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Portfolio (Quarterly) Guide ↗

Prairiewood Capital, LLC

· CIK 0001839695
13F Portfolio $322M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 1,638.0 $737K 0.23% NEW $449.72 -15.6%
42 DE DEERE & CO Industrials 1,352.0 $629K 0.20% NEW $465.57 +31.7%
43 TGT TARGET CORP Consumer Defensive 6,017.0 $588K 0.18% NEW $97.75 +43.4%
44 PXH INVESCO EXCH TRADED FD TR II 22,506.0 $581K 0.18% NEW $25.81 +6.9%
45 OMC OMNICOM GROUP INC Communication Services 6,741.0 $544K 0.17% NEW $80.75 -9.5%
46 VGSH VANGUARD SCOTTSDALE FDS 8,284.0 $487K 0.15% NEW $58.73 -0.8%
47 VXUS VANGUARD STAR FDS 6,412.0 $484K 0.15% NEW $75.44 +12.0%
48 MDT MEDTRONIC PLC Healthcare 4,980.0 $478K 0.15% NEW $96.06 -15.7%
49 PRFZ INVESCO EXCHANGE TRADED FD T 9,725.0 $446K 0.14% NEW $45.89 +19.4%
50 UNH UNITEDHEALTH GROUP INC Healthcare 1,336.0 $441K 0.14% NEW $330.21 +29.6%
51 WFC WELLS FARGO CO NEW Financial Services 4,593.0 $428K 0.13% NEW $93.20 -10.0%
52 VSS VANGUARD INTL EQUITY INDEX F 2,629.0 $377K 0.12% NEW $143.33 +6.8%
53 MO ALTRIA GROUP INC Consumer Defensive 6,466.0 $373K 0.12% NEW $57.66 +28.0%
54 JPM JPMORGAN CHASE & CO. Financial Services 1,154.0 $372K 0.12% NEW $322.15 +2.1%
55 MLI MUELLER INDS INC Industrials 2,986.0 $343K 0.11% NEW $114.80 +11.7%
56 WMT WALMART INC Consumer Defensive 3,018.0 $336K 0.10% NEW $111.40 +3.9%
57 SMCI SUPER MICRO COMPUTER INC Technology 11,352.0 $332K 0.10% NEW $29.27 +4.6%
58 MMM 3M CO Industrials 2,045.0 $327K 0.10% NEW $160.10 +2.4%
59 SCHB SCHWAB STRATEGIC TR 11,199.0 $294K 0.09% NEW $26.23 +8.0%
60 KFY KORN FERRY Industrials 4,417.0 $292K 0.09% NEW $66.02 +9.3%
Page 3 of 4  ·  75 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 39.8%
Financial Services 29.5%
Technology 10.8%
Consumer Defensive 7.5%
Healthcare 4.6%
Industrials 3.3%
Consumer Cyclical 2.4%
Communication Services 1.1%
Energy 0.4%
Basic Materials 0.4%