Latest PRUDENT INVESTORS NETWORK Stock Portfolio

PRUDENT INVESTORS NETWORK Performance:
2025 Q2: 4.99%YTD: 4.48%2024: 3.26%

Performance for 2025 Q2 is 4.99%, and YTD is 4.48%, and 2024 is 3.26%.

About PRUDENT INVESTORS NETWORK and 13F Hedge Fund Stock Holdings

PRUDENT INVESTORS NETWORK, INC. is a hedge fund based in LAKE FOREST, CA. On 06-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $238.3 Millions. In it's latest 13F Holdings report, PRUDENT INVESTORS NETWORK, INC. reported an equity portfolio of $370.7 Millions as of 30 Jun, 2025.

The top stock holdings of PRUDENT INVESTORS NETWORK, INC. are FBND, AGNG, AGT. The fund has invested 11.7% of it's portfolio in FIDELITY MERRIMACK STR TR and 10.3% of portfolio in GLOBAL X FDS.

The fund managers got completely rid off LOCKHEED MARTIN CORP (LMT), CONSOLIDATED EDISON INC (ED) and GOLDMAN SACHS GROUP INC (GS) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). PRUDENT INVESTORS NETWORK, INC. opened new stock positions in NORFOLK SOUTHN CORP (NSC), NETFLIX INC (NFLX) and WABTEC (WAB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD WORLD FD (VAW) and PACER FDS TR (AFTY).

PRUDENT INVESTORS NETWORK Annual Return Estimates Vs S&P 500

Our best estimate is that PRUDENT INVESTORS NETWORK, INC. made a return of 4.99% in the last quarter. In trailing 12 months, it's portfolio return was 6.73%.
20202021202220242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
norfolk southn corp739,753
netflix inc247,739
wabtec223,586
meta platforms inc222,903
ensign group inc220,283
schwab strategic tr203,566
spdr s&p 500 etf tr203,273

New stocks bought by PRUDENT INVESTORS NETWORK

Additions

Ticker% Inc.
ishares tr67.87
vanguard world fd8.95
pacer fds tr5.58
fidelity merrimack str tr4.47
alphabet inc3.36
ishares tr2.71
ishares tr2.2
select sector spdr tr1.95

Additions to existing portfolio by PRUDENT INVESTORS NETWORK

Reductions

Ticker% Reduced
costco whsl corp new-69.64
schwab strategic tr-46.74
vanguard index fds-33.97
taiwan semiconductor mfg ltd-26.87
exxon mobil corp-23.71
pimco etf tr-12.61
invesco exch traded fd tr ii-11.8
ishares tr-11.67

PRUDENT INVESTORS NETWORK reduced stake in above stock

PRUDENT INVESTORS NETWORK got rid off the above stocks

Sector Distribution

PRUDENT INVESTORS NETWORK, INC. has about 91.6% of it's holdings in Others sector.

93%
Sector%
Others91.6
Technology3.8
Consumer Cyclical2.8

Market Cap. Distribution

PRUDENT INVESTORS NETWORK, INC. has about 7.5% of it's portfolio invested in the large-cap and mega-cap stocks.

92%
Category%
UNALLOCATED91.6
MEGA-CAP7.5

Stocks belong to which Index?

About 8.2% of the stocks held by PRUDENT INVESTORS NETWORK, INC. either belong to S&P 500 or RUSSELL 2000 index.

92%
Index%
Others91.6
S&P 5008.2
Top 5 Winners (%)%
AMPS
ishares tr
2995.0 %
NVDA
nvidia corporation
45.8 %
MSFT
microsoft corp
32.5 %
IJR
ishares tr
23.4 %
PANW
palo alto networks inc
19.9 %
Top 5 Winners ($)$
AMPS
ishares tr
10.5 M
QQQ
invesco qqq tr
3.5 M
MSFT
microsoft corp
2.6 M
AMZN
amazon com inc
1.4 M
XLB
select sector spdr tr
1.2 M
Top 5 Losers (%)%
ABBV
abbvie inc
-11.4 %
XOM
exxon mobil corp
-9.4 %
XLB
select sector spdr tr
-9.1 %
XLB
select sector spdr tr
-7.6 %
AAPL
apple inc
-7.6 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-1.4 M
XLB
select sector spdr tr
-0.8 M
AAPL
apple inc
-0.2 M
ABBV
abbvie inc
-0.1 M
XLB
select sector spdr tr
-0.1 M

PRUDENT INVESTORS NETWORK Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

FBNDAGNGAGTIJRXLBQQQVBAGTIBCEAFTYXLBMSFTXLBAMZNAGNGDMXFXLBXLBBO..AA..AA....FN..N..P..L..I..A..X..C..I..N..V..A..J..F..C..T....V..A..A..I..G..I..N..S..F..

Current Stock Holdings of PRUDENT INVESTORS NETWORK

PRUDENT INVESTORS NETWORK, INC. has 59 stocks in it's portfolio. About 71.8% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for PRUDENT INVESTORS NETWORK, INC. last quarter.

Last Reported on: 14 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of FIDELITY MERRIMACK STR TR Position Held By PRUDENT INVESTORS NETWORK

What % of Portfolio is FBND?:

No data available

Number of FBND shares held:

No data available

Change in No. of Shares Held:

No data available