Prudent Man Advisors 13F annual report
Prudent Man Advisors is an investment fund managing more than $267 billion ran by Kevin Kulling. There are currently 163 companies in Mr. Kulling’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Bd Index Fds, together worth $76.6 billion.
$267 billion Assets Under Management (AUM)
As of 6th August 2024, Prudent Man Advisors’s top holding is 212,863 shares of Vanguard Index Fds currently worth over $48.8 billion and making up 18.3% of the portfolio value.
In addition, the fund holds 378,264 shares of Vanguard Bd Index Fds worth $27.7 billion.
The third-largest holding is Ishares Tr worth $38.1 billion and the next is Vanguard Tax-managed Fds worth $8.53 billion, with 164,412 shares owned.
Currently, Prudent Man Advisors's portfolio is worth at least $267 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Prudent Man Advisors
The Prudent Man Advisors office and employees reside in Naperville, Illinois. According to the last 13-F report filed with the SEC, Kevin Kulling serves as the Deputy Chief Compliance Officer at Prudent Man Advisors.
Recent trades
In the most recent 13F filing, Prudent Man Advisors revealed that it had opened a new position in
Berkshire Hathaway and bought 2,614 shares worth $1.13 billion.
This means they effectively own approximately 0.1% of the company.
Berkshire Hathaway makes up
15.3%
of the fund's Finance sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in NVIDIA Corp by buying
441 additional shares.
This makes their stake in NVIDIA Corp total 2,490 shares worth $2.25 billion.
NVIDIA Corp dropped approximately 0.1% in the past year.
On the other hand, there are companies that Prudent Man Advisors is getting rid of from its portfolio.
Prudent Man Advisors closed its position in Citigroup Inc on 13th August 2024.
It sold the previously owned 16,284 shares for $838 million.
Kevin Kulling also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $48.8 billion and 212,863 shares.
One of the smaller hedge funds
The two most similar investment funds to Prudent Man Advisors are West Wealth and Morganrosel Wealth Management. They manage $283 billion and $283 billion respectively.
Kevin Kulling investment strategy
Prudent Man Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 8.1% of
the total portfolio value.
The fund focuses on investments in the United States as
52.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 1.2% of the portfolio.
The average market cap of the portfolio companies is close to $156 billion.
The complete list of Prudent Man Advisors trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
4.43%
212,863
|
$48,847,244,000 | 18.32% |
| Vanguard Bd Index Fds |
15.89%
378,264
|
$27,729,866,000 | 10.40% |
| Ishares Tr |
4.80%
389,127
|
$38,101,837,000 | 14.29% |
| Vanguard Tax-managed Fds |
0.02%
164,412
|
$8,525,312,000 | 3.20% |
| Microsoft Corporation |
5.86%
13,959
|
$5,872,830,000 | 2.20% |
| Apple Inc |
0.86%
27,216
|
$4,748,543,000 | 1.78% |
| Jpmorgan Chase Co |
5.59%
19,592
|
$3,924,278,000 | 1.47% |
| Amazon.com Inc. |
3.99%
16,709
|
$3,013,969,000 | 1.13% |
| Vanguard Whitehall Fds |
34.83%
22,345
|
$2,703,522,000 | 1.01% |
| Merck Co Inc |
3.70%
19,086
|
$2,518,398,000 | 0.94% |
| Prologis Inc |
6.00%
19,185
|
$2,498,271,000 | 0.94% |
| NVIDIA Corp |
21.52%
2,490
|
$2,249,864,000 | 0.84% |
| Broadcom Inc. |
20.57%
1,695
|
$2,246,570,000 | 0.84% |
| Vanguard Star Fds |
13.24%
34,907
|
$2,104,892,000 | 0.79% |
| Alphabet Inc |
3.10%
22,752
|
$3,452,003,000 | 1.29% |
| Morgan Stanley |
4.97%
21,003
|
$1,977,642,000 | 0.74% |
| Blackrock Inc. |
4.59%
2,306
|
$1,922,512,000 | 0.72% |
| Lam Research Corp. |
12.55%
1,881
|
$1,827,523,000 | 0.69% |
| Abbott Labs |
2.33%
15,514
|
$1,763,321,000 | 0.66% |
| Qualcomm, Inc. |
5.95%
9,682
|
$1,639,163,000 | 0.61% |
| Emerson Elec Co |
3.49%
14,223
|
$1,613,173,000 | 0.61% |
| Ssga Active Etf Tr |
No change
38,200
|
$1,608,602,000 | 0.60% |
| Cisco Sys Inc |
4.77%
32,167
|
$1,605,455,000 | 0.60% |
| Philip Morris International Inc |
3.93%
17,043
|
$1,561,480,000 | 0.59% |
| Ameriprise Finl Inc |
5.42%
3,541
|
$1,552,516,000 | 0.58% |
| Starbucks Corp. |
1.48%
6,914
|
$1,508,337,000 | 0.57% |
| NextEra Energy Inc |
2.77%
23,434
|
$1,497,667,000 | 0.56% |
| Honeywell International Inc |
1.11%
7,281
|
$1,494,425,000 | 0.56% |
| Becton Dickinson Co |
1.03%
5,575
|
$1,379,534,000 | 0.52% |
| Procter And Gamble Co |
4.38%
8,457
|
$1,372,148,000 | 0.51% |
| Bank America Corp |
4.93%
35,929
|
$1,362,428,000 | 0.51% |
| Mastercard Incorporated |
4.62%
2,707
|
$1,303,610,000 | 0.49% |
| Costco Whsl Corp New |
5.53%
1,759
|
$1,288,696,000 | 0.48% |
| Chevron Corp. |
5.98%
8,055
|
$1,270,596,000 | 0.48% |
| Invesco Exch Traded Fd Tr Ii |
No change
60,000
|
$1,269,000,000 | 0.48% |
| DuPont de Nemours Inc |
3.78%
16,394
|
$1,256,928,000 | 0.47% |
| Visa Inc |
4.62%
4,418
|
$1,232,975,000 | 0.46% |
| Jacobs Solutions Inc |
6.45%
8,019
|
$1,232,761,000 | 0.46% |
| Electronic Arts, Inc. |
1.10%
9,264
|
$1,229,055,000 | 0.46% |
| T-Mobile US Inc |
69.30%
7,495
|
$1,223,334,000 | 0.46% |
| Equinix Inc |
8.15%
1,477
|
$1,219,012,000 | 0.46% |
| Spdr Ser Tr |
3.94%
43,452
|
$3,209,450,000 | 1.20% |
| Vanguard Intl Equity Index F |
0.03%
26,125
|
$1,194,227,000 | 0.45% |
| Salesforce Inc |
13.19%
3,911
|
$1,177,915,000 | 0.44% |
| Wells Fargo Co New |
7.35%
20,255
|
$1,173,980,000 | 0.44% |
| Digital Rlty Tr Inc |
8.38%
8,034
|
$1,157,217,000 | 0.43% |
| Nike, Inc. |
Inf%
5,842
|
$1,149,902,000 | 0.43% |
| Applied Matls Inc |
4.56%
5,520
|
$1,138,390,000 | 0.43% |
| Berkshire Hathaway Inc. |
Opened
2,614
|
$1,130,747,000 | 0.42% |
| Unitedhealth Group Inc |
4.19%
2,217
|
$1,096,750,000 | 0.41% |
| L3Harris Technologies Inc |
1.23%
4,979
|
$1,061,025,000 | 0.40% |
| Marathon Pete Corp |
25.43%
5,149
|
$1,037,524,000 | 0.39% |
| Cigna Group (The) |
7.06%
2,766
|
$1,004,584,000 | 0.38% |
| Quanta Svcs Inc |
4.86%
3,818
|
$991,916,000 | 0.37% |
| RTX Corp |
0.26%
10,076
|
$982,712,000 | 0.37% |
| Chipotle Mexican Grill |
3.41%
334
|
$970,861,000 | 0.36% |
| Boston Scientific Corp. |
4.35%
13,750
|
$941,738,000 | 0.35% |
| Comcast Corp New |
0.36%
21,674
|
$939,568,000 | 0.35% |
| American Tower Corp. |
6.83%
4,677
|
$924,128,000 | 0.35% |
| Thermo Fisher Scientific Inc. |
49.41%
1,588
|
$922,961,000 | 0.35% |
| Valero Energy Corp. |
16.86%
5,405
|
$922,579,000 | 0.35% |
| Hartford Finl Svcs Group Inc |
0.22%
8,938
|
$921,061,000 | 0.35% |
| Walmart Inc |
186.88%
15,285
|
$919,698,000 | 0.34% |
| Conocophillips |
7.70%
7,022
|
$893,760,000 | 0.34% |
| Coca-Cola Co |
6.25%
13,460
|
$892,547,000 | 0.33% |
| Booking Holdings Inc |
4.38%
240
|
$870,691,000 | 0.33% |
| Citigroup Inc |
Closed
16,284
|
$837,649,000 | |
| Deere Co |
8.69%
1,261
|
$829,793,000 | 0.31% |
| Mcdonalds Corp |
5.27%
2,918
|
$822,730,000 | 0.31% |
| Gallagher Arthur J Co |
2.38%
3,244
|
$811,130,000 | 0.30% |
| Vertex Pharmaceuticals, Inc. |
5.98%
1,934
|
$808,431,000 | 0.30% |
| Dover Corp. |
18.03%
4,550
|
$806,215,000 | 0.30% |
| Rexford Indl Rlty Inc |
38.92%
15,945
|
$802,034,000 | 0.30% |
| Ametek Inc |
1.74%
4,356
|
$796,712,000 | 0.30% |
| Lennar Corp. |
15.78%
4,554
|
$783,197,000 | 0.29% |
| F.N.B. Corp. |
0.15%
53,781
|
$758,312,000 | 0.28% |
| Williams Cos Inc |
0.20%
19,302
|
$752,199,000 | 0.28% |
| American Elec Pwr Co Inc |
30.45%
8,702
|
$749,242,000 | 0.28% |
| Elevance Health Inc |
0.14%
1,440
|
$746,698,000 | 0.28% |
| Newmont Corp |
Opened
20,818
|
$746,117,000 | 0.28% |
| Deckers Outdoor Corp. |
Closed
1,100
|
$735,273,000 | |
| Fidelity National Financial Inc |
0.28%
13,777
|
$731,559,000 | 0.27% |
| General Dynamics Corp. |
12.06%
2,575
|
$727,412,000 | 0.27% |
| Meta Platforms Inc |
1.33%
1,486
|
$721,572,000 | 0.27% |
| Oneok Inc. |
1.85%
8,813
|
$706,538,000 | 0.27% |
| Encompass Health Corp |
11.37%
8,440
|
$696,975,000 | 0.26% |
| CVS Health Corp |
0.20%
8,633
|
$688,568,000 | 0.26% |
| Eog Res Inc |
4.63%
5,357
|
$684,839,000 | 0.26% |
| NiSource Inc |
Opened
24,322
|
$672,747,000 | 0.25% |
| Sp Global Inc |
12.44%
1,549
|
$659,022,000 | 0.25% |
| Clearway Energy Inc |
5.61%
28,441
|
$655,565,000 | 0.25% |
| ITT Inc |
10.27%
4,729
|
$643,286,000 | 0.24% |
| Delta Air Lines, Inc. |
2.46%
13,314
|
$637,341,000 | 0.24% |
| Archer Daniels Midland Co. |
Closed
8,437
|
$629,738,000 | |
| LKQ Corp |
1.79%
11,764
|
$628,315,000 | 0.24% |
| Corning, Inc. |
0.31%
18,968
|
$625,185,000 | 0.23% |
| Exxon Mobil Corp. |
Closed
6,236
|
$623,475,000 | |
| Medtronic Plc |
No change
7,129
|
$621,292,000 | 0.23% |
| Abbvie Inc |
5.58%
3,402
|
$619,504,000 | 0.23% |
| Sempra |
1.58%
8,605
|
$618,097,000 | 0.23% |
| Disney Walt Co |
2.04%
4,985
|
$609,965,000 | 0.23% |
| Msc Indl Direct Inc |
Opened
6,210
|
$602,618,000 | 0.23% |
| Constellation Brands Inc |
2.04%
2,210
|
$600,590,000 | 0.23% |
| Netflix Inc. |
2.56%
988
|
$600,042,000 | 0.23% |
| Eastman Chem Co |
0.24%
5,894
|
$590,697,000 | 0.22% |
| Laboratory Corp Amer Hldgs |
1.81%
2,650
|
$578,919,000 | 0.22% |
| Bristol-Myers Squibb Co. |
8.35%
10,585
|
$574,025,000 | 0.22% |
| Public Storage |
6.68%
1,872
|
$542,992,000 | 0.20% |
| Lamb Weston Holdings Inc |
0.66%
4,984
|
$530,946,000 | 0.20% |
| Ssc Technologies Hldgs Inc |
5.46%
8,186
|
$526,933,000 | 0.20% |
| Sysco Corp. |
3.77%
6,361
|
$516,386,000 | 0.19% |
| Crane Nxt Co |
8.84%
8,163
|
$505,290,000 | 0.19% |
| Northrop Grumman Corp. |
6.48%
1,053
|
$504,029,000 | 0.19% |
| Verizon Communications Inc |
Closed
12,145
|
$457,867,000 | |
| Taiwan Semiconductor Mfg Ltd |
15.32%
3,201
|
$435,496,000 | 0.16% |
| Albemarle Corp. |
1.69%
3,249
|
$428,023,000 | 0.16% |
| FMC Corp. |
Closed
6,375
|
$401,944,000 | |
| BorgWarner Inc |
9.03%
11,484
|
$398,954,000 | 0.15% |
| Welltower Inc. |
7.29%
4,263
|
$398,335,000 | 0.15% |
| Cbre Group Inc |
7.78%
4,031
|
$391,974,000 | 0.15% |
| Humana Inc. |
4.13%
1,114
|
$386,246,000 | 0.14% |
| Asml Holding N V |
15.71%
397
|
$385,277,000 | 0.14% |
| Vanguard Scottsdale Fds |
No change
8,427
|
$384,355,000 | 0.14% |
| Iron Mtn Inc Del |
Closed
5,423
|
$379,502,000 | |
| Installed Bldg Prods Inc |
5.50%
1,255
|
$324,706,000 | 0.12% |
| Realty Income Corp. |
6.65%
5,885
|
$318,379,000 | 0.12% |
| Tesla Inc |
0.41%
1,697
|
$298,316,000 | 0.11% |
| Weyerhaeuser Co Mtn Be |
6.06%
8,265
|
$296,796,000 | 0.11% |
| Simon Ppty Group Inc New |
43.09%
1,861
|
$291,228,000 | 0.11% |
| Vici Pptys Inc |
6.68%
9,449
|
$281,486,000 | 0.11% |
| Avalonbay Cmntys Inc |
Opened
1,513
|
$280,752,000 | 0.11% |
| Novo-nordisk A S |
14.51%
2,098
|
$269,383,000 | 0.10% |
| Enpro Inc |
3.05%
1,588
|
$268,007,000 | 0.10% |
| Vanguard Malvern Fds |
Closed
5,462
|
$259,390,000 | |
| Crown Castle Inc |
8.33%
2,421
|
$256,214,000 | 0.10% |
| Toyota Motor Corporation |
14.98%
1,016
|
$255,707,000 | 0.10% |
| ArcBest Corp |
2.90%
1,774
|
$252,795,000 | 0.09% |
| Vizio Hldg Corp |
7.24%
22,755
|
$248,940,000 | 0.09% |
| Caterpillar Inc. |
No change
0
|
$248,923,000 | 0.09% |
| Shell Plc |
19.81%
3,664
|
$245,635,000 | 0.09% |
| APi Group Corporation |
7.28%
6,227
|
$244,534,000 | 0.09% |
| Onto Innovation Inc. |
30.17%
1,331
|
$241,017,000 | 0.09% |
| Sap SE |
17.65%
1,213
|
$236,571,000 | 0.09% |
| Goldman Sachs Etf Tr |
No change
6,831
|
$234,235,000 | 0.09% |
| Ensign Group Inc |
4.01%
1,867
|
$232,292,000 | 0.09% |
| TotalEnergies SE |
Closed
3,353
|
$225,925,000 | |
| Novartis AG |
17.38%
2,334
|
$225,768,000 | 0.08% |
| Alexandria Real Estate Eq In |
6.03%
1,746
|
$225,077,000 | 0.08% |
| Bhp Group Ltd |
Closed
3,293
|
$224,945,000 | |
| Sps Comm Inc |
6.35%
1,194
|
$220,771,000 | 0.08% |
| Sun Cmntys Inc |
8.36%
1,709
|
$219,743,000 | 0.08% |
| Outfront Media Inc |
No change
13,070
|
$219,445,000 | 0.08% |
| Veeco Instrs Inc Del |
Opened
6,216
|
$218,617,000 | 0.08% |
| Royal Bk Cda |
Closed
2,116
|
$213,991,000 | |
| American Homes 4 Rent |
7.48%
5,774
|
$212,368,000 | 0.08% |
| Gaming Leisure Pptys Inc |
7.69%
4,608
|
$212,291,000 | 0.08% |
| Host Hotels Resorts Inc |
6.05%
10,224
|
$211,432,000 | 0.08% |
| Dycom Inds Inc |
Opened
1,471
|
$211,133,000 | 0.08% |
| Mid-amer Apt Cmntys Inc |
Closed
1,567
|
$210,699,000 | |
| Conmed Corp. |
Closed
1,924
|
$210,697,000 | |
| Astrazeneca plc |
17.73%
3,094
|
$209,619,000 | 0.08% |
| Texas Instrs Inc |
No change
0
|
$208,843,000 | 0.08% |
| LiveRamp Holdings Inc |
Closed
5,505
|
$208,529,000 | |
| Arcosa Inc |
7.88%
2,419
|
$207,695,000 | 0.08% |
| Goosehead Ins Inc |
5.70%
3,111
|
$207,255,000 | 0.08% |
| Fuller H B Co |
Closed
2,545
|
$207,188,000 | |
| Regency Ctrs Corp |
Closed
3,027
|
$202,809,000 | |
| Fabrinet |
22.11%
1,071
|
$202,440,000 | 0.08% |
| Terreno Rlty Corp |
Closed
3,217
|
$201,609,000 | |
| Essent Group Ltd |
Opened
3,375
|
$200,846,000 | 0.08% |
| Ventas Inc |
6.41%
4,598
|
$200,197,000 | 0.08% |
| Payoneer Global Inc |
No change
33,921
|
$164,856,000 | 0.06% |
| Adeia Inc |
0.54%
14,981
|
$163,593,000 | 0.06% |
| Independence Rlty Tr Inc |
Closed
10,615
|
$162,410,000 | |
| Redwood Trust Inc. |
4.63%
24,939
|
$158,861,000 | 0.06% |
| Nerdwallet Inc |
4.12%
10,708
|
$157,408,000 | 0.06% |
| Sumitomo Mitsui Finl Group I |
18.00%
13,031
|
$153,375,000 | 0.06% |
| Patterson-UTI Energy Inc |
5.26%
11,104
|
$132,584,000 | 0.05% |
| Viavi Solutions Inc |
No change
13,245
|
$120,397,000 | 0.05% |
| Magnite Inc |
5.77%
10,122
|
$108,812,000 | 0.04% |
| Lloyds Banking Group plc |
17.61%
34,326
|
$88,904,000 | 0.03% |
| Cemex Sab De Cv |
Closed
11,131
|
$86,265,000 | |
| No transactions found | |||
| Showing first 500 out of 182 holdings | |||
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