Prudent Man Advisors, LLC Portfolio Holdings
Prudent Man Advisors, LLC
- $306 Million
- Q2 2025
Prudent Man Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $306 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $41.6M, Vanguard Bd Index Fd Inc Total with a value of $25.6M, Ishares Tr with a value of $16.4M, Ishares Trust Ishares Esg Awar with a value of $9.81M, and Vanguard Ftse Developed Market with a value of $8.58M.
Examining the 13F form we can see an increase of $37.9M in the current position value, from $268M to 306M.
Below you can find more details about Prudent Man Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$306 Million
ETFs: $146 Million
Technology: $39.5 Million
Financial Services: $24.5 Million
Industrials: $18.5 Million
Healthcare: $14.7 Million
Consumer Cyclical: $13.1 Million
Real Estate: $12.7 Million
Communication Services: $12.5 Million
Other: $25 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 182
- Current Value $306 Million
- Prior Value $268 Million
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 20 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 38 stocks