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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 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQI VANGUARD INTL EQUITY INDEX F 70,861.0 $3.1M 0.91% +5K +7.8% $44.45 +1.8%
22 PRDO PERDOCEO ED CORP Consumer Defensive 65,687.0 $2.4M 0.71% -6K -8.8% $37.21 -9.6%
23 MSFT MICROSOFT CORP Technology 5,789.0 $2.1M 0.62% +2K +39.8% $370.16 +0.0%
24 VAW VANGUARD WORLD FD 9,391.0 $2.1M 0.61% -156.0 -1.6% $225.34 +3.1%
25 RSP INVESCO EXCHANGE TRADED FD T 8,478.0 $1.6M 0.47% $191.93 +10.9%
26 SCYB SCHWAB STRATEGIC TR 58,872.0 $1.5M 0.44% NEW $26.00 +0.7%
27 VTI VANGUARD INDEX FDS 4,478.0 $1.4M 0.41% +1K +30.1% $320.81 +13.4%
28 BAC BANK AMERICA CORP Financial Services 20,563.0 $1.0M 0.29% -2K -7.9% $48.75 +19.0%
29 PFF ISHARES TR 32,215.0 $977K 0.28% $30.32 +0.4%
30 SUB ISHARES TR 9,130.0 $972K 0.28% +247.0 +2.8% $106.50 -0.1%
31 XLF SELECT SECTOR SPDR TR 18,878.0 $932K 0.27% -3K -15.0% $49.37 +9.0%
32 SHM SPDR SERIES TRUST 18,457.0 $883K 0.26% +230.0 +1.3% $47.83 +0.3%
33 AGG ISHARES TR 8,203.0 $814K 0.23% +467.0 +6.0% $99.27 +0.1%
34 AAPL APPLE INC Technology 3,168.0 $804K 0.23% $253.79 +9.9%
35 VGT VANGUARD WORLD FD 1,121.0 $782K 0.23% NEW $697.72 -83.6%
36 DE DEERE & CO Industrials 1,342.0 $756K 0.22% -10.0 -0.7% $563.30 +11.1%
37 HPQ HP INC Technology 39,098.0 $751K 0.22% -3K -7.0% $19.21 +18.9%
38 ORCL ORACLE CORP Technology 5,048.0 $743K 0.21% -60.0 -1.2% $147.11 +2.2%
39 TGT TARGET CORP Consumer Defensive 6,017.0 $729K 0.21% $121.20 +16.6%
40 AAEQ EA SERIES TRUST 15,388.0 $716K 0.21% -158.0 -1.0% $46.52 +12.1%
Page 2 of 4  ·  77 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%