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Portfolio (Quarterly) Guide ↗

Prairiewood Capital, LLC

· CIK 0001839695
13F Portfolio $346M AUM 77 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 20 Reduced 5 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FNDA SCHWAB STRATEGIC TR 2,053,795.0 $66.6M 19.26% +64K +3.2% $32.43 +16.2%
2 FNDX SCHWAB STRATEGIC TR 1,914,777.0 $53.3M 15.42% +91K +5.0% $27.85 +11.7%
3 FNDF SCHWAB STRATEGIC TR 561,451.0 $27.5M 7.94% +12K +2.2% $48.93 +8.0%
4 SCHP SCHWAB STRATEGIC TR 537,336.0 $14.3M 4.13% +42K +8.5% $26.61 -0.2%
5 FNDC SCHWAB STRATEGIC TR 301,819.0 $14.0M 4.05% +13K +4.6% $46.36 +4.7%
6 SCHO SCHWAB STRATEGIC TR 576,172.0 $14.0M 4.04% +37K +6.8% $24.27 -0.5%
7 AVRE AMERICAN CENTY ETF TR 308,563.0 $13.6M 3.93% +23K +8.1% $44.02 +9.7%
8 FNDE SCHWAB STRATEGIC TR 353,734.0 $13.5M 3.91% +17K +4.9% $38.26 +3.0%
9 VNQ VANGUARD INDEX FDS 107,316.0 $9.5M 2.75% +8K +8.5% $88.70 +10.9%
10 BNL BROADSTONE NET LEASE INC Real Estate 411,643.0 $7.5M 2.17% +18K +4.6% $18.27 +16.6%
11 PFFD GLOBAL X FDS 402,800.0 $7.4M 2.14% +16K +4.2% $18.40 +1.3%
12 PGX INVESCO EXCH TRADED FD TR II 680,404.0 $7.4M 2.14% +25K +3.8% $10.88 -0.6%
13 O REALTY INCOME CORP Real Estate 115,161.0 $7.0M 2.04% +5K +4.6% $61.18 +2.8%
14 WPC WP CAREY INC Real Estate 103,053.0 $7.0M 2.02% +5K +5.2% $67.96 +9.4%
15 GBDC GOLUB CAP BDC INC Financial Services 521,431.0 $6.6M 1.91% +65K +14.2% $12.66 +0.3%
16 ARCC ARES CAPITAL CORP Financial Services 341,678.0 $6.2M 1.78% +38K +12.7% $18.02 +1.2%
17 BLUE OWL CAPITAL CORPORATION 552,301.0 $6.1M 1.77% +81K +17.1% $11.06
18 SCHI SCHWAB STRATEGIC TR 209,984.0 $4.8M 1.38% +82K +64.2% $22.68 +0.2%
19 VNQI VANGUARD INTL EQUITY INDEX F 70,861.0 $3.1M 0.91% +5K +7.8% $44.45 +1.9%
20 MSFT MICROSOFT CORP Technology 5,789.0 $2.1M 0.62% +2K +39.8% $370.16 +0.3%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 43.2%
Financial Services 29.2%
Technology 9.5%
Consumer Defensive 8.6%
Healthcare 3.4%
Industrials 3.3%
Consumer Cyclical 1.8%
Communication Services 0.6%
Basic Materials 0.4%
Energy 0.1%