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Portfolio (Quarterly) Guide ↗

Prairiewood Capital, LLC

· CIK 0001839695
13F Portfolio $386M AUM 81 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 35 Added 15 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PFFD GLOBAL X FDS 397,610.0 $7.4M 1.93% -5K -1.3% $18.69 -1.1%
2 PGX INVESCO EXCH TRADED FD TR II 657,946.0 $7.1M 1.85% -22K -3.3% $10.84 -1.8%
3 BERKSHIRE HATHAWAY INC DEL 6,679.0 $3.3M 0.87% -255.0 -3.7% $500.39
4 PRDO PERDOCEO ED CORP Consumer Defensive 60,461.0 $1.9M 0.50% -5K -8.0% $32.00 +5.7%
5 XLF SELECT SECTOR SPDR TR 18,614.0 $998K 0.26% -264.0 -1.4% $53.61 +8.0%
6 HPQ HP INC Technology 37,411.0 $821K 0.21% -2K -4.3% $21.94 +35.0%
7 SUB ISHARES TR 7,475.0 $796K 0.21% -2K -18.1% $106.47 -0.1%
8 PXF INVESCO EXCH TRADED FD TR II 9,157.0 $693K 0.18% -126.0 -1.4% $75.64 +5.0%
9 MO ALTRIA GROUP INC Consumer Defensive 6,000.0 $432K 0.11% -466.0 -7.2% $71.95 -5.9%
10 VXUS VANGUARD STAR FDS 4,966.0 $425K 0.11% -181.0 -3.5% $85.49 +2.9%
11 JPM JPMORGAN CHASE & CO Financial Services 1,112.0 $364K 0.09% -42.0 -3.6% $327.31 +8.2%
12 GTX GARRETT MOTION INC Consumer Cyclical 8,864.0 $321K 0.08% -5K -34.9% $36.23 -24.3%
13 KFY KORN FERRY Industrials 4,250.0 $283K 0.07% -167.0 -3.8% $66.58 +27.1%
14 STIP ISHARES TR 2,040.0 $208K 0.05% -35.0 -1.7% $102.16 -1.2%
15 PLTK PLAYTIKA HLDG CORP Technology 27,495.0 $102K 0.03% -843.0 -3.0% $3.72 -38.2%

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 43.4%
Financial Services 30.2%
Technology 9.4%
Consumer Defensive 6.9%
Industrials 3.8%
Healthcare 3.6%
Consumer Cyclical 2.4%
Basic Materials 0.2%
Energy 0.0%