PRUDENT INVESTORS NETWORK, INC.
CIK 1766005 · View on SEC EDGAR ↗
- Portfolio value
- $516.3M
- Positions
- 87
- As of
- June 30, 2026
#3,693 of 9,443 by 13F value · top 39.1%
Portfolio value QoQ: +12.4% 13F does not disclose cash
- Top 10 holdings weight
- 73.39%
- Top 25 holdings weight
- 94.65%
- Positions above 1%
- 17
- Effective number of positions
- 15.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.23% Est. buys $111,607,497 · sells $69,428,800
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 81.3% still held
- New positions
- 14
- Increased
- 33
- Decreased
- 25
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.5%
Retail
2.4%
Healthcare
0.5%
Financials
0.3%
Consumer Discretionary
0.2%
Communication Services
0.2%
Financial Services
0.2%
Industrials
0.2%
Energy
0.1%
Utilities
0.1%
Real Estate
0.0%
Other/Unmapped
93.3%
Full portfolio 87 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IEF iShares 7-10 Year Treasury Bond ETF | $55,415,646 | 10.73% | 585,975 | $2,890,386 | Up ×6 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $53,732,800 | 10.41% | 557,163 | $7,953,384 | Up ×3 | ||
| JCPB | $50,677,034 | 9.82% | 1,079,613 | Up ×1 | |||
| IAGG | $44,153,272 | 8.55% | 872,594 | $723,300 | Up ×6 | ||
| IDEV | $35,675,378 | 6.91% | 400,802 | $4,699,629 | Up ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $31,254,929 | 6.05% | 42,443 | $6,644,049 | Down ×1 | ||
| MTUM | $30,759,955 | 5.96% | 89,724 | $14,166,726 | Up ×1 | ||
| XLF XLF | $27,216,509 | 5.27% | 507,676 | $7,206,404 | Up ×1 | ||
| VWO | $25,546,801 | 4.95% | 427,991 | $4,686,960 | Up ×2 | ||
| VO | $24,484,457 | 4.74% | 303,890 | $3,524,412 | Up ×2 | ||
| SPSM | $16,365,451 | 3.17% | 283,778 | $5,688,857 | Up ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $16,170,272 | 3.13% | 246,460 | $5,179,698 | Up ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $11,698,775 | 2.27% | 126,871 | $-44,426,752 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11,516,350 | 2.23% | 48,319 | $499,284 | Down ×1 | ||
| XLE XLE | $11,205,258 | 2.17% | 210,982 | $-7,925,325 | Down ×2 | ||
| XLV XLV | $10,009,620 | 1.94% | 63,088 | $1,522,945 | Up ×1 | ||
| XLP XLP | $9,532,727 | 1.85% | 114,755 | $1,392,631 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,572,575 | 0.89% | 12,258 | $-3,728,032 | Down ×1 | ||
| FBND | $4,384,326 | 0.85% | 96,380 | $-5,418,636 | Down ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3,722,273 | 0.72% | 36,975 | $1,323,344 | Up ×1 | ||
| EMBD | $3,379,345 | 0.65% | 141,100 | $-4,900,372 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $3,289,385 | 0.64% | 11,368 | $570,839 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,571,907 | 0.30% | 7,856 | $262,861 | Up ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,259,046 | 0.24% | 3,692 | $679,970 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,081,783 | 0.21% | 2,572 | $125,642 | |||
| SCHG | $1,080,919 | 0.21% | 31,942 | $335,073 | Up ×1 | ||
| IYW | $937,034 | 0.18% | 3,715 | $263,059 | |||
| ABBV AbbVie Inc. Common Stock | $914,998 | 0.18% | 3,636 | $169,699 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $883,136 | 0.17% | 2,698 | $121,850 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $865,988 | 0.17% | 722 | $123,734 | Down ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $791,797 | 0.15% | 398 | $244,973 | Down ×1 | ||
| BNDX Vanguard Total International Bond ETF | $779,868 | 0.15% | 16,103 | $521,743 | Up ×1 | ||
| VTI | $760,556 | 0.15% | 2,055 | $-558,936 | Down ×1 | ||
| SCHV | $740,731 | 0.14% | 21,279 | $267,424 | Up ×1 | ||
| VIG | $722,164 | 0.14% | 3,052 | $-599,595 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $701,739 | 0.14% | 1,208 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $679,892 | 0.13% | 1,924 | $145,722 | Up ×5 | ||
| VEA | $621,613 | 0.12% | 8,724 | $251,397 | Up ×3 | ||
| IUSV iShares Core S&P U.S. Value ETF | $614,307 | 0.12% | 5,577 | $44,059 | |||
| XLU XLU | $603,521 | 0.12% | 13,311 | $-551,897 | Down ×2 | ||
| VUG | $564,389 | 0.11% | 6,552 | $-22,220 | Up ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $551,802 | 0.11% | 4,036 | $-309,901 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $533,174 | 0.10% | 570 | $-82,397 | Down ×1 | ||
| VTV | $515,744 | 0.10% | 2,367 | $41,615 | Down ×1 | ||
| SHYG | $508,496 | 0.10% | 11,990 | $-481,854 | Down ×2 | ||
| USFR | $500,278 | 0.10% | 9,936 | $100 | |||
| BRKB | $479,374 | 0.09% | 958 | $7,362 | Down ×5 | ||
| AXP American Express Company Common Stock | $465,770 | 0.09% | 1,377 | $79,503 | Up ×1 | ||
| IVV | $456,899 | 0.09% | 610 | $-69,242 | Down ×1 | ||
| ESGV | $449,616 | 0.09% | 3,400 | Up ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $427,121 | 0.08% | 3,122 | Up ×1 | |||
| COWZ | $414,190 | 0.08% | 6,659 | $-454,643 | Down ×3 | ||
| GLD | $411,849 | 0.08% | 1,118 | $-220,677 | Down ×1 | ||
| V Visa Inc. | $402,101 | 0.08% | 1,172 | $-5,016 | Down ×2 | ||
| IWF | $398,337 | 0.08% | 3,208 | $-379,843 | Up ×1 | ||
| ITOT | $395,398 | 0.08% | 2,407 | $52,569 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $390,389 | 0.08% | 386 | $63,837 | |||
| WMT Walmart Inc. - Common Stock | $387,576 | 0.08% | 3,422 | $58,110 | Up ×2 | ||
| IEFA | $348,746 | 0.07% | 3,611 | $123,688 | Up ×1 | ||
| VBR | $344,317 | 0.07% | 1,417 | $59,285 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $341,646 | 0.07% | 956 | $86,580 | Up ×2 | ||
| IFLN | $338,786 | 0.07% | 18,523 | $6,483 | |||
| SCHF | $334,789 | 0.06% | 12,086 | $66,944 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $323,034 | 0.06% | 3,560 | $-31,999 | Up ×1 | ||
| VOO | $311,125 | 0.06% | 453 | $40,435 | |||
| JNJ Johnson & Johnson Common Stock | $308,828 | 0.06% | 1,216 | $3,767 | Down ×1 | ||
| GOVT | $305,958 | 0.06% | 13,431 | $-1,746 | |||
| VTEB | $297,158 | 0.06% | 5,875 | Up ×1 | |||
| VOE | $296,993 | 0.06% | 1,503 | $20,020 | |||
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | $287,933 | 0.06% | 1,068 | $20,529 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $282,721 | 0.05% | 592 | ||||
| MRVL Marvell Technology, Inc. - Common Stock | $269,590 | 0.05% | 905 | ||||
| NSC Norfolk Southern Corporation Common Stock | $267,087 | 0.05% | 849 | $-13,025 | Down ×4 | ||
| MUC Blackrock MuniHoldings California Quality Fund, Inc. Common Stock | $256,891 | 0.05% | 23,375 | Up ×1 | |||
| VHT | $252,917 | 0.05% | 846 | $35,598 | Up ×1 | ||
| IWB | $247,748 | 0.05% | 605 | $32,029 | |||
| IJR | $247,084 | 0.05% | 1,666 | $-52,876 | Down ×1 | ||
| SCHE | $244,900 | 0.05% | 6,754 | $22,356 | |||
| ALL Allstate Corporation (The) Common Stock | $237,940 | 0.05% | 1,000 | $30,600 | |||
| ENSG The Ensign Group, Inc. - Common Stock | $228,908 | 0.04% | 1,428 | $-58,834 | |||
| SANM Sanmina Corporation - Common Stock | $225,747 | 0.04% | 892 | Up ×1 | |||
| CTRE CareTrust REIT, Inc. Common Stock | $217,285 | 0.04% | 5,385 | Up ×1 | |||
| WFC Wells Fargo & Company Common Stock | $214,864 | 0.04% | 2,600 | ||||
| IYF | $213,324 | 0.04% | 1,673 | ||||
| VV | $213,224 | 0.04% | 620 | Up ×1 | |||
| HWM Howmet Aerospace Inc. Common Stock | $206,216 | 0.04% | 767 | Up ×1 | |||
| Unknown issuer (CUSIP: 595017AF1) | $26,397 | 0.01% | 10,000 | $7,932 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| JCPB | $50,677,034 | 1,079,613 | 9.82% |
| AMD | $701,739 | 1,208 | 0.14% |
| ESGV | $449,616 | 3,400 | 0.09% |
| AEP | $427,121 | 3,122 | 0.08% |
| VTEB | $297,158 | 5,875 | 0.06% |
| TSM | $282,721 | 592 | 0.05% |
| MRVL | $269,590 | 905 | 0.05% |
| MUC | $256,891 | 23,375 | 0.05% |
| SANM | $225,747 | 892 | 0.04% |
| CTRE | $217,285 | 5,385 | 0.04% |
| WFC | $214,864 | 2,600 | 0.04% |
| IYF | $213,324 | 1,673 | 0.04% |
| VV | $213,224 | 620 | 0.04% |
| HWM | $206,216 | 767 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BOND | Trimmed | -481K | -$44.4M |
| MTUM | Bought more | +21K | +$14.2M |
| EMB | Bought more | +70K | +$8.0M |
| XLE | Trimmed | -101K | -$7.9M |
| XLF | Bought more | +102K | +$7.2M |
| QQQ | Trimmed | -197 | +$6.6M |
| SPSM | Bought more | +63K | +$5.7M |
| FBND | Trimmed | -119K | -$5.4M |
| AIQ | Bought more | +11K | +$5.2M |
| EMBD | Trimmed | -212K | -$4.9M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| LMT | June 30, 2025 | 1,709 | $763,427 | 22.8% |
| TSM | Dec. 31, 2025 | 1,399 | $390,727 | 38.3% |
| IWS | June 30, 2026 | 2,432 | $354,440 | No longer tracked |
| ORCL | March 31, 2026 | 1,593 | $310,492 | -0.4% |
| IYF | March 31, 2026 | 2,408 | $310,463 | No longer tracked |
| GVI | Sept. 30, 2025 | 2,896 | $309,264 | No longer tracked |
| ED | June 30, 2025 | 2,404 | $265,858 | 7.6% |
| ARKK | March 31, 2025 | 4,629 | $262,788 | No longer tracked |
| ISRG | Sept. 30, 2025 | 468 | $254,316 | -16.5% |
| GS | June 30, 2025 | 455 | $248,562 | 44.7% |
| MRVL | March 31, 2025 | 2,247 | $248,181 | 300.1% |
| UNH | June 30, 2025 | 461 | $241,449 | 24.2% |
| ISRG | March 31, 2026 | 421 | $238,438 | -19.0% |
| PNQI | March 31, 2025 | 5,012 | $234,010 | |
| CSCO | Dec. 31, 2025 | 3,319 | $227,086 | 44.1% |
| NFLX | Dec. 31, 2025 | 185 | $221,800 | -15.1% |
| SCHA | Sept. 30, 2025 | 8,610 | $217,829 | No longer tracked |
| SPY | March 31, 2026 | 313 | $213,441 | No longer tracked |
| WEC | Sept. 30, 2025 | 2,040 | $212,568 | -5.3% |
| ENSG | March 31, 2025 | 1,596 | $212,045 | 39.2% |
| WFC | March 31, 2026 | 2,269 | $211,471 | 6.3% |
| AXP | June 30, 2025 | 773 | $207,976 | 5.1% |
| MRSH | June 30, 2025 | 851 | $207,670 | -12.6% |
| META | March 31, 2026 | 309 | $203,968 | -4.1% |
| WAB | March 31, 2025 | 1,068 | $202,482 | 62.8% |
| HL | June 30, 2025 | 13,793 | $76,689 | 247.0% |