PRUDENT INVESTORS NETWORK, INC.
Long book
$459.2M
Q1 2026
Positions
74
Top-10 weight
73%
concentration
Last quarter
+7.5%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsPRUDENT INVESTORS NETWORK, INC. is a wealth-management firm allocating client money, running a $459.2M US long book across 74 positions.
The portfolio is concentrated: the top 10 names carry 73% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: PIMCO ACTIVE BOND EXCHANGE-T, ISHARES 7-10 YEAR TREASURY B, ISHARES JP MORGAN USD EMERGI, ISHARES INTL AGGREGATE BOND, ISHARES CORE MSCI DEV MKTS.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.8%
Q2 2024
+5.1%
Q3 2024
-0.3%
Q4 2024
+0.2%
Q1 2025
+5.5%
Q2 2025
+4.1%
Q3 2025
+1.8%
Q4 2025
-0.7%
Q1 2026
+7.5%
Sector allocation
Technology 41%
Consumer discretionary 36%
Healthcare 7%
Financials 6%
Industrials 6%
Energy 3%
Services media 1%
Long book by quarter
What does PRUDENT INVESTORS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 52.9K | $11.0M | 2.4% | +10.7% |
| MSFT MICROSOFT CORP | Technology | 22.4K | $8.3M | 1.8% | +16.2% |
| AAPL APPLE INC | Technology | 10.7K | $2.7M | 0.6% | +2.7% |
| NVDA NVIDIA CORP | Technology | 7.5K | $1.3M | 0.3% | +105.9% |
| TSLA TESLA INC | Industrials | 2.6K | $956K | 0.2% | +14.0% |
| XOM EXXON MOBIL CORP | Energy | 5.1K | $862K | 0.2% | -58.0% |
| JPM JPMORGAN CHASE & CO | Financials | 2.6K | $761K | 0.2% | -2.0% |
| ABBV ABBVIE INC | Healthcare | 3.4K | $745K | 0.2% | -3.8% |
| LLY ELI LILLY & CO | Healthcare | 807 | $742K | 0.2% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 618 | $616K | 0.1% | +24.6% |
| PANW PALO ALTO NETWORKS INC | Technology | 3.6K | $579K | 0.1% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 414 | $547K | 0.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.9K | $534K | 0.1% | +8.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 985 | $472K | 0.1% | -11.2% |
| V VISA INC-CLASS A SHARES | Services media | 1.3K | $407K | 0.1% | -2.5% |
| AXP AMERICAN EXPRESS CO | Financials | 1.3K | $386K | 0.1% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 3.5K | $355K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 2.7K | $329K | 0.1% | +12.3% |
| GS GOLDMAN SACHS GROUP INC | Financials | 386 | $327K | 0.1% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.2K | $305K | 0.1% | +1.4% |
| ENSG ENSIGN GROUP INC/THE | Healthcare | 1.4K | $288K | 0.1% | Held |
| NSC NORFOLK SOUTHERN CORP | Industrials | 976 | $280K | 0.1% | -6.1% |
| WAB WABTEC CORP | Industrials | 1.1K | $267K | 0.1% | +0.2% |
| GOOGL ALPHABET INC-CL A | Technology | 887 | $255K | 0.1% | +21.0% |
| ALL ALLSTATE CORP | Financials | 1.0K | $207K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 74 | $459.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 73 | $435.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 68 | $408.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 370670 | $60 | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 36 | $213.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 58 | $341.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 52 | $325.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 31, 2024 | 45 | $276.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 16, 2024 | 53 | $265.3M | canonical | SEC ↗ |