Prairie Sky Financial Group LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-06-30, active share 70.0%; sector active share 34.2% against the combined 13F book's sector weights.
Over time 9 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
70 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.5% | $57,292,690 |
| Healthcare | 23.9% | $43,437,584 |
| Technology | 17.4% | $31,690,474 |
| Financial Services | 9.7% | $17,588,620 |
| Consumer Cyclical | 6.7% | $12,227,865 |
| Communication Services | 4.4% | $7,972,260 |
| Utilities | 1.9% | $3,417,722 |
| Industrials | 1.3% | $2,442,506 |
| Consumer Defensive | 0.9% | $1,656,050 |
| Real Estate | 0.9% | $1,655,809 |
| Basic Materials | 0.7% | $1,209,528 |
| Energy | 0.6% | $1,036,164 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +97,439 | 126,677 | $11,620,081 | ||
| ABBV | AbbVie Inc. | +14,868 | 108,379 | $20,117,309 | |
| ABT | Abbott Laboratories | +5,931 | 102,036 | $13,877,916 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +5,604 | 180,872 | $13,147,585 | |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | +1,838 | 48,950 | $1,948,944 | |
| COWZ | Pacer US Cash Cows 100 ETF | +1,195 | 46,849 | $2,581,379 | |
| RMT | Royce Micro-Cap Trust, Inc. | +573 | 28,441 | $263,079 | |
| QQQ | Invesco Qqq Trust, Series 1 | +499 | 5,711 | $3,150,416 | |
| HD | Home Depot, Inc. | +303 | 1,902 | $697,349 | |
| BRK-B | Berkshire Hathaway Inc | +128 | 4,584 | $2,226,769 | |
| VUG | VANGUARD GROWTH INDEX FUND | +44 | 838 | $367,379 | |
| RSP | Victory Portfolios II | +40 | 42,134 | $7,657,433 | |
| — | +39 | 44,832 | $1,909,843 | ||
| NEE | Nextera Energy Inc | +36 | 4,859 | $337,311 | |
| PRU | Prudential Financial Inc | +5 | 1,965 | $211,119 | |
| T | At&T Inc. | +4 | 9,990 | $289,110 | |
| F | Ford Motor Co | +3 | 11,276 | $122,344 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 1,277 | $788,994 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −3,014 | 108,593 | $22,280,025 | |
| MSFT | Microsoft Corp | −2,824 | 13,911 | $6,919,470 | |
| GOOGL | Alphabet Inc. | −1,580 | 2,092 | $368,673 | |
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | −870 | 24,097 | $1,310,394 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −400 | 41,188 | $12,518,268 | |
| AMZN | Amazon Com Inc | −389 | 48,747 | $10,694,604 | |
| META | Meta Platforms, Inc. | −344 | 597 | $440,639 | |
| NVDA | Nvidia Corp | −140 | 6,826 | $1,078,439 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −125 | 1,153 | $291,974 | |
| PSX | Phillips 66 | −68 | 3,480 | $415,164 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | 13,844 | $472,634 | |
| KMI | Kinder Morgan, Inc. | 15,810 | $451,059 | |
| CVX | Chevron Corp | 2,659 | $444,824 | |
| PBA | Pembina Pipeline Corp | 6,660 | $266,599 | |
| ENB | Enbridge Inc | 5,914 | $262,049 | |
| KMB | Kimberly Clark Corp | 1,450 | $206,219 | |
| — | 3,320 | $0 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 108,593 | $22,280,025 | 12.27% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 108,379 | $20,117,309 | 11.08% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 102,036 | $13,877,916 | 7.64% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 180,872 | $13,147,585 | 7.24% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 41,188 | $12,518,268 | 6.89% | |
|
|
Added | 126,677 | $11,620,081 | 6.40% | ||
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 48,747 | $10,694,604 | 5.89% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 12 | $8,745,600 | 4.82% | |
| RSP |
Victory Portfolios II
|
Added | 42,134 | $7,657,433 | 4.22% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 13,911 | $6,919,470 | 3.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 8,666 | $6,755,406 | 3.72% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 29,540 | $5,240,100 | 2.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 5,711 | $3,150,416 | 1.73% | |
| COWZ |
Pacer US Cash Cows 100 ETF
|
Added | 46,849 | $2,581,379 | 1.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 8,533 | $2,473,802 | 1.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,584 | $2,226,769 | 1.23% | |
| CALF |
Pacer US Small Cap Cash Cows 100 ETF
|
Added | 48,950 | $1,948,944 | 1.07% | |
|
|
Added | 44,832 | $1,909,843 | 1.05% | ||
| NFLX |
Netflix Inc
Communication Services
|
Held | 1,220 | $1,633,738 | 0.90% | |
| WM |
Waste Management Inc
Industrials
|
Held | 6,962 | $1,593,044 | 0.88% | |
| AXP |
American Express Co
Financial Services
|
Held | 4,166 | $1,328,870 | 0.73% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
Reduced | 24,097 | $1,310,394 | 0.72% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 11,736 | $1,222,891 | 0.67% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,826 | $1,078,439 | 0.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 11,349 | $898,386 | 0.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,277 | $788,994 | 0.43% | |
| AON |
Aon plc
Financial Services
|
Held | 2,172 | $774,882 | 0.43% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 5,768 | $761,606 | 0.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 4,811 | $734,880 | 0.40% | |
| COF |
Capital One Financial Corp
Financial Services
|
NEW | 3,382 | $719,554 | 0.40% | |
| SO |
Southern Co
Utilities
|
Held | 7,745 | $711,223 | 0.39% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,902 | $697,349 | 0.38% | |
| SNA |
Snap-on Inc
Industrials
|
Held | 2,000 | $622,360 | 0.34% | |
| COP |
Conocophillips
Energy
|
Held | 6,920 | $621,000 | 0.34% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 4,596 | $542,328 | 0.30% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 3,332 | $512,228 | 0.28% | |
| ORI |
Old Republic International Corp
Financial Services
|
Held | 13,320 | $512,020 | 0.28% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Held | 11,320 | $457,101 | 0.25% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Held | 5,000 | $452,100 | 0.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 597 | $440,639 | 0.24% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 10,000 | $433,500 | 0.24% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Held | 2,440 | $425,365 | 0.23% | |
| PSX |
Phillips 66
Energy
|
Reduced | 3,480 | $415,164 | 0.23% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Held | 16,000 | $411,040 | 0.23% | |
| NVS |
Novartis AG
Healthcare
|
Held | 3,350 | $405,383 | 0.22% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 100 | $371,223 | 0.20% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 2,328 | $370,896 | 0.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,092 | $368,673 | 0.20% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 838 | $367,379 | 0.20% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 3,429 | $355,793 | 0.20% |
Showing the top 50 of 70 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.