Prudent-Man-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  null,
  "ITT",
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "BSX",
  "CCI",
  "COOP",
  "NTST",
  "EHC",
  "EOG",
  "ADEA",
  "GD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "QCOM",
  "GLPI",
  "LEN",
  "AMAT",
  "EMR",
  "BKNG",
  "META",
  "PAYO",
  null,
  "LHX",
  "LRCX",
  "ENSG",
  "MPC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MFG",
  "MUFG",
  "MS",
  "TMUS",
  "EQIX",
  "EVRG",
  "NI",
  null,
  "EMN",
  "AMP",
  "ORCL",
  "NOC",
  "OKE",
  "AMH",
  "DOC",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  "SPGI",
  "SPG",
  "O",
  "SHEL",
  "RTX",
  "SAP",
  "AMT",
  null,
  "SSNC",
  "SBUX",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "BIV",
  "VNQ",
  "NEM",
  "ATRC",
  "VWO",
  "LKQ",
  null,
  "EPRT",
  "LYG",
  "RWT",
  "WY",
  "GSHD",
  "TSM",
  "VTR",
  "VYM",
  "DD",
  "VRTX",
  "EA",
  "ALB",
  "AXON",
  "SONY",
  "AVB",
  "DOV",
  "AJG",
  "AEP",
  "AMZN",
  "OVV",
  "FNB",
  "REXR",
  "VLO",
  "VEA",
  "BLV",
  "VXUS",
  "VTWO",
  "BND",
  "BSV",
  "VOO",
  "V",
  "VICI",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  "DY",
  "FNF",
  "LW",
  "LH",
  null,
  "CRM",
  "SUI",
  "SYY",
  "PTEN",
  "ESGU",
  "PSA",
  "AME",
  null,
  "BAC",
  "BBVA",
  "BRK-B",
  "BDX",
  "BWA",
  "BMY",
  "CARR",
  "CBRE",
  "CVX",
  "GTLS",
  "CMG",
  "CSCO",
  "CWEN",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "GLW",
  "CXT",
  "DE",
  "DAL",
  "DLR",
  null,
  "J",
  "NEE",
  "NKE",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 171
Total Value: 275429165
Accession Number: 0001817174-25-000002
Form Type: 13F-HR
CIK: prudent-man-advisors
Manager Name: Prudent-Man-Advisors

Data Enrichment

94% identified

160 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

171 positions • $275.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$275.4M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$275.4M)

BlackRock, Inc.

BLK|09290D101

Shares:—

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$275.4M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$275.4M)

T-Mobile US, Inc.

TMUS|872590104

Shares:—

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$275.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:—

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$275.4M)

EQUINIX INC

EQIX|29444U700

Shares:—

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$275.4M)

MORGAN STANLEY

MS|617446448

Shares:—

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$275.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:—

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$275.4M)

STARBUCKS CORP

SBUX|855244109

Shares:—

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$275.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:—

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$275.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:—

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$275.4M)

VISA INC.

V|92826C839

Shares:—

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$275.4M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:—

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$275.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:—

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$275.4M)

Mastercard Inc

MA|57636Q104

Shares:—

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$275.4M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:—

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$275.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:—

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$275.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$275.4M)

Walmart Inc.

WMT|931142103

Shares:—

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$275.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	0.8% ($2.2M/$275.4M)	QoQ +29.87% (+$501.2K) YoY +92.68% (+$1.0M)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.8% ($2.1M/$275.4M)	QoQ -8.96% (-$205.9K) YoY +1.18% (+$24.5K)
BlackRock, Inc.(BLKcusip09290D101)	—	QoQ NEW YoY NEW	All Managers (Combined)	$2.0M	0.7% ($2.0M/$275.4M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$2.0M	0.7% ($2.0M/$275.4M)	QoQ -33.20% (-$984.2K) YoY -11.87% (-$266.7K)
T-Mobile US, Inc.(TMUScusip872590104)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.7% ($1.9M/$275.4M)	QoQ +25.75% (+$398.8K) YoY +59.15% (+$723.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.7% ($1.9M/$275.4M)	QoQ +20.86% (+$333.1K) YoY +9.41% (+$166.1K)
EQUINIX INC(EQIXcusip29444U700)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.7% ($1.8M/$275.4M)	QoQ -11.35% (-$234.3K) YoY +50.09% (+$610.6K)
MORGAN STANLEY(MScusip617446448)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.6% ($1.8M/$275.4M)	QoQ -6.35% (-$120.1K) YoY -10.59% (-$209.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.6% ($1.7M/$275.4M)	QoQ +3.25% (+$54.4K) YoY +15.40% (+$230.7K)
STARBUCKS CORP(SBUXcusip855244109)	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.6% ($1.6M/$275.4M)	QoQ +9.94% (+$148.5K) YoY +8.86% (+$133.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.5% ($1.5M/$275.4M)	QoQ -7.72% (-$126.4K) YoY -6.45% (-$104.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.5% ($1.5M/$275.4M)	QoQ -2.23% (-$34.1K) YoY -0.23% (-$3.5K)
VISA INC.(Vcusip92826C839)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.5% ($1.5M/$275.4M)	QoQ +12.36% (+$162.0K) YoY +19.40% (+$239.3K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.5% ($1.4M/$275.4M)	QoQ -7.83% (-$122.4K) YoY -7.29% (-$113.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.5% ($1.4M/$275.4M)	QoQ +5.19% (+$70.5K) YoY +30.22% (+$331.5K)
Mastercard Inc(MAcusip57636Q104)	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.5% ($1.4M/$275.4M)	QoQ +5.69% (+$76.0K) YoY +8.18% (+$106.7K)
LABCORP HOLDINGS INC.(LHcusip504922105)	—	QoQ - YoY NEW	All Managers (Combined)	$1.4M	0.5% ($1.4M/$275.4M)	QoQ +4.96% (+$64.2K) YoY NEW(+$1.4M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.5% ($1.3M/$275.4M)	QoQ +4.68% (+$60.0K) YoY +14.34% (+$168.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.5% ($1.3M/$275.4M)	QoQ +4.11% (+$53.0K) YoY -2.39% (-$32.8K)
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.5% ($1.3M/$275.4M)	QoQ +0.55% (+$7.2K) YoY +42.00% (+$386.4K)