Prudent Man Investment Management, Inc.
•CIK: 2054263•Filing: Q4 2025
**Prudent Man Investment Management, Inc.** manages $297M across a diversified portfolio of 169 positions. The fund exhibits a significant concentration in its top holdings, led by DFAC at $94.4M and DUSB at $80.9M. Further substantial allocations include DFAI ($40.2M) and DFUV ($22.4M). This structure indicates a focused, conviction-driven approach within its investment mandate.
Total AUM
$297.4M
QoQ Performance
+65.1%
Positions
126
Top 10 Concentration
95.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DUSB
DFAI
DFUV
DFAU
DFAC31.7%
DUSB27.2%
DFAI13.5%
DFUV7.5%
DFAU5.8%
DFAE3.8%
DFLV3.5%
AAPL1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.4%
Technology1.6%
Financial0.2%
Consumer0.2%
ETF0.2%
Healthcare0.1%
Industrial0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+22 more exited positions
Changes from Q3 2025
NEW28 new positions
↑42 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024