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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 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FNDA SCHWAB STRATEGIC TR 1,989,955.0 $62.7M 19.47% NEW $31.51 +19.0%
2 FNDX SCHWAB STRATEGIC TR 1,824,061.0 $49.6M 15.41% NEW $27.21 +13.8%
3 FNDF SCHWAB STRATEGIC TR 549,436.0 $24.8M 7.71% NEW $45.21 +16.2%
4 GNR SPDR INDEX SHS FDS 255,519.0 $15.9M 4.93% NEW $62.14 +8.2%
5 SCHO SCHWAB STRATEGIC TR 539,460.0 $13.1M 4.08% NEW $24.37 -0.9%
6 SCHP SCHWAB STRATEGIC TR 495,047.0 $13.1M 4.07% NEW $26.49 +0.3%
7 FNDC SCHWAB STRATEGIC TR 288,581.0 $12.9M 3.99% NEW $44.55 +8.2%
8 AVRE AMERICAN CENTY ETF TR 285,537.0 $12.4M 3.86% NEW $43.53 +10.9%
9 FNDE SCHWAB STRATEGIC TR 337,231.0 $12.2M 3.78% NEW $36.06 +9.1%
10 VNQ VANGUARD INDEX FDS 98,900.0 $8.8M 2.72% NEW $88.49 +11.0%
11 PGX INVESCO EXCH TRADED FD TR II 655,646.0 $7.4M 2.29% NEW $11.24 -3.8%
12 PFFD GLOBAL X FDS 386,401.0 $7.3M 2.27% NEW $18.91 -1.8%
13 BNL BROADSTONE NET LEASE INC Real Estate 393,547.0 $6.8M 2.12% NEW $17.37 +21.3%
14 WPC WP CAREY INC Real Estate 97,927.0 $6.3M 1.96% NEW $64.36 +14.3%
15 O REALTY INCOME CORP Real Estate 110,059.0 $6.2M 1.93% NEW $56.37 +11.2%
16 GBDC GOLUB CAP BDC INC Financial Services 456,728.0 $6.2M 1.92% NEW $13.57 -7.8%
17 ARCC ARES CAPITAL CORP Financial Services 303,282.0 $6.1M 1.91% NEW $20.23 -10.6%
18 BLUE OWL CAPITAL CORPORATION 471,602.0 $5.9M 1.82% NEW $12.43
19 BERKSHIRE HATHAWAY INC DEL 6,988.0 $3.5M 1.09% NEW $502.65
20 VNQI VANGUARD INTL EQUITY INDEX F 65,737.0 $3.0M 0.94% NEW $45.84 -1.4%
Page 1 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%