PRUDENT INVESTORS NETWORK, INC.

CIK 0001766005 · Q1 2026

13F Equity AUM

$459.2M

+5.4% QoQ

Positions

+1 QoQ

AUM Rank

#4,542

Top 37%

Skill Alpha (FF)

-5.2%/yr

Underperformer

Rank #7,458 · Top 91%

vs S&P -11.9%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 49.8%Top 10: 72.8%Top 20: 93.5%

BOND12.2%

IEF11.4%

EMB10.0%

IAGG9.5%

IDEV6.8%

NDQ5.4%

VO4.6%

VWO4.5%

XLF4.4%

XLE4.2%

Others (64)27.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.2%

Technology2.9%

Consumer Cyclical2.6%

Other1.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 74Median: 0.13%Avg: 1.35%

0–0.5%

53(6.0%)

0.5–1%

2(1.1%)

1–3%

8(16.5%)

3–5%

5(21.2%)

5%+

6(55.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 73Unique: 1vs 20 funds

1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.4%

JPMORGAN CHASE & CO

1.5%

BANK OF AMERICA CORP /DE/

1.5%

FMR LLC

2.3%

BlackRock, Inc.

1.5%

STATE STREET CORP

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New7Increased27Decreased23Exited6

New Positions

SPSM2.3%

+221K

VIG0.3%

+6K

IWF0.2%

+2K

USFR0.1%

+10K

IWS0.1%

+2K

IJR0.1%

+2K

BNDX0.1%

+5K

Increased

BOND12.2%

+584K(+2437%)

EMB10.0%

+468K(+2397%)

VWO4.5%

+243K(+170%)

IEF11.4%

+132K(+32%)

IAGG9.5%

+74K(+9%)

IDEV6.8%

+23K(+7%)

AIQ2.4%

+18K(+8%)

AMZN2.4%

+5K(+11%)

NVDA0.3%

+4K(+106%)

VO4.6%

+3K(+5%)

Decreased

EMBD1.8%

-1,758,986(-83%)

FBND2.1%

-1,099,505(-84%)

XLU0.3%

-157,746(-86%)

XLF4.4%

-94,713(-19%)

SGOV0.5%

-81,782(-77%)

XLE4.2%

-46,869(-13%)

XLP1.8%

-23,154(-19%)

XLV1.9%

-10,907(-16%)

COWZ0.2%

-7,634(-35%)

SHYG0.2%

-7,141(-23%)

Exited

IYF

-2,408

ORCL

-1,593

ISRG

-421

Holdings

Loading holdings...