Prudent Man Investment Management, Inc. Portfolio Holdings

Prudent Man Investment Management, Inc.

  • $180 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Dimensional ETF Trust
-
$57.5 Billion 31.88% of portfolio
-
Q1 2025 Reduced 0.15%
$0
$52 Billion 28.79% of portfolio
1,502,359
Q4 2024 New
$0
$18.5 Billion 10.25% of portfolio
452,018
Q1 2025 Reduced 0.13%
$0
$15.2 Billion 8.44% of portfolio
376,342
Q1 2025 Reduced 0.49%
$0
$15.2 Billion 8.44% of portfolio
521,576
Q1 2025 Reduced 0.15%
$3.42T
$3.55 Billion 1.97% of portfolio
14,190
Q4 2024 New
$0
$3.18 Billion 1.76% of portfolio
125,298
Q1 2025 Reduced 0.25%
Dimensional ETF Trust
-
$1.91 Billion 1.06% of portfolio
-
Q4 2024 New
-
$1.75 Billion 0.97% of portfolio
-
Q4 2024 New
$0
$1.23 Billion 0.68% of portfolio
49,363
Q4 2024 New
American Centy ETF Tr
-
$1.08 Billion 0.6% of portfolio
-
Q4 2024 New
$0
$998 Million 0.55% of portfolio
3,443
Q4 2024 New
$0
$905 Million 0.5% of portfolio
16,256
Q4 2024 New
$0
$559 Million 0.31% of portfolio
7,234
Q4 2024 New
$0
$464 Million 0.26% of portfolio
2,739
Q4 2024 New
$0
$439 Million 0.24% of portfolio
14,277
Q4 2024 New
$0
$364 Million 0.2% of portfolio
1,060
Q4 2024 New
$0
$314 Million 0.17% of portfolio
582
Q4 2024 New
$0
$314 Million 0.17% of portfolio
4,818
Q4 2024 New
$64.9B
$235 Million 0.13% of portfolio
1,221
Q4 2024 New
$0
$238 Million 0.13% of portfolio
4,292
Q4 2024 New
$0
$213 Million 0.12% of portfolio
3,336
Q4 2024 New
$2.95T
$219 Million 0.12% of portfolio
520
Q4 2024 New
$264B
$191 Million 0.11% of portfolio
2,115
Q4 2024 New
$271B
$194 Million 0.11% of portfolio
1,448
Q4 2024 New
$440B
$177 Million 0.1% of portfolio
1,642
Q4 2024 New
$125B
$178 Million 0.1% of portfolio
366
Q4 2024 New
$0
$186 Million 0.1% of portfolio
1,587
Q4 2024 New
$379B
$139 Million 0.08% of portfolio
832
Q4 2024 New
$0
$125 Million 0.07% of portfolio
214
Q4 2024 New
$0
$112 Million 0.06% of portfolio
191
Q4 2024 New
$17.2B
$103 Million 0.06% of portfolio
260
Q4 2024 New
$39.9B
$95.8 Million 0.05% of portfolio
1,134
Q4 2024 New
$0
$86.2 Million 0.05% of portfolio
1,839
Q4 2024 New
$166B
$89.5 Million 0.05% of portfolio
804
Q4 2024 New
$168B
$93.1 Million 0.05% of portfolio
179
Q4 2024 New
$320B
$69.4 Million 0.04% of portfolio
1,580
Q4 2024 New
$188B
$70.4 Million 0.04% of portfolio
200
Q4 2024 New
$95.8B
$50 Million 0.03% of portfolio
248
Q4 2024 New
$957B
$53 Million 0.03% of portfolio
280
Q4 2024 New
$187B
$59.6 Million 0.03% of portfolio
104
Q4 2024 New
$854B
$47.9 Million 0.03% of portfolio
62
Q4 2024 New
$409B
$60 Million 0.03% of portfolio
415
Q4 2024 New
$0
$63.1 Million 0.03% of portfolio
2,371
Q4 2024 New
$139B
$49.4 Million 0.03% of portfolio
200
Q4 2024 New
$5.96B
$38.7 Million 0.02% of portfolio
200
Q4 2024 New
$235B
$43.5 Million 0.02% of portfolio
150
Q4 2024 New
$23.9B
$34.5 Million 0.02% of portfolio
185
Q4 2024 New
$187B
$30.4 Million 0.02% of portfolio
200
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $180 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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