Institutional Fund
Prudent Man Advisors, LLC
Naperville, ILCIK 18171745 filings on record
Portfolio Value
$333.21M
Q1 2026
Holdings
132
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+21.6%
from $274.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds12.0%
- Vanguard Bd Index Fds7.3%
- Nvidia Corporation3.6%
- Apple Inc3.4%
- Ishares Tr3.3%
- Ishares Tr2.7%
- Other67.7%
Portfolio Holdings
132 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 124.6K | $39.99M | 12.0% | −9.1K | Reduced |
| 2 | Vanguard Bd Index Fds | 332.2K | $24.46M | 7.3% | −21.4K | Reduced |
| 3 | Nvidia Corporation | 67.8K | $11.83M | 3.6% | +23.5K | Added |
| 4 | Apple Inc | 43.6K | $11.20M | 3.4% | +15.4K | Added |
| 5 | Ishares Tr | 136.7K | $10.88M | 3.3% | +8.9K | Added |
| 6 | Ishares Tr | 64.8K | $9.16M | 2.7% | −6.1K | Reduced |
| 7 | Microsoft Corp | 22.2K | $8.23M | 2.5% | +7.9K | Added |
| 8 | Alphabet Inc | 28.3K | $8.12M | 2.4% | +9.4K | Added |
| 9 | Vanguard Tax-Managed Fds | 120.9K | $8.10M | 2.4% | −27.6K | Reduced |
| 10 | Ishares Tr | 12.0K | $7.82M | 2.3% | +7.0K | Added |
122 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio