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Manager record

Prudent Man Investment Management, Inc.

Louisville, CO · CIK 2054263 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$293.12MReported 13F valueQ2 2026 · as filed
169Holdings listed
-1.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $180.1M$180.1MQ2 2025180 holdingsQ3 2025: $180.1M$180.1MQ3 2025179 holdingsQ4 2025: $297.4M$297.4MQ4 2025178 holdingsQ1 2026: $297.3M$297.3MQ1 2026169 holdingsQ2 2026: $293.1M$293.1MQ2 2026169 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$293.12M · 169 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$297.25M · 169 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$297.37M · 178 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$180.10M · 179 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$180.14M · 180 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology