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PRUDENT MAN INVESTMENT MANAGEMENT, INC.
PRUDENT MAN INVESTMENT MANAGEMENT, INC.
Latest filing: 2026-06-30
PRUDENT MAN INVESTMENT MANAGEMENT, INC. runs PRUDENT MAN INVESTMENT MANAGEMENT, INC. and currently holds 169 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $293.12M. Their top holdings are DFAC, DUSB, DFAI, DFUV, DFAU. The top five represent 85.7% of reported portfolio weight. PRUDENT MAN INVESTMENT MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. They trimmed 11 positions. Their current best-performing preview position is INTC with returns of +258.81%.
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169 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 32.05% | $36.45 | $45.61 | +25.13% | Trimmed -0.40% |
 DUSB DIMENSIONAL ETF TRUST | 27.15% | $50.61 | $50.73 | +0.24% | Trimmed -1.62% |
 DFAI DIMENSIONAL ETF TRUST | 13.52% | $33.72 | $43.33 | +28.50% | Trimmed -1.46% |
 DFUV DIMENSIONAL ETF TRUST | 7.49% | $41.26 | $57.42 | +39.17% | Trimmed -1.71% |
 DFAU DIMENSIONAL ETF TRUST | 5.44% | $40.49 | $53.04 | +30.98% | Trimmed -6.70% |
 DFAE DIMENSIONAL ETF TRUST | 3.80% | $29.98 | $39.48 | +31.69% | Trimmed -1.64% |
 DFLV DIMENSIONAL ETF TRUST | 3.52% | $34.21 | $42.02 | +22.83% | Trimmed -0.99% |
 AAPL APPLE INC | 1.32% | $250.57 | $309.35 | +23.46% | Held |
 DFAW DIMENSIONAL ETF TRUST | 0.99% | $65.12 | $85.32 | +31.02% | Trimmed -1.00% |
 DFAX DIMENSIONAL ETF TRUST | 0.48% | $24.86 | $38.13 | +53.38% | Held |
Showing 1-10 of 169