13F HOLDINGS REPORT
Prudent Man Advisors, LLC
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001817174-25-000003
Total Value
$314.9M
Positions
182
Other Managers
0
Confidential Omitted
No
Holdings (182)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 136,825 | $41.6M | 13.21% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 347,173 | $25.6M | 8.12% |
| 3 | ISHARES TR | 464288513 | 203,017 | $16.4M | 5.20% |
| 4 | ISHARES TR | 46435G425 | 72,521 | $9.8M | 3.12% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 150,500 | $8.9M | 2.82% |
| 6 | MICROSOFT CORP | MSFT | 17,070 | $8.5M | 2.70% |
| 7 | NVIDIA CORPORATION | NVDA | 51,479 | $8.1M | 2.58% |
| 8 | VANGUARD BD INDEX FDS | 921937827 | 89,043 | $7.0M | 2.23% |
| 9 | APPLE INC | AAPL | 33,325 | $6.9M | 2.20% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 19,019 | $5.5M | 1.75% |
| 11 | AMAZON COM INC | AMZN | 21,969 | $4.8M | 1.53% |
| 12 | VANGUARD STAR FDS | 921909768 | 68,229 | $4.7M | 1.50% |
| 13 | SSGA ACTIVE ETF TR | 78467V608 | 110,500 | $4.6M | 1.46% |
| 14 | ISHARES TR | 464287200 | 6,756 | $4.2M | 1.33% |
| 15 | BROADCOM INC | AVGO | 14,315 | $3.9M | 1.25% |
| 16 | ISHARES TR | 464287655 | 16,272 | $3.5M | 1.12% |
| 17 | ALPHABET INC | GOOG | 19,707 | $3.5M | 1.11% |
| 18 | VANGUARD INDEX FDS | 922908553 | 39,149 | $3.5M | 1.11% |
| 19 | PHILIP MORRIS INTL INC | 718172109 | 17,909 | $3.3M | 1.04% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C771 | 66,284 | $3.1M | 0.98% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,660 | $2.8M | 0.88% |
| 22 | VANGUARD WHITEHALL FDS | 921946406 | 20,065 | $2.7M | 0.85% |
| 23 | BLACKROCK INC | BLK | 2,384 | $2.5M | 0.79% |
| 24 | MORGAN STANLEY | MS-PQ | 16,644 | $2.3M | 0.74% |
| 25 | PROLOGIS INC. | PLDGP | 22,116 | $2.3M | 0.74% |
| 26 | ABBOTT LABS | ABLZF | 16,894 | $2.3M | 0.73% |
| 27 | WALMART INC | WMT | 23,040 | $2.3M | 0.72% |
| 28 | EMERSON ELEC CO | EMR | 16,106 | $2.1M | 0.68% |
| 29 | T-MOBILE US INC | TMUSZ | 8,759 | $2.1M | 0.66% |
| 30 | NEXTERA ENERGY INC | NEE-PW | 28,615 | $2.0M | 0.63% |
| 31 | VISA INC | V | 5,561 | $2.0M | 0.63% |
| 32 | EQUINIX INC | EQIX | 2,473 | $2.0M | 0.62% |
| 33 | MASTERCARD INCORPORATED | MA | 3,430 | $1.9M | 0.61% |
| 34 | HONEYWELL INTL INC | 438516106 | 8,182 | $1.9M | 0.61% |
| 35 | ORACLE CORP | ORCL-PD | 8,595 | $1.9M | 0.60% |
| 36 | COSTCO WHSL CORP NEW | 22160K105 | 1,801 | $1.8M | 0.57% |
| 37 | AMERIPRISE FINL INC | 03076C106 | 3,293 | $1.8M | 0.56% |
| 38 | STARBUCKS CORP | SBUX | 9,539 | $1.8M | 0.56% |
| 39 | BOOKING HOLDINGS INC | BKNG | 299 | $1.7M | 0.55% |
| 40 | LABCORP HOLDINGS INC | LH | 6,316 | $1.7M | 0.53% |
| 41 | CORNING INC | GLW | 30,841 | $1.6M | 0.52% |
| 42 | BOSTON SCIENTIFIC CORP | BSX | 14,654 | $1.6M | 0.50% |
| 43 | DISNEY WALT CO | 254687106 | 12,690 | $1.6M | 0.50% |
| 44 | ELECTRONIC ARTS INC | EA | 9,689 | $1.5M | 0.49% |
| 45 | QUALCOMM INC | QCOM | 9,529 | $1.5M | 0.48% |
| 46 | SPDR SER TR | 78464A698 | 25,330 | $1.5M | 0.48% |
| 47 | META PLATFORMS INC | META | 1,967 | $1.5M | 0.46% |
| 48 | ALPHABET INC | GOOG | 8,030 | $1.4M | 0.45% |
| 49 | APPLIED MATLS INC | 038222105 | 7,725 | $1.4M | 0.45% |
| 50 | AXON ENTERPRISE INC | AXON | 1,708 | $1.4M | 0.45% |
| 51 | L3HARRIS TECHNOLOGIES INC | LHX | 5,620 | $1.4M | 0.45% |
| 52 | LAM RESEARCH CORP | LRCX | 14,438 | $1.4M | 0.45% |
| 53 | MERCK & CO INC | MRK | 17,523 | $1.4M | 0.44% |
| 54 | QUANTA SVCS INC | 74762E102 | 3,632 | $1.4M | 0.44% |
| 55 | BANK AMERICA CORP | 060505104 | 28,557 | $1.4M | 0.43% |
| 56 | SALESFORCE INC | CRM | 4,846 | $1.3M | 0.42% |
| 57 | WELLS FARGO CO NEW | 949746101 | 16,370 | $1.3M | 0.42% |
| 58 | DUPONT DE NEMOURS INC | DD | 19,114 | $1.3M | 0.42% |
| 59 | DIGITAL RLTY TR INC | 253868103 | 7,491 | $1.3M | 0.41% |
| 60 | DEERE & CO | DE | 1,741 | $1.3M | 0.40% |
| 61 | CHIPOTLE MEXICAN GRILL INC | CMG | 21,566 | $1.2M | 0.38% |
| 62 | CISCO SYS INC | CSCO | 17,382 | $1.2M | 0.38% |
| 63 | JACOBS SOLUTIONS INC | J | 9,104 | $1.2M | 0.38% |
| 64 | PROCTER AND GAMBLE CO | 742718109 | 7,511 | $1.2M | 0.38% |
| 65 | SPDR SER TR | 78468R622 | 11,988 | $1.2M | 0.37% |
| 66 | SPDR SER TR | 78464A870 | 14,028 | $1.2M | 0.37% |
| 67 | UNITEDHEALTH GROUP INC | UNH | 3,659 | $1.1M | 0.36% |
| 68 | RTX CORPORATION | RTX | 7,798 | $1.1M | 0.36% |
| 69 | BECTON DICKINSON & CO | BDX | 6,432 | $1.1M | 0.35% |
| 70 | ONEOK INC NEW | OKE | 13,388 | $1.1M | 0.35% |
| 71 | AMETEK INC | AME | 6,001 | $1.1M | 0.34% |
| 72 | S&P GLOBAL INC | SPGI | 1,966 | $1.0M | 0.33% |
| 73 | VANGUARD INTL EQUITY INDEX F | 922042858 | 18,439 | $1.0M | 0.33% |
| 74 | GALLAGHER ARTHUR J & CO | 363576109 | 3,208 | $1.0M | 0.33% |
| 75 | CHEVRON CORP NEW | CVX | 7,137 | $1.0M | 0.32% |
| 76 | INVESCO EXCH TRADED FD TR II | IVZ | 47,700 | $997,884 | 0.32% |
| 77 | COCA COLA CO | KO | 12,942 | $995,514 | 0.32% |
| 78 | VANGUARD SCOTTSDALE FDS | 92206C664 | 11,058 | $964,479 | 0.31% |
| 79 | NIKE INC | NKE | 7,101 | $958,656 | 0.30% |
| 80 | ABBVIE INC | ABBV | 5,045 | $936,453 | 0.30% |
| 81 | MCDONALDS CORP | MCD | 3,140 | $917,414 | 0.29% |
| 82 | AMERICAN TOWER CORP NEW | 03027X100 | 3,965 | $876,344 | 0.28% |
| 83 | CLEARWAY ENERGY INC | CWEN-A | 27,234 | $871,488 | 0.28% |
| 84 | LKQ CORP | LKQ | 23,495 | $869,550 | 0.28% |
| 85 | EOG RES INC | EOG | 7,218 | $863,345 | 0.27% |
| 86 | THE CIGNA GROUP | 125523100 | 2,503 | $827,442 | 0.26% |
| 87 | VANGUARD INDEX FDS | 922908363 | 1,455 | $826,484 | 0.26% |
| 88 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,631 | $822,385 | 0.26% |
| 89 | WILLIAMS COS INC | 969457100 | 13,057 | $820,110 | 0.26% |
| 90 | NEWMONT CORP | NEMCL | 13,989 | $814,999 | 0.26% |
| 91 | EVERGY INC | EVRG | 11,646 | $802,759 | 0.25% |
| 92 | THERMO FISHER SCIENTIFIC INC | TMO | 1,933 | $783,754 | 0.25% |
| 93 | VERTEX PHARMACEUTICALS INC | VRTX | 1,735 | $772,422 | 0.25% |
| 94 | VANGUARD BD INDEX FDS | 921937793 | 11,065 | $769,460 | 0.24% |
| 95 | ELI LILLY & CO | LLY | 985 | $767,837 | 0.24% |
| 96 | ENCOMPASS HEALTH CORP | EHC | 6,170 | $756,627 | 0.24% |
| 97 | F N B CORP | 302520101 | 50,934 | $742,618 | 0.24% |
| 98 | WELLTOWER INC | WELL | 4,830 | $742,516 | 0.24% |
| 99 | CONOCOPHILLIPS | COP | 8,205 | $736,317 | 0.23% |
| 100 | TESLA INC | TSLA | 2,232 | $709,017 | 0.23% |
| 101 | GENERAL DYNAMICS CORP | GD | 2,401 | $700,276 | 0.22% |
| 102 | NISOURCE INC | NI | 17,269 | $696,631 | 0.22% |
| 103 | COMCAST CORP NEW | CCZ | 19,270 | $687,746 | 0.22% |
| 104 | CARRIER GLOBAL CORPORATION | CARR | 9,274 | $678,764 | 0.22% |
| 105 | DELTA AIR LINES INC DEL | DAL | 13,761 | $676,766 | 0.21% |
| 106 | NORTHROP GRUMMAN CORP | NOC | 1,339 | $669,473 | 0.21% |
| 107 | ITT INC | ITT | 4,169 | $653,824 | 0.21% |
| 108 | DOVER CORP | DOV | 3,568 | $653,765 | 0.21% |
| 109 | AMERICAN ELEC PWR CO INC | 025537101 | 6,295 | $653,169 | 0.21% |
| 110 | SYSCO CORP | SYY | 8,485 | $642,654 | 0.20% |
| 111 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 7,641 | $632,675 | 0.20% |
| 112 | FIDELITY NATIONAL FINANCIAL | FNF | 10,690 | $599,281 | 0.19% |
| 113 | VALERO ENERGY CORP | VLO | 4,370 | $587,415 | 0.19% |
| 114 | HOME DEPOT INC | HD | 1,583 | $580,391 | 0.18% |
| 115 | REXFORD INDL RLTY INC | 76169C100 | 16,205 | $576,412 | 0.18% |
| 116 | MEDTRONIC PLC | MDT | 6,535 | $569,656 | 0.18% |
| 117 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 12,303 | $569,506 | 0.18% |
| 118 | CBRE GROUP INC | CBRE | 3,605 | $505,133 | 0.16% |
| 119 | PUBLIC STORAGE OPER CO | PSA-PS | 1,696 | $497,640 | 0.16% |
| 120 | EASTMAN CHEM CO | EMN | 6,650 | $496,489 | 0.16% |
| 121 | ELEVANCE HEALTH INC | ELV | 1,258 | $489,312 | 0.16% |
| 122 | CRANE NXT CO | CXT | 8,910 | $480,249 | 0.15% |
| 123 | ISHARES TR | 464287176 | 4,197 | $461,838 | 0.15% |
| 124 | MR COOPER GROUP INC | 62482R107 | 3,079 | $459,418 | 0.15% |
| 125 | REALTY INCOME CORP | O | 7,898 | $455,004 | 0.14% |
| 126 | ALBEMARLE CORP | ALB-PA | 7,255 | $454,671 | 0.14% |
| 127 | GOLDMAN SACHS GROUP INC | GSCE | 625 | $442,344 | 0.14% |
| 128 | BORGWARNER INC | BWA | 13,207 | $442,170 | 0.14% |
| 129 | ISHARES TR | 464288687 | 14,320 | $439,338 | 0.14% |
| 130 | TARGET CORP | TGT | 4,412 | $435,244 | 0.14% |
| 131 | OVINTIV INC | OVV | 10,916 | $415,354 | 0.13% |
| 132 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 12,882 | $411,065 | 0.13% |
| 133 | REGIONS FINANCIAL CORP NEW | RF-PF | 17,446 | $410,330 | 0.13% |
| 134 | VANGUARD SCOTTSDALE FDS | 92206C714 | 4,813 | $410,116 | 0.13% |
| 135 | SCHWAB STRATEGIC TR | 808524870 | 13,841 | $369,209 | 0.12% |
| 136 | LAM RESEARCH CORP | LRCX | 3,314 | $322,585 | 0.10% |
| 137 | VENTAS INC | VTR | 5,012 | $316,508 | 0.10% |
| 138 | ASML HOLDING N V | ASMLF | 378 | $302,925 | 0.10% |
| 139 | VICI PPTYS INC | 925652109 | 9,202 | $299,985 | 0.10% |
| 140 | AVALONBAY CMNTYS INC | AWX | 1,464 | $297,924 | 0.09% |
| 141 | MARATHON PETE CORP | MARA | 1,755 | $291,523 | 0.09% |
| 142 | SIMON PPTY GROUP INC NEW | 828806109 | 1,802 | $289,690 | 0.09% |
| 143 | SAP SE | SAPGF | 945 | $287,375 | 0.09% |
| 144 | MAGNITE INC | MGNI | 11,360 | $274,003 | 0.09% |
| 145 | FLUOR CORP NEW | FLR | 5,190 | $266,091 | 0.08% |
| 146 | DYCOM INDS INC | 267475101 | 1,086 | $265,408 | 0.08% |
| 147 | CATERPILLAR INC | CAT | 0 | $263,719 | 0.08% |
| 148 | FABRINET | FN | 889 | $261,971 | 0.08% |
| 149 | ENSIGN GROUP INC | ENSG | 1,675 | $258,386 | 0.08% |
| 150 | MYR GROUP INC DEL | MYRG | 1,407 | $255,300 | 0.08% |
| 151 | ENPRO INC | NPO | 1,328 | $254,378 | 0.08% |
| 152 | TEXAS INSTRS INC | 882508104 | 0 | $248,895 | 0.08% |
| 153 | SHELL PLC | RYDAF | 3,488 | $245,590 | 0.08% |
| 154 | CROWN CASTLE INC | CCI | 2,304 | $236,690 | 0.08% |
| 155 | VANGUARD BD INDEX FDS | 921937819 | 2,978 | $230,319 | 0.07% |
| 156 | ISHARES TR | 464287226 | 2,298 | $227,962 | 0.07% |
| 157 | SONY GROUP CORP | SNEJF | 8,622 | $224,431 | 0.07% |
| 158 | ASTRAZENECA PLC | AZN | 3,201 | $223,686 | 0.07% |
| 159 | INTEGER HLDGS CORP | ITGR | 1,801 | $221,469 | 0.07% |
| 160 | BOOT BARN HLDGS INC | BOOT | 1,443 | $219,336 | 0.07% |
| 161 | ROYAL BK CDA | 780087102 | 1,641 | $215,874 | 0.07% |
| 162 | CARETRUST REIT INC | CTRE | 7,049 | $215,699 | 0.07% |
| 163 | NETSTREIT CORP | NTST | 12,737 | $215,637 | 0.07% |
| 164 | PROGRESS SOFTWARE CORP | 743312100 | 3,374 | $215,396 | 0.07% |
| 165 | CARPENTER TECHNOLOGY CORP | CRS | 766 | $211,707 | 0.07% |
| 166 | MID-AMER APT CMNTYS INC | 59522J103 | 1,409 | $208,546 | 0.07% |
| 167 | TOYOTA MOTOR CORP | TOYOF | 1,206 | $207,746 | 0.07% |
| 168 | LIVERAMP HLDGS INC | RAMP | 6,287 | $207,722 | 0.07% |
| 169 | SUN CMNTYS INC | 866674104 | 1,632 | $206,432 | 0.07% |
| 170 | GAMING & LEISURE PPTYS INC | 36467J108 | 4,422 | $206,419 | 0.07% |
| 171 | WEYERHAEUSER CO MTN BE | WY | 8,004 | $205,623 | 0.07% |
| 172 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 14,498 | $198,913 | 0.06% |
| 173 | HEALTHPEAK PROPERTIES INC | DOC | 11,254 | $197,058 | 0.06% |
| 174 | PAYONEER GLOBAL INC | PAYO | 25,145 | $172,243 | 0.05% |
| 175 | BANCO BILBAO VIZCAYA ARGENTA | BBVXF | 11,045 | $169,762 | 0.05% |
| 176 | REDWOOD TRUST INC | RWTQ | 28,369 | $167,661 | 0.05% |
| 177 | COLUMBUS MCKINNON CORP N Y | CMCO | 10,465 | $159,801 | 0.05% |
| 178 | LLOYDS BANKING GROUP PLC | LLOBF | 35,402 | $150,459 | 0.05% |
| 179 | LIBERTY ENERGY INC | LBRT | 11,924 | $136,888 | 0.04% |
| 180 | MIZUHO FINANCIAL GROUP INC | MZHOF | 20,870 | $116,037 | 0.04% |
| 181 | TALOS ENERGY INC | TALO | 13,546 | $114,870 | 0.04% |
| 182 | PATTERSON-UTI ENERGY INC | PTEN | 16,006 | $94,916 | 0.03% |