Prudent Man Investment Management, Inc.
All 13F Filings
- Location
- Louisville, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 293,116
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 169 | 293,116 | 13F-HR | Prudent Man Investment Management, Inc. |
| Q1 2026 | 5/4/2026 | 169 | 297,252 | 13F-HR | Prudent Man Investment Management, Inc. |
| Q4 2025 | 2/12/2026 | 169 | 297,370 | 13F-HR | Prudent Man Investment Management, Inc. |
| Q3 2025 | 11/5/2025 | 168 | 180,096 | 13F-HR | Prudent Man Investment Management, Inc. |
| Q2 2025 | 8/7/2025 | 169 | 180,139 | 13F-HR | Prudent Man Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.454 K | 2.9% | 0 | 13 | -13 |
| ETFs | 284.6 K | 97.1% | 0 | 4.122 K | -4.122 K |
| Debt | 16 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
293,116
Holdings
169
QoQ value change ($000)
-4,136
(-1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.