Prudent Man Advisors, LLC
CIK:0001817174
Investment Adviser
$28B AUM
179 holdings
Naperville, IL, USA
Prudent Man Advisors, LLC is an SEC-registered investment adviser that provides investment advisory services to local government investment pools and separate accounts.
Investment Strategy
Focuses on safety of principal, maintaining high credit quality, and creating low-risk portfolios.
Latest 13F Filing Activity
Prudent Man Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 179 equity positions with a total 13F market value of $314M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Vanguard Star FDS among other positions. Prudent Man Advisors, LLC reduced exposure to Vanguard Index FDS, Lennar Corp., Marathon Pete Corp. among others.
Top Buys
N
NVDANVIDIA CORPORATION+$4.0M
M
MSFTMICROSOFT CORP+$3.5M
V
VXUSVANGUARD STAR FDS+$2.2M
A
AVGOBROADCOM INC+$2.0M
A
AMZNAMAZON COM INC+$1.7M
Top Sells
V
VTIVANGUARD INDEX FDS-$4.5M
L
LENLENNAR CORP-$478.4K
M
MPCMARATHON PETE CORP-$299.4K
U
UNHUNITEDHEALTH GROUP INC-$286.8K
L
LWLAMB WESTON HLDGS INC-$254.7K
Top Holdings
V
VTIVANGUARD INDEX FDS+13.2%$41.6M
B
BNDVANGUARD BD INDEX FDS+8.1%$25.6M
H
HYGISHARES TR+5.2%$16.4M
E
ESGUISHARES TR+3.1%$9.8M
V
VEAVANGUARD TAX-MANAGED FDS+2.8%$8.9M
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 13.23% | $41.6M | 136,825 | $176.50 | $303.93 | -$4.5M |
B BND | VANGUARD BD INDEX FDS | 8.13% | $25.6M | 347,173 | $83.74 | $73.63 | +$232.5K |
H HYG | ISHARES TR | 5.21% | $16.4M | 203,017 | $80.28 | $80.65 | +$387.6K |
E ESGU | ISHARES TR | 3.12% | $9.8M | 72,521 | $103.53 | $135.30 | +$1.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 2.83% | $8.9M | 150,500 | $40.75 | $57.01 | +$939.1K |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+4.6%
SEMICONDUCTORS & RELATED DEVICES
+4.6%
REAL ESTATE INVESTMENT TRUSTS
+4.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.2%
NATIONAL COMMERCIAL BANKS
+3.0%
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
B Brett Copeland | Portfolio Manager | Chicago, IL , United States | |
 | Portfolio Manager | Chicago, IL , United States | |
J Jacob Fitzpatrick | Portfolio Manager | Saint Paul, MN , United States | |
 | Senior Quantitative Analyst, Public Finance | Chicago, IL , United States | |
 | Portfolio Manager | Saint Paul, MN , United States | |
T Tim Palmer | Senior Portfolio Manager | Minneapolis, MN , United States | |
 | Quantitative Analyst | Naperville, IL , United States | |
C Cedric Buermann | Quantitative Equity Portfolio Manager | Minneapolis, MN , United States | |
J Jacob Correll | VP, Portfolio Manager | Mesa, AZ , United States | |
J John Huber | Chief Investment Officer | Minneapolis, MN , United States |
Showing 1-10 of 11 team members