Prairiewood Capital, LLC

Wealth advisor Mechanical CIK 1839695
League rank
#2791
in Wealth advisor · #6328 overall
Long book
$345.8M
Q1 2026
Positions
77
Top-10 weight
71%
concentration
Last quarter
+8.2%
SPY +14.8%
Turnover
15%
of book per quarter

Strategy in plain words

auto-generated from filings

Prairiewood Capital, LLC is a wealth-management firm allocating client money, running a $345.8M US long book across 77 positions.

The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SCHWAB FNDMNTL US SM CO ETF, SCHWAB FNDMNTL US LRG CO ETF, SCHWAB FNDMN INTL LRG CO ETF, STATE STREET SPDR S&P GLOBAL, SCHWAB U.S. TIPS ETF.

Over the last 9 quarters its long book ran on average 1.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.3%
Q2 2024
+8.3%
Q3 2024
-3.5%
Q4 2024
+0.9%
Q1 2025
+4.6%
Q2 2025
+6.4%
Q3 2025
+1.5%
Q4 2025
+2.9%
Q1 2026
+8.2%

Sector allocation

Other
50%
Financials
14%
Technology
13%
Services media
8%
Industrials
5%
Healthcare
4%
Consumer discretionary
3%
Consumer staples
2%

Long book by quarter

$213.1M
Q1 2024
$210.7M
Q2 2024
$236.1M
Q3 2024
$234.1M
Q4 2024
$245.8M
Q1 2025
$269.4M
Q2 2025
$301.6M
Q3 2025
$322.1M
Q4 2025
$345.8M
Q1 2026

What does Prairiewood Capital, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GBDC GOLUB CAPITAL BDC INC521.4K$6.6M1.9%+14.2%
ARCC ARES CAPITAL CORP341.7K$6.2M1.8%+12.7%
OBDC BLUE OWL CAPITAL CORP552.3K$6.1M1.8%+17.1%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials6.9K$3.3M1.0%-0.8%
PRDO PERDOCEO EDUCATION CORPServices media65.7K$2.4M0.7%-8.8%
MSFT MICROSOFT CORPTechnology5.8K$2.1M0.6%+39.8%
BAC BANK OF AMERICA CORPFinancials20.6K$1.0M0.3%-7.9%
AAPL APPLE INCTechnology3.2K$804K0.2%-0.4%
DE DEERE & COIndustrials1.3K$756K0.2%-0.7%
HPQ HP INCTechnology39.1K$751K0.2%-7.0%
ORCL ORACLE CORPTechnology5.0K$743K0.2%-1.2%
TGT TARGET CORPConsumer discretionary6.0K$729K0.2%Held
ABT ABBOTT LABORATORIESHealthcare6.4K$657K0.2%-9.5%
TSLA TESLA INCIndustrials1.7K$635K0.2%+4.3%
MDT MEDTRONIC PLCHealthcare5.0K$432K0.1%Held
MO ALTRIA GROUP INCConsumer staples6.5K$427K0.1%Held
WMT WALMART INCConsumer discretionary3.3K$412K0.1%+9.9%
WFC WELLS FARGO & COFinancials4.6K$366K0.1%Held
UNH UNITEDHEALTH GROUP INCFinancials1.3K$362K0.1%+0.1%
JPM JPMORGAN CHASE & COFinancials1.2K$339K0.1%Held
MLI MUELLER INDUSTRIES INCIndustrials2.9K$321K0.1%-2.9%
MMM 3M COHealthcare2.0K$290K0.1%-2.2%
OMC OMNICOM GROUPServices media3.9K$290K0.1%-42.8%
PEP PEPSICO INCConsumer staples1.8K$280K0.1%Held
KFY KORN FERRYServices media4.4K$278K0.1%Held
GTX GARRETT MOTION INCIndustrials13.6K$247K0.1%Held
MRK MERCK & CO. INC.Healthcare2.0K$241K0.1%Held
SMCI SUPER MICRO COMPUTER INCTechnology10.2K$232K0.1%-10.1%
BCSF BAIN CAPITAL SPECIALTY FINAN10.1K$126K0.0%New
VGZ VISTA GOLD CORPMaterials41.0K$80K0.0%Held
PLTK PLAYTIKA HOLDING CORPTechnology28.3K$79K0.0%Held
UDM TASEKO MINES LTD11.0K$71K0.0%-31.3%
EONR EON RESOURCES INCEnergy61.0K$51K0.0%+52.5%
AMTX AEMETIS INCOther14.8K$47K0.0%New
NAK NORTHERN DYNASTY MINERALSMaterials20.0K$28K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 16, 202677$345.8M canonicalSEC ↗
Q4 202513F-HRJan 26, 202675$322.1M canonicalSEC ↗
Q3 202513F-HROct 14, 202579$301.6M canonicalSEC ↗
Q2 202513F-HRJul 16, 202578$269.4M canonicalSEC ↗
Q1 202513F-HRApr 25, 202576$245.8M canonicalSEC ↗
Q4 202413F-HRJan 16, 202578$234.1M canonicalSEC ↗
Q3 202413F-HROct 15, 202479$236.1M canonicalSEC ↗
Q2 202413F-HRJul 18, 202478$210.7M canonicalSEC ↗
Q1 202413F-HRApr 26, 202481$213.1M canonicalSEC ↗