilities | 0.03% | 1,134 | - | - | $91,057 |
| XCEL ENERGY INC | XEL | Utilities | 0.03% | 1,178 | - | - | $87,008 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.03% | 94 | - | - | $82,626 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.03% | 162 | - | - | $81,430 |
| ORACLE CORP | ORCL | Technology | 0.03% | 416 | - | - | $81,092 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.03% | 138 | - | - | $79,965 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.03% | 2,371 | - | - | $77,651 |
| ELI LILLY & CO | LLY | Healthcare | 0.03% | 71 | - | - | $76,303 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.03% | 800 | - | - | $74,560 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.02% | 350 | - | - | $72,433 |
| DBX ETF TR | SNPE | Other | 0.02% | 1,068 | - | - | $66,671 |
| PEPSICO INC | PEP | Consumer Defensive | 0.02% | 460 | - | - | $66,020 |
| ASML HOLDING N V | ASML | Other | 0.02% | 60 | - | - | $64,192 |
| INTERDIGITAL INC | IDCC | Technology | 0.02% | 200 | - | - | $63,676 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.02% | 194 | - | - | $62,511 |
| CHEVRON CORP NEW | CVX | Energy | 0.02% | 373 | - | - | $56,849 |
| WASTE MGMT INC DEL | WM | Industrials | 0.02% | 248 | - | - | $54,489 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.02% | 229 | - | - | $52,858 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.02% | 185 | - | - | $52,413 |
| ABBVIE INC | ABBV | Healthcare | 0.02% | 215 | - | - | $49,126 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.02% | 970 | - | - | $48,403 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.02% | 200 | - | - | $48,232 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.01% | 127 | - | - | $38,816 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.01% | 1,190 | - | - | $35,570 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.01% | 198 | - | - | $35,195 |
| ABBOTT LABS | ABT | Healthcare | 0.01% | 261 | - | - | $32,701 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.01% | 838 | - | - | $31,844 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.01% | 300 | - | - | $31,638 |
| PPG INDS INC | PPG | Basic Materials | 0.01% | 300 | - | - | $30,738 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.01% | 1,127 | - | - | $30,318 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.01% | 893 | - | - | $29,416 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.01% | 180 | - | - | $28,872 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.01% | 108 | - | - | $26,601 |
| SEMPRA | SRE | Utilities | 0.01% | 300 | - | - | $26,487 |
| VANGUARD INDEX FDS | VUG | Other | 0.01% | 52 | - | - | $25,369 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.01% | 111 | - | - | $22,811 |
| BLACKROCK INC | BLK | Other | 0.01% | 21 | - | - | $22,478 |
| US BANCORP DEL | USB | Financial Services | 0.01% | 417 | - | - | $22,252 |
| VISA INC | V | Financial Services | 0.01% | 63 | - | - | $22,095 |
| BARRETT BUSINESS SVCS INC | BBSI | Industrials | 0.01% | 601 | - | - | $21,776 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.01% | 520 | - | - | $21,180 |
| ISHARES TR | IWM | Other | 0.01% | 83 | - | - | $20,366 |
| TESLA INC | TSLA | Consumer Cyclical | 0.01% | 45 | -9 | -16.67% | $20,238 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.01% | 65 | - | - | $19,753 |
| INTEL CORP | INTC | Technology | 0.01% | 520 | - | - | $19,188 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.01% | 58 | - | - | $16,824 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.01% | 117 | - | - | $16,768 |
| NIKE INC | NKE | Consumer Cyclical | 0.01% | 263 | - | - | $16,756 |
| BROADCOM INC | AVGO | Technology | 0.01% | 47 | -2 | -4.08% | $16,267 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.01% | 132 | - | - | $16,202 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.01% | 204 | - | - | $16,078 |
| META PLATFORMS INC | META | Communication Services | 0.01% | 24 | - | - | $15,843 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.00% | 169 | - | - | $14,519 |
| KEYCORP | KEY | Financial Services | 0.00% | 693 | - | - | $14,304 |
| FIRSTENERGY CORP | FE | Utilities | 0.00% | 300 | - | - | $13,431 |
| BAXTER INTL INC | BAX | Healthcare | 0.00% | 700 | - | - | $13,377 |
| ISHARES TR | GOVT | Other | 0.00% | 575 | - | - | $13,240 |
| BOEING CO | BA | Industrials | 0.00% | 60 | - | - | $13,028 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.00% | 470 | +114 | +32.02% | $12,329 |
| NOVARTIS AG | NVS | Healthcare | 0.00% | 84 | - | - | $11,582 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.00% | 100 | - | - | $11,531 |
| MERCK & CO INC | MRK | Healthcare | 0.00% | 100 | - | - | $10,526 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.00% | 180 | - | - | $10,379 |
| T-MOBILE US INC | TMUS | Communication Services | 0.00% | 51 | - | - | $10,356 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.00% | 11 | - | - | $9,486 |