AI Portfolio Summary
In 2025 Q4, Prudent Man Advisors, LLC maintained a portfolio of 140 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.8%. Conversely, Prudent Man Advisors, LLC completely exited their position in GALLAGHER ARTHUR J &.
Total Positions
140
Quarter
2025 Q4
Top Holding
VTI (16.3%)
Top 10 Concentration
50.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 140
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 16.32% | 15.88% |
#1
Prev: #1
|
8.5 | 2,350 | 1.8% |
P
S
|
133,725 | $44,833,981 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 9.53% | 9.76% |
#2
Prev: #2
|
3.8 | -2,763 | -0.8% |
P
S
|
353,591 | $26,190,485 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 3.85% | 3.96% |
#3
Prev: #3
|
1.6 | -2,871 | -3.9% |
P
S
|
70,919 | $10,565,513 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYG
ISHARES TR
|
ETF | 3.75% | 3.88% |
#4
Prev: #4
|
1.5 | -1,986 | -1.5% |
P
S
|
127,848 | $10,308,384 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.50% | 3.43% |
#5
Prev: #5
|
1.4 | -1,333 | -0.9% |
P
S
|
148,459 | $9,618,848 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.01% | 3.16% |
#6
Prev: #6
|
1.2 | -1,598 | -3.5% |
P
S
|
44,349 | $8,271,089 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.85% | 2.74% |
#7
1
Prev: #8
|
1.1 | -485 | -1.7% |
P
S
|
28,290 | $7,820,195 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.75% | 2.54% |
#8
1
Prev: #9
|
3.1 | 8,325 | 9.5% |
P
S
|
95,768 | $7,547,476 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.53% | 2.79% |
#9
2
Prev: #7
|
1.0 | -257 | -1.8% |
P
S
|
14,379 | $6,953,972 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.16% | 1.73% |
#10
2
Prev: #12
|
0.9 | -382 | -2.0% |
P
S
|
18,920 | $5,937,096 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.99% | 1.90% |
#11
1
Prev: #10
|
2.8 | 136 | 0.6% |
P
S
|
23,626 | $5,453,353 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.84% | 1.85% |
#12
1
Prev: #11
|
0.7 | -1,150 | -1.7% |
P
S
|
67,057 | $5,058,780 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.58% | 1.59% |
#13
Prev: #13
|
0.6 | -244 | -1.8% |
P
S
|
13,461 | $4,337,403 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 1.44% | 1.43% |
#14
Prev: #14
|
0.6 | -58 | -0.4% |
P
S
|
16,035 | $3,947,176 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.40% | 1.38% |
#15
Prev: #15
|
0.6 | -211 | -1.9% |
P
S
|
11,131 | $3,852,439 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.27% | 1.35% |
#16
1
Prev: #17
|
0.5 | -538 | -1.3% |
P
S
|
39,535 | $3,498,452 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.25% | 1.17% |
#17
1
Prev: #18
|
2.5 | 264 | 5.6% |
P
S
|
5,006 | $3,428,810 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.21% | 1.38% |
#18
2
Prev: #16
|
0.5 | -50 | -1.0% |
P
S
|
5,044 | $3,329,494 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 1.21% | 1.15% |
#19
Prev: #19
|
2.5 | 4,150 | 6.3% |
P
S
|
70,534 | $3,320,741 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.88% | 0.30% |
#20
48
Prev: #68
|
2.7 | 28,014 | 176.0% |
P
S
|
43,934 | $2,416,370 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.87% | 0.85% |
#21
1
Prev: #22
|
0.4 | -798 | -3.6% |
P
S
|
21,545 | $2,400,331 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.86% | 0.70% |
#22
6
Prev: #28
|
0.4 | -263 | -3.4% |
P
S
|
7,576 | $2,371,288 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.86% | 0.88% |
#23
3
Prev: #20
|
0.3 | -67 | -1.4% |
P
S
|
4,626 | $2,362,920 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.80% | 0.80% |
#24
Prev: #24
|
0.3 | -20 | -0.1% |
P
S
|
15,304 | $2,196,430 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.77% | 0.71% |
#25
2
Prev: #27
|
0.3 | -98 | -0.8% |
P
S
|
11,982 | $2,127,164 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 0.00% | 0.32% |
Sold All 😨
(Was: #65) |
0.3 | -2,845 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EOG
EOG RES INC
|
Energy | 0.00% | 0.27% |
Sold All 😨
(Was: #76) |
0.3 | -6,479 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYY
SYSCO CORP
|
Consumer Defensive | 0.00% | 0.23% |
Sold All 😨
(Was: #85) |
0.3 | -7,622 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.00% | 0.16% |
Sold All 😨
(Was: #99) |
0.3 | -558 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRIM
PRIMORIS SVCS C...
|
Industrials | 0.00% | 0.08% |
Sold All 😨
(Was: #131) |
0.3 | -1,514 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 140 holdings