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:

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TOYOTA MOTOR CORP/

TM|892331307

Shares:—

Value:$205.8K

% of Portfolio:0.1% ($205.8K/$275.4M)

AtriCure, Inc.

ATRC|04963C209

Shares:—

Value:$201.6K

% of Portfolio:0.1% ($201.6K/$275.4M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:—

Value:$201.2K

% of Portfolio:0.1% ($201.2K/$275.4M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:—

Value:$192.7K

% of Portfolio:0.1% ($192.7K/$275.4M)

Adeia Inc.

ADEA|00676P107

Shares:—

Value:$185.5K

% of Portfolio:0.1% ($185.5K/$275.4M)

NETSTREIT Corp.

NTST|64119V303

Shares:—

Value:$160.4K

% of Portfolio:0.1% ($160.4K/$275.4M)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:—

Value:$145.9K

% of Portfolio:0.1% ($145.9K/$275.4M)

REDWOOD TRUST INC

RWT|758075402

Shares:—

Value:$135.9K

% of Portfolio:0.0% ($135.9K/$275.4M)

Lloyds Banking Group plc

LYG|539439109

Shares:—

Value:$131.1K

% of Portfolio:0.0% ($131.1K/$275.4M)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:—

Value:$112.4K

% of Portfolio:0.0% ($112.4K/$275.4M)

PATTERSON UTI ENERGY INC

PTEN|703481101

Shares:—

Value:$103.8K

% of Portfolio:0.0% ($103.8K/$275.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TOYOTA MOTOR CORP/(TMcusip892331307)	—	QoQ - YoY -	All Managers (Combined)	$205.8K	0.1% ($205.8K/$275.4M)	QoQ -9.29% (-$21.1K) YoY -19.50% (-$49.9K)
AtriCure, Inc.(ATRCcusip04963C209)	—	QoQ NEW YoY NEW	All Managers (Combined)	$201.6K	0.1% ($201.6K/$275.4M)	QoQ NEW(+$201.6K) YoY NEW(+$201.6K)
CHART INDUSTRIES INC(GTLScusip16115Q308)	—	QoQ - YoY NEW	All Managers (Combined)	$201.2K	0.1% ($201.2K/$275.4M)	QoQ -12.56% (-$28.9K) YoY NEW(+$201.2K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	—	QoQ NEW YoY NEW	All Managers (Combined)	$192.7K	0.1% ($192.7K/$275.4M)	QoQ NEW(+$192.7K) YoY NEW(+$192.7K)
Adeia Inc.(ADEAcusip00676P107)	—	QoQ - YoY -	All Managers (Combined)	$185.5K	0.1% ($185.5K/$275.4M)	QoQ -2.82% (-$5.4K) YoY +13.41% (+$21.9K)
NETSTREIT Corp.(NTSTcusip64119V303)	—	QoQ - YoY NEW	All Managers (Combined)	$160.4K	0.1% ($160.4K/$275.4M)	QoQ +12.01% (+$17.2K) YoY NEW(+$160.4K)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	—	QoQ - YoY NEW	All Managers (Combined)	$145.9K	0.1% ($145.9K/$275.4M)	QoQ +40.12% (+$41.8K) YoY NEW(+$145.9K)
REDWOOD TRUST INC(RWTcusip758075402)	—	QoQ - YoY -	All Managers (Combined)	$135.9K	0.0% ($135.9K/$275.4M)	QoQ -7.04% (-$10.3K) YoY -14.47% (-$23.0K)
Lloyds Banking Group plc(LYGcusip539439109)	—	QoQ - YoY -	All Managers (Combined)	$131.1K	0.0% ($131.1K/$275.4M)	QoQ +40.44% (+$37.8K) YoY +47.49% (+$42.2K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$112.4K	0.0% ($112.4K/$275.4M)	QoQ NEW(+$112.4K) YoY NEW(+$112.4K)
PATTERSON UTI ENERGY INC(PTENcusip703481101)	—	QoQ - YoY -	All Managers (Combined)	$103.8K	0.0% ($103.8K/$275.4M)	QoQ -0.48% (-$506) YoY -21.68% (-$28.8K)