Prudent Man Investment Management, Inc.

Q3 2025 13F-HR Holdings

Location
Louisville, CO
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
168
Total value ($000)
$180,096
Net value change ($000)
-43 (-0.0%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
—
Top Reduces (Value $000, Stocks/ETFs)
DFAC -22 -0.0%
DFAT -6 -0.7%
DFAI -5 -0.0%
DFUS -2 -0.9%
MGK -1 -0.3%
AAPL -1 -0.0%
DFSV -1 -0.2%
NVDA -1 -0.5%
DUSB -1 0.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type