Prudent Man Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$333.9M
Q ending 2026-03-31
Prior quarter
$274.7M
Q ending 2025-12-31
Change
+21.6% QoQ · +21.2% YoY
Positions
134
reported holdings
Largest positions
Top 100 of 134 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $40.0M | 125K |
| Vanguard Bd Index Fds | BND | Shares | $24.5M | 332K |
| Nvidia Corporation | NVDA | Shares | $11.8M | 68K |
| Apple Inc | AAPL | Shares | $11.2M | 44K |
| Ishares Tr | HYG | Shares | $10.9M | 137K |
| Ishares Tr | ESGU | Shares | $9.2M | 65K |
| Microsoft Corp | MSFT | Shares | $8.2M | 22K |
| Alphabet Inc | GOOG | Shares | $8.1M | 28K |
| Vanguard Tax-Managed Fds | VEA | Shares | $8.1M | 121K |
| Ishares Tr | IVV | Shares | $7.8M | 12K |
| Amazon Com Inc | AMZN | Shares | $7.7M | 37K |
| Vanguard Bd Index Fds | BSV | Shares | $7.1M | 91K |
| Jpmorgan Chase & Co | JPM | Shares | $6.1M | 21K |
| Vanguard Star Fds | VXUS | Shares | $6.1M | 78K |
| Vanguard Scottsdale Fds | VMBS | Shares | $5.4M | 115K |
| Broadcom Inc | AVGO | Shares | $5.3M | 17K |
| Meta Platforms Inc | META | Shares | $4.4M | 8K |
| Walmart Inc | WMT | Shares | $4.1M | 33K |
| Corning Inc | GLW | Shares | $4.0M | 29K |
| Alphabet Inc | GOOGL | Shares | $3.8M | 13K |
| Micron Technology Inc | MU | Shares | $3.8M | 11K |
| Bank America Corp | BAC | Shares | $3.6M | 73K |
| Applied Matls Inc | AMAT | Shares | $3.5M | 10K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.4M | 7K |
| Vanguard Index Fds | VNQ | Shares | $3.2M | 37K |
| Philip Morris Intl Inc | PM | Shares | $3.2M | 19K |
| Lam Research Corp | LRCX | Shares | $3.1M | 15K |
| Morgan Stanley | MS | Shares | $3.1M | 19K |
| Merck & Co Inc | MRK | Shares | $3.0M | 25K |
| Ishares Tr | IWM | Shares | $2.9M | 12K |
| Eli Lilly & Co | LLY | Shares | $2.7M | 3K |
| Quanta Svcs Inc | PWR | Shares | $2.5M | 5K |
| Costco Wholesale Corporation | COST | Shares | $2.5M | 2K |
| Blackrock Inc | BLK | Shares | $2.4M | 3K |
| Mastercard Incorporated | MA | Shares | $2.3M | 5K |
| Vanguard Whitehall Fds | VYM | Shares | $2.3M | 15K |
| Emerson Elec Co | EMR | Shares | $2.3M | 17K |
| Visa Inc | V | Shares | $2.3M | 7K |
| T-Mobile Us Inc | TMUS | Shares | $2.2M | 10K |
| L3Harris Technologies Inc | LHX | Shares | $2.1M | 6K |
| Starbucks Corp | SBUX | Shares | $2.0M | 13K |
| Abbott Laboratories | ABT | Shares | $1.9M | 19K |
| Prologis Inc. | PLD | Shares | $1.9M | 15K |
| Freeport Mcmoran Inc | FCX | Shares | $1.9M | 32K |
| Oneok Inc New | OKE | Shares | $1.9M | 21K |
| Northrop Grumman Corp | NOC | Shares | $1.9M | 3K |
| Labcorp Holdings Inc | LH | Shares | $1.9M | 7K |
| Booking Holdings Inc | BKNG | Shares | $1.8M | 419 |
| Oracle Corp | ORCL | Shares | $1.7M | 12K |
| Ametek Inc | AME | Shares | $1.7M | 8K |
| Albemarle Corp | ALB | Shares | $1.7M | 9K |
| Ameriprise Finl Inc | AMP | Shares | $1.6M | 4K |
| Disney Walt Co | DIS | Shares | $1.6M | 17K |
| Vanguard Scottsdale Fds | VTWO | Shares | $1.6M | 16K |
| Eqt Corp | EQT | Shares | $1.5M | 24K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $1.5M | 3K |
| Conocophillips | COP | Shares | $1.5M | 12K |
| Jacobs Solutions Inc | J | Shares | $1.4M | 11K |
| Evergy Inc | EVRG | Shares | $1.4M | 16K |
| Constellation Energy Corp | CEG | Shares | $1.3M | 5K |
| Lkq Corp | LKQ | Shares | $1.3M | 45K |
| Delta Air Lines Inc | DAL | Shares | $1.3M | 19K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.3M | 3K |
| Chevron Corporation | CVX | Shares | $1.2M | 6K |
| Chipotle Mexican Grill Inc | CMG | Shares | $1.2M | 38K |
| Deere & Co | DE | Shares | $1.2M | 1K |
| Salesforce Inc | CRM | Shares | $1.2M | 6K |
| Boston Scientific Corp | BSX | Shares | $1.2M | 19K |
| Tesla Inc | TSLA | Shares | $1.1M | 3K |
| Cisco Sys Inc | CSCO | Shares | $1.1M | 14K |
| Spdr Series Trust | JNK | Shares | $1.1M | 11K |
| Rtx Corporation | RTX | Shares | $1.0M | 5K |
| Procter & Gamble Co | PG | Shares | $1.0M | 7K |
| Axon Enterprise Inc | AXON | Shares | $1.0M | 2K |
| Verizon Communications Inc | VZ | Shares | $981K | 20K |
| Wells Fargo & Co | WFC | Shares | $977K | 12K |
| Spdr Series Trust | XBI | Shares | $961K | 8K |
| Spdr Series Trust | KRE | Shares | $958K | 15K |
| Nextera Energy Inc | NEE | Shares | $918K | 10K |
| Valero Energy Corp | VLO | Shares | $902K | 4K |
| Vanguard Intl Equity Index F | VWO | Shares | $901K | 14K |
| Digital Rlty Tr Inc | DLR | Shares | $881K | 5K |
| Vanguard Index Fds | VOO | Shares | $871K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $820K | 4K |
| Pepsico Inc | PEP | Shares | $818K | 5K |
| Newmont Corp | NEM | Shares | $798K | 7K |
| Spdr Series Trust | SPIB | Shares | $751K | 22K |
| Ventas Inc | VTR | Shares | $746K | 9K |
| Marvell Technology Inc | MRVL | Shares | $729K | 7K |
| Mcdonalds Corp | MCD | Shares | $716K | 2K |
| Schwab Strategic Tr | SCHP | Shares | $715K | 27K |
| American Elec Pwr Co Inc | AEP | Shares | $686K | 5K |
| General Dynamics Corp | GD | Shares | $678K | 2K |
| Gilead Sciences Inc | GILD | Shares | $663K | 5K |
| Borgwarner Inc | BWA | Shares | $662K | 12K |
| Nike Inc | NKE | Shares | $659K | 6K |
| Bristol-Myers Squibb Co | BMY | Shares | $650K | 11K |
| Avery Dennison Corp | AVY | Shares | $649K | 4K |
| Vanguard Bd Index Fds | BLV | Shares | $637K | 9K |
| Dover Corp | DOV | Shares | $615K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.