Prudent Man Investment Management, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $180 Billion distributed in 180 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Trust with a value of $57.5B, Dimensional ETF Tr U S Core Eq with a value of $52B, Dimensional ETF Tr Us Marketwi with a value of $18.5B, Dimensional ETF Tr with a value of $15.2B, and Dimensional ETF Tr with a value of $15.2B.
Examining the 13F form we can see an decrease of $216M in the current position value, from $181B to 180B.
Prudent Man Investment Management, Inc. is based out at Louisville, CO
Below you can find more details about Prudent Man Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$180 Billion
ETFs: $110 Billion
Technology: $4.24 Billion
Financial Services: $486 Million
Industrials: $318 Million
Consumer Defensive: $310 Million
Healthcare: $300 Million
Consumer Cyclical: $291 Million
Communication Services: $247 Million
Other: $487 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
