Prudent Man Investment Management, Inc.

CIK 0002054263 · Q1 2026

13F Equity AUM

$297.3M

-0.0% QoQ

Positions

168

0 QoQ

AUM Rank

#5,908

Top 48%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 85.8%Top 10: 95.8%Top 20: 98.0%

DFAC31.7%

DUSB27.2%

DFAI13.5%

DFUV7.5%

DFAU5.8%

DFAE3.8%

DFLV3.5%

AAPL1.3%

DFAW1.0%

DFAX0.5%

Others (158)4.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.5%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 168Median: 0.01%Avg: 0.60%

0–0.5%

159(4.6%)

0.5–1%

1(1.0%)

1–3%

1(1.3%)

3–5%

2(7.3%)

5%+

5(85.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 164Unique: 4vs 20 funds

2.2%Low

168

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.1%

BANK OF AMERICA CORP /DE/

3.4%

3.3%

3.5%

3.1%

VANGUARD CAPITAL MANAGEMENT LLC

2.9%

GEODE CAPITAL MANAGEMENT, LLC

2.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased3Decreased9Exited0

Increased

SCHB0.0%

+114(+32%)

DFAI13.5%

+3(0%)

DFAE3.8%

+2(0%)

Decreased

DFAC31.7%

-1,134(-0%)

DFUV7.5%

-429(-0%)

DFAW1.0%

-317(-1%)

DFLV3.5%

-248(-0%)

DUSB27.2%

-185(-0%)

NVDA0.1%

-29(-1%)

MSFT0.1%

-10(-2%)

TSLA0.0%

-9(-17%)

AVGO0.0%

-2(-4%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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