Prudent Man Investment Management, Inc. reported 174 positions worth $11.62M for the quarter ended Sep 30, 2026, up 37.5% on the prior quarter. It opened 74 new positions, added to 37, trimmed 14 and exited 5. Its largest holding is Apple Inc. at 42% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PFG Principal Financial Group Inc | +2,000 | – | $223.92K | 1.93% |
| NVDA Nvidia Corp | +681 | +34.9% | $155.53K | 5.17% |
| AAPL Apple Inc. | +380 | +2.7% | $126.54K | 42.03% |
| MRK Merck & Co., Inc. | +850 | +850.0% | $123.51K | 1.19% |
| BRK-B Berkshire Hathaway Inc | +206 | +127.2% | $102.58K | 1.58% |
| DELL Dell Technologies Inc. | +188 | – | $101.14K | 0.87% |
| JNJ Johnson & Johnson | +239 | +68.3% | $63.27K | 1.34% |
| DIS Walt Disney Co | +571 | +71.0% | $59.91K | 1.24% |
| VZ Verizon Communications Inc | +1,300 | +250.0% | $59.63K | 0.718% |
| WEC Wec Energy Group, Inc. | +578 | +192.7% | $58.25K | 0.761% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CASY Caseys General Stores Inc | -50 | -19.2% | $30.42K | 1.1% |
| INTC Intel Corp | -250 | -48.1% | $30.06K | 0.279% |
| PLTR Palantir Technologies Inc. | -130 | -65.7% | $24.32K | 0.109% |
| ITW Illinois Tool Works Inc | -87 | -80.6% | $22.38K | 0.046% |
| USB Us Bancorp \De\ | -417 | -100.0% | $22.25K | Exited |
| ORCL Oracle Corp | -136 | -32.7% | $18.67K | 0.331% |
| GS Goldman Sachs Group Inc | -15 | -16.0% | $13.51K | 0.612% |
| GOOGL Alphabet Inc. | -33 | -8.5% | $11.35K | 1.05% |
| TMO Thermo Fisher Scientific Inc. | -14 | -10.1% | $9.45K | 0.72% |
| V Visa Inc. | -23 | -36.5% | $8.34K | 0.125% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PFG Principal Financial Group Inc | +2,000 | $223.92K | 1.93% |
| DELL Dell Technologies Inc. | +188 | $101.14K | 0.87% |
| T At&T Inc. | +2,060 | $50.26K | 0.433% |
| SPCX Space Exploration Technologies Corp | +256 | $38.62K | 0.332% |
| CRWD CrowdStrike Holdings, Inc. | +142 | $37.60K | 0.324% |
| IAU Ishares Gold Trust | +431 | $33.66K | 0.29% |
| HSBC Hsbc Holdings Plc | +321 | $31.88K | 0.274% |
| ALL Allstate Corp | +133 | $29.51K | 0.254% |
| ACN Accenture plc | +131 | $24.02K | 0.207% |
| BN BROOKFIELD Corp | +657 | $23.96K | 0.206% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 14.7K | $4.88M | 42.03% | +380 | +2.7% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 2,631 | $600.89K | 5.17% | +681 | +34.9% | Added | 0% |
| 3 | PNC Pnc Financial Services Group, Inc. | Financial Services | 1,825 | $405.63K | 3.49% | 0 | 0.0% | Unchanged | 0% |
| 4 | MSFT Microsoft Corp | Technology | 679 | $348.42K | 3% | +40 | +6.3% | Added | 0% |
| 5 | WMT Walmart Inc. | Consumer Staples | 2,987 | $310.39K | 2.67% | +18 | +0.6% | Added | 0% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 1,745 | $283.94K | 2.44% | +127 | +7.8% | Added | 0% |
| 7 | LMT Lockheed Martin Corp | Industrials | 505 | $257.17K | 2.21% | -5 | -1.0% | Reduced | 0% |
| 8 | PFG Principal Financial Group Inc | Financial Services | 2,000 | $223.92K | 1.93% | +2,000 | – | New | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 368 | $183.25K | 1.58% | +206 | +127.2% | Added | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 589 | $155.93K | 1.34% | +239 | +68.3% | Added | 0% |
| 11 | DIS Walt Disney Co | Communication Services | 1,375 | $144.28K | 1.24% | +571 | +71.0% | Added | 0% |
| 12 | MRK Merck & Co., Inc. | Healthcare | 950 | $138.05K | 1.19% | +850 | +850.0% | Added | 0% |
| 13 | AXP American Express Co | Financial Services | 449 | $136.54K | 1.17% | 0 | 0.0% | Unchanged | 0% |
| 14 | CVX Chevron Corp | Energy | 649 | $132.53K | 1.14% | +276 | +74.0% | Added | 0% |
| 15 | CASY Caseys General Stores Inc | Consumer Staples | 210 | $127.78K | 1.1% | -50 | -19.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Prudent Man Investment Management.
As of its Q3 2026 13F filing, Prudent Man Investment Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 42.0%, Nvidia Corp (NVDA) at 5.2%, Pnc Financial Services Group, Inc. (PNC) at 3.5%, Microsoft Corp (MSFT) at 3.0%, Walmart Inc. (WMT) at 2.7% of the reported portfolio.
Prudent Man Investment Management, Inc. reported a 13F portfolio worth $11.62M across 174 positions for Q3 2026. That is up 37.5% from the previous quarter.
Its largest purchases by value were Principal Financial Group Inc ($223.92K), Nvidia Corp ($155.53K), Apple Inc. ($126.54K). It opened 74 new positions.
Its largest sales by value were Caseys General Stores Inc ($30.42K), Intel Corp ($30.06K), Palantir Technologies Inc. ($24.32K). It exited 5 positions entirely.
From the Form 13F-HR reports Prudent Man Investment Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.