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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEMG ISHARES INC 4,051.0 $336K 0.09% +257.0 +6.8% $82.84 -0.5%
62 MMM 3M CO Industrials 2,000.0 $324K 0.08% $161.91 +10.5%
63 GTX GARRETT MOTION INC Consumer Cyclical 8,864.0 $321K 0.08% -5K -34.9% $36.23 -24.3%
64 SMCI SUPER MICRO COMPUTER INC Technology 10,270.0 $301K 0.08% +68.0 +0.7% $29.33 +31.1%
65 DFAC DIMENSIONAL ETF TRUST 6,692.0 $297K 0.08% $44.36 +3.2%
66 KFY KORN FERRY Industrials 4,250.0 $283K 0.07% -167.0 -3.8% $66.58 +27.1%
67 MRK MERCK & CO INC Healthcare 2,023.0 $260K 0.07% +23.0 +1.1% $128.50 +16.4%
68 CAT CATERPILLAR INC Industrials 242.0 $258K 0.07% NEW $1066.83 -23.4%
69 AMZN AMAZON COM INC Consumer Cyclical 1,069.0 $255K 0.07% NEW $238.34 +7.5%
70 PEP PEPSICO INC Consumer Defensive 1,800.0 $244K 0.06% $135.40 +3.2%
71 PRF INVESCO EXCHANGE TRADED FD T 4,491.0 $243K 0.06% $54.03 +3.8%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 286.0 $214K 0.06% NEW $746.77 +3.3%
73 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 5,784.0 $211K 0.06% NEW $36.41 +9.5%
74 STIP ISHARES TR 2,040.0 $208K 0.05% -35.0 -1.7% $102.16 -1.2%
75 PLTK PLAYTIKA HLDG CORP Technology 27,495.0 $102K 0.03% -843.0 -3.0% $3.72 -38.2%
76 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 10,000.0 $95K 0.03% NEW $9.48 -6.1%
77 VGZ VISTA GOLD CORP Basic Materials 41,000.0 $78K 0.02% $1.91 +23.0%
78 TREKOR METALS LTD 11,000.0 $76K 0.02% NEW $6.88
79 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,000.0 $38K 0.01% $1.92 -8.9%
80 EON RESOURCES INC 61,000.0 $27K 0.01% $0.44
Page 4 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%