Prudent Man Investment Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Prudent Man Investment Management, Inc. reported 167 stock positions worth $180.7 million. Its top holding was Dimension Ultrashort Fi ETF (DUSB) at 31.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 28.8%) and Dimensional US Marketwide Va (DFUV, 10.3%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, CO
- CIK
- 0002054263
- Portfolio Value
- $180.7M (Q4 2024)
- SEC Filing
- 0002054263-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 167 stocks · $180.7M
| DUSB Dimension Ultrashort Fi ETF | 31.90% | 1,139,200 | $57.6M | — |
| DFAC Dimensional US Core Equity 2 | 28.76% | 1,502,359 | $52.0M | — |
| DFUV Dimensional US Marketwide Va | 10.25% | 452,624 | $18.5M | — |
| DFAU Dimensional US Core Equity M | 8.48% | 378,207 | $15.3M | — |
| DFAI Dimensional International Co. | 8.44% | 522,361 | $15.3M | — |
| AAPL Apple Inc. | 1.97% | 14,190 | $3.6M | — |
| DFAE Dimensional Emerging Core Eq | 1.76% | 125,616 | $3.2M | — |
| DFAW Dimensional World Eqty ETF | 1.06% | 30,627 | $1.9M | — |
| VUSB Vanguard Ultra Short Bond Et | 0.97% | 35,315 | $1.8M | — |
| DFAX Dimensional World Ex US Core | 0.68% | 49,363 | $1.2M | — |
| AVXC Avantis Emg MKT Ex China ETF | 0.60% | 21,750 | $1.1M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 3,443 | $998K | — |
| DFAT Dimensional US Target Value | 0.50% | 16,256 | $905K | — |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 7,234 | $559K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 2,739 | $464K | — |
| DFSV Dimensional US Small Cap Val | 0.24% | 14,277 | $439K | — |
| VXUS Vanguard Total Intl Stock | 0.21% | 6,457 | $381K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.20% | 1,060 | $364K | — |
| VOO Vanguard S&P 500 ETF | 0.17% | 582 | $314K | — |
| DFAS Dimensional US Small Cap ETF | 0.17% | 4,818 | $314K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.13% | 4,292 | $238K | — |
| PNC PNC Financial Services Group | 0.13% | 1,221 | $235K | — |
| MSFT Microsoft Corp. | 0.12% | 520 | $219K | — |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 3,336 | $213K | — |
| NVDA Nvidia Corp. | 0.11% | 1,448 | $194K | — |
| WMT Walmart Inc. | 0.11% | 2,115 | $191K | — |
| VT Vanguard Tot World STK ETF | 0.10% | 1,587 | $186K | — |
| LMT Lockheed Martin Corp. | 0.10% | 366 | $178K | — |
| XOM Exxon Mobil Corp. | 0.10% | 1,642 | $177K | — |
| ORCL Oracle Corp. | 0.08% | 832 | $139K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 214 | $125K | — |
| IVV iShares Core S&P 500 ETF | 0.06% | 191 | $112K | — |
| CASY Casey's General Stores Inc. | 0.06% | 260 | $103K | — |
| PEG Public Service Enterprise GP | 0.05% | 1,134 | $96K | — |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 179 | $93K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 804 | $90K | — |
| DFSD Dimensional Short Duration | 0.05% | 1,839 | $86K | — |
| ACN Accenture PLC Class A | 0.04% | 200 | $70K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 1,580 | $69K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.03% | 2,371 | $63K | — |
| JNJ Johnson & Johnson | 0.03% | 415 | $60K | — |
| GS Goldman Sachs Group Inc. | 0.03% | 104 | $60K | — |
| GOOGL Alphabet Inc. Class A | 0.03% | 280 | $53K | — |
| WM Waste Management Inc. | 0.03% | 248 | $50K | — |
| LOW Lowe's Cos Inc. | 0.03% | 200 | $49K | — |
| LLY Eli Lilly & Co. | 0.03% | 62 | $48K | — |
| CMCSA Comcast Corp. Class A | 0.02% | 1,190 | $45K | — |
| CVX Chevron Corp. | 0.02% | 308 | $45K | — |
| MCD McDonald's Corp. | 0.02% | 150 | $43K | — |
| BLK BlackRock Inc. | 0.02% | 42 | $43K | — |
| JPM JPMorgan Chase & Co. | 0.02% | 178 | $43K | — |
| IDCC Interdigital Inc. | 0.02% | 200 | $39K | — |
| PG The Procter & Gamble Co. | 0.02% | 228 | $38K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 84 | $38K | — |
| AVGE Avantis All Eqty Mrkts ETF | 0.02% | 516 | $37K | — |
| PPG PPG Industries Inc. | 0.02% | 300 | $36K | — |
| BBSI Barrett Business SVCS Inc. | 0.02% | 800 | $35K | — |
| EXPE Expedia Group Inc. | 0.02% | 185 | $34K | — |
| DFIV Dimensional International Va | 0.02% | 970 | $34K | — |
| ABBV Abbvie Inc. | 0.02% | 178 | $32K | — |
| PEP Pepsico Inc. | 0.02% | 200 | $30K | — |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.02% | 559 | $30K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 72 | $30K | — |
| WEC WEC Energy Group Inc. | 0.02% | 300 | $28K | — |
| AMZN Amazon.com Inc. | 0.01% | 122 | $27K | — |
| SRE Sempra | 0.01% | 300 | $26K | — |
| SCHX Schwab US Large-Cap ETF | 0.01% | 1,127 | $26K | — |
| ITW Illinois Tool Works | 0.01% | 100 | $25K | — |
| PM Philip Morris International | 0.01% | 180 | $22K | — |
| VZ Verizon Communications Inc. | 0.01% | 520 | $21K | — |
| INTC Intel Corp. | 0.01% | 1,020 | $20K | — |
| BAX Baxter International Inc. | 0.01% | 700 | $20K | — |
| AXP American Express Co. | 0.01% | 64 | $19K | — |
| IWM iShares Russell 2000 ETF | 0.01% | 82 | $18K | — |
| DISV Dimensional International SM | 0.01% | 643 | $17K | — |
| DFIS Dimensional International SM | 0.01% | 676 | $17K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 20 | $14K | — |
| XEL Xcel Energy Inc. | 0.01% | 200 | $14K | — |
| GOVT iShares US Treasury Bond ETF | 0.01% | 575 | $13K | — |
| CAH Cardinal Health Inc. | 0.01% | 111 | $13K | — |
| ARTY iShares Future AI & Tech ETF | 0.01% | 333 | $12K | — |
| GILD Gilead Sciences Inc. | 0.01% | 132 | $12K | — |
| FTNT Fortinet Inc. | 0.01% | 129 | $12K | — |
| CAT Caterpillar Inc. | 0.01% | 33 | $12K | — |
| FE Firstenergy Corp. | 0.01% | 300 | $12K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 60 | $12K | — |
| V Visa Inc. Class A | 0.01% | 34 | $11K | — |
| COST Costco Wholesale Corp. | 0.01% | 11 | $10K | — |
| MO Altria Group Inc. | 0.01% | 180 | $9K | — |
| SON Sonoco Products Co. | 0.01% | 191 | $9K | — |
| AEP American Electric Power | 0.01% | 100 | $9K | — |
| PFE Pfizer Inc. | 0.00% | 334 | $9K | — |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 63 | $8K | — |
| NVS Novartis AG-Sponsored ADR | 0.00% | 84 | $8K | — |
| SCHB Schwab US Broad Market ETF | 0.00% | 354 | $8K | — |
| MET Metlife Inc. | 0.00% | 98 | $8K | — |
| VEA Vanguard Ftse Developed ETF | 0.00% | 163 | $8K | — |
| FCX Freeport-McMoran Inc. | 0.00% | 200 | $8K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 28 | $8K | — |
| MDLZ Mondelez International Inc. Class A | 0.00% | 124 | $7K | — |
| DFLV Dim US Large Cap Value ETF | 0.00% | 240 | $7K | — |
| IJH iShares Core S&P Midcap ETF | 0.00% | 115 | $7K | — |
| ULCC Frontier Group Holdings Inc. | 0.00% | 1,000 | $7K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 99 | $7K | — |
| CSX CSX Corp. | 0.00% | 200 | $6K | — |
| FAN First Trust Global Wind Ener | 0.00% | 415 | $6K | — |
| HOG Harley-Davidson Inc. | 0.00% | 200 | $6K | — |
| NWN Northwest Natural Holding Co. | 0.00% | 150 | $6K | — |
| ADBE Adobe Inc. | 0.00% | 13 | $6K | — |
| PSX Phillips 66 | 0.00% | 50 | $6K | — |
| TXRH Texas Roadhouse Inc. | 0.00% | 31 | $6K | — |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 39 | $5K | — |
| URA Global X Uranium ETF | 0.00% | 200 | $5K | — |
| UNP Union Pacific Corp. | 0.00% | 21 | $5K | — |
| MBB iShares MBS ETF | 0.00% | 50 | $5K | — |
| ETR Entergy Corp. | 0.00% | 60 | $5K | — |
| CVE Cenovus Energy Inc. | 0.00% | 292 | $4K | — |
| TTE Totalenergies SE -Spon ADR | 0.00% | 81 | $4K | — |
| CPNG Coupang Inc. | 0.00% | 200 | $4K | — |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 22 | $4K | — |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 24 | $4K | — |
| VCIT Vanguard Int-Term Corporate | 0.00% | 49 | $4K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 14 | $4K | — |
| EXC Exelon Corp. | 0.00% | 100 | $4K | — |
| TSLA Tesla Inc. | 0.00% | 9 | $4K | — |
| REGN Regeneron Pharmaceuticals | 0.00% | 5 | $4K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 100 | $3K | — |
| PPL PPL Corp. | 0.00% | 100 | $3K | — |
| USB US Bancorp | 0.00% | 63 | $3K | — |
| IUSV iShares Core S&P U.S. Value | 0.00% | 31 | $3K | — |
| COP Conocophillips | 0.00% | 28 | $3K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 10 | $3K | — |
| IEMG iShares Core MSCI Emerging | 0.00% | 49 | $3K | — |
| OVV Ovintiv Inc. | 0.00% | 58 | $2K | — |
| SBUX Starbucks Corp. | 0.00% | 24 | $2K | — |
| IJR iShares Core S&P Small-Cap E | 0.00% | 18 | $2K | — |
| GRNY Fundstr Gran SH US LRG Cap | 0.00% | 100 | $2K | — |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 38 | $2K | — |
| GNLX Genelux Corp. | 0.00% | 660 | $2K | — |
| IWO iShares Russell 2000 Growth | 0.00% | 5 | $1K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 7 | $1K | — |
| TIP iShares Tips Bond ETF | 0.00% | 13 | $1K | — |
| GSK GSK PLC-Spon ADR | 0.00% | 40 | $1K | — |
| SCHF Schwab Intl Equity ETF | 0.00% | 72 | $1K | — |
| YOLO Advisorshares Pure Cannabis | 0.00% | 527 | $1K | — |
| KHC The Kraft Heinz Co. | 0.00% | 41 | $1K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 3 | $1K | — |
| VYGR Voyager Therapeutics Inc. | 0.00% | 175 | $993 | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 100 | $990 | — |
| AVGO Broadcom Inc. | 0.00% | 4 | $928 | — |
| ABNB Airbnb Inc. Class A | 0.00% | 7 | $920 | — |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 11 | $880 | — |
| SOXX iShares Semiconductor ETF | 0.00% | 4 | $862 | — |
| IWN iShares Russell 2000 Value E | 0.00% | 5 | $821 | — |
| VNQ Vanguard Real Estate ETF | 0.00% | 6 | $535 | — |
| NKE Nike Inc. Class B | 0.00% | 7 | $530 | — |
| XTIA Xti Aerospace Inc. | 0.00% | 11,805 | $508 | — |
| HLN Haleon PLC-ADR | 0.00% | 50 | $477 | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 4 | $458 | — |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.00% | 10 | $417 | — |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 4 | $340 | — |
| XYZ Block Inc. | 0.00% | 4 | $340 | — |
| SLV iShares Silver Trust | 0.00% | 10 | $264 | — |
| GLD SPDR Gold Shares | 0.00% | 1 | $243 | — |
| ROKU Roku Inc. | 0.00% | 3 | $224 | — |
| AMD Advanced Micro Devices | 0.00% | 1 | $121 | — |
| FRSX Foresight Autonomous-SP ADR | 0.00% | 66 | $98 | — |
Other holdings (2): bonds, preferreds, convertibles and warrants · $21K (not counted above)
Total filed on the 13F, all lines: $180.7M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 169 | $293.1M | DFAC, DUSB, DFAI, DFUV, DFAU |
| Q1 2026 | 169 | $297.3M | DFAC, DUSB, DFAI, DFUV, DFAU |
| Q4 2025 | 169 | $297.4M | DFAC, DUSB, DFAI, DFUV, DFAU |
| Q3 2025 | 166 | $180.1M | DUSB, DFAC, DFUV, DFAU, DFAI |
| Q2 2025 | 167 | $180.1M | DUSB, DFAC, DFUV, DFAU, DFAI |
| Q1 2025 | 167 | $180.5M | DUSB, DFAC, DFUV, DFAU, DFAI |
| Q4 2024 | 167 | $180.7M | DUSB, DFAC, DFUV, DFAU, DFAI |