Prudent Man Investment Management, Inc.

Q4 2025 13F-HR Holdings

Location
Louisville, CO
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$297,370
Net value change ($000)
+117,274 (65.1%)
New positions
28
Sold out positions
25
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFAC 42,540 82.1%
DFAI 25,037 164.8%
DUSB 23,531 41.0%
DFLV 10,431 149014.3%
DFAE 8,152 257.1%
DFUV 3,901 21.1%
DFAU 1,861 12.2%
DFAW 1,031 53.9%
DFUS 343 162.6%
AAPL 332 9.3%
Top Reduces (Value $000, Stocks/ETFs)
AVXC -435 -40.4%
VUSB -368 -21.0%
VTI -298 -29.9%
VTV -124 -26.7%
DFSD -86 -100.0%
VOO -72 -22.9%
ACN -70 -100.0%
ORCL -58 -41.7%
VXUS -54 -14.2%
AVGE -22 -59.5%
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