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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GNR SPDR INDEX SHS FDS 251,841.0 $18.8M 5.44% -4K -1.4% $74.67 -9.2%
2 BERKSHIRE HATHAWAY INC DEL 6,934.0 $3.3M 0.96% -54.0 -0.8% $479.20
3 PRDO PERDOCEO ED CORP Consumer Defensive 65,687.0 $2.4M 0.71% -6K -8.8% $37.21 -9.7%
4 VAW VANGUARD WORLD FD 9,391.0 $2.1M 0.61% -156.0 -1.6% $225.34 +3.3%
5 BAC BANK AMERICA CORP Financial Services 20,563.0 $1.0M 0.29% -2K -7.9% $48.75 +19.1%
6 XLF SELECT SECTOR SPDR TR 18,878.0 $932K 0.27% -3K -15.0% $49.37 +9.0%
7 DE DEERE & CO Industrials 1,342.0 $756K 0.22% -10.0 -0.7% $563.30 +11.4%
8 HPQ HP INC Technology 39,098.0 $751K 0.22% -3K -7.0% $19.21 +18.6%
9 ORCL ORACLE CORP Technology 5,048.0 $743K 0.21% -60.0 -1.2% $147.11 +3.2%
10 AAEQ EA SERIES TRUST 15,388.0 $716K 0.21% -158.0 -1.0% $46.52 +12.1%
11 ABT ABBOTT LABORATORIES Healthcare 6,400.0 $657K 0.19% -668.0 -9.4% $102.67 -7.7%
12 PXF INVESCO EXCH TRADED FD TR II 9,283.0 $649K 0.19% -3K -23.4% $69.90 +8.1%
13 PXH INVESCO EXCH TRADED FD TR II 20,705.0 $557K 0.16% -2K -8.0% $26.91 +2.5%
14 VXUS VANGUARD STAR FDS 5,147.0 $397K 0.12% -1K -19.7% $77.11 +10.1%
15 MLI MUELLER INDS INC Industrials 2,900.0 $321K 0.09% -86.0 -2.9% $110.80 +16.2%
16 MMM 3M CO Industrials 2,000.0 $290K 0.08% -45.0 -2.2% $145.23 +14.4%
17 OMC OMNICOM GROUP INC Communication Services 3,853.0 $290K 0.08% -3K -42.8% $75.31 -1.7%
18 SMCI SUPER MICRO COMPUTER INC Technology 10,202.0 $232K 0.07% -1K -10.1% $22.77 +37.1%
19 STIP ISHARES TR 2,075.0 $215K 0.06% -753.0 -26.6% $103.43 -1.3%
20 TGB TASEKO MINES LTD Basic Materials 11,000.0 $71K 0.02% -5K -31.2% $6.45 +2.9%

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%