Institutional Fund
Prudent Man Investment Management, Inc.
Louisville, COCIK 20542635 filings on record
Portfolio Value
$297.25M
Q1 2026
Holdings
169
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-0.0%
from $297.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust31.7%
- Dimensnl Ultrashrt Fixed27.2%
- Dimensional ETF Trust13.5%
- Dimensional ETF Trust7.5%
- Dimensional ETF Trust5.8%
- Dimensional ETF Trust3.8%
- Other10.4%
Portfolio Holdings
169 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.38M | $94.33M | 31.7% | −1.1K | Reduced |
| 2 | Dimensnl Ultrashrt Fixed | 1.60M | $80.90M | 27.2% | −185 | Reduced |
| 3 | Dimensional ETF Trust | 1.06M | $40.23M | 13.5% | +3 | Added |
| 4 | Dimensional ETF Trust | 479.6K | $22.35M | 7.5% | −429 | Reduced |
| 5 | Dimensional ETF Trust | 365.4K | $17.10M | 5.8% | 0 | Held |
| 6 | Dimensional ETF Trust | 347.6K | $11.32M | 3.8% | +2 | Added |
| 7 | Dimensional ETF Trust | 304.9K | $10.43M | 3.5% | −248 | Reduced |
| 8 | Apple Inc | 14.3K | $3.88M | 1.3% | 0 | Held |
| 9 | Dimensional World Equity | 39.5K | $2.92M | 1.0% | −317 | Reduced |
| 10 | Dimensional ETF Trust | 42.6K | $1.39M | 0.5% | 0 | Held |
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