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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TGT TARGET CORP Consumer Defensive 6,017.0 $786K 0.20% $130.62 +27.0%
42 ORCL ORACLE CORP Technology 5,048.0 $740K 0.19% $146.55 +3.7%
43 TSLA TESLA INC Consumer Cyclical 1,734.0 $729K 0.19% +26.0 +1.5% $420.60 -15.6%
44 VOO VANGUARD INDEX FDS 1,011.0 $694K 0.18% +351.0 +53.2% $686.81 +3.2%
45 PXF INVESCO EXCH TRADED FD TR II 9,157.0 $693K 0.18% -126.0 -1.4% $75.64 +5.0%
46 VGSH VANGUARD SCOTTSDALE FDS 10,100.0 $588K 0.15% +230.0 +2.3% $58.20 -0.1%
47 ABT ABBOTT LABORATORIES Healthcare 6,400.0 $581K 0.15% $90.74 +23.0%
48 PXH INVESCO EXCH TRADED FD TR II 20,705.0 $577K 0.15% $27.88 +6.0%
49 UNH UNITEDHEALTH GROUP INC Healthcare 1,337.0 $556K 0.14% $415.56 -4.9%
50 PRFZ INVESCO EXCHANGE TRADED FD T 9,725.0 $542K 0.14% $55.77 +0.1%
51 EA SERIES TRUST 9,376.0 $534K 0.14% $56.92
52 MO ALTRIA GROUP INC Consumer Defensive 6,000.0 $432K 0.11% -466.0 -7.2% $71.95 -5.9%
53 VXUS VANGUARD STAR FDS 4,966.0 $425K 0.11% -181.0 -3.5% $85.49 +2.9%
54 VSS VANGUARD INTL EQUITY INDEX F 2,629.0 $406K 0.10% $154.29 +4.8%
55 MDT MEDTRONIC PLC Healthcare 4,980.0 $390K 0.10% $78.23 +15.0%
56 WFC WELLS FARGO & CO Financial Services 4,698.0 $388K 0.10% +105.0 +2.3% $82.64 +2.8%
57 WMT WALMART INC Consumer Defensive 3,319.0 $376K 0.10% $113.25 -9.4%
58 JPM JPMORGAN CHASE & CO Financial Services 1,112.0 $364K 0.09% -42.0 -3.6% $327.31 +8.2%
59 MLI MUELLER INDS INC Industrials 2,900.0 $356K 0.09% $122.93 -47.8%
60 SCHB SCHWAB STRATEGIC TR 11,591.0 $336K 0.09% +392.0 +3.5% $28.96 +2.9%
Page 3 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%