Prudent Man Investment Management, Inc.
CIK 2054263 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $293.1M
- 持仓
- 169
- 截至
- 2026年6月30日
按 13F 价值排名第 5248（共 9443） · 前 55.6%
投资组合价值同比（季度）：-1.4% 13F不披露现金
- 前十大持仓权重
- 95.77%
- 前二十五大持仓权重
- 98.49%
- 持仓高于 1%
- 8
- 有效持仓数量
- 4.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.0% 估计买入 $0 · 卖出 $4135925
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 85.8% 仍持有
- 新仓位
- 0
- 增加
- 0
- 减少
- 12
- 已结清
- 26
本页内容
行业细分
Technology
1.7%
Financials
0.2%
Retail
0.2%
Industrials
0.1%
Energy
0.1%
Financial Services
0.1%
Communication Services
0.1%
Utilities
0.1%
Healthcare
0.1%
Consumer Staples
0.0%
Consumer Discretionary
0.0%
Materials
0.0%
Telecommunication
0.0%
Consumer products
0.0%
Packaging
0.0%
其他/未映射
97.1%
完整投资组合 169 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $93953099 | 32.05% | 2373152 | $-379945 | 下跌 ×1 | ||
| DUSB | $79588706 | 27.15% | 1571347 | $-1309353 | 下跌 ×1 | ||
| DFAI | $39640879 | 13.52% | 1040170 | $-585522 | 下跌 ×1 | ||
| DFUV | $21964437 | 7.49% | 471441 | $-381013 | 下跌 ×1 | ||
| DFAU | $15953044 | 5.44% | 340877 | $-1146413 | 下跌 ×1 | ||
| DFAE | $11137019 | 3.80% | 341941 | $-185844 | 下跌 ×1 | ||
| DFLV | $10326460 | 3.52% | 301855 | $-103520 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3883792 | 1.33% | 14286 | $0 | |||
| DFAW | $2891065 | 0.99% | 39079 | $-29296 | 下跌 ×2 | ||
| DFAX | $1392858 | 0.48% | 42556 | $0 | |||
| VUSB | $1384157 | 0.47% | 27772 | $0 | |||
| DFAT | $900126 | 0.31% | 15118 | $-715 | 下跌 ×1 | ||
| VTI | $699709 | 0.24% | 2087 | $0 | |||
| AVXC Avantis Emerging Markets ex-China Equity ETF | $643191 | 0.22% | 10086 | $0 | |||
| DFSV | $576858 | 0.20% | 17539 | $-395 | 下跌 ×1 | ||
| DFUS | $553754 | 0.19% | 7466 | $0 | |||
| MGK | $494499 | 0.17% | 1198 | $0 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $380933 | 0.13% | 1825 | $0 | |||
| NVDA NVIDIA Corporation - Common Stock | $363681 | 0.12% | 1950 | $0 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $343704 | 0.12% | 4729 | $0 | |||
| VTV | $340040 | 0.12% | 1780 | $0 | |||
| WMT Walmart Inc. - Common Stock | $330757 | 0.11% | 2969 | $0 | |||
| VXUS Vanguard Total International Stock ETF | $326882 | 0.11% | 4333 | $0 | |||
| DFAS | $309196 | 0.11% | 4438 | $-418 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $308838 | 0.11% | 639 | $0 | |||
| LMT Lockheed Martin Corporation Common Stock | $246672 | 0.08% | 510 | $0 | |||
| VOO | $242073 | 0.08% | 386 | $0 | |||
| XOM Exxon Mobil Corporation Common Stock | $194734 | 0.07% | 1618 | $0 | |||
| AXP American Express Company Common Stock | $166108 | 0.06% | 449 | $0 | |||
| VT | $165330 | 0.06% | 1172 | $0 | |||
| CASY Caseys General Stores, Inc. - Common Stock | $143705 | 0.05% | 260 | $0 | |||
| IVV | $130824 | 0.04% | 191 | $0 | |||
| SPY SPY | $128796 | 0.04% | 189 | $0 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $121757 | 0.04% | 389 | $0 | |||
| BAC Bank of America Corporation Common Stock | $92675 | 0.03% | 1685 | $0 | |||
| DIS Walt Disney Company (The) Common Stock | $91472 | 0.03% | 804 | $0 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $91057 | 0.03% | 1134 | $0 | |||
| DEXC | $89267 | 0.03% | 1475 | $0 | |||
| XEL Xcel Energy Inc. - Common Stock | $87008 | 0.03% | 1178 | $0 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $82626 | 0.03% | 94 | $0 | |||
| BRKB | $81430 | 0.03% | 162 | $0 | |||
| ORCL Oracle Corporation Common Stock | $81092 | 0.03% | 416 | $0 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $79965 | 0.03% | 138 | $0 | |||
| SCHE | $77651 | 0.03% | 2371 | $0 | |||
| LLY Eli Lilly and Company Common Stock | $76303 | 0.03% | 71 | $0 | |||
| WFC Wells Fargo & Company Common Stock | $74560 | 0.03% | 800 | $0 | |||
| JNJ Johnson & Johnson Common Stock | $72433 | 0.02% | 350 | $0 | |||
| SNPE | $66671 | 0.02% | 1068 | $0 | |||
| PEP PepsiCo, Inc. - Common Stock | $66020 | 0.02% | 460 | $0 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $64192 | 0.02% | 60 | $0 | |||
| IDCC InterDigital, Inc. - Common Stock | $63676 | 0.02% | 200 | $0 | |||
| JPM JP Morgan Chase & Co. Common Stock | $62511 | 0.02% | 194 | $0 | |||
| CVX Chevron Corporation Common Stock | $56849 | 0.02% | 373 | $0 | |||
| WM Waste Management, Inc. Common Stock | $54489 | 0.02% | 248 | $0 | |||
| AMZN Amazon.com, Inc. - Common Stock | $52858 | 0.02% | 229 | $0 | |||
| EXPE Expedia Group, Inc. - Common Stock | $52413 | 0.02% | 185 | $0 | |||
| ABBV AbbVie Inc. Common Stock | $49126 | 0.02% | 215 | $0 | |||
| DFIV | $48403 | 0.02% | 970 | $0 | |||
| LOW Lowe's Companies, Inc. Common Stock | $48232 | 0.02% | 200 | $0 | |||
| MCD McDonald's Corporation Common Stock | $38816 | 0.01% | 127 | $0 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $35570 | 0.01% | 1190 | $0 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $35195 | 0.01% | 198 | $0 | |||
| ABT Abbott Laboratories Common Stock | $32701 | 0.01% | 261 | $0 | |||
| DISV | $31844 | 0.01% | 838 | $0 | |||
| WEC WEC Energy Group, Inc. Common Stock | $31638 | 0.01% | 300 | $0 | |||
| PPG PPG Industries, Inc. Common Stock | $30738 | 0.01% | 300 | $0 | |||
| SCHX | $30318 | 0.01% | 1127 | $0 | |||
| DFIS | $29416 | 0.01% | 893 | $0 | |||
| PM Philip Morris International Inc Common Stock | $28872 | 0.01% | 180 | $0 | |||
| ITW Illinois Tool Works Inc. Common Stock | $26601 | 0.01% | 108 | $0 | |||
| SRE DBA Sempra Common Stock | $26487 | 0.01% | 300 | $0 | |||
| VUG | $25369 | 0.01% | 52 | $0 | |||
| CAH Cardinal Health, Inc. Common Stock | $22811 | 0.01% | 111 | $0 | |||
| BLK BlackRock, Inc. Common Stock | $22478 | 0.01% | 21 | $0 | |||
| USB U.S. Bancorp Common Stock | $22252 | 0.01% | 417 | $0 | |||
| V Visa Inc. | $22095 | 0.01% | 63 | $0 | |||
| BBSI Barrett Business Services, Inc. - Common Stock | $21776 | 0.01% | 601 | $0 | |||
| VZ Verizon Communications Inc. Common Stock | $21180 | 0.01% | 520 | $0 | |||
| IWM | $20366 | 0.01% | 83 | $0 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $19753 | 0.01% | 65 | $0 | |||
| INTC Intel Corporation - Common Stock | $19188 | 0.01% | 520 | $0 | |||
| TRV The Travelers Companies, Inc. Common Stock | $16824 | 0.01% | 58 | $0 | |||
| PG Procter & Gamble Company (The) Common Stock | $16768 | 0.01% | 117 | $0 | |||
| NKE Nike, Inc. Common Stock | $16756 | 0.01% | 263 | $0 | |||
| AVGO Broadcom Inc. - Common Stock | $16267 | 0.01% | 47 | $0 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $16202 | 0.01% | 132 | $0 | |||
| BSV | $16078 | 0.01% | 204 | $0 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $15843 | 0.01% | 24 | $0 | |||
| AVGE | $14519 | 0.00% | 169 | $0 | |||
| KEY KeyCorp Common Stock | $14304 | 0.00% | 693 | $0 | |||
| FE FirstEnergy Corp. Common Stock | $13431 | 0.00% | 300 | $0 | |||
| BAX Baxter International Inc. Common Stock | $13377 | 0.00% | 700 | $0 | |||
| GOVT | $13240 | 0.00% | 575 | $0 | |||
| BA Boeing Company (The) Common Stock | $13028 | 0.00% | 60 | $0 | |||
| SCHB | $12329 | 0.00% | 470 | $0 | |||
| NVS Novartis AG Common Stock | $11582 | 0.00% | 84 | $0 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $11531 | 0.00% | 100 | $0 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $10526 | 0.00% | 100 | $0 | |||
| MO Altria Group, Inc. | $10379 | 0.00% | 180 | $0 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $10356 | 0.00% | 51 | $0 | |||
| 无匹配项 | |||||||
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DUSB | 削减 | -26K | -$1.3M |
| DFAU | 削减 | -24K | -$1.1M |
| DFAI | 削减 | -15K | -$586K |
| DFUV | 削减 | -8K | -$381K |
| DFAC | 削减 | -10K | -$380K |
| DFAE | 削减 | -6K | -$186K |
| DFLV | 削减 | -3K | -$104K |
| DFAW | 削减 | -396 | -$29K |
| TSLA | 削减 | -30 | -$13K |
| DFAT | 削减 | -12 | -$715 |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| DFSD | 2025年12月31日 | 1839 | $86213 | 不再跟踪 |
| ACN | 2025年12月31日 | 200 | $70358 | -32.0% |
| CORZZ | 2025年12月31日 | 880 | $12338 | |
| FTNT | 2025年12月31日 | 129 | $12188 | 88.2% |
| CAT | 2025年12月31日 | 33 | $11972 | 43.8% |
| CORZW | 2025年12月31日 | 1056 | $8681 | |
| FCX | 2025年12月31日 | 200 | $7616 | 51.8% |
| ULCC | 2025年12月31日 | 1000 | $7110 | 23.5% |
| ADBE | 2025年12月31日 | 13 | $5781 | -22.0% |
| UNP | 2025年12月31日 | 21 | $4789 | 32.4% |
| MBB | 2025年12月31日 | 50 | $4584 | |
| TTE | 2025年12月31日 | 81 | $4415 | 38.9% |
| VCIT | 2025年12月31日 | 49 | $3934 | |
| REGN | 2025年12月31日 | 5 | $3562 | 8.5% |
| SPIB | 2025年12月31日 | 100 | $3276 | 不再跟踪 |
| COP | 2025年12月31日 | 28 | $2777 | 44.7% |
| VO | 2025年12月31日 | 10 | $2642 | 不再跟踪 |
| IWO | 2025年12月31日 | 5 | $1440 | 不再跟踪 |
| VOOG | 2025年12月31日 | 3 | $1099 | 不再跟踪 |
| GRNY | 2025年12月31日 | 50 | $998 | 不再跟踪 |
| ABNB | 2025年12月31日 | 7 | $920 | 36.2% |
| SOXX | 2025年12月31日 | 4 | $862 | 73.1% |
| IWN | 2025年12月31日 | 5 | $821 | 不再跟踪 |
| BABA | 2025年12月31日 | 4 | $340 | -16.7% |
| XYZ | 2025年12月31日 | 4 | $340 | 23.0% |
| ROKU | 2025年12月31日 | 3 | $224 | 45.2% |
| FRSX | 2025年9月30日 | 66 | $98 | -44.3% |