Investor
Prudent Man Advisors, LLC
CIK 0001817174 · filed 2026-05-08 · SEC filing
13F book
$333.9M
Positions
134
7 new · 8 sold
Largest name
12.0%
Vanguard Index Fds
Est. mark
−$6.08M
Price effect on 125 names still held. Flow $65.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 124.6K | $40M | 12.0% | −$1.8M | Cut−$4.85M |
| Vanguard Bd Index Fds | — | 332.2K | $24.5M | 7.3% | −$142.8K | Cut−$1.73M |
| Nvidia Corp | NVDA | 67.8K | $11.8M | 3.5% | −$536.6K | Added$3.56M |
| Apple Inc. | AAPL | 43.6K | $11.2M | 3.4% | −$562.3K | Added$3.38M |
| Ishares Tr | — | 136.7K | $10.9M | 3.3% | −$136.8K | Added$570.9K |
| Ishares Tr | — | 64.8K | $9.16M | 2.7% | −$489.7K | Cut−$1.41M |
| Microsoft Corp | MSFT | 22.2K | $8.23M | 2.5% | −$1.63M | Added$1.28M |
| Alphabet Inc | — | 28.3K | $8.12M | 2.4% | −$509.7K | Added$2.18M |
| Vanguard Tax-Managed Fds | — | 120.9K | $8.1M | 2.4% | $267.5K | Cut−$1.52M |
| Ishares Tr | — | 12K | $7.82M | 2.3% | −$158.8K | Added$4.39M |
| Amazon Com Inc | AMZN | 37.2K | $7.75M | 2.3% | −$532.8K | Added$2.3M |
| Vanguard Bd Index Fds | — | 91.1K | $7.14M | 2.1% | −$36.4K | Cut−$405K |
| Jpmorgan Chase & Co. | — | 20.8K | $6.13M | 1.8% | −$377.7K | Added$1.8M |
| Vanguard Star Fds | — | 78.5K | $6.05M | 1.8% | $112K | Added$993.8K |
| Vanguard Scottsdale Fds | — | 114.9K | $5.4M | 1.6% | −$9.17K | Added$2.07M |
| Broadcom Inc. | AVGO | 17.1K | $5.29M | 1.6% | −$407.3K | Added$1.44M |
| Meta Platforms, Inc. | META | 7.67K | $4.39M | 1.3% | −$443.7K | Added$1.06M |
| Walmart Inc. | WMT | 32.7K | $4.06M | 1.2% | $277.3K | Added$1.66M |
| Corning Inc | — | 29.2K | $3.97M | 1.2% | $996.1K | Added$2.17M |
| Alphabet Inc | — | 13.3K | $3.83M | 1.1% | −$192.7K | Added$1.46M |
| Micron Technology Inc | MU | 11.1K | $3.76M | 1.1% | $233.5K | Added$2.49M |
| Bank America Corp | — | 73.2K | $3.57M | 1.1% | −$274.6K | Added$1.15M |
| Applied Matls Inc | — | 10.3K | $3.51M | 1.1% | $590K | Added$1.72M |
| Berkshire Hathaway Inc Del | — | 7.11K | $3.44M | 1.0% | −$122.8K | Added$1.08M |
| Vanguard Index Fds | — | 36.6K | $3.25M | 1.0% | $7.69K | Cut−$252.6K |
| Philip Morris Intl Inc | — | 19.5K | $3.22M | 1.0% | $62.6K | Added$1.19M |
| Lam Research Corp | LRCX | 14.6K | $3.12M | 0.9% | $472.1K | Added$1.22M |
| Morgan Stanley | — | 18.6K | $3.07M | 0.9% | −$155.3K | Added$938K |
| Merck & Co., Inc. | MRK | 25.2K | $3.04M | 0.9% | $251.4K | Added$1.28M |
| Ishares Tr | — | 11.7K | $2.9M | 0.9% | $21.5K | Cut−$1.04M |
| Eli Lilly & Co | LLY | 2.97K | $2.73M | 0.8% | −$276.2K | Added$811.9K |
| Quanta Svcs Inc | — | 4.61K | $2.53M | 0.8% | $397K | Added$1.21M |
| Costco Whsl Corp New | — | 2.49K | $2.48M | 0.7% | $213.7K | Added$1.11M |
| BlackRock, Inc. | BLK | 2.54K | $2.45M | 0.7% | −$180.7K | Added$665.7K |
| Mastercard Inc | MA | 4.61K | $2.3M | 0.7% | −$213.2K | Added$596.3K |
| Vanguard Whitehall Fds | — | 15.5K | $2.29M | 0.7% | $70.1K | Added$97.9K |
| Emerson Elec Co | — | 17.4K | $2.28M | 0.7% | −$19.3K | Added$774.3K |
| Visa Inc. | V | 7.47K | $2.26M | 0.7% | −$234.8K | Added$558.5K |
| T-Mobile Us Inc | — | 10.4K | $2.19M | 0.7% | $47.2K | Added$813K |
| L3harris Technologies Inc | — | 6.22K | $2.15M | 0.6% | $213K | Added$933K |
| Starbucks Corp | SBUX | 12.7K | $2M | 0.6% | −$196K | Added$484.3K |
| Abbott Labs | ABT | 18.9K | $1.94M | 0.6% | −$286.6K | Added$356.7K |
| Prologis Inc. | — | 14.6K | $1.93M | 0.6% | $46.6K | Added$617.5K |
| Freeport-Mcmoran Inc | FCX | 32.4K | $1.91M | 0.6% | $147.8K | Added$966.9K |
| Oneok Inc /New/ | OKE | 21K | $1.9M | 0.6% | $225.3K | Added$921.9K |
| Northrop Grumman Corp | — | 2.78K | $1.9M | 0.6% | $192K | Added$917.9K |
| Labcorp Holdings Inc. | LH | 6.98K | $1.86M | 0.6% | $72.3K | Added$723.6K |
| Booking Holdings Inc. | BKNG | 419 | $1.76M | 0.5% | −$305.7K | Added$334.3K |
| Oracle Corp | — | 11.7K | $1.73M | 0.5% | −$364.9K | Added$237.6K |
| Ametek Inc/ | AME | 8K | $1.71M | 0.5% | $47.4K | Added$637.4K |
| Albemarle Corp | — | 9.35K | $1.68M | 0.5% | $246K | Added$764.9K |
| Ameriprise Finl Inc | — | 3.71K | $1.65M | 0.5% | −$109.8K | Added$474.5K |
| Disney Walt Co | — | 16.8K | $1.62M | 0.5% | −$165K | Added$536.6K |
| Vanguard Scottsdale Fds | — | 15.6K | $1.56M | 0.5% | $8.64K | Added$236.1K |
| Eqt Corp | EQT | 24.1K | $1.54M | 0.5% | $136.1K | Added$809.1K |
| Vertex Pharmaceuticals Inc | — | 3.43K | $1.53M | 0.5% | −$14.5K | Added$565.1K |
| Conocophillips | COP | 11.5K | $1.52M | 0.5% | $277.1K | Added$843.2K |
| Jacobs Solutions Inc. | J | 11.2K | $1.42M | 0.4% | −$34.8K | Added$533.8K |
| Evergy, Inc. | EVRG | 16.5K | $1.35M | 0.4% | $98.2K | Added$595.8K |
| Constellation Energy Corp | CEG | 4.72K | $1.32M | 0.4% | −$202.9K | Added$349.7K |
| Lkq Corp | LKQ | 44.7K | $1.31M | 0.4% | −$23.2K | Added$469.7K |
| Delta Air Lines Inc Del | DAL | 19K | $1.26M | 0.4% | −$35.7K | Added$412.9K |
| Thermo Fisher Scientific Inc. | TMO | 2.55K | $1.25M | 0.4% | −$147.4K | Added$281.8K |
| Chevron Corp New | CVX | 5.92K | $1.23M | 0.4% | $213.4K | Added$629K |
| Chipotle Mexican Grill Inc | CMG | 37.7K | $1.21M | 0.4% | −$118.2K | Added$330.8K |
| Deere & Co | DE | 1.36K | $1.19M | 0.4% | $19.8K | Added$418.4K |
| Salesforce, Inc. | CRM | 6.33K | $1.18M | 0.4% | −$328.8K | Added$67.9K |
| Boston Scientific Corp | BSX | 18.5K | $1.16M | 0.3% | −$410.1K | Added−$36K |
| Tesla, Inc. | TSLA | 3.07K | $1.14M | 0.3% | −$154K | Added$253.4K |
| Cisco Sys Inc | — | 14.3K | $1.11M | 0.3% | $5.46K | Added$362K |
| Spdr Series Trust | — | 11.1K | $1.07M | 0.3% | −$16.6K | Cut−$212.5K |
| RTX Corp | RTX | 5.44K | $1.05M | 0.3% | $34.2K | Added$388.2K |
| Procter And Gamble Co | PG | 7.25K | $1.05M | 0.3% | $4.59K | Added$465.6K |
| Axon Enterprise, Inc. | AXON | 2.37K | $1M | 0.3% | −$217.6K | Added$141.7K |
| Verizon Communications Inc | VZ | 19.5K | $981.2K | 0.3% | $83.5K | Added$622K |
| Wells Fargo Co New | — | 12.3K | $977.1K | 0.3% | −$112.1K | Added$208K |
| Spdr Series Trust | — | 7.53K | $961.3K | 0.3% | $43.7K | Cut$12.3K |
| Spdr Series Trust | — | 14.7K | $958.4K | 0.3% | $5K | Cut−$26.6K |
| Nextera Energy Inc | — | 9.89K | $918.2K | 0.3% | $105.2K | Added$248.2K |
| Valero Energy Corp | — | 3.65K | $902.3K | 0.3% | $206.7K | Added$503.2K |
| Vanguard Intl Equity Index F | — | 14.2K | $900.9K | 0.3% | $32.9K | Cut−$200.5K |
| Digital Rlty Tr Inc | — | 4.89K | $881.4K | 0.3% | $92.8K | Added$318.6K |
| Vanguard Index Fds | — | 1.46K | $870.6K | 0.3% | −$43K | Added−$41.8K |
| Honeywell Intl Inc | — | 3.63K | $820K | 0.2% | $80K | Added$315.5K |
| Pepsico Inc | PEP | 5.27K | $818.1K | 0.2% | — | New |
| Newmont Corp | — | 7.37K | $797.7K | 0.2% | $50.7K | Added$195K |
| Spdr Series Trust | — | 22.4K | $751.1K | 0.2% | −$5.9K | Added$12.5K |
| Ventas, Inc. | VTR | 9.12K | $745.6K | 0.2% | — | New |
| Marvell Technology, Inc. | MRVL | 7.36K | $728.8K | 0.2% | $67.5K | Added$321.1K |
| Mcdonalds Corp | MCD | 2.3K | $716.1K | 0.2% | $7.83K | Added$252.4K |
| Schwab Us Tips Etf | — | 26.9K | $714.6K | 0.2% | $2K | Added$273.8K |
| American Elec Pwr Co Inc | — | 5.24K | $686.5K | 0.2% | $55.4K | Added$281K |
| General Dynamics Corp | GD | 1.98K | $677.9K | 0.2% | $8.69K | Added$232.1K |
| Gilead Sciences, Inc. | GILD | 4.76K | $663.3K | 0.2% | — | New |
| BorgWarner Inc | BWA | 12.2K | $662.2K | 0.2% | $74.1K | Added$299.1K |
| NIKE, Inc. | NKE | 6.08K | $658.6K | 0.2% | −$229.4K | Added−$2.32K |
| Bristol-Myers Squibb Co | — | 10.7K | $649.7K | 0.2% | $47.3K | Added$269.3K |
| Avery Dennison Corp | AVY | 3.76K | $649.1K | 0.2% | — | New |
| Vanguard Bd Index Fds | — | 9.27K | $637.2K | 0.2% | −$6.86K | Cut−$138.9K |
| Dover Corp | DOV | 2.95K | $614.9K | 0.2% | $26.7K | Added$220.7K |
| S&P Global Inc. | SPGI | 1.44K | $612.5K | 0.2% | −$94.7K | Added$103.5K |
| Eastman Chem Co | — | 7.68K | $586.5K | 0.2% | $65.1K | Added$253.9K |
| Ovintiv Inc. | OVV | 9.81K | $582.3K | 0.2% | $129.9K | Added$329.9K |
| Regions Financial Corp New | — | 22.1K | $577.9K | 0.2% | −$14.4K | Added$180.3K |
| F N B Corp | — | 33.6K | $561.2K | 0.2% | −$8.59K | Added$174.5K |
| Cigna Group | CI | 2.09K | $557.5K | 0.2% | −$11.9K | Added$170K |
| Vici Pptys Inc | — | 19.7K | $539K | 0.2% | −$11.3K | Added$140.6K |
| Nisource Inc. | NI | 11.5K | $536.8K | 0.2% | $38K | Added$212.6K |
| Clearway Energy, Inc. | CWEN | 13.1K | $515.1K | 0.2% | $54K | Added$217.1K |
| Ishares Tr | — | 16.6K | $503.9K | 0.2% | −$10.6K | Held |
| Caterpillar Inc | CAT | 0 | $481.3K | 0.1% | — | Held |
| Medtronic Plc | MDT | 5.52K | $478.6K | 0.1% | −$33.9K | Added$132.4K |
| Unitedhealth Group Inc | UNH | 1.71K | $463.5K | 0.1% | −$85.4K | Added−$9.86K |
| Ss&C Technologies Hldgs Inc | — | 6.63K | $447.7K | 0.1% | −$85.6K | Added$70.6K |
| CARRIER GLOBAL Corp | CARR | 7.91K | $445.1K | 0.1% | $18.4K | Added$165.6K |
| Home Depot, Inc. | HD | 1.35K | $443K | 0.1% | −$13.8K | Added$130.6K |
| Encompass Health Corp | EHC | 4.1K | $396.2K | 0.1% | −$26.1K | Added$101.9K |
| Goldman Sachs Etf Tr | — | 9.04K | $389.9K | 0.1% | $1.44K | Added$65.1K |
| Welltower Inc. | WELL | 1.95K | $385.1K | 0.1% | $22.7K | Added$36.7K |
| Ishares Tr | — | 7.61K | $385.1K | 0.1% | $304 | Cut−$690K |
| Fidelity National Financial, Inc. | FNF | 7.77K | $360.3K | 0.1% | −$42.8K | Added$75.7K |
| Vanguard Scottsdale Fds | — | 3.65K | $342.1K | 0.1% | $5.25K | Cut−$5.27K |
| Elevance Health Inc Formerly | — | 1.1K | $322.3K | 0.1% | −$41.6K | Added$70.3K |
| Equinix Inc | EQIX | 309 | $302.9K | 0.1% | $66.2K | Cut−$477.8K |
| American Tower Corp New | — | 1.48K | $255.8K | 0.1% | −$4.24K | Added$6.98K |
| Texas Instrs Inc | — | 0 | $232.7K | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 2.98K | $229.8K | 0.1% | −$2.08K | Held |
| Ishares Tr | — | 2.3K | $228.1K | 0.1% | −$1.4K | Cut−$639.6K |
| Modine Mfg Co | — | 1.02K | $221.9K | 0.1% | — | New |
| Fabrinet | FN | 422 | $220.1K | 0.1% | — | New |
| Dycom Inds Inc | — | 637 | $215.8K | 0.1% | $586 | Cut−$6.17K |
| Primoris Svcs Corp | — | 1.46K | $209.4K | 0.1% | — | New |
| Redwood Trust Inc | — | 16.5K | $92.8K | 0.0% | $1.32K | Cut−$1.09K |
| Payoneer Global Inc. | PAYO | 14.6K | $70.5K | 0.0% | −$11.5K | Cut−$14.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.