Titelia

Holdings of Prudent Man Investment Management, Inc.

158 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 96.1 % of the equity sleeve

Sector breakdown

  • Technology 2.5 %
  • Financials 0.5 %
  • Consumer staples 0.2 %
  • Funds 0.2 %
  • Health care 0.2 %
  • Consumer discretionary 0.2 %
  • Industrials 0.2 %
  • Communication 0.2 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Unattributed 95.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • NL 0.0 %
  • TW 0.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US154193.5M $99.95 %
2NL164.2K $0.03 %
3TW119.8K $0.01 %
4GB26.4K $0.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 2,382,74994.3M $
2Dimensional ETF Trust 1,055,53440.2M $
3DFA Dimensional US Marketwide Value ETF 479,61922.3M $
4Dimensional ETF Trust 347,64711.3M $
5Dimensional ETF Trust 304,88110.4M $
6Apple Inc 14,2863.9M $
7Vanguard Ultra Short Bond ETF 27,7721.4M $
8Dimensional U S Targeted Value ETF 15,130900.8K $
9Vanguard Total Stock Market ETF 2,087699.7K $
10Dimensional ETF Trust 7,466553.8K $
11Vanguard Mega Cap Growth ETF 1,198494.5K $
12PNC Financial Services Group Inc/The 1,825380.9K $
13NVIDIA Corp 1,950363.7K $
14Ishares Inc 4,729343.7K $
15Vanguard Value ETF 1,780340K $
16Walmart Inc 2,969330.8K $
17Vanguard Total International S 4,333326.9K $
18Dimensional U S Small Cap ETF 4,444309.6K $
19Microsoft Corp 639308.8K $
20Lockheed Martin Corp 510246.7K $
21Vanguard S&P 500 ETF 386242.1K $
22Exxon Mobil Corp 1,618194.7K $
23American Express Co 449166.1K $
24Vanguard Total World Stock ETF 1,172165.3K $
25Casey's General Stores Inc 260143.7K $
26iShares Core S&P 500 ETF 191130.8K $
27State Street SPDR S&P 500 ETF Trust 189128.8K $
28Alphabet Inc 389121.8K $
29Bank of America Corp 1,68592.7K $
30Walt Disney Co/The 80491.5K $
31Public Service Enterprise Group Inc 1,13491.1K $
32Xcel Energy Inc 1,17887K $
33Goldman Sachs Group Inc/The 9482.6K $
34Berkshire Hathaway Inc 16281.4K $
35Oracle Corp 41681.1K $
36Thermo Fisher Scientific Inc 13880K $
37Schwab Emerging Markets Equity ETF 2,37177.7K $
38Eli Lilly & Co 7176.3K $
39Wells Fargo & Co 80074.6K $
40Johnson & Johnson 35072.4K $
41DBX ETF Trust 1,06866.7K $
42PepsiCo Inc 46066K $
43ASML Holding NV 6064.2K $
44InterDigital Inc 20063.7K $
45JPMorgan Chase & Co 19462.5K $
46Chevron Corp 37356.8K $
47Waste Management Inc 24854.5K $
48Amazon.com Inc 22952.9K $
49Expedia Group Inc 18552.4K $
50AbbVie Inc 21549.1K $
51Dimensional International Value ETF 97048.4K $
52Lowe's Cos Inc 20048.2K $
53McDonald's Corp. 12738.8K $
54Comcast Corp 1,19035.6K $
55Palantir Technologies Inc 19835.2K $
56Abbott Laboratories 26132.7K $
57Dimensional International Smal 83831.8K $
58WEC Energy Group Inc 30031.6K $
59PPG Industries Inc 30030.7K $
60Schwab U.S. Large-Cap ETF 1,12730.3K $
61Dimensional International Smal 89329.4K $
62Philip Morris International Inc. 18028.9K $
63Illinois Tool Works Inc 10826.6K $
64Sempra 30026.5K $
65Vanguard Growth ETF 5225.4K $
66Cardinal Health, Inc. 11122.8K $
67Blackrock Inc 2122.5K $
68US Bancorp 41722.3K $
69Visa Inc 6322.1K $
70Barrett Business Services Inc 60121.8K $
71Verizon Communications Inc 52021.2K $
72iShares Russell 2000 ETF 8320.4K $
73Tesla Inc 4520.2K $
74Taiwan Semiconductor Manufacturing Co Ltd 6519.8K $
75Intel Corp 52019.2K $
76Travelers Cos Inc/The 5816.8K $
77Procter & Gamble Co/The 11716.8K $
78NIKE Inc 26316.8K $
79Broadcom Inc 4716.3K $
80Gilead Sciences Inc 13216.2K $
81Vanguard Short-term Bond Etf 20416.1K $
82Meta Platforms Inc 2415.8K $
83KeyCorp 69314.3K $
84FirstEnergy Corp 30013.4K $
85Baxter International Inc 70013.4K $
86iShares Trust 57513.2K $
87Boeing Co/The 6013K $
88Schwab US Broad Market ETF 47012.3K $
89Novartis AG 8411.6K $
90American Electric Power Co Inc 10011.5K $
91Merck & Co Inc 10010.5K $
92Altria Group, Inc. 18010.4K $
93T-Mobile US Inc 5110.4K $
94Costco Wholesale Corp 119.5K $
95iShares Core MSCI EAFE ETF 998.9K $
96State Street SPDR S&P Dividend ETF 638.8K $
97Best Buy Co Inc 1308.7K $
98Global X Uranium ETF 2008.5K $
99iShares Future AI & Tech ETF 1738.3K $
100MetLife Inc 987.7K $