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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
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 6,679.0 $3.3M 0.87% -255.0 -3.7% $500.39
22 VTI VANGUARD INDEX FDS 8,005.0 $3.0M 0.77% +4K +78.8% $370.04 +2.9%
23 MSFT MICROSOFT CORP Technology 6,137.0 $2.3M 0.59% +348.0 +6.0% $373.01 +35.4%
24 VAW VANGUARD WORLD FD 9,389.0 $2.1M 0.56% $228.79 +4.7%
25 PRDO PERDOCEO ED CORP Consumer Defensive 60,461.0 $1.9M 0.50% -5K -8.0% $32.00 +5.7%
26 RSP INVESCO EXCHANGE TRADED FD T 8,478.0 $1.8M 0.47% $212.78 +4.1%
27 SCYB SCHWAB STRATEGIC TR 66,521.0 $1.7M 0.45% +8K +13.0% $26.18 -0.3%
28 BIL SPDR SERIES TRUST 18,299.0 $1.7M 0.43% NEW $91.64 -0.0%
29 BAC BANK OF AMER CORP Financial Services 20,612.0 $1.2M 0.30% $56.98 +7.4%
30 PFF ISHARES TR 34,975.0 $1.1M 0.28% +3K +8.6% $30.49 +0.5%
31 XLF SELECT SECTOR SPDR TR 18,614.0 $998K 0.26% -264.0 -1.4% $53.61 +8.0%
32 VGT VANGUARD WORLD FD 8,272.0 $989K 0.26% +7K +637.9% $119.52 +2.0%
33 SHM SPDR SERIES TRUST 19,630.0 $942K 0.24% +1K +6.4% $47.97 -0.4%
34 AAPL APPLE INC Technology 3,189.0 $923K 0.24% +21.0 +0.7% $289.37 +8.7%
35 AGG ISHARES TR 8,720.0 $863K 0.22% +517.0 +6.3% $98.98 -1.2%
36 DE DEERE & CO Industrials 1,342.0 $851K 0.22% $634.33 -1.8%
37 VOOG VANGUARD ADMIRAL FDS INC 10,200.0 $843K 0.22% +8K +500.0% $82.62 +2.4%
38 HPQ HP INC Technology 37,411.0 $821K 0.21% -2K -4.3% $21.94 +35.0%
39 AAEQ EA SERIES TRUST 15,388.0 $818K 0.21% $53.19 +3.5%
40 SUB ISHARES TR 7,475.0 $796K 0.21% -2K -18.1% $106.47 -0.1%
Page 2 of 5  ·  81 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 43.4%
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%