Prudent Man Investment Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 261 individual equity positions held by the firm.
The top holdings in the portfolio include major technology and consumer companies. Apple Inc. is the largest position, with 4,883,921 shares. Microsoft Corporation follows with 348,418 shares, and NVIDIA Corporation is listed with 600,894 shares. Other notable positions include Johnson & Johnson (155,932 shares), Meta Platforms Inc. (37,710 shares), and Procter & Gamble Co. (23,391 shares).
The filing also details a significant number of exchange-traded funds (ETFs) within the portfolio. Dimensional ETF Trust funds comprise a large portion of the holdings, including the World Equity ETF (3,424,508 shares), the US Core Equity Market ETF (18,638,171 shares), and the International Core Equity Market ETF (50,010,134 shares). Other ETFs listed include iShares and SPDR Series Trust funds, which cover broad market indices, emerging markets, and specific sectors such as technology and gold.
The filing was signed by Keith Diamond, the Chief Compliance Officer of Prudent Man Investment Management, and was filed on November 2, 2026.
