Prudent Man Investment Management, Inc.

Q3 2026 13F-HR Holdings

Location
Louisville, CO
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
261
Total value ($000)
$353,965
Net value change ($000)
+60,849 (20.8%)
New positions
101
Sold out positions
8
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 22,685 24.1%
DFAI 10,460 26.4%
DFLV 5,243 50.8%
DFUV 4,850 22.1%
DFAE 4,248 38.1%
DUSB 3,734 4.7%
DFAU 2,685 16.8%
DFA INVT DIMENSIONS GROUP IN 1,095 NEW
AAPL 1,000 25.7%
DFAW 534 18.5%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -577 -100.0%
VUSB -340 -24.6%
XOM -195 -100.0%
AVXC -71 -11.0%
VT -64 -38.8%
ORCL -43 -53.1%
SNPE -37 -55.2%
AXP -29 -17.5%
PLTR -22 -62.9%
ITW -22 -81.5%
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