Prudent Man Advisors Increases Holdings Amid Market Shifts

As of June 30, 2026, Prudent Man Advisors' portfolio is valued at approximately $437.1 million, showing a slight increase from the previous quarter's total value.

Purchase Activity

This quarter saw significant new purchases by [Investor Name]. Notably, they established positions in:

• SSGA ACTIVE ETF TR (SRLN), acquiring a substantial number of shares.
• GOLDMAN SACHS ETF TR (GSIE), adding to their holdings in this trust.
• ISHARES TR (HYG), increasing exposure to high-yield bonds significantly.
• INVESCO EXCH TRADED FD TR II (BKLN), adding a new fixed income related holding.

Additionally, [Investor Name] significantly increased their stake in several existing holdings:

• JNK (SPDR JUNK BOND ETF), adding over 56,000 shares.
• VTWO (VANGUARD SCOTTSDALE FDS), acquiring more than 45,000 shares at a significant premium to the previous quarter's price.

Sale Activity

Conversely, [Investor Name] reduced their position in certain stocks during this period:

• LKQ (LKQ CORP), sold approximately 29,000 shares.

While the data does not explicitly show a sale of all shares in any single holding, it indicates that [Investor Name] exited their position entirely in:

• STGW (STAGWELL INC).

Portfolio Changes Overview

The overall portfolio allocation saw shifts across various sectors:

• Technology: Holdings like NVDA and AAPL increased slightly, contributing to a minor weight gain.
• Financial Services: BAC was added or significantly increased.
• Communication Services: GOOG saw an increase in shares.
• Consumer Cyclical: AMZN, CMG, and BKNG all showed increases in their positions.

The most pronounced change was the complete exit from Communication Services sector holding STGW (STAGWELL INC), which had a portfolio allocation of 0.03% at the end of last quarter but is no longer part of [Investor Name]'s holdings as of June 2026.

Conclusion

In summary, Prudent Man Advisors demonstrated active management this quarter by establishing new positions in several trusts and ETFs while strategically reducing exposure to certain individual stocks. Their portfolio now includes a mix of broad market index funds, specific sector plays like Technology and Consumer Cyclical, and bond-related holdings.