The Analysis of Prudent Man Advisors, LLC's Holdings

Currently, Prudent Man Advisors, LLC holds 133 types of securities in its portfolio with a total value $271.5M. In the most recent quarter, they have increased their positions in ICSH (+46.2K shares, valued at $2.3M), META (+3.1K shares, valued at $2.3M), SPIB (+21.8K shares, valued at $740.3K); decreased their positions in HYG (-73.2K shares, valued at $5.9M), VTI (-5.5K shares, valued at $1.8M), JPM (-5.3K shares, valued at $1.7M); initiated new positions in ICSH (+46.2K shares, valued at $2.3M), SPIB (+21.8K shares, valued at $740.3K), MRVL (+4.8K shares, valued at $402.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS131.4K shares-3.98%2025-09-302025-11-13

BND VANGUARD BD INDEX FDS356.4K shares2.64%2025-09-302025-11-13

ESGU ISHARES TR73.8K shares1.75%2025-09-302025-11-13

HYG ISHARES TR129.8K shares-36.05%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS149.8K shares-0.47%2025-09-302025-11-13

NVDA NVIDIA CORPORATION45.9K shares-10.75%2025-09-302025-11-13

MSFT MICROSOFT CORP14.6K shares-14.26%2025-09-302025-11-13

AAPL APPLE INC28.8K shares-13.65%2025-09-302025-11-13

Sponsored

BSV VANGUARD BD INDEX FDS87.4K shares-1.80%2025-09-302025-11-13

AMZN AMAZON COM INC23.5K shares6.92%2025-09-302025-11-13

VXUS VANGUARD STAR FDS68.2K shares-0.03%2025-09-302025-11-13

GOOG ALPHABET INC19.3K shares-2.06%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.13.7K shares-27.94%2025-09-302025-11-13

IWM ISHARES TR16.1K shares-1.10%2025-09-302025-11-13

AVGO BROADCOM INC11.3K shares-20.77%2025-09-302025-11-13

META META PLATFORMS INC5.1K shares158.97%2025-09-302025-11-13

Sponsored

VNQ VANGUARD INDEX FDS40.1K shares2.36%2025-09-302025-11-13

IVV ISHARES TR4.7K shares-29.81%2025-09-302025-11-13

VMBS VANGUARD SCOTTSDALE FDS66.4K shares0.15%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares-17.08%2025-09-302025-11-13

ICSH ISHARES TR46.2K sharesnew addition2025-09-302025-11-13

WMT WALMART INC22.3K shares-3.03%2025-09-302025-11-13

ORCL ORACLE CORP7.7K shares-10.53%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS15.3K shares-23.63%2025-09-302025-11-13

Sponsored

PM PHILIP MORRIS INTL INC12.9K shares-28.10%2025-09-302025-11-13

BLK BLACKROCK INC1.7K shares-28.94%2025-09-302025-11-13

MS MORGAN STANLEY12.1K shares-27.42%2025-09-302025-11-13

GOOGL ALPHABET INC7.8K shares-2.38%2025-09-302025-11-13

LRCX LAM RESEARCH CORP13.7K shares-22.56%2025-09-302025-11-13

MA MASTERCARD INCORPORATED3.1K shares-10.41%2025-09-302025-11-13

ABT ABBOTT LABS12.8K shares-24.14%2025-09-302025-11-13

GLW CORNING INC20.8K shares-32.42%2025-09-302025-11-13

Sponsored

V VISA INC5.0K shares-10.34%2025-09-302025-11-13

TMUS T-MOBILE US INC6.9K shares-21.59%2025-09-302025-11-13

NEE NEXTERA ENERGY INC21.7K shares-24.25%2025-09-302025-11-13

SBUX STARBUCKS CORP8.5K shares-10.47%2025-09-302025-11-13

EMR EMERSON ELEC CO11.7K shares-27.41%2025-09-302025-11-13

EA ELECTRONIC ARTS INC7.4K shares-23.47%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW1.6K shares-10.94%2025-09-302025-11-13

AMAT APPLIED MATLS INC7.2K shares-7.44%2025-09-302025-11-13

Sponsored

BKNG BOOKING HOLDINGS INC267 shares-10.70%2025-09-302025-11-13

MRK MERCK & CO INC17.0K shares-2.78%2025-09-302025-11-13

EQIX EQUINIX INC1.7K shares-29.56%2025-09-302025-11-13

VTWO VANGUARD SCOTTSDALE FDS13.9K shares25.32%2025-09-302025-11-13

PWR QUANTA SVCS INC3.2K shares-11.18%2025-09-302025-11-13

LH LABCORP HOLDINGS INC4.6K shares-26.84%2025-09-302025-11-13

LHX L3HARRIS TECHNOLOGIES INC4.2K shares-24.88%2025-09-302025-11-13

BSX BOSTON SCIENTIFIC CORP13.1K shares-10.57%2025-09-302025-11-13

Sponsored

HON HONEYWELL INTL INC6.1K shares-26.00%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC3.6K shares-0.49%2025-09-302025-11-13

QCOM QUALCOMM INC7.5K shares-21.17%2025-09-302025-11-13

AMP AMERIPRISE FINL INC2.4K shares-26.30%2025-09-302025-11-13

PLD PROLOGIS INC.10.4K shares-53.06%2025-09-302025-11-13

JNK SPDR SERIES TRUST12.0K shares0.00%2025-09-302025-11-13

DD DUPONT DE NEMOURS INC14.6K shares-23.85%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F18.2K shares-1.55%2025-09-302025-11-13

Sponsored

AXON AXON ENTERPRISE INC1.5K shares-10.77%2025-09-302025-11-13

J JACOBS SOLUTIONS INC6.8K shares-25.15%2025-09-302025-11-13

CRM SALESFORCE INC4.3K shares-11.35%2025-09-302025-11-13

AME AMETEK INC5.3K shares-11.06%2025-09-302025-11-13

OKE ONEOK INC NEW13.4K shares0.13%2025-09-302025-11-13

KRE SPDR SERIES TRUST15.2K shares-40.00%2025-09-302025-11-13

TSLA TESLA INC2.0K shares-9.99%2025-09-302025-11-13

VOO VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-13

Sponsored

AJG GALLAGHER ARTHUR J & CO2.8K shares-11.32%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC1.7K shares-11.28%2025-09-302025-11-13

BLV VANGUARD BD INDEX FDS11.7K shares5.42%2025-09-302025-11-13

BAC BANK AMERICA CORP15.9K shares-44.25%2025-09-302025-11-13

EVRG EVERGY INC10.4K shares-10.42%2025-09-302025-11-13

XBI SPDR SERIES TRUST7.8K shares-44.52%2025-09-302025-11-13

DE DEERE & CO910 shares-47.73%2025-09-302025-11-13

CMG CHIPOTLE MEXICAN GRILL INC19.3K shares-10.65%2025-09-302025-11-13

Sponsored

SPIB SPDR SERIES TRUST21.8K sharesnew addition2025-09-302025-11-13

NOC NORTHROP GRUMMAN CORP1.2K shares-10.60%2025-09-302025-11-13

NKE NIKE INC4.1K shares-42.88%2025-09-302025-11-13

EOG EOG RES INC6.5K shares-10.24%2025-09-302025-11-13

DAL DELTA AIR LINES INC DEL12.4K shares-10.10%2025-09-302025-11-13

WFC WELLS FARGO CO NEW8.3K shares-49.05%2025-09-302025-11-13

COP CONOCOPHILLIPS7.3K shares-10.44%2025-09-302025-11-13

CSCO CISCO SYS INC9.8K shares-43.36%2025-09-302025-11-13

Sponsored

LLY ELI LILLY & CO877 shares-10.96%2025-09-302025-11-13

LKQ LKQ CORP21.8K shares-7.09%2025-09-302025-11-13

DLR DIGITAL RLTY TR INC3.7K shares-50.87%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO4.1K shares-45.32%2025-09-302025-11-13

SYY SYSCO CORP7.6K shares-10.17%2025-09-302025-11-13

CVX CHEVRON CORP NEW4.0K shares-44.14%2025-09-302025-11-13

RTX RTX CORPORATION3.6K shares-53.24%2025-09-302025-11-13

VRTX VERTEX PHARMACEUTICALS INC1.6K shares-10.61%2025-09-302025-11-13

Sponsored

KO COCA COLA CO7.4K shares-43.18%2025-09-302025-11-13

ALB ALBEMARLE CORP6.5K shares-10.30%2025-09-302025-11-13

NEM NEWMONT CORP6.1K shares-56.25%2025-09-302025-11-13

PFF ISHARES TR16.2K shares13.27%2025-09-302025-11-13

SPGI S&P GLOBAL INC982 shares-50.05%2025-09-302025-11-13

MCD MCDONALDS CORP1.5K shares-51.02%2025-09-302025-11-13

TIP ISHARES TR4.2K shares0.00%2025-09-302025-11-13

VICI VICI PPTYS INC14.2K shares53.90%2025-09-302025-11-13

Sponsored

GD GENERAL DYNAMICS CORP1.3K shares-44.27%2025-09-302025-11-13

SCHP SCHWAB STRATEGIC TR16.6K shares20.23%2025-09-302025-11-13

GS GOLDMAN SACHS GROUP INC558 shares-10.72%2025-09-302025-11-13

VLO VALERO ENERGY CORP2.5K shares-43.41%2025-09-302025-11-13

CI THE CIGNA GROUP1.4K shares-42.87%2025-09-302025-11-13

AEP AMERICAN ELEC PWR CO INC3.6K shares-42.89%2025-09-302025-11-13

MRVL MARVELL TECHNOLOGY INC4.8K sharesnew addition2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC8.9K sharesnew addition2025-09-302025-11-13

Sponsored

RF REGIONS FINANCIAL CORP NEW14.8K shares-15.25%2025-09-302025-11-13

VONV VANGUARD SCOTTSDALE FDS4.3K shares-10.04%2025-09-302025-11-13

SSNC SS&C TECHNOLOGIES HLDGS INC4.3K shares-43.19%2025-09-302025-11-13

HD HOME DEPOT INC912 shares-42.39%2025-09-302025-11-13

FNB F N B CORP22.7K shares-55.36%2025-09-302025-11-13

EHC ENCOMPASS HEALTH CORP2.8K shares-54.42%2025-09-302025-11-13

BWA BORGWARNER INC8.1K shares-38.55%2025-09-302025-11-13

CXT CRANE NXT CO5.1K shares-42.78%2025-09-302025-11-13

Sponsored

DOV DOVER CORP2.0K shares-42.91%2025-09-302025-11-13

NI NISOURCE INC7.8K shares-55.05%2025-09-302025-11-13

MDT MEDTRONIC PLC3.5K shares-46.30%2025-09-302025-11-13

WELL WELLTOWER INC1.9K shares-61.28%2025-09-302025-11-13

EMN EASTMAN CHEM CO5.2K shares-21.64%2025-09-302025-11-13

CAT CATERPILLAR INCN/A sharesnew addition2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO7.1K shares-41.96%2025-09-302025-11-13

CARR CARRIER GLOBAL CORPORATION5.3K shares-42.54%2025-09-302025-11-13

Sponsored

FNF FIDELITY NATIONAL FINANCIAL5.2K shares-51.18%2025-09-302025-11-13

TGT TARGET CORP3.4K shares-23.03%2025-09-302025-11-13

GSIE GOLDMAN SACHS ETF TR7.3K sharesnew addition2025-09-302025-11-13

AMT AMERICAN TOWER CORP NEW1.4K shares-64.49%2025-09-302025-11-13

OVV OVINTIV INC6.4K shares-40.99%2025-09-302025-11-13

CWEN CLEARWAY ENERGY INC9.0K shares-67.10%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS3.0K shares0.00%2025-09-302025-11-13

ELV ---719 shares-42.85%2025-09-302025-11-13

Sponsored

AGG ISHARES TR2.3K shares0.00%2025-09-302025-11-13

TXN TEXAS INSTRS INCN/A sharesnew addition2025-09-302025-11-13

PRIM PRIMORIS SVCS CORP1.5K sharesnew addition2025-09-302025-11-13

RWT REDWOOD TRUST INC17.0K shares-40.15%2025-09-302025-11-13

PAYO PAYONEER GLOBAL INC15.2K shares-39.58%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available