The Analysis of Prudent Man Advisors, LLC's Holdings


Currently, Prudent Man Advisors, LLC holds 135 types of securities in its portfolio with a total value $274.7M. In the most recent quarter, they have increased their positions in BAC (+28.0K shares, valued at $1.5M), MU (+4.5K shares, valued at $1.3M), DIS (+9.5K shares, valued at $1.1M); decreased their positions in ICSH (-24.9K shares, valued at $1.3M), NEE (-13.3K shares, valued at $1.1M), EA (-4.7K shares, valued at $955.7K); initiated new positions in MU (+4.5K shares, valued at $1.3M), DIS (+9.5K shares, valued at $1.1M), CEG (+2.7K shares, valued at $968.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS133.7K shares1.79%2025-12-312026-02-11history
BND VANGUARD BD INDEX FDS353.6K shares-0.78%2025-12-312026-02-11history
ESGU ISHARES TR70.9K shares-3.89%2025-12-312026-02-11history
HYG ISHARES TR127.8K shares-1.53%2025-12-312026-02-11history
VEA VANGUARD TAX-MANAGED FDS148.5K shares-0.89%2025-12-312026-02-11history
NVDA NVIDIA CORPORATION44.3K shares-3.48%2025-12-312026-02-11history
AAPL APPLE INC28.3K shares-1.69%2025-12-312026-02-11history
BSV VANGUARD BD INDEX FDS95.8K shares9.52%2025-12-312026-02-11history
Sponsored
MSFT MICROSOFT CORP14.4K shares-1.76%2025-12-312026-02-11history
ALPHABET INC ALPHABET INC18.9K shares-1.98%2025-12-312026-02-11history
AMZN AMAZON COM INC23.6K shares0.58%2025-12-312026-02-11history
VXUS VANGUARD STAR FDS67.1K shares-1.69%2025-12-312026-02-11history
JPM JPMORGAN CHASE & CO.13.5K shares-1.78%2025-12-312026-02-11history
IWM ISHARES TR16.0K shares-0.36%2025-12-312026-02-11history
BROADCOM INC BROADCOM INC11.1K shares-1.86%2025-12-312026-02-11history
VNQ VANGUARD INDEX FDS39.5K shares-1.34%2025-12-312026-02-11history
Sponsored
IVV ISHARES TR5.0K shares5.57%2025-12-312026-02-11history
META META PLATFORMS INC5.0K shares-0.98%2025-12-312026-02-11history
VMBS VANGUARD SCOTTSDALE FDS70.5K shares6.25%2025-12-312026-02-11history
BAC BANK AMERICA CORP43.9K shares175.97%2025-12-312026-02-11history
WMT WALMART INC21.5K shares-3.57%2025-12-312026-02-11history
ALPHABET INC ALPHABET INC7.6K shares-3.36%2025-12-312026-02-11history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-1.43%2025-12-312026-02-11history
VYM VANGUARD WHITEHALL FDS15.3K shares-0.13%2025-12-312026-02-11history
Sponsored
MS MORGAN STANLEY12.0K shares-0.81%2025-12-312026-02-11history
PM PHILIP MORRIS INTL INC12.7K shares-1.58%2025-12-312026-02-11history
LLY ELI LILLY & CO1.8K shares103.31%2025-12-312026-02-11history
LAM RESEARCH CORP LAM RESEARCH CORP11.1K shares-19.16%2025-12-312026-02-11history
GLW CORNING INC20.6K shares-1.28%2025-12-312026-02-11history
AMAT APPLIED MATLS INC7.0K shares-2.69%2025-12-312026-02-11history
BLACKROCK INC BLACKROCK INC1.7K shares-1.83%2025-12-312026-02-11history
MERCK & CO INC MERCK & CO INC16.7K shares-1.82%2025-12-312026-02-11history
Sponsored
MA MASTERCARD INCORPORATED3.0K shares-2.60%2025-12-312026-02-11history
V VISA INC4.8K shares-2.83%2025-12-312026-02-11history
ABT ABBOTT LABS12.7K shares-1.15%2025-12-312026-02-11history
SBUX STARBUCKS CORP8.4K shares-1.92%2025-12-312026-02-11history
EMR EMERSON ELEC CO11.4K shares-2.88%2025-12-312026-02-11history
ORCL ORACLE CORP7.6K shares-0.74%2025-12-312026-02-11history
BKNG BOOKING HOLDINGS INC267 shares0.00%2025-12-312026-02-11history
COST COSTCO WHSL CORP NEW1.6K shares-0.62%2025-12-312026-02-11history
Sponsored
TMUS T-MOBILE US INC6.8K shares-1.60%2025-12-312026-02-11history
VTWO VANGUARD SCOTTSDALE FDS13.3K shares-4.04%2025-12-312026-02-11history
PWR QUANTA SVCS INC3.1K shares-3.07%2025-12-312026-02-11history
PLD PROLOGIS INC.10.3K shares-0.76%2025-12-312026-02-11history
SPDR SERIES TRUST SPDR SERIES TRUST13.1K shares9.68%2025-12-312026-02-11history
MU MICRON TECHNOLOGY INC4.5K sharesnew addition2025-12-312026-02-11history
LHX L3HARRIS TECHNOLOGIES INC4.1K shares-2.18%2025-12-312026-02-11history
BSX BOSTON SCIENTIFIC CORP12.6K shares-4.00%2025-12-312026-02-11history
Sponsored
AMP AMERIPRISE FINL INC2.4K shares-1.48%2025-12-312026-02-11history
LH LABCORP HOLDINGS INC4.5K shares-1.77%2025-12-312026-02-11history
CRM SALESFORCE INC4.2K shares-2.19%2025-12-312026-02-11history
VWO VANGUARD INTL EQUITY INDEX F18.0K shares-0.72%2025-12-312026-02-11history
DIS DISNEY WALT CO9.5K sharesnew addition2025-12-312026-02-11history
AME AMETEK INC5.2K shares-1.76%2025-12-312026-02-11history
ICSH ISHARES TR21.3K shares-53.97%2025-12-312026-02-11history
KRE SPDR SERIES TRUST15.2K shares0.00%2025-12-312026-02-11history
Sponsored
OKE ONEOK INC NEW13.3K shares-0.51%2025-12-312026-02-11history
NOC NORTHROP GRUMMAN CORP1.7K shares43.19%2025-12-312026-02-11history
TMO THERMO FISHER SCIENTIFIC INC1.7K shares-2.27%2025-12-312026-02-11history
CEG CONSTELLATION ENERGY CORP2.7K sharesnew addition2025-12-312026-02-11history
VRTX VERTEX PHARMACEUTICALS INC2.1K shares37.27%2025-12-312026-02-11history
XBI SPDR SERIES TRUST7.8K shares0.00%2025-12-312026-02-11history
FCX FREEPORT-MCMORAN INC18.5K sharesnew addition2025-12-312026-02-11history
ALB ALBEMARLE CORP6.5K shares-0.75%2025-12-312026-02-11history
Sponsored
VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-11history
J JACOBS SOLUTIONS INC6.7K shares-1.39%2025-12-312026-02-11history
TSLA TESLA INC2.0K shares-1.69%2025-12-312026-02-11history
CMG CHIPOTLE MEXICAN GRILL INC23.7K shares22.95%2025-12-312026-02-11history
AGG ISHARES TR8.7K shares278.07%2025-12-312026-02-11history
AXON AXON ENTERPRISE INC1.5K shares-0.33%2025-12-312026-02-11history
DAL DELTA AIR LINES INC DEL12.2K shares-1.05%2025-12-312026-02-11history
LKQ LKQ CORP27.9K shares27.82%2025-12-312026-02-11history
Sponsored
EQIX EQUINIX INC1.0K shares-41.50%2025-12-312026-02-11history
BLV VANGUARD BD INDEX FDS11.2K shares-4.29%2025-12-312026-02-11history
DE DEERE & CO905 shares-0.55%2025-12-312026-02-11history
WFC WELLS FARGO CO NEW8.3K shares-1.06%2025-12-312026-02-11history
EVRG EVERGY INC10.4K shares-0.13%2025-12-312026-02-11history
CSCO CISCO SYS INC9.8K shares-0.94%2025-12-312026-02-11history
SPIB SPDR SERIES TRUST21.8K shares0.00%2025-12-312026-02-11history
EQT CORP EQT CORP13.6K sharesnew addition2025-12-312026-02-11history
Sponsored
COP CONOCOPHILLIPS7.2K shares-1.76%2025-12-312026-02-11history
NEE NEXTERA ENERGY INC8.3K shares-61.50%2025-12-312026-02-11history
NKE NIKE INC4.0K shares-1.85%2025-12-312026-02-11history
RTX RTX CORPORATION3.6K shares-1.23%2025-12-312026-02-11history
NEM NEWMONT CORP6.0K shares-1.37%2025-12-312026-02-11history
CVX CHEVRON CORP NEW3.9K shares-1.78%2025-12-312026-02-11history
KO COCA COLA CO7.2K shares-1.58%2025-12-312026-02-11history
PG PROCTER AND GAMBLE CO4.1K shares-1.19%2025-12-312026-02-11history
Sponsored
DLR DIGITAL RLTY TR INC3.6K shares-1.14%2025-12-312026-02-11history
EA ELECTRONIC ARTS INC2.7K shares-63.07%2025-12-312026-02-11history
PFF ISHARES TR16.6K shares2.47%2025-12-312026-02-11history
SPGI S&P GLOBAL INC974 shares-0.81%2025-12-312026-02-11history
HON HONEYWELL INTL INC2.6K shares-57.29%2025-12-312026-02-11history
UNH UNITEDHEALTH GROUP INC1.4K shares-60.62%2025-12-312026-02-11history
MCD MCDONALDS CORP1.5K shares-1.37%2025-12-312026-02-11history
TIP ISHARES TR4.2K shares0.00%2025-12-312026-02-11history
Sponsored
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares-1.05%2025-12-312026-02-11history
SCHP SCHWAB STRATEGIC TR16.6K shares0.00%2025-12-312026-02-11history
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.8K shares0.33%2025-12-312026-02-11history
AEP AMERICAN ELEC PWR CO INC3.5K shares-2.20%2025-12-312026-02-11history
QCOM QUALCOMM INC2.3K shares-68.90%2025-12-312026-02-11history
VLO VALERO ENERGY CORP2.5K shares-0.85%2025-12-312026-02-11history
VICI VICI PPTYS INC14.2K shares0.04%2025-12-312026-02-11history
RF REGIONS FINANCIAL CORP NEW14.7K shares-0.79%2025-12-312026-02-11history
Sponsored
DOV DOVER CORP2.0K shares-0.88%2025-12-312026-02-11history
CAT CATERPILLAR INCN/A sharesnew addition2025-12-312026-02-11history
THE CIGNA GROUP THE CIGNA GROUP1.4K shares-1.54%2025-12-312026-02-11history
FNB F N B CORP22.6K shares-0.55%2025-12-312026-02-11history
BMY BRISTOL-MYERS SQUIBB CO7.1K shares-1.22%2025-12-312026-02-11history
SSNC SS&C TECHNOLOGIES HLDGS INC4.3K shares-0.65%2025-12-312026-02-11history
BWA BORGWARNER INC8.1K shares-0.70%2025-12-312026-02-11history
VZ VERIZON COMMUNICATIONS INC8.8K shares-0.65%2025-12-312026-02-11history
Sponsored
WELL WELLTOWER INC1.9K shares0.37%2025-12-312026-02-11history
VONV VANGUARD SCOTTSDALE FDS3.8K shares-13.09%2025-12-312026-02-11history
MEDTRONIC PLC MEDTRONIC PLC3.6K shares2.71%2025-12-312026-02-11history
EMN EASTMAN CHEM CO5.2K shares0.00%2025-12-312026-02-11history
TGT TARGET CORP3.4K shares-0.32%2025-12-312026-02-11history
GSIE GOLDMAN SACHS ETF TR7.6K shares4.13%2025-12-312026-02-11history
NI NISOURCE INC7.8K shares0.00%2025-12-312026-02-11history
HD HOME DEPOT INC908 shares-0.44%2025-12-312026-02-11history
Sponsored
CWEN CLEARWAY ENERGY INC9.0K shares0.00%2025-12-312026-02-11history
EHC ENCOMPASS HEALTH CORP2.8K shares-1.39%2025-12-312026-02-11history
FNF FIDELITY NATIONAL FINANCIAL5.2K shares-0.10%2025-12-312026-02-11history
CARR CARRIER GLOBAL CORPORATION5.3K shares-0.71%2025-12-312026-02-11history
OVV OVINTIV INC6.4K shares0.00%2025-12-312026-02-11history
ELV ELEVANCE HEALTH INC FORMERLY719 shares0.00%2025-12-312026-02-11history
AMT AMERICAN TOWER CORP NEW1.4K shares0.64%2025-12-312026-02-11history
CXT CRANE NXT CO5.1K shares0.00%2025-12-312026-02-11history
Sponsored
BIV VANGUARD BD INDEX FDS3.0K shares0.00%2025-12-312026-02-11history
DY DYCOM INDS INC657 sharesnew addition2025-12-312026-02-11history
DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.5K shares-62.35%2025-12-312026-02-11history
TXN TEXAS INSTRS INCN/A sharesnew addition2025-12-312026-02-11history
SITM SITIME CORP576 sharesnew addition2025-12-312026-02-11history
RWT REDWOOD TRUST INC17.0K shares0.00%2025-12-312026-02-11history
PAYO PAYONEER GLOBAL INC15.2K shares0.00%2025-12-312026-02-11history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available