Prudent Man Advisors, LLC has filed its 13F-HR report, revealing a total of $425.58 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and its positions in various sectors, particularly in technology and healthcare.

The report indicates that Prudent Man Advisors holds substantial stakes in major companies, including Apple Inc., Microsoft Corporation, and Amazon.com Inc. These investments reflect the firm's strategy to capitalize on growth sectors within the market.

Background

Prudent Man Advisors, LLC is an investment advisory firm based in Naperville, Illinois. The company is classified under the SEC's Central Index Key (CIK) 0001817174. The firm has been active in filing its quarterly 13F reports, with the latest submission on November 3, 2026. The firm’s fiscal year ends on December 31.

What the Filing Says

The filing details that the total number of table entries is 144, with a total value of assets reported at $425,581,881. The report specifically highlights the firm’s investment discretion as “SOLE,” indicating that Prudent Man Advisors has complete control over the investment decisions for these assets.

Impact

This filing may impact various stakeholders, including investors and competitors within the investment management industry. The report showcases the firm’s strategic positioning and investment choices, which could influence market perceptions and competitive dynamics.

What's Next

The filing does not say what happens next.