MondegarAI
Prudent Man Advisors, LLC

Q2 2024 · 13F-HR

Prudent Man Advisors, LLCholdings as filed

Filed 2024-08-13 · accession 0001817174-24-000003

$282.9M
Reported value
173
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$45.0M15.9%168,124CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$23.8M8.42%330,673CommonSOLE
464288513HYGISHARES TR$21.5M7.59%278,226CommonSOLE
46435G425ESGUISHARES TR$12.3M4.34%102,843CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8.8M3.10%171,847CommonSOLE
594918104MSFTMICROSOFT CORP$6.5M2.29%14,475CommonSOLE
037833100AAPLAPPLE INC$6.0M2.13%28,167CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$4.9M1.72%63,316CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.4M1.57%35,910CommonSOLE
464287655IWMISHARES TR$4.4M1.57%21,822CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.1M1.46%20,381CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.4M1.21%40,751CommonSOLE
023135106AMZNAMAZON COM INC$3.3M1.18%17,307CommonSOLE
464287200IVVISHARES TR$3.2M1.14%5,873CommonSOLE
02079K107GOOGALPHABET INC$2.6M0.91%14,062CommonSOLE
11135F101AVGOBROADCOM INC$2.6M0.90%1,594CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$2.5M0.90%21,486CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.5M0.89%55,372CommonSOLE
58933Y105MRKMERCK & CO INC$2.5M0.87%19,900CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.4M0.86%40,357CommonSOLE
74340W103PLDPROLOGIS INC.$2.2M0.80%20,023CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$2.2M0.77%28,902CommonSOLE
617446448MSMORGAN STANLEY$2.1M0.75%21,933CommonSOLE
747525103QCOMQUALCOMM INC$2.0M0.70%9,994CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.9M0.67%2,412CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.8M0.65%1,723CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.8M0.63%17,663CommonSOLE
02079K305GOOGLALPHABET INC$1.7M0.61%9,532CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.7M0.61%24,414CommonSOLE
002824100ABTABBOTT LABS$1.7M0.59%16,148CommonSOLE
291011104EMREMERSON ELEC CO$1.6M0.57%14,741CommonSOLE
438516106HONHONEYWELL INTL INC$1.6M0.57%7,567CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$1.6M0.56%38,200CommonSOLE
17275R102CSCOCISCO SYS INC$1.6M0.56%33,288CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.6M0.56%3,696CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.53%37,562CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.4M0.51%8,791CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.4M0.48%17,036CommonSOLE
872590104TMUST-MOBILE US INC$1.4M0.48%7,743CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.4M0.48%5,796CommonSOLE
285512109EAELECTRONIC ARTS INC$1.3M0.48%9,676CommonSOLE
166764100CVXCHEVRON CORP NEW$1.3M0.46%8,367CommonSOLE
855244109SBUXSTARBUCKS CORP$1.3M0.46%7,157CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.3M0.45%8,373CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$1.3M0.45%60,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.44%1,475CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.44%26,138CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.44%2,826CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.2M0.44%20,973CommonSOLE
92826C839VVISA INC$1.2M0.43%4,614CommonSOLE
78468R622JNKSPDR SER TR$1.2M0.42%12,637CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.41%2,305CommonSOLE
29444U700EQIXEQUINIX INC$1.2M0.41%1,544CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.2M0.41%5,181CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.2M0.41%8,284CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.40%2,718CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.39%14,291CommonSOLE
038222105AMATAPPLIED MATLS INC$1.1M0.39%4,643CommonSOLE
931142103WMTWALMART INC$1.1M0.38%15,902CommonSOLE
78464A870XBISPDR SER TR$1.1M0.37%11,384CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.37%10,511CommonSOLE
78464A698KRESPDR SER TR$1.0M0.37%21,351CommonSOLE
79466L302CRMSALESFORCE INC$1.0M0.37%4,047CommonSOLE
74762E102QUREQUANTA SVCS INC$1.0M0.36%3,978CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$990,3750.35%250CommonSOLE
191216100KOCOCA COLA CO$964,3530.34%14,022CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$959,6540.34%4,937CommonSOLE
125523100CITHE CIGNA GROUP$956,0080.34%2,892CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$941,1900.33%2,008CommonSOLE
654106103NKENIKE INC$937,8740.33%6,050CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$937,5360.33%9,325CommonSOLE
56585A102MPCMARATHON PETE CORP$930,3730.33%5,363CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$911,8970.32%1,649CommonSOLE
651639106NEMNEWMONT CORP$901,8380.32%21,539CommonSOLE
20030N101CMCSACOMCAST CORP NEW$884,7030.31%22,592CommonSOLE
91913Y100VLOVALERO ENERGY CORP$884,2830.31%5,641CommonSOLE
969457100WMBWILLIAMS COS INC$855,8230.30%20,137CommonSOLE
260003108DOVDOVER CORP$853,3480.30%4,729CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$846,6520.30%13,514CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$840,4240.30%3,241CommonSOLE
20825C104COPCONOCOPHILLIPS$828,1110.29%7,240CommonSOLE
036752103ELVELEVANCE HEALTH INC$817,1250.29%1,508CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$793,3450.28%9,042CommonSOLE
30303M102METAMETA PLATFORMS INC$778,0110.28%1,543CommonSOLE
580135101MCDMCDONALDS CORP$773,4390.27%3,035CommonSOLE
219350105GLWCORNING INC$772,8430.27%19,893CommonSOLE
369550108GDGENERAL DYNAMICS CORP$770,9020.27%2,657CommonSOLE
302520101FNBF N B CORP$770,4030.27%56,316CommonSOLE
244199105DEDEERE & CO$769,3940.27%1,300CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$750,2340.27%8,745CommonSOLE
031100100AMEAMETEK INC$749,6950.27%4,497CommonSOLE
682680103OKEONEOK INC NEW$745,2850.26%9,139CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$742,1110.26%16,643CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$726,1580.26%29,411CommonSOLE
65473P105NINISOURCE INC$725,0610.26%25,167CommonSOLE
78409V104SPGIS&P GLOBAL INC$715,8300.25%1,605CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$709,3750.25%14,354CommonSOLE
526057104LENLENNAR CORP$703,1900.25%4,692CommonSOLE
26875P101EOGEOG RES INC$693,9210.25%5,513CommonSOLE
64110L106NFLXNETFLIX INC$688,3780.24%1,020CommonSOLE
816851109SRESEMPRA$677,0860.24%8,902CommonSOLE
247361702DALDELTA AIR LINES INC DEL$655,9050.23%13,826CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$630,0610.22%3,625CommonSOLE
45073V108ITTITT INC$627,0400.22%4,854CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$609,2030.22%8,667CommonSOLE
00287Y109ABBVABBVIE INC$609,0680.22%3,551CommonSOLE
277432100EMNEASTMAN CHEM CO$600,3600.21%6,128CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$589,6860.21%2,292CommonSOLE
G5960L103MDTMEDTRONIC PLC$583,7130.21%7,416CommonSOLE
74460D109PSAPUBLIC STORAGE$568,9720.20%1,978CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$537,2070.19%8,572CommonSOLE
126650100CVSCVS HEALTH CORP$530,4770.19%8,982CommonSOLE
254687106DISDISNEY WALT CO$513,4290.18%5,171CommonSOLE
553530106MSMMSC INDL DIRECT INC$512,6600.18%6,464CommonSOLE
224441105CXTCRANE NXT CO$511,4440.18%8,327CommonSOLE
501889208LKQLKQ CORP$507,7310.18%12,208CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$471,6980.17%1,082CommonSOLE
871829107SYYSYSCO CORP$469,7460.17%6,580CommonSOLE
95040Q104WELLWELLTOWER INC$469,4380.17%4,503CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$457,0380.16%11,005CommonSOLE
513272104LWLAMB WESTON HLDGS INC$446,5490.16%5,311CommonSOLE
444859102HUMHUMANA INC$431,9390.15%1,156CommonSOLE
N07059210ASMLASML HOLDING N V$407,0470.14%398CommonSOLE
464287176TIPISHARES TR$397,7560.14%3,725CommonSOLE
670100205NVONOVO-NORDISK A S$388,3960.14%2,721CommonSOLE
12504L109CBRECBRE GROUP INC$379,3410.13%4,257CommonSOLE
099724106BWABORGWARNER INC$378,7560.13%11,748CommonSOLE
88160R101TSLATESLA INC$350,6430.12%1,772CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$330,4030.12%1,597CommonSOLE
756109104OREALTY INCOME CORP$328,0650.12%6,211CommonSOLE
464287226AGGISHARES TR$326,1550.12%3,360CommonNONE
012653101ALBALBEMARLE CORP$321,7110.11%3,368CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$298,4390.11%1,966CommonSOLE
925652109VICIVICI PPTYS INC$285,5690.10%9,971CommonSOLE
683344105ONTOONTO INNOVATION INC$265,2280.09%1,208CommonSOLE
267475101DYDYCOM INDS INC$258,2030.09%1,530CommonSOLE
922417100VECOVEECO INSTRS INC DEL$251,4870.09%5,384CommonSOLE
22822V101CCICROWN CASTLE INC$249,8190.09%2,557CommonSOLE
92276F100VTRVENTAS INC$248,6620.09%4,851CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$247,6180.09%8,722CommonSOLE
780259305SHELSHELL PLC$243,8960.09%3,379CommonSOLE
02361E108AMRCAMERESCO INC$241,3410.09%8,377CommonSOLE
046353108AZNNASTRAZENECA PLC$241,3010.09%3,094CommonSOLE
29358P101ENSGENSIGN GROUP INC$239,5880.08%1,937CommonSOLE
892331307TMTOYOTA MOTOR CORP$238,9950.08%1,166CommonSOLE
882508104TXNTEXAS INSTRS INC$233,2030.08%0CommonSOLE
464288687PFFISHARES TR$230,9460.08%7,320CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$230,2540.08%2,809CommonSOLE
G3323L100FNFABRINET$228,6340.08%934CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$226,6390.08%6,099CommonSOLE
149123101CATCATERPILLAR INC$226,2810.08%0CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$221,7590.08%1,555CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$220,0820.08%4,868CommonSOLE
589889104MMSIMERIT MED SYS INC$217,9690.08%2,536CommonSOLE
866674104SUISUN CMNTYS INC$217,5750.08%1,808CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$215,8100.08%1,845CommonSOLE
00187Y100APGAPI GROUP CORP$211,7440.07%5,627CommonSOLE
039653100ACAARCOSA INC$209,6930.07%2,514CommonSOLE
78463M107SPSCSPS COMM INC$202,2720.07%1,075CommonSOLE
69007J106OUTFRONT MEDIA INC$195,1660.07%13,648CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$194,5980.07%35,126CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$194,0760.07%10,794CommonSOLE
00676P107ADEAADEIA INC$173,6810.06%15,528CommonSOLE
758075402RWTREDWOOD TRUST INC$167,8640.06%25,865CommonSOLE
64082B102NRDSNERDWALLET INC$162,0600.06%11,100CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$159,3510.06%11,883CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$156,7030.06%10,242CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$149,9940.05%14,478CommonSOLE
55955D100MGNIMAGNITE INC$139,5850.05%10,503CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$107,4310.04%10,711CommonSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$103,0880.04%30,681CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$94,2430.03%13,718CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$93,7100.03%34,326CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.