StockDriftsStockDriftsTop 50 Prudent Man Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 32.05% | 2.37M | $94.0M | -0.40%(-9.60K) | $36.16(+27.17%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 27.15% | 1.57M | $79.6M | -1.62%(-25.85K) | $50.69(+0.27%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 13.52% | 1.04M | $39.6M | -1.46%(-15.36K) | $33.91(+27.77%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.49% | 471.4K | $22.0M | -1.71%(-8.18K) | $41.57(+37.98%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.44% | 340.9K | $16.0M | -6.70%(-24.50K) | $40.09(+33.61%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.8% | 341.9K | $11.1M | -1.64%(-5.71K) | $30.02(+29.75%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.52% | 301.9K | $10.3M | -0.99%(-3.03K) | $33.55(+24.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.33% | 14.3K | $3.9M | +0.00%(+0) | $232.57(+31.86%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 0.99% | 39.1K | $2.9M | -1.00%(-396) | $65.26(+31.10%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 0.48% | 42.6K | $1.4M | +0.00%(+0) | $25.94(+45.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.00% |
Prudent Man Investment Management, Inc. reports $293.12M in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (32.0%), DUSB (27.1%) and DFAI (13.5%). The top 20 holdings account for 97.94% of reported assets. Its disclosed equity book has returned +21.50% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prudent Man Investment Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054263). View Prudent Man Investment Management, Inc.’s 13F filings on SEC