# Prudent Man Investment Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2054263. Source: https://holderbook.com/funds/2054263-prudent-man-investment-management-inc/

- Reported value: $293.1M
- Positions: 169
- Weight of the ten largest: 95.8%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $94.0M | 2,373,152 | 32.1% | 7 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $79.6M | 1,571,347 | 27.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $39.6M | 1,040,170 | 13.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $22.0M | 471,441 | 7.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $16.0M | 340,877 | 5.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $11.1M | 341,941 | 3.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $10.3M | 301,855 | 3.5% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.9M | 14,286 | 1.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFAW](https://holderbook.com/stocks/DFAW/) | $2.9M | 39,079 | 1.0% | 7 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $1.4M | 42,556 | 0.5% | 7 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $1.4M | 27,772 | 0.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $900.1K | 15,118 | 0.3% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $699.7K | 2,087 | 0.2% | 7 |
| AMERICAN CENTY ETF TR | [AVXC](https://holderbook.com/stocks/AVXC/) | $643.2K | 10,086 | 0.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $576.9K | 17,539 | 0.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $553.8K | 7,466 | 0.2% | 7 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $494.5K | 1,198 | 0.2% | 7 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $380.9K | 1,825 | 0.1% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $363.7K | 1,950 | 0.1% | 7 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $343.7K | 4,729 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $340.0K | 1,780 | 0.1% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $330.8K | 2,969 | 0.1% | 7 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $326.9K | 4,333 | 0.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $309.2K | 4,438 | 0.1% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $308.8K | 639 | 0.1% | 7 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $246.7K | 510 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $242.1K | 386 | 0.1% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $194.7K | 1,618 | 0.1% | 7 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $166.1K | 449 | 0.1% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $165.3K | 1,172 | 0.1% | 7 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $143.7K | 260 | 0.0% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $130.8K | 191 | 0.0% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $128.8K | 189 | 0.0% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $121.8K | 389 | 0.0% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $92.7K | 1,685 | 0.0% | 7 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $91.5K | 804 | 0.0% | 7 |
| PUBLIC SVC ENTERPRISE GROUP | [PEG](https://holderbook.com/stocks/PEG/) | $91.1K | 1,134 | 0.0% | 7 |
| DIMENSIONAL ETF TRUST | [DEXC](https://holderbook.com/stocks/DEXC/) | $89.3K | 1,475 | 0.0% | 3 |
| XCEL ENERGY INC | [XEL](https://holderbook.com/stocks/XEL/) | $87.0K | 1,178 | 0.0% | 7 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $82.6K | 94 | 0.0% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $81.4K | 162 | 0.0% | 7 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $81.1K | 416 | 0.0% | 7 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $80.0K | 138 | 0.0% | 7 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $77.7K | 2,371 | 0.0% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $76.3K | 71 | 0.0% | 7 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $74.6K | 800 | 0.0% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $72.4K | 350 | 0.0% | 7 |
| DBX ETF TR | [SNPE](https://holderbook.com/stocks/SNPE/) | $66.7K | 1,068 | 0.0% | 7 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $66.0K | 460 | 0.0% | 7 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $64.2K | 60 | 0.0% | 7 |
| INTERDIGITAL INC | [IDCC](https://holderbook.com/stocks/IDCC/) | $63.7K | 200 | 0.0% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $62.5K | 194 | 0.0% | 7 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $56.8K | 373 | 0.0% | 7 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $54.5K | 248 | 0.0% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $52.9K | 229 | 0.0% | 7 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $52.4K | 185 | 0.0% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $49.1K | 215 | 0.0% | 7 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $48.4K | 970 | 0.0% | 7 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $48.2K | 200 | 0.0% | 7 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $38.8K | 127 | 0.0% | 7 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $35.6K | 1,190 | 0.0% | 7 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $35.2K | 198 | 0.0% | 3 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $32.7K | 261 | 0.0% | 3 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $31.8K | 838 | 0.0% | 7 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $31.6K | 300 | 0.0% | 7 |
| PPG INDS INC | [PPG](https://holderbook.com/stocks/PPG/) | $30.7K | 300 | 0.0% | 7 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $30.3K | 1,127 | 0.0% | 7 |
| DIMENSIONAL ETF TRUST | [DFIS](https://holderbook.com/stocks/DFIS/) | $29.4K | 893 | 0.0% | 7 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $28.9K | 180 | 0.0% | 7 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $26.6K | 108 | 0.0% | 7 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $26.5K | 300 | 0.0% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $25.4K | 52 | 0.0% | 7 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $22.8K | 111 | 0.0% | 7 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $22.5K | 21 | 0.0% | 7 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $22.3K | 417 | 0.0% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $22.1K | 63 | 0.0% | 7 |
| BARRETT BUSINESS SVCS INC | [BBSI](https://holderbook.com/stocks/BBSI/) | $21.8K | 601 | 0.0% | 7 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $21.2K | 520 | 0.0% | 7 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $20.4K | 83 | 0.0% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $19.8K | 65 | 0.0% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $19.2K | 520 | 0.0% | 7 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $16.8K | 58 | 0.0% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $16.8K | 117 | 0.0% | 7 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $16.8K | 263 | 0.0% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $16.3K | 47 | 0.0% | 7 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $16.2K | 132 | 0.0% | 7 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $16.1K | 204 | 0.0% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $15.8K | 24 | 0.0% | 3 |
| AMERICAN CENTY ETF TR | [AVGE](https://holderbook.com/stocks/AVGE/) | $14.5K | 169 | 0.0% | 7 |
| KEYCORP | [KEY](https://holderbook.com/stocks/KEY/) | $14.3K | 693 | 0.0% | 3 |
| FIRSTENERGY CORP | [FE](https://holderbook.com/stocks/FE/) | $13.4K | 300 | 0.0% | 7 |
| BAXTER INTL INC | [BAX](https://holderbook.com/stocks/BAX/) | $13.4K | 700 | 0.0% | 7 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $13.2K | 575 | 0.0% | 7 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $13.0K | 60 | 0.0% | 3 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $12.3K | 470 | 0.0% | 7 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $11.6K | 84 | 0.0% | 7 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $11.5K | 100 | 0.0% | 7 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $10.5K | 100 | 0.0% | 3 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $10.4K | 180 | 0.0% | 7 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $10.4K | 51 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.0% | +14.8% | -5.8% | 100% |
| Q1 2026 | +0.1% | -4.6% | +4.7% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.2% | 109% |
| Q3 2025 | +5.1% | +7.8% | -2.7% | 104% |
| Q2 2025 | +5.3% | +10.5% | -5.2% | 99% |
| Q1 2025 | -1.4% | -4.6% | +3.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $293.1M | 169 |
| Q1 2026 | $297.3M | 169 |
| Q4 2025 | $297.4M | 169 |
| Q3 2025 | $180.1M | 168 |
| Q2 2025 | $180.1M | 169 |
| Q1 2025 | $180.5M | 169 |
| Q4 2024 | $180.7M | 169 |