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Portfolio (Quarterly) Guide ↗

PRAIRIE ADVISORY, LLC

· CIK 0002144052
13F Portfolio $426M AUM 167 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 167 New
Page 3 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 1,605.0 $1.7M 0.40% NEW $1064.89 -22.8%
42 VBR VANGUARD INDEX FDS 6,212.0 $1.5M 0.35% NEW $242.99 +2.6%
43 TXN TEXAS INSTRS INC Technology 4,496.0 $1.3M 0.31% NEW $298.04 -12.0%
44 VTI VANGUARD INDEX FDS 3,507.0 $1.3M 0.30% NEW $370.05 +2.2%
45 AMD ADVANCED MICRO DEVICES INC Technology 2,185.0 $1.3M 0.30% NEW $580.91 -17.1%
46 IWB ISHARES TR 3,094.0 $1.3M 0.30% NEW $409.50 +2.4%
47 ACWX ISHARES TR 16,372.0 $1.2M 0.29% NEW $76.11 +2.4%
48 XLK SELECT SECTOR SPDR TR 6,137.0 $1.2M 0.27% NEW $190.52 -4.2%
49 PSX PHILLIPS 66 Energy 6,779.0 $1.1M 0.27% NEW $169.06 +43.5%
50 MU MICRON TECHNOLOGY INC Technology 969.0 $1.1M 0.26% NEW $1154.44 -18.6%
51 VIG VANGUARD SPECIALIZED FUNDS 4,658.0 $1.1M 0.26% NEW $236.60 +3.2%
52 QCOM QUALCOMM INC Technology 5,290.0 $978K 0.23% NEW $184.79 -12.1%
53 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,462.0 $966K 0.23% NEW $216.60 -7.8%
54 XOM EXXON MOBIL CORP Energy 6,997.0 $957K 0.22% NEW $136.72 +16.2%
55 SOXX ISHARES TR 1,466.0 $939K 0.22% NEW $640.57 -19.7%
56 CMI CUMMINS INC Industrials 1,279.0 $912K 0.21% NEW $713.37 -18.8%
57 GOOG ALPHABET INC 2,507.0 $886K 0.21% NEW $353.30
58 VV VANGUARD INDEX FDS 2,552.0 $878K 0.21% NEW $343.91 +2.5%
59 IEF ISHARES TR 9,034.0 $854K 0.20% NEW $94.57 -1.4%
60 FORTINET INC 5,506.0 $846K 0.20% NEW $153.62
Page 3 of 9  ·  167 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
Financial Services 55.1%
Technology 24.3%
Industrials 5.0%
Consumer Cyclical 4.5%
Consumer Defensive 3.1%
Communication Services 2.1%
Healthcare 2.0%
Energy 1.7%
Utilities 1.0%
Basic Materials 0.8%