Latest PRUDENT INVESTORS NETWORK Stock Portfolio
PRUDENT INVESTORS NETWORK Performance:
2025 Q3: 1.57%YTD: 6.12%2024: 3.26%
Performance for 2025 Q3 is 1.57%, and YTD is 6.12%, 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 $408.3 Millions as of 30 Sep, 2025.
The top stock holdings of PRUDENT INVESTORS NETWORK, INC. are FBND, AGNG, AGT. The fund has invested 12.2% of it's portfolio in FIDELITY MERRIMACK STR TR and 10.5% of portfolio in GLOBAL X FDS.
The fund managers got completely rid off ISHARES TR (AAXJ), INTUITIVE SURGICAL INC (ISRG) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), VANGUARD WORLD FD (VAW) and ELI LILLY & CO (LLY). PRUDENT INVESTORS NETWORK, INC. opened new stock positions in TESLA INC (TSLA), ORACLE CORP (ORCL) and AMERICAN EXPRESS CO (AXP). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO. (JPM), ISHARES TR (IJR) and EXXON MOBIL CORP (XOM).
The top stock holdings of PRUDENT INVESTORS NETWORK, INC. are FBND, AGNG, AGT. The fund has invested 12.2% of it's portfolio in FIDELITY MERRIMACK STR TR and 10.5% of portfolio in GLOBAL X FDS.
The fund managers got completely rid off ISHARES TR (AAXJ), INTUITIVE SURGICAL INC (ISRG) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), VANGUARD WORLD FD (VAW) and ELI LILLY & CO (LLY). PRUDENT INVESTORS NETWORK, INC. opened new stock positions in TESLA INC (TSLA), ORACLE CORP (ORCL) and AMERICAN EXPRESS CO (AXP). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO. (JPM), ISHARES TR (IJR) and EXXON MOBIL CORP (XOM).
PRUDENT INVESTORS NETWORK Annual Return Estimates Vs S&P 500
Our best estimate is that PRUDENT INVESTORS NETWORK, INC. made a return of 1.57% in the last quarter. In trailing 12 months, it's portfolio return was 6%.
New Buys
| Ticker | $ Bought |
|---|---|
| tesla inc | 1,473,360 |
| oracle corp | 506,513 |
| american express co | 424,168 |
| vanguard index fds | 418,220 |
| ishares tr | 387,170 |
| vanguard index fds | 382,781 |
| goldman sachs group inc | 307,391 |
| vanguard index fds | 278,616 |
New stocks bought by PRUDENT INVESTORS NETWORK
Additions
| Ticker | % Inc. |
|---|---|
| jpmorgan chase & co. | 64.72 |
| ishares tr | 39.37 |
| exxon mobil corp | 26.51 |
| fidelity merrimack str tr | 13.13 |
| global x fds | 10.08 |
| ishares tr | 9.3 |
| ishares tr | 8.79 |
| pacer fds tr | 6.97 |
Additions to existing portfolio by PRUDENT INVESTORS NETWORK
Reductions
| Ticker | % Reduced |
|---|---|
| pimco etf tr | -21.75 |
| vanguard world fd | -18.91 |
| eli lilly & co | -14.45 |
| berkshire hathaway inc del | -11.09 |
| apple inc | -8.73 |
| norfolk southn corp | -6.02 |
| microsoft corp | -4.83 |
| ishares tr | -4.48 |
PRUDENT INVESTORS NETWORK reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab strategic tr | -217,829 |
| ishares tr | -309,264 |
| wec energy group inc | -212,568 |
| intuitive surgical inc | -254,316 |
PRUDENT INVESTORS NETWORK got rid off the above stocks
Sector Distribution
PRUDENT INVESTORS NETWORK, INC. has about 91.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.4 |
| Technology | 3.7 |
| Consumer Cyclical | 2.9 |
Market Cap. Distribution
PRUDENT INVESTORS NETWORK, INC. has about 7.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.4 |
| MEGA-CAP | 7.7 |
Stocks belong to which Index?
About 8.5% of the stocks held by PRUDENT INVESTORS NETWORK, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.4 |
| S&P 500 | 8.5 |
PRUDENT INVESTORS NETWORK Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of PRUDENT INVESTORS NETWORK
PRUDENT INVESTORS NETWORK, INC. has 68 stocks in it's portfolio. About 72% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for PRUDENT INVESTORS NETWORK, INC. last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.66 | 10,594 | 2,697,500 | reduced | -8.73 | ||
| AAXJ | ishares tr | 0.42 | 17,809 | 1,695,240 | reduced | -4.48 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.20 | 3,553 | 822,723 | added | 3.13 | ||
| ABT | abbott labs | 0.11 | 3,458 | 463,165 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 4.21 | 299,061 | 17,187,000 | added | 6.97 | ||
| AGNG | global x fds | 10.49 | 1,799,620 | 42,813,000 | added | 10.08 | ||
| AGNG | global x fds | 2.83 | 234,247 | 11,569,400 | added | 1.15 | ||
| AGT | ishares tr | 8.48 | 675,903 | 34,626,500 | added | 9.3 | ||
| AGT | ishares tr | 5.12 | 260,460 | 20,881,100 | added | 4.03 | ||
| ALL | allstate corp | 0.05 | 1,000 | 214,650 | new | |||
| AMPS | ishares tr | 0.08 | 13,431 | 310,525 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 2.57 | 47,852 | 10,506,900 | added | 2.62 | ||
| AXP | american express co | 0.10 | 1,277 | 424,168 | new | |||
| BOND | pimco etf tr | 0.76 | 33,301 | 3,108,650 | reduced | -21.75 | ||
| CGW | invesco exch traded fd tr ii | 0.08 | 18,523 | 344,157 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.12 | 541 | 500,431 | reduced | -0.73 | ||
| CSCO | cisco sys inc | 0.06 | 3,319 | 227,086 | new | |||
| DMXF | ishares tr | 2.29 | 92,978 | 9,362,920 | reduced | -1.39 | ||
| ENSG | ensign group inc | 0.06 | 1,428 | 246,716 | unchanged | 0.00 | ||