Prudent Man Advisors, LLC
CIK 1817174 · View on SEC EDGAR ↗
- Portfolio value
- $434.3M
- Positions
- 141
- As of
- June 30, 2026
#4,157 of 9,443 by 13F value · top 44.0%
Portfolio value QoQ: +30.7% 13F does not disclose cash
- Top 10 holdings weight
- 39.02%
- Top 25 holdings weight
- 62.18%
- Positions above 1%
- 26
- Effective number of positions
- 38.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.28% Est. buys $75,806,768 · sells $16,412,816
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 64.4% still held
- New positions
- 15
- Increased
- 104
- Decreased
- 18
- Closed
- 8
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
17.7%
Industrials
7.1%
Health Care
5.0%
Communication Services
4.9%
Retail
4.0%
Financials
3.5%
Financial Services
3.4%
Consumer Discretionary
2.6%
Energy
1.7%
Real Estate
1.4%
Utilities
1.4%
Materials
1.2%
Consumer Staples
1.1%
Communications
1.0%
Telecommunication
0.6%
Consumer products
0.3%
Packaging
0.2%
Other/Unmapped
42.9%
Full portfolio 141 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $43,340,935 | 9.98% | 117,125 | $3,352,289 | Down ×2 | ||
| BND Vanguard Total Bond Market ETF | $25,484,135 | 5.87% | 347,148 | $1,023,578 | Up ×1 | ||
| HYG | $17,467,447 | 4.02% | 218,425 | $6,588,174 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $15,045,167 | 3.46% | 75,192 | $3,213,173 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $14,134,230 | 3.25% | 48,371 | $2,936,121 | Up ×2 | ||
| VEA | $12,642,634 | 2.91% | 171,924 | $4,542,186 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $11,038,029 | 2.54% | 31,240 | $2,919,030 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $10,558,291 | 2.43% | 9,147 | $6,794,416 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $10,126,352 | 2.33% | 42,487 | $2,377,667 | Up ×6 | ||
| IVV | $9,626,232 | 2.22% | 12,854 | $1,809,268 | Up ×3 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $9,543,925 | 2.20% | 58,312 | $384,152 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $9,212,102 | 2.12% | 24,696 | $982,112 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7,597,329 | 1.75% | 23,210 | $1,464,387 | Up ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $7,375,172 | 1.70% | 60,741 | $5,815,625 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $7,117,943 | 1.64% | 18,843 | $1,824,084 | Up ×2 | ||
| BSV | $7,048,751 | 1.62% | 90,473 | $-93,773 | Down ×2 | ||
| VXUS Vanguard Total International Stock ETF | $6,882,372 | 1.58% | 80,505 | $829,777 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $6,768,003 | 1.56% | 9,361 | $3,262,263 | Down ×1 | ||
| JNK | $6,522,707 | 1.50% | 67,684 | $5,457,056 | Up ×1 | ||
| GLW Corning Incorporated Common Stock | $6,105,543 | 1.41% | 23,903 | $2,132,092 | Down ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $6,100,747 | 1.40% | 130,330 | $705,065 | Up ×6 | ||
| SRLN | $5,443,179 | 1.25% | 135,100 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $5,383,064 | 1.24% | 15,063 | $1,551,615 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4,798,317 | 1.10% | 8,260 | Up ×1 | |||
| BAC Bank of America Corporation Common Stock | $4,717,089 | 1.09% | 82,785 | $1,148,199 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $4,431,894 | 1.02% | 3,695 | $1,703,856 | Up ×3 | ||
| GSIE | $4,240,960 | 0.98% | 92,800 | $3,851,065 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $4,096,501 | 0.94% | 36,169 | $35,155 | Up ×2 | ||
| BRKB | $4,038,110 | 0.93% | 7,995 | $593,177 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $3,913,083 | 0.90% | 21,630 | $690,110 | Up ×2 | ||
| MS Morgan Stanley Common Stock | $3,752,477 | 0.86% | 17,951 | $687,361 | Down ×1 | ||
| VNQ | $3,679,769 | 0.85% | 38,160 | $433,881 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3,655,311 | 0.84% | 28,446 | $618,229 | Up ×2 | ||
| IWM | $3,553,122 | 0.82% | 11,826 | $648,546 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $3,016,373 | 0.69% | 5,873 | $711,441 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,995,576 | 0.69% | 5,318 | $-1,393,233 | Down ×1 | ||
| V Visa Inc. | $2,908,374 | 0.67% | 8,477 | $650,641 | Up ×2 | ||
| EMR Emerson Electric Company Common Stock | $2,789,278 | 0.64% | 19,485 | $507,958 | Up ×2 | ||
| BLK BlackRock, Inc. Common Stock | $2,725,061 | 0.63% | 2,834 | $279,432 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,580,026 | 0.59% | 2,758 | $96,922 | Up ×2 | ||
| VYM | $2,552,185 | 0.59% | 16,150 | $257,820 | Up ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $2,533,682 | 0.58% | 14,215 | $769,558 | Up ×2 | ||
| VOO | $2,532,955 | 0.58% | 3,688 | $1,662,325 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $2,445,081 | 0.56% | 8,208 | $1,716,271 | Up ×3 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $2,387,077 | 0.55% | 4,258 | $1,382,685 | Up ×2 | ||
| SBUX Starbucks Corporation - Common Stock | $2,370,644 | 0.55% | 13,608 | $373,378 | Up ×2 | ||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $2,357,390 | 0.54% | 69,335 | $1,149,941 | Up ×3 | ||
| PWR Quanta Services, Inc. Common Stock | $2,342,290 | 0.54% | 3,253 | $-189,790 | Down ×1 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $2,339,072 | 0.54% | 2,726 | Up ×1 | |||
| FCX Freeport-McMoRan, Inc. Common Stock | $2,327,873 | 0.54% | 37,015 | $421,402 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $2,312,682 | 0.53% | 5,337 | $834,582 | Down ×5 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2,271,220 | 0.52% | 5,330 | Up ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $2,219,054 | 0.51% | 5,580 | Up ×1 | |||
| PLD Prologis, Inc. Common Stock | $2,163,591 | 0.50% | 15,971 | $230,855 | Up ×2 | ||
| LH Labcorp Holdings Inc. Common Stock | $2,141,440 | 0.49% | 7,648 | $279,106 | Up ×2 | ||
| AME AMETEK, Inc. | $2,109,717 | 0.49% | 8,720 | $395,909 | Up ×2 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $2,070,454 | 0.48% | 7,125 | $-74,998 | Up ×2 | ||
| OKE ONEOK, Inc. Common Stock | $1,988,405 | 0.46% | 22,871 | $86,238 | Up ×2 | ||
| DAL Delta Air Lines, Inc. Common Stock | $1,945,693 | 0.45% | 20,774 | $683,238 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $1,916,581 | 0.44% | 13,078 | $191,275 | Up ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $1,900,986 | 0.44% | 3,827 | $370,693 | Up ×3 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $1,891,009 | 0.44% | 4,122 | $244,063 | Up ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1,882,602 | 0.43% | 11,224 | $-302,550 | Up ×2 | ||
| ABT Abbott Laboratories Common Stock | $1,872,511 | 0.43% | 20,636 | $-71,340 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,858,452 | 0.43% | 15,822 | $745,268 | Up ×2 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $1,830,984 | 0.42% | 7,372 | $512,924 | Up ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $1,721,335 | 0.40% | 17,884 | $105,332 | Up ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $1,629,283 | 0.38% | 3,199 | $-265,980 | Up ×3 | ||
| BKLN | $1,627,563 | 0.37% | 79,900 | ||||
| EVRG Evergy, Inc. - Common Stock | $1,531,453 | 0.35% | 17,719 | $180,428 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1,459,482 | 0.34% | 3,470 | $317,838 | Up ×2 | ||
| DE Deere & Company Common Stock | $1,455,940 | 0.34% | 1,536 | $262,735 | Up ×2 | ||
| ALB Albemarle Corporation Common Stock | $1,412,009 | 0.33% | 10,457 | $-266,417 | Up ×2 | ||
| EQT EQT Corporation Common Stock | $1,367,373 | 0.31% | 25,717 | $-168,387 | Up ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,365,705 | 0.31% | 2,724 | $112,795 | Up ×2 | ||
| COP ConocoPhillips Common Stock | $1,279,332 | 0.29% | 12,306 | $-239,592 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,181,039 | 0.27% | 8,054 | $133,849 | Up ×2 | ||
| XBI XBI | $1,170,259 | 0.27% | 7,395 | $208,963 | Down ×2 | ||
| RTX RTX Corporation Common Stock | $1,162,096 | 0.27% | 6,125 | $113,492 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $1,143,738 | 0.26% | 13,840 | $166,605 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $1,102,801 | 0.25% | 6,653 | $-123,082 | Up ×2 | ||
| KRE | $1,082,181 | 0.25% | 14,458 | $123,759 | Down ×2 | ||
| CRM Salesforce, Inc. Common Stock | $1,081,267 | 0.25% | 6,902 | $-99,794 | Up ×2 | ||
| VLO Valero Energy Corporation Common Stock | $1,079,524 | 0.25% | 4,145 | $177,188 | Up ×2 | ||
| VWO | $990,468 | 0.23% | 14,128 | $89,534 | Down ×6 | ||
| NEE NextEra Energy, Inc. Common Stock | $966,523 | 0.22% | 11,012 | $48,311 | Up ×2 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $957,521 | 0.22% | 5,332 | $76,114 | Up ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $926,823 | 0.21% | 21,890 | $-54,336 | Up ×2 | ||
| BWA BorgWarner Inc. Common Stock | $901,247 | 0.21% | 13,573 | $239,004 | Up ×2 | ||
| VTR Ventas, Inc. Common Stock | $891,730 | 0.21% | 10,042 | $146,142 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $801,335 | 0.18% | 1,928 | $337,814 | Up ×2 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $799,381 | 0.18% | 5,843 | $112,915 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $794,933 | 0.18% | 5,871 | $-23,135 | Up ×1 | ||
| GD General Dynamics Corporation Common Stock | $789,601 | 0.18% | 2,229 | $111,741 | Up ×2 | ||
| NEM Newmont Corporation | $769,616 | 0.18% | 8,240 | $-28,078 | Up ×2 | ||
| DOV Dover Corporation Common Stock | $752,908 | 0.17% | 3,357 | $137,980 | Up ×2 | ||
| SPIB | $749,225 | 0.17% | 22,395 | $-1,903 | |||
| RF Regions Financial Corporation Common Stock | $748,930 | 0.17% | 24,799 | $171,051 | Up ×2 | ||
| SCHP | $741,364 | 0.17% | 27,971 | $26,726 | Up ×2 | ||
| FNB F.N.B. Corporation Common Stock | $730,287 | 0.17% | 38,275 | $169,097 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AMZN | $10,126,352 | 2.33% | up ×6 |
| IVV | $9,626,232 | 2.22% | up ×3 |
| VMBS | $6,100,747 | 1.40% | up ×6 |
| BAC | $4,717,089 | 1.09% | up ×3 |
| LLY | $4,431,894 | 1.02% | up ×3 |
| GSIE | $4,240,960 | 0.98% | up ×3 |
| MRVL | $2,445,081 | 0.56% | up ×3 |
| CMG | $2,357,390 | 0.54% | up ×3 |
| VRTX | $1,900,986 | 0.44% | up ×3 |
| NOC | $1,629,283 | 0.38% | up ×3 |
| VICI | $585,295 | 0.13% | up ×5 |
| MDT | $493,005 | 0.11% | up ×3 |
| WELL | $460,749 | 0.11% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SRLN | $5,443,179 | 135,100 | 1.25% |
| AMD | $4,798,317 | 8,260 | 1.10% |
| LITE | $2,339,072 | 2,726 | 0.54% |
| ETN | $2,271,220 | 5,330 | 0.52% |
| ISRG | $2,219,054 | 5,580 | 0.51% |
| BKLN | $1,627,563 | 79,900 | 0.37% |
| INTC | $335,000 | 1,600 | 0.08% |
| PENG | $313,237 | 4,121 | 0.07% |
| SITM | $254,982 | 342 | 0.06% |
| BE | $247,306 | 817 | 0.06% |
| MYRG | $231,685 | 463 | 0.05% |
| CRS | $213,427 | 346 | 0.05% |
| O | $201,246 | 3,248 | 0.05% |
| STGW | $118,932 | 16,007 | 0.03% |
| NTSK | $112,901 | 10,320 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MU | Trimmed | -2K | +$6.8M |
| HYG | Bought more | +82K | +$6.6M |
| VTWO | Bought more | +45K | +$5.8M |
| VEA | Bought more | +51K | +$4.5M |
| VTI | Trimmed | -8K | +$3.4M |
| AMAT | Trimmed | -896 | +$3.3M |
| NVDA | Bought more | +7K | +$3.2M |
| AAPL | Bought more | +5K | +$2.9M |
| GOOG | Bought more | +3K | +$2.9M |
| AMZN | Bought more | +5K | +$2.4M |
2 positions hidden (data completeness check)
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 |
|---|---|---|---|---|
| SRLN | Sept. 30, 2025 | 110,500 | $4,595,695 | No longer tracked |
| DIS | Sept. 30, 2025 | 12,690 | $1,573,687 | -5.7% |
| ICSH | March 31, 2025 | 29,655 | $1,495,502 | No longer tracked |
| BSX | June 30, 2026 | 18,543 | $1,163,573 | 20.6% |
| BDX | Sept. 30, 2025 | 6,432 | $1,107,912 | 27.4% |
| BKLN | Sept. 30, 2025 | 47,700 | $997,884 | No longer tracked |
| ABBV | Sept. 30, 2025 | 5,045 | $936,453 | 14.6% |
| AJG | Dec. 31, 2025 | 2,845 | $881,210 | 0.6% |
| SRE | March 31, 2025 | 9,685 | $849,568 | 21.5% |
| TSM | Sept. 30, 2025 | 3,631 | $822,385 | 47.8% |
| WMB | Sept. 30, 2025 | 13,057 | $820,110 | 15.8% |
| HON | June 30, 2026 | 3,628 | $820,037 | -1.2% |
| EOG | Dec. 31, 2025 | 6,479 | $726,425 | 45.7% |
| CMCSA | Sept. 30, 2025 | 19,270 | $687,746 | -15.2% |
| ITT | Sept. 30, 2025 | 4,169 | $653,824 | 18.6% |
| SYY | Dec. 31, 2025 | 7,622 | $627,595 | 14.2% |
| KO | March 31, 2026 | 7,237 | $584,858 | 19.8% |
| REXR | Sept. 30, 2025 | 16,205 | $576,412 | -8.4% |
| EA | March 31, 2026 | 2,738 | $559,456 | No longer tracked |
| CBRE | Sept. 30, 2025 | 3,605 | $505,133 | -2.4% |
| PSA | Sept. 30, 2025 | 1,696 | $497,640 | 12.7% |
| LEN | June 30, 2025 | 4,168 | $478,403 | -22.4% |
| TIP | March 31, 2026 | 4,197 | $461,292 | No longer tracked |
| COOP | Sept. 30, 2025 | 3,079 | $459,418 | No longer tracked |
| O | Sept. 30, 2025 | 7,898 | $455,004 | 4.1% |
| GS | Dec. 31, 2025 | 558 | $444,363 | 15.7% |
| EPRT | Sept. 30, 2025 | 12,882 | $411,065 | 4.9% |
| QCOM | March 31, 2026 | 2,336 | $399,573 | 25.8% |
| ICSH | June 30, 2026 | 7,607 | $385,066 | No longer tracked |
| TGT | March 31, 2026 | 3,385 | $330,884 | 32.2% |
| VTR | Sept. 30, 2025 | 5,012 | $316,508 | 32.3% |
| ASML | Sept. 30, 2025 | 378 | $302,925 | 81.1% |
| AVB | Sept. 30, 2025 | 1,464 | $297,924 | No longer tracked |
| MPC | Sept. 30, 2025 | 1,755 | $291,523 | 89.1% |
| SPG | Sept. 30, 2025 | 1,802 | $289,690 | 18.4% |
| SAP | Sept. 30, 2025 | 945 | $287,375 | -19.1% |
| MGNI | Sept. 30, 2025 | 11,360 | $274,003 | 7.9% |
| FLR | Sept. 30, 2025 | 5,190 | $266,091 | 27.6% |
| DY | Sept. 30, 2025 | 1,086 | $265,408 | 36.9% |
| FN | Sept. 30, 2025 | 889 | $261,971 | 21.6% |
| ENSG | Sept. 30, 2025 | 1,675 | $258,386 | 6.1% |
| MYRG | Sept. 30, 2025 | 1,407 | $255,300 | 54.9% |
| LW | June 30, 2025 | 4,778 | $254,667 | 4.4% |
| NPO | Sept. 30, 2025 | 1,328 | $254,378 | 39.1% |
| PRIM | March 31, 2025 | 3,273 | $250,057 | 39.3% |
| SHEL | Sept. 30, 2025 | 3,488 | $245,590 | 32.3% |
| CXT | March 31, 2026 | 5,098 | $239,963 | 19.1% |
| CCI | Sept. 30, 2025 | 2,304 | $236,690 | -21.3% |
| GSHD | June 30, 2025 | 1,996 | $235,648 | -35.9% |
| MMSI | June 30, 2025 | 2,222 | $234,888 | -1.8% |
| NVO | March 31, 2025 | 2,721 | $234,060 | -33.0% |
| CARG | March 31, 2025 | 6,206 | $226,767 | 26.8% |
| SONY | Sept. 30, 2025 | 8,622 | $224,431 | -18.0% |
| AZN | Sept. 30, 2025 | 3,201 | $223,686 | 112.9% |
| MOD | June 30, 2026 | 1,024 | $221,911 | -28.0% |
| ITGR | Sept. 30, 2025 | 1,801 | $221,469 | 21.3% |
| DD | March 31, 2026 | 5,481 | $220,336 | 205.1% |
| FN | June 30, 2026 | 422 | $220,081 | -21.1% |
| BOOT | Sept. 30, 2025 | 1,443 | $219,336 | -0.7% |
| KTB | March 31, 2025 | 2,549 | $217,710 | 23.9% |
| RY | Sept. 30, 2025 | 1,641 | $215,874 | 40.0% |
| DY | June 30, 2026 | 637 | $215,828 | -21.0% |
| CTRE | Sept. 30, 2025 | 7,049 | $215,699 | 15.7% |
| NTST | Sept. 30, 2025 | 12,737 | $215,637 | 14.2% |
| PRGS | Sept. 30, 2025 | 3,374 | $215,396 | 0.2% |
| ACA | March 31, 2025 | 2,217 | $214,473 | 88.2% |
| RY | March 31, 2025 | 1,763 | $212,459 | 83.0% |
| CRS | Sept. 30, 2025 | 766 | $211,707 | 103.0% |
| PRIM | June 30, 2026 | 1,464 | $209,411 | -19.3% |
| MAA | Sept. 30, 2025 | 1,409 | $208,546 | -5.8% |
| PRIM | Dec. 31, 2025 | 1,514 | $207,918 | -35.6% |
| TM | Sept. 30, 2025 | 1,206 | $207,746 | 0.3% |
| RAMP | Sept. 30, 2025 | 6,287 | $207,722 | 38.6% |
| AMH | June 30, 2025 | 5,461 | $206,480 | -4.2% |
| SUI | Sept. 30, 2025 | 1,632 | $206,432 | -5.1% |
| GLPI | Sept. 30, 2025 | 4,422 | $206,419 | -7.1% |
| WY | Sept. 30, 2025 | 8,004 | $205,623 | -0.3% |
| SITM | March 31, 2026 | 576 | $203,437 | 76.6% |
| ATRC | June 30, 2025 | 6,248 | $201,560 | 45.7% |
| GTLS | June 30, 2025 | 1,394 | $201,238 | No longer tracked |
| MUFG | Sept. 30, 2025 | 14,498 | $198,913 | 35.5% |
| DOC | Sept. 30, 2025 | 11,254 | $197,058 | 8.9% |
| ADEA | June 30, 2025 | 14,035 | $185,543 | 92.2% |
| SMFG | March 31, 2025 | 11,883 | $172,185 | 59.3% |
| BBVA | Sept. 30, 2025 | 11,045 | $169,762 | 48.7% |
| CMCO | Sept. 30, 2025 | 10,465 | $159,801 | 20.1% |
| LYG | Sept. 30, 2025 | 35,402 | $150,459 | 30.9% |
| LBRT | Sept. 30, 2025 | 11,924 | $136,888 | 63.7% |
| MFG | Sept. 30, 2025 | 20,870 | $116,037 | 51.9% |
| TALO | Sept. 30, 2025 | 13,546 | $114,870 | 91.9% |
| PTEN | Sept. 30, 2025 | 16,006 | $94,916 | 135.9% |
| PAYO | June 30, 2026 | 14,589 | $70,465 | 0.0% |