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The Analysis of Prudent Man Advisors, LLC's Holdings & P&L

Currently, Prudent Man Advisors, LLC holds 134 types of securities in its portfolio with a total value $333.9M. In the most recent quarter, they have increased their positions in IVV (+7.0K shares, valued at $4.5M), NVDA (+23.5K shares, valued at $4.1M), AAPL (+15.4K shares, valued at $3.9M); decreased their positions in VTI (-9.1K shares, valued at $2.9M), VEA (-27.6K shares, valued at $1.8M), BND (-21.4K shares, valued at $1.6M); initiated new positions in PEP (+5.3K shares, valued at $818.1K), VTR (+9.1K shares, valued at $745.6K), GILD (+4.8K shares, valued at $663.3K).

1M P&L

+10.8M+3.44%

3M P&L

+14.6M+4.68%

HY P&L

+31.5M+10.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A136.0M

45.5%

2Semiconductors15.8M

5.3%

3Consumer Electronics11.2M

3.7%

Top Industries by Stock Count

1N/A25 stocks

20.8%

2Aerospace & Defense4 stocks

3.3%

3Engineering & Construction4 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS124.6K shares-6.79%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS332.2K shares-6.06%2026-03-312026-05-08

NVDA NVIDIA CORPORATION67.8K shares52.98%2026-03-312026-05-08

AAPL APPLE INC43.6K shares54.29%2026-03-312026-05-08

HYG ISHARES TR136.7K shares6.96%2026-03-312026-05-08

ESGU ISHARES TR64.8K shares-8.67%2026-03-312026-05-08

MSFT MICROSOFT CORP22.2K shares54.62%2026-03-312026-05-08

ALPHABET INC ALPHABET INC28.3K shares49.59%2026-03-312026-05-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS120.9K shares-18.57%2026-03-312026-05-08

IVV ISHARES TR12.0K shares139.05%2026-03-312026-05-08

AMZN AMAZON COM INC37.2K shares57.47%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS91.1K shares-4.88%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO20.8K shares54.88%2026-03-312026-05-08

VXUS VANGUARD STAR FDS78.5K shares17.05%2026-03-312026-05-08

VMBS VANGUARD SCOTTSDALE FDS114.9K shares62.93%2026-03-312026-05-08

BROADCOM INC BROADCOM INC17.1K shares53.66%2026-03-312026-05-08

Sponsored

META META PLATFORMS INC7.7K shares52.08%2026-03-312026-05-08

WMT WALMART INC32.7K shares51.68%2026-03-312026-05-08

GLW CORNING INC29.2K shares42.02%2026-03-312026-05-08

ALPHABET INC ALPHABET INC13.3K shares75.87%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC11.1K shares150.13%2026-03-312026-05-08

BAC BANK AMERICA CORP73.2K shares66.63%2026-03-312026-05-08

AMAT APPLIED MATLS INC10.3K shares47.41%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.1K shares53.78%2026-03-312026-05-08

Sponsored

VNQ VANGUARD INDEX FDS36.6K shares-7.44%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC19.5K shares53.83%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP14.6K shares31.36%2026-03-312026-05-08

MS MORGAN STANLEY18.6K shares55.44%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC25.2K shares50.96%2026-03-312026-05-08

IWM ISHARES TR11.7K shares-26.96%2026-03-312026-05-08

LLY ELI LILLY & CO3.0K shares66.35%2026-03-312026-05-08

PWR QUANTA SVCS INC4.6K shares47.49%2026-03-312026-05-08

Sponsored

COST COSTCO WHOLESALE CORPORATION2.5K shares56.34%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC2.5K shares52.92%2026-03-312026-05-08

MA MASTERCARD INCORPORATED4.6K shares54.13%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS15.5K shares1.23%2026-03-312026-05-08

EMR EMERSON ELEC CO17.4K shares53.34%2026-03-312026-05-08

V VISA INC7.5K shares54.18%2026-03-312026-05-08

TMUS T-MOBILE US INC10.4K shares53.95%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC6.2K shares50.51%2026-03-312026-05-08

Sponsored

SBUX STARBUCKS CORP12.7K shares51.66%2026-03-312026-05-08

ABT ABBOTT LABORATORIES18.9K shares49.46%2026-03-312026-05-08

PLD PROLOGIS INC.14.6K shares41.92%2026-03-312026-05-08

FCX FREEPORT MCMORAN INC32.4K shares75.32%2026-03-312026-05-08

OKE ONEOK INC NEW21.0K shares57.79%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP2.8K shares62.08%2026-03-312026-05-08

LH LABCORP HOLDINGS INC7.0K shares53.78%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC419 shares56.93%2026-03-312026-05-08

Sponsored

ORCL ORACLE CORP11.7K shares53.65%2026-03-312026-05-08

AME AMETEK INC8.0K shares52.49%2026-03-312026-05-08

ALB ALBEMARLE CORP9.3K shares44.74%2026-03-312026-05-08

AMP AMERIPRISE FINL INC3.7K shares55.00%2026-03-312026-05-08

DIS DISNEY WALT CO16.8K shares76.72%2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS15.6K shares17.08%2026-03-312026-05-08

EQT CORP EQT CORP24.1K shares77.99%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC3.4K shares60.97%2026-03-312026-05-08

Sponsored

COP CONOCOPHILLIPS11.5K shares59.40%2026-03-312026-05-08

J JACOBS SOLUTIONS INC11.2K shares66.48%2026-03-312026-05-08

EVRG EVERGY INC16.5K shares58.30%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP4.7K shares72.20%2026-03-312026-05-08

LKQ LKQ CORP44.7K shares60.14%2026-03-312026-05-08

DAL DELTA AIR LINES INC19.0K shares55.13%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC2.5K shares52.09%2026-03-312026-05-08

CVX CHEVRON CORPORATION5.9K shares51.30%2026-03-312026-05-08

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC37.7K shares59.21%2026-03-312026-05-08

DE DEERE & CO1.4K shares50.17%2026-03-312026-05-08

CRM SALESFORCE INC6.3K shares50.57%2026-03-312026-05-08

BSX BOSTON SCIENTIFIC CORP18.5K shares47.39%2026-03-312026-05-08

TSLA TESLA INC3.1K shares55.49%2026-03-312026-05-08

CSCO CISCO SYS INC14.3K shares47.12%2026-03-312026-05-08

SPDR SERIES TRUST SPDR SERIES TRUST11.1K shares-15.33%2026-03-312026-05-08

RTX RTX CORPORATION5.4K shares50.96%2026-03-312026-05-08

Sponsored

PG PROCTER & GAMBLE CO7.3K shares78.66%2026-03-312026-05-08

AXON AXON ENTERPRISE INC2.4K shares55.69%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC19.5K shares121.62%2026-03-312026-05-08

WFC WELLS FARGO & CO12.3K shares48.74%2026-03-312026-05-08

XBI SPDR SERIES TRUST7.5K shares-3.30%2026-03-312026-05-08

KRE SPDR SERIES TRUST14.7K shares-3.20%2026-03-312026-05-08

NEE NEXTERA ENERGY INC9.9K shares18.45%2026-03-312026-05-08

VLO VALERO ENERGY CORP3.7K shares48.94%2026-03-312026-05-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F14.2K shares-21.20%2026-03-312026-05-08

DLR DIGITAL RLTY TR INC4.9K shares34.44%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.14%2026-03-312026-05-08

HON HONEYWELL INTL INC3.6K shares40.29%2026-03-312026-05-08

PEP PEPSICO INC5.3K sharesnew addition2026-03-312026-05-08

NEM NEWMONT CORP7.4K shares22.08%2026-03-312026-05-08

SPIB SPDR SERIES TRUST22.4K shares2.52%2026-03-312026-05-08

VTR VENTAS INC9.1K sharesnew addition2026-03-312026-05-08

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC7.4K shares53.36%2026-03-312026-05-08

MCD MCDONALDS CORP2.3K shares51.88%2026-03-312026-05-08

SCHP SCHWAB STRATEGIC TR26.9K shares61.38%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC5.2K shares48.95%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares49.17%2026-03-312026-05-08

GILD GILEAD SCIENCES INC4.8K sharesnew addition2026-03-312026-05-08

BWA BORGWARNER INC12.2K shares51.45%2026-03-312026-05-08

NKE NIKE INC6.1K shares52.62%2026-03-312026-05-08

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.7K shares51.87%2026-03-312026-05-08

AVY AVERY DENNISON CORP3.8K sharesnew addition2026-03-312026-05-08

BLV VANGUARD BD INDEX FDS9.3K shares-17.02%2026-03-312026-05-08

DOV DOVER CORP3.0K shares46.11%2026-03-312026-05-08

SPGI S&P GLOBAL INC1.4K shares47.84%2026-03-312026-05-08

EMN EASTMAN CHEM CO7.7K shares47.48%2026-03-312026-05-08

OVV OVINTIV INC9.8K shares52.31%2026-03-312026-05-08

RF REGIONS FINANCIAL CORP NEW22.1K shares50.82%2026-03-312026-05-08

Sponsored

FNB F N B CORP33.6K shares48.42%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP2.1K shares48.44%2026-03-312026-05-08

VICI VICI PPTYS INC19.7K shares39.26%2026-03-312026-05-08

NI NISOURCE INC11.5K shares48.20%2026-03-312026-05-08

CWEN CLEARWAY ENERGY INC13.1K shares46.32%2026-03-312026-05-08

PFF ISHARES TR16.6K shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INCN/A sharesnew addition2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC5.5K shares53.25%2026-03-312026-05-08

Sponsored

UNH UNITEDHEALTH GROUP INC1.7K shares19.46%2026-03-312026-05-08

SSNC SS&C TECH HLDGS6.6K shares53.61%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION7.9K shares49.40%2026-03-312026-05-08

HD HOME DEPOT INC1.3K shares48.35%2026-03-312026-05-08

EHC ENCOMPASS HEALTH CORP4.1K shares47.71%2026-03-312026-05-08

GSIE GOLDMAN SACHS ETF TR9.0K shares19.53%2026-03-312026-05-08

WELL WELLTOWER INC1.9K shares3.78%2026-03-312026-05-08

ICSH ISHARES TR7.6K shares-64.21%2026-03-312026-05-08

Sponsored

FNF FIDELITY NATL FINL INC7.8K shares49.00%2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS3.6K shares-3.03%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares53.13%2026-03-312026-05-08

EQIX EQUINIX INC309 shares-69.68%2026-03-312026-05-08

AMT AMERICAN TOWER CORP1.5K shares4.59%2026-03-312026-05-08

TXN TEXAS INSTRS INCN/A sharesnew addition2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS3.0K shares0.00%2026-03-312026-05-08

AGG ISHARES TR2.3K shares-73.55%2026-03-312026-05-08

Sponsored

MOD MODINE MFG CO1.0K sharesnew addition2026-03-312026-05-08

FN FABRINET422 sharesnew addition2026-03-312026-05-08

DY DYCOM INDS INC637 shares-3.04%2026-03-312026-05-08

PRIM PRIMORIS SVCS CORP1.5K sharesnew addition2026-03-312026-05-08

RWT REDWOOD TRUST INC16.5K shares-2.57%2026-03-312026-05-08

PAYO PAYONEER GLOBAL INC14.6K shares-3.97%2026-03-312026-05-08

VTI

VANGUARD INDEX FDS

-6.79%

Shares124.6K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

-6.06%

Shares332.2K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

52.98%

Shares67.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

54.29%

Shares43.6K

Event2026-03-31

Filed2026-05-08

HYG

ISHARES TR

6.96%

Shares136.7K

Event2026-03-31

Filed2026-05-08

ESGU

ISHARES TR

-8.67%

Shares64.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

54.62%

Shares22.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

49.59%

Shares28.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-18.57%

Shares120.9K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

139.05%

Shares12.0K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

57.47%

Shares37.2K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

-4.88%

Shares91.1K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

54.88%

Shares20.8K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

17.05%

Shares78.5K

Event2026-03-31

Filed2026-05-08

VMBS

VANGUARD SCOTTSDALE FDS

62.93%

Shares114.9K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

53.66%

Shares17.1K

Event2026-03-31

Filed2026-05-08