Prudent Man Investment Management, Inc. Portfolio Holdings by Sector

Prudent Man Investment Management, Inc.

$181 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFUV DFAU DFAI DFAE DFAT BSV VTV 62 stocks	$109 Million 93.44% of portfolio	62	-	62	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.55 Million 3.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$997,816 0.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL FTNT ADBE SQ 5 stocks	$376,068 0.32% of portfolio	5	-	5	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC USB 2 stocks	$238,484 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX CVE TTE 4 stocks	$230,052 0.2% of portfolio	4	-	4	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA INTC TSM AVGO AMD 5 stocks	$227,806 0.19% of portfolio	5	-	5	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$201,154 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$177,855 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG WEC XEL FE AEP ETR EXC PPL 8 stocks	$170,241 0.15% of portfolio	8	-	8	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY ABBV GILD PFE NVS 6 stocks	$168,743 0.14% of portfolio	6	-	6	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$112,111 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA IDCC VZ 3 stocks	$104,200 0.09% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY 1 stocks	$103,020 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$93,122 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS ROKU 2 stocks	$89,750 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$70,358 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$59,553 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$53,004 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD TXRH SBUX 3 stocks	$51,268 0.04% of portfolio	3	-	3	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$50,044 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$49,360 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$38,225 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$38,076 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PPG 1 stocks	$35,835 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE ABNB 2 stocks	$35,392 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials BBSI 1 stocks	$34,752 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG BABA 3 stocks	$31,502 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$31,076 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$30,412 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V 2 stocks	$29,741 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$26,316 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$25,356 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BAX 1 stocks	$20,412 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$13,862 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$13,128 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$11,972 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$11,243 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical SON 1 stocks	$9,331 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$8,025 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$7,616 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$7,407 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials ULCC 1 stocks	$7,110 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG 1 stocks	$6,026 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NWN 1 stocks	$5,934 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$5,697 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP OVV 2 stocks	$5,126 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$4,625 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN VYGR 2 stocks	$4,555 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC 1 stocks	$1,260 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$530 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN 1 stocks	$477 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Prudent Man Investment Management, Inc. Portfolio Holdings by Sector

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