PrairieView Partners, LLC

CIK

1726673

Location

ST. PAUL, MN

Portfolio Value

Micro $38,861,054

Diversification

Diversified

Filing Date

Global Rank

#6,741 / 7,991 ▼ 55

Top Industry

Conglomerates 17.1%

3Y Alpha vs SPY

-3.0%

Period ended 12 months ago

Filed Jul 25, 2025 · 11mo

22 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.4%

SPY

+76.3%

Annualised alpha

-3.0%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

222 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

16.2%

+0.3 pts

Top 5

44.1%

−0.2 pts

Top 10

55.8%

+0.0 pts

HHI

584

Diversified−29

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	27.3%	$10,592,609	34
Industrials	22.7%	$8,838,282	29
Healthcare	10.9%	$4,249,430	28
Financial Services	8.0%	$3,121,549	33
Consumer Defensive	6.1%	$2,357,073	17
Consumer Cyclical	5.8%	$2,263,161	26
Communication Services	5.7%	$2,197,357	12
Unclassified	5.3%	$2,051,383	9
Basic Materials	4.5%	$1,748,364	13
Energy	1.9%	$754,718	12
Utilities	1.8%	$687,128	9

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FAST	Fastenal Co	+3,482	7,024	$295,008
MMM	3M Co	+3,452	41,359	$6,296,494
SOLV	Solventum Corp	+1,256	10,713	$812,473
VMC	Vulcan Materials CO	+465	911	$237,607
RIVN	Rivian Automotive, Inc. / DE	+220	230	$3,160
AMZN	Amazon Com Inc	+210	4,092	$897,743
TSLA	Tesla, Inc.	+167	794	$252,222
UNH	Unitedhealth Group Inc	+139	1,506	$469,826
MDT	Medtronic plc	+128	3,726	$324,795
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+115	825	$186,854
FBTC	Fidelity Wise Origin Bitcoin Fund	+52	92	$8,647
META	Meta Platforms, Inc.	+32	172	$126,951
GEV	GE Vernova Inc.	+20	30	$15,874
GBTC	Grayscale Bitcoin Trust ETF	+20	42	$3,562
WMT	Walmart Inc.	+14	1,525	$149,114
SPY	Spdr S&P 500 ETF Trust	+10	1,685	$1,041,077
KR	Kroger Co	+8	392	$28,118
NVDA	Nvidia Corp	+7	4,431	$700,053
IBM	International Business Machines Corp	+4	535	$157,707
COST	Costco Wholesale Corp /New	+3	1,001	$990,929
HRL	Hormel Foods Corp /De/	+2	361	$10,920
BTC	Grayscale Bitcoin Mini Trust ETF	+2	14	$668
TMUS	T-Mobile US, Inc.	+2	9	$2,144
TGT	Target Corp	+2	414	$40,841
TTC	Toro Co	+1	1,550	$109,554
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−1,195	1,964	$47,607
NKE	NIKE, Inc.	−1,003	76	$5,399
AAPL	Apple Inc.	−879	25,240	$5,178,490
TRI	Thomson Reuters Corp /Can/	−642	1,369	$275,346
INTC	Intel Corp	−608	790	$17,696
XOM	Exxon Mobil Corp	−270	1,776	$191,452
GOOGL	Alphabet Inc.	−178	10,141	$1,787,148
QQQ	Invesco Qqq Trust, Series 1	−175	1,508	$831,873
CSCO	Cisco Systems, Inc.	−150	3,995	$277,173
SO	Southern Co	−147	1,200	$110,196
ANF	Abercrombie & Fitch Co /De/	−125	88	$7,290
WFC	Wells Fargo & Company/Mn	−104	187	$14,982
XYZ	Block, Inc.	−100	2	$135
VTRS	Viatris Inc	−93	299	$2,670
AVGO	Broadcom Inc.	−74	665	$183,307
SHW	Sherwin Williams Co	−59	2,200	$755,392
USB	US Bancorp De	−52	1,475	$66,743
CMCSA	Comcast Corp	−42	150	$5,017
CRWD	CrowdStrike Holdings, Inc.	−40	412	$209,835
SGMO	Sangamo Therapeutics, Inc	−30	35	$18
ULTA	Ulta Beauty, Inc.	−11	7	$3,274
BLK	BlackRock, Inc.	−3	20	$20,985
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
GDDY	GoDaddy Inc.	626	$112,717
DIA	Spdr Dow Jones Industrial Average ETF Trust	47	$20,710
STX	Seagate Technology Holdings plc	85	$12,268
ATXG	Addentax Group Corp.	60	$603
CRWV	CoreWeave, Inc.	3	$489
B	Barrick Mining Corp	15	$312
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BYRN	Byrna Technologies Inc.	1,000	$16,840
KMI	Kinder Morgan, Inc.	271	$7,731
BUD	Anheuser-Busch InBev SA/NV	35	$2,154
MP	MP Materials Corp. / DE	7	$170
ALB	Albemarle Corp	1	$72
SNDL	SNDL Inc.	40	$56
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

222 positions · $38,861,054 total · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 222 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MMM	3M Co Industrials	Added	41,359	+3,452	$6,296,494	+13.1%	16.20%
AAPL	Apple Inc. Technology	Reduced	25,240	-879	$5,178,490	−10.7%	13.33%
MSFT	Microsoft Corp Technology	Added	5,514	+1	$2,742,718	+32.5%	7.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,141	-178	$1,787,148	+12.0%	4.60%
ABT	Abbott Laboratories Healthcare	Held	8,231	0	$1,119,498	+2.5%	2.88%
SPY	Spdr S&P 500 ETF Trust	Added	1,685	+10	$1,041,077	+11.1%	2.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,001	+3	$990,929	+5.0%	2.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,092	+210	$897,743	+21.5%	2.31%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,508	-175	$831,873	+5.4%	2.14%
SOLV	Solventum Corp Healthcare	Added	10,713	+1,256	$812,473	+13.0%	2.09%
SHW	Sherwin Williams Co Basic Materials	Reduced	2,200	-59	$755,392	−4.2%	1.94%
NVDA	Nvidia Corp Technology	Added	4,431	+7	$700,053	+46.0%	1.80%
ECL	Ecolab Inc. Basic Materials	Held	2,594	0	$698,927	+6.3%	1.80%
LLY	ELI LILLY & Co Healthcare	Held	856	0	$667,277	−5.6%	1.72%
DE	Deere & Co Industrials	Held	1,256	0	$638,663	+8.3%	1.64%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,453	0	$532,727	+0.0%	1.37%
UMBF	Umb Financial Corp Financial Services	Held	4,476	0	$470,696	+4.0%	1.21%
UNH	Unitedhealth Group Inc Healthcare	Added	1,506	+139	$469,826	−34.4%	1.21%
TRV	Travelers Companies, Inc. Financial Services	Held	1,735	0	$464,181	+1.2%	1.19%
V	Visa Inc. Financial Services	Held	1,260	0	$447,363	+1.3%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,350	0	$391,378	+18.2%	1.01%
XEL	Xcel Energy Inc Utilities	Held	5,278	0	$359,431	−3.8%	0.92%
DCI	DONALDSON Co INC Industrials	Held	4,800	0	$332,880	+3.4%	0.86%
MDT	Medtronic plc Healthcare	Added	3,726	+128	$324,795	+0.5%	0.84%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,728	0	$322,133	+6.1%	0.83%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Held	2,378	0	$295,918	+98.2%	0.76%
FAST	Fastenal Co Industrials	Added	7,024	+3,482	$295,008	+114.8%	0.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,995	-150	$277,173	+8.4%	0.71%
TRI	Thomson Reuters Corp /Can/ Industrials	Reduced	1,369	-642	$275,346	−20.8%	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Added	794	+167	$252,222	+55.2%	0.65%
VMC	Vulcan Materials CO Basic Materials	Added	911	+465	$237,607	+128.4%	0.61%
RTX	RTX Corp Industrials	Held	1,569	0	$229,105	+10.2%	0.59%
SYK	Stryker Corp Healthcare	Held	576	0	$227,882	+6.3%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,200	0	$218,556	+14.7%	0.56%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	412	-40	$209,835	+31.7%	0.54%
CVX	Chevron Corp Energy	Held	1,344	0	$192,447	−14.4%	0.50%
XOM	Exxon Mobil Corp Energy	Reduced	1,776	-270	$191,452	−21.3%	0.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	825	+115	$186,854	+58.5%	0.48%
AVGO	Broadcom Inc. Technology	Reduced	665	-74	$183,307	+48.2%	0.47%
WMB	Williams Companies, Inc. Energy	Held	2,900	0	$182,149	+5.1%	0.47%
FDS	Factset Research Systems Inc Financial Services	Held	400	0	$178,912	−1.6%	0.46%
DIS	Walt Disney Co Communication Services	Held	1,414	0	$175,350	+25.6%	0.45%
JNJ	Johnson & Johnson Healthcare	Held	1,143	0	$174,593	−7.9%	0.45%
ACN	Accenture plc Technology	Held	577	0	$172,459	−4.2%	0.44%
CAT	Caterpillar Inc Industrials	Held	442	0	$171,588	+17.7%	0.44%
GIS	General Mills Inc Consumer Defensive	Held	3,054	0	$158,227	−13.3%	0.41%
IBM	International Business Machines Corp Technology	Added	535	+4	$157,707	+19.4%	0.41%
WMT	Walmart Inc. Consumer Defensive	Added	1,525	+14	$149,114	+12.4%	0.38%
SMCI	Super Micro Computer, Inc. Technology	Held	3,000	0	$147,030	+43.1%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	895	0	$142,591	−6.5%	0.37%