Prudent Man Advisors, LLC Reduced Holdings in Q2 2025

Prudent Man Advisors, LLC

  • $306 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-31K
- 18.48%
$243.75 - $303.93 $7.56M - $9.43M
137K $41.6M
MPC
Marathon Petroleum Corp

Energy
-2.3K
- 56.73%
$118.55 - $170.08 $273K - $391K
1.76K $291K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.92K
- 15.24%
$53.62 - $66.59 $103K - $128K
10.7K $599K
BMY
Bristol Myers Squibb CO

Healthcare
-282
- 2.24%
$44.12 - $59.6 $12.4K - $16.8K
12.3K $569K
CVX
Chevron Corp

Energy
-123
- 1.69%
$133.73 - $168.51 $16.4K - $20.7K
7.14K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
-348
- 4.43%
$157.66 - $172.39 $54.9K - $60K
7.51K $1.2M
ABBV
Abb Vie Inc.

Healthcare
-93
- 1.81%
$170.16 - $206.27 $15.8K - $19.2K
5.05K $936K
EMN
Eastman Chemical CO

Basic Materials
-1
- 0.02%
$72.7 - $88.29 $72.7 - $88.3
6.65K $496K
MCD
Mcdonalds Corp

Consumer Cyclical
-47
- 1.47%
$285.55 - $321.23 $13.4K - $15.1K
3.14K $917K
WMB
Williams Companies, Inc.

Energy
-1.83K
- 12.3%
$54.33 - $62.87 $99.5K - $115K
13.1K $820K
EHC
Encompass Health Corp

Healthcare
-1.61K
- 20.71%
$96.12 - $122.63 $155K - $198K
6.17K $756K
WFC
Wells Fargo & Company

Financial Services
-2.33K
- 12.45%
$60.98 - $80.12 $142K - $187K
16.4K $1.31M
DE
Deere & CO

Industrials
-206
- 10.58%
$412.99 - $531.48 $85.1K - $109K
1.74K $885K
MDT
Medtronic PLC

Healthcare
-4
- 0.06%
$80.68 - $88.86 $323 - $355
6.54K $569K
CI
Cigna Corp

Healthcare
-45
- 1.77%
$301.89 - $340.04 $13.6K - $15.3K
2.5K $827K
SSNC
Ss&C Technologies Holdings Inc

Technology
-10
- 0.13%
$71.96 - $83.42 $720 - $834
7.64K $632K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-12
- 0.1%
$91.23 - $97.27 $1.09K - $1.17K
12K $1.17M
SPGI
S&P Global Inc.

Financial Services
-28
- 1.4%
$438.31 - $527.29 $12.3K - $14.8K
1.97K $1.04M
DOV
Dover Corp

Industrials
-1
- 0.03%
$151.14 - $186.7 $151 - $187
3.57K $653K
GD
General Dynamics Corp

Industrials
-53
- 2.16%
$247.68 - $291.66 $13.1K - $15.5K
2.4K $700K
NKE
Nike, Inc.

Consumer Cyclical
-261
- 3.55%
$53.27 - $72.04 $13.9K - $18.8K
7.1K $504K
ENSG
Ensign Group, Inc

Healthcare
-30
- 1.76%
$119.93 - $156.36 $3.6K - $4.69K
1.68K $258K
FNB
Fnb Corp

Financial Services
-1.13K
- 2.17%
$11.48 - $14.58 $13K - $16.5K
50.9K $742K
BWA
Borgwarner Inc

Consumer Cyclical
-469
- 3.43%
$24.84 - $33.92 $11.6K - $15.9K
13.2K $442K
DY
Dycom Industries Inc

Industrials
-270
- 19.91%
$138.96 - $245.71 $37.5K - $66.3K
1.09K $265K
NEM
Newmont Corp

Basic Materials
-1.53K
- 9.85%
$44.18 - $59.46 $67.5K - $90.9K
14K $814K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-241
- 1.29%
$39.89 - $49.46 $9.61K - $11.9K
18.4K $911K
CARR
Carrier Global Corp

Industrials
-201
- 2.12%
$55.55 - $75.83 $11.2K - $15.2K
9.27K $678K
RTX
Raytheon Technologies Corp

Industrials
-128
- 1.61%
$113.75 - $148.48 $14.6K - $19K
7.8K $1.14M
ITT
Itt Inc.

Industrials
-111
- 2.59%
$112.67 - $157.95 $12.5K - $17.5K
4.17K $653K
BAC
Bank Of America Corp

Financial Services
-392
- 1.35%
$34.39 - $47.46 $13.5K - $18.6K
28.6K $1.35M
GOOGL
Alphabet Inc.

Communication Services
-43
- 0.53%
$144.7 - $178.6 $6.22K - $7.68K
8.03K $1.42M
DLR
Digital Realty Trust, Inc.

Real Estate
-63
- 0.83%
$136.11 - $177.69 $8.57K - $11.2K
7.49K $1.31M
IWM
Ishares Russell 2000 ETF

ETFs
-21
- 0.13%
$174.82 - $215.79 $3.67K - $4.53K
16.3K $3.51M
CR
Crane Holdings, Co.

Industrials
-310
- 3.36%
$132.79 - $189.89 $41.2K - $58.9K
8.91K $1.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-213
- 3.06%
$498.8 - $620.9 $106K - $132K
6.76K $4.19M
VEA
Vanguard Ftse Developed Market

ETFs
-493
- 0.33%
$45.65 - $57.01 $22.5K - $28.1K
151K $8.58M
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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