Prudent Man Advisors, LLC Incresed Positions in Q2 2025

Prudent Man Advisors, LLC

  • $306 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
2.39K
+ 33.41%
$79.69 - $99.41 $190K - $237K
9.54K $874K
EOG
Eog Resources Inc

Energy
1.75K
+ 31.88%
$104.61 - $129.97 $183K - $227K
7.22K $863K
SYY
Sysco Corp

Consumer Defensive
1.97K
+ 30.32%
$68.0 - $75.91 $134K - $150K
8.49K $642K
TMUS
T Mobile Us, Inc.

Communication Services
1.46K
+ 19.99%
$220.99 - $268.54 $322K - $392K
8.76K $2.09M
EQIX
Equinix Inc

Real Estate
229
+ 10.2%
$740.07 - $914.43 $169K - $209K
2.47K $1.97M
NOC
Northrop Grumman Corp

Industrials
301
+ 29.0%
$456.3 - $540.39 $137K - $163K
1.34K $669K
VTWO
Vanguard Russell 2000 ETF

ETFs
759
+ 7.37%
$70.56 - $87.22 $53.6K - $66.2K
11.1K $964K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
105
+ 7.78%
$456.74 - $568.03 $48K - $59.6K
1.46K $826K
LLY
Eli Lilly & CO

Healthcare
217
+ 28.26%
$713.71 - $898.95 $155K - $195K
985 $767K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
376
+ 27.67%
$421.16 - $509.5 $158K - $192K
1.74K $772K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
80
+ 0.4%
$114.78 - $133.31 $9.18K - $10.7K
20.1K $2.67M
ALB
Albemarle Corp

Basic Materials
2.11K
+ 41.07%
$50.76 - $72.25 $107K - $153K
7.26K $454K
MRK
Merck & Co., Inc.

Healthcare
2.99K
+ 20.57%
$73.47 - $87.12 $220K - $260K
17.5K $1.39M
CWEN
Clearway Energy, Inc.

Utilities
1.02K
+ 3.87%
$26.74 - $32.22 $27.1K - $32.7K
27.2K $871K
COP
Conocophillips

Energy
1.91K
+ 30.26%
$82.66 - $106.1 $158K - $202K
8.21K $736K
PLD
Prologis, Inc.

Real Estate
1.89K
+ 9.35%
$89.76 - $112.34 $170K - $212K
22.1K $2.32M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.3K
+ 2.0%
$45.2 - $46.6 $58.8K - $60.6K
66.3K $3.07M
ASML
Asml Holding Nv

Technology
10
+ 2.72%
$595.37 - $815.24 $5.95K - $8.15K
378 $302K
TMO
Thermo Fisher Scientific Inc.

Healthcare
473
+ 32.4%
$390.26 - $489.06 $185K - $231K
1.93K $783K
NTST
Netstreit Corp.

Real Estate
2.62K
+ 25.88%
$14.61 - $16.95 $38.3K - $44.4K
12.7K $215K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
1.69K
+ 15.06%
$28.45 - $33.08 $48K - $55.8K
12.9K $411K
SAP
Sap Se

Technology
25
+ 2.72%
$237.53 - $309.8 $5.94K - $7.75K
945 $287K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
700
+ 6.75%
$66.5 - $71.25 $46.6K - $49.9K
11.1K $769K
CBRE
Cbre Group, Inc.

Real Estate
45
+ 1.26%
$113.94 - $140.12 $5.13K - $6.31K
3.61K $505K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.3K
+ 9.98%
$29.0 - $30.68 $37.7K - $39.9K
14.3K $439K
RWT
Redwood Trust Inc

Real Estate
5.99K
+ 26.75%
$4.95 - $6.22 $29.6K - $37.2K
28.4K $167K
AMT
American Tower Corp

Real Estate
45
+ 1.15%
$203.96 - $228.19 $9.18K - $10.3K
3.97K $876K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
334
+ 3.12%
$11.9 - $15.57 $3.97K - $5.2K
11K $169K
LYG
Lloyds Banking Group PLC

Financial Services
1.08K
+ 3.13%
$3.32 - $4.29 $3.57K - $4.62K
35.4K $150K
VNQ
Vanguard Specialized Funds Van

ETFs
822
+ 2.14%
$79.79 - $91.42 $65.6K - $75.1K
39.1K $3.49M
VLO
Valero Energy Corp

Energy
9
+ 0.21%
$104.69 - $141.77 $942 - $1.28K
4.37K $587K
SONY
Sony Group Corp

Technology
237
+ 2.83%
$21.24 - $26.88 $5.03K - $6.37K
8.62K $224K
WELL
Welltower Inc.

Real Estate
56
+ 1.17%
$136.49 - $155.22 $7.64K - $8.69K
4.83K $742K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
358
+ 2.53%
$10.79 - $14.14 $3.86K - $5.06K
14.5K $198K
NI
Nisource Inc.

Utilities
30
+ 0.17%
$37.11 - $40.64 $1.11K - $1.22K
17.3K $696K
MFG
Mizuho Financial Group Inc

Financial Services
467
+ 2.29%
$4.25 - $5.66 $1.98K - $2.64K
20.9K $116K
O
Realty Income Corp

Real Estate
90
+ 1.15%
$52.27 - $58.52 $4.7K - $5.27K
7.9K $455K
VICI
Vici Properties Inc.

Real Estate
113
+ 1.24%
$29.41 - $32.97 $3.32K - $3.73K
9.2K $299K
TM
Toyota Motor Corp

Consumer Cyclical
40
+ 3.43%
$158.63 - $195.39 $6.35K - $7.82K
1.21K $207K
PEAK
Healthpeak Properties, Inc.

Real Estate
125
+ 1.12%
N/A
11.3K $213K
Jacobs Solutions Inc
1.23K
+ 15.62%
N/A
9.1K $0
Lam Research Corp
2.99K
+ 20.28%
N/A
17.8K $0
Labcorp Holdings Inc
489
+ 8.39%
N/A
6.32K $0
Blackrock Inc
252
+ 11.82%
N/A
2.38K $0
SUI
Sun Communities Inc

Real Estate
21
+ 1.3%
$114.62 - $132.25 $2.41K - $2.78K
1.63K $206K
CCI
Crown Castle International Corp

Real Estate
26
+ 1.14%
$94.83 - $107.06 $2.47K - $2.78K
2.3K $236K
PSA
Public Storage

Real Estate
20
+ 1.19%
$266.31 - $309.77 $5.33K - $6.2K
1.7K $497K
SHEL
Shell PLC

Energy
89
+ 2.62%
$59.75 - $73.05 $5.32K - $6.5K
3.49K $245K
AZN
Astrazeneca PLC

Healthcare
91
+ 2.93%
$64.87 - $75.0 $5.9K - $6.83K
3.2K $223K
Activity Summary
Buys All Purchases 134 New Holdings 20 Increased Positions 114 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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