Prudent Man Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 171Value: $275.4MLatest: 2025Q1

Prudent Man Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 171 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 9

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922908769

VTI|922908769

Shares:—

Value:$46.1M

% of Portfolio:16.7% ($46.1M/$275.4M)

921937835

BND|921937835

Shares:—

Value:$25.3M

% of Portfolio:9.2% ($25.3M/$275.4M)

464288513

Shares:—

Value:$16.0M

% of Portfolio:5.8% ($16.0M/$275.4M)

46435G425

ESGU|46435G425

Shares:—

Value:$8.7M

% of Portfolio:3.2% ($8.7M/$275.4M)

921943858

VEA|921943858

Shares:—

Value:$8.0M

% of Portfolio:2.9% ($8.0M/$275.4M)

921937827

BSV|921937827

Shares:—

Value:$6.5M

% of Portfolio:2.4% ($6.5M/$275.4M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$5.9M

% of Portfolio:2.1% ($5.9M/$275.4M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$4.9M

% of Portfolio:1.8% ($4.9M/$275.4M)

78467V608

Shares:—

Value:$4.5M

% of Portfolio:1.7% ($4.5M/$275.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$275.4M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$275.4M)

464287200

IVV|464287200

Shares:—

Value:$3.9M

% of Portfolio:1.4% ($3.9M/$275.4M)

922908553

VNQ|922908553

Shares:—

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$275.4M)

464287655

IWM|464287655

Shares:—

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$275.4M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$275.4M)

92206C771

Shares:—

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$275.4M)

Philip Morris International Inc.

PM|718172109

Shares:—

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$275.4M)

921946406

VYM|921946406

Shares:—

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$275.4M)

921909768

VXUS|921909768

Shares:—

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$275.4M)

Prologis, Inc.

PLD|74340W103

Shares:—

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$275.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$46.1M	16.7% ($46.1M/$275.4M)	QoQ -4.07% (-$2.0M) YoY +1.12% (+$511.8K)
(BNDcusip921937835)	—	QoQ - YoY -	All Managers (Combined)	$25.3M	9.2% ($25.3M/$275.4M)	QoQ +10.68% (+$2.4M) YoY +17.67% (+$3.8M)
(cusip464288513)✕	—	QoQ - YoY -	All Managers (Combined)	$16.0M	5.8% ($16.0M/$275.4M)	QoQ -17.86% (-$3.5M) YoY -22.26% (-$4.6M)
(ESGUcusip46435G425)	—	QoQ - YoY -	All Managers (Combined)	$8.7M	3.2% ($8.7M/$275.4M)	QoQ -26.47% (-$3.1M) YoY -1.26% (-$111.5K)
(VEAcusip921943858)	—	QoQ - YoY -	All Managers (Combined)	$8.0M	2.9% ($8.0M/$275.4M)	QoQ +4.68% (+$356.2K) YoY -6.68% (-$569.9K)
(BSVcusip921937827)	—	QoQ - YoY -	All Managers (Combined)	$6.5M	2.4% ($6.5M/$275.4M)	QoQ +13.09% (+$757.0K) YoY +92.39% (+$3.1M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$5.9M	2.1% ($5.9M/$275.4M)	QoQ -7.43% (-$470.2K) YoY +23.33% (+$1.1M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$4.9M	1.8% ($4.9M/$275.4M)	QoQ -7.47% (-$399.3K) YoY -15.77% (-$926.7K)
(cusip78467V608)✕	—	QoQ - YoY -	All Managers (Combined)	$4.5M	1.7% ($4.5M/$275.4M)	QoQ +145.29% (+$2.7M) YoY +182.53% (+$2.9M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$4.2M	1.5% ($4.2M/$275.4M)	QoQ +5.28% (+$211.1K) YoY +7.08% (+$278.2K)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$4.2M	1.5% ($4.2M/$275.4M)	QoQ -15.85% (-$784.9K) YoY +85.14% (+$1.9M)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	1.4% ($3.9M/$275.4M)	QoQ +17.02% (+$569.8K) YoY +26.82% (+$828.3K)
(VNQcusip922908553)	—	QoQ - YoY -	All Managers (Combined)	$3.5M	1.3% ($3.5M/$275.4M)	QoQ +11.76% (+$365.4K) YoY +7.45% (+$240.8K)
(IWMcusip464287655)	—	QoQ - YoY -	All Managers (Combined)	$3.3M	1.2% ($3.3M/$275.4M)	QoQ -17.46% (-$687.9K) YoY -24.68% (-$1.1M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	1.1% ($3.1M/$275.4M)	QoQ -9.75% (-$339.7K) YoY +4.33% (+$130.6K)
(cusip92206C771)✕	—	QoQ - YoY -	All Managers (Combined)	$3.0M	1.1% ($3.0M/$275.4M)	QoQ +13.68% (+$362.2K) YoY +682.97% (+$2.6M)
Philip Morris International Inc.(PMcusip718172109)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	1.0% ($2.6M/$275.4M)	QoQ +36.97% (+$707.7K) YoY +67.89% (+$1.1M)
(VYMcusip921946406)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.9% ($2.6M/$275.4M)	QoQ -5.05% (-$137.1K) YoY -4.67% (-$126.3K)
(VXUScusip921909768)	—	QoQ - YoY -	All Managers (Combined)	$2.5M	0.9% ($2.5M/$275.4M)	QoQ +14.71% (+$318.2K) YoY +17.86% (+$375.9K)
Prologis, Inc.(PLDcusip74340W103)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.8% ($2.3M/$275.4M)	QoQ +16.29% (+$316.8K) YoY -9.49% (-$237.3K)