PRAIRIE ADVISORY, LLC

CIK

2144052

Location

LEAWOOD, KS

Portfolio Value

Small $188,633,908

Diversification

Diversified

Filing Date

Jun 30, 2026

Global Rank

#1,337 / 3,203

Top Industry

Semiconductor Equipment & Materials 14.5%

Period ended 30 days ago

Filed Jul 20, 2026 · 10d

Portfolio Concentration

80 tracked positions · as of Jun 30, 2026

Top Position

31.4%

of portfolio value

Top 5

58.3%

of portfolio value

Top 10

68.4%

of portfolio value

HHI

1,235

Diversified

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.7%	$76,798,896	2
Technology	23.7%	$44,696,205	15
Financial Services	12.1%	$22,853,204	15
Industrials	4.9%	$9,204,761	9
Consumer Cyclical	4.9%	$9,165,550	8
Consumer Defensive	3.9%	$7,431,058	8
Healthcare	2.4%	$4,533,692	8
Communication Services	2.2%	$4,198,953	2
Energy	2.1%	$4,007,550	6
Utilities	1.5%	$2,740,015	3
Basic Materials	1.1%	$2,111,119	3
Real Estate	0.5%	$892,905	1

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $188,633,908 total · as of Jun 30, 2026

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

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	First	79,367	—	$59,268,894	—	31.42%
QQQ	Invesco Qqq Trust, Series 1	First	23,805	—	$17,530,002	—	9.29%
LRCX	Lam Research Corp Technology	First	36,491	—	$15,812,645	—	8.38%
AAPL	Apple Inc. Technology	First	41,126	—	$11,900,219	—	6.31%
BFC	Bank First Corp Financial Services	First	37,140	—	$5,509,719	—	2.92%
MSFT	Microsoft Corp Technology	First	13,483	—	$5,029,428	—	2.67%
V	Visa Inc. Financial Services	First	12,633	—	$4,334,255	—	2.30%
PH	Parker-Hannifin Corp Industrials	First	3,553	—	$3,475,260	—	1.84%
AMZN	Amazon Com Inc Consumer Cyclical	First	13,035	—	$3,106,761	—	1.65%
GOOGL	Alphabet Inc. Communication Services	First	8,573	—	$3,063,733	—	1.62%
NVDA	Nvidia Corp Technology	First	12,270	—	$2,455,104	—	1.30%
MCO	Moodys Corp /De/ Financial Services	First	5,226	—	$2,366,959	—	1.25%
BRK-B	Berkshire Hathaway Inc Financial Services	First	4,409	—	$2,206,219	—	1.17%
TXN	Texas Instruments Inc PUT + SHARES Technology	First	7,096	—	$2,115,104	—	1.12%
PGR	Progressive Corp/Oh/ Financial Services	First	9,196	—	$2,008,866	—	1.06%
COST	Costco Wholesale Corp /New Consumer Defensive	First	2,118	—	$1,981,325	—	1.05%
HD	Home Depot, Inc. Consumer Cyclical	First	5,332	—	$1,880,489	—	1.00%
JPM	Jpmorgan Chase & Co Financial Services	First	5,467	—	$1,789,513	—	0.95%
CAT	Caterpillar Inc Industrials	First	1,605	—	$1,709,164	—	0.91%
PSX	Phillips 66 PUT + SHARES Energy	First	9,579	—	$1,619,329	—	0.86%
QCOM	Qualcomm Inc/De PUT + SHARES Technology	First	7,990	—	$1,476,472	—	0.78%
NUE	Nucor Corp PUT + SHARES Basic Materials	First	6,600	—	$1,470,150	—	0.78%
NEE	Nextera Energy Inc PUT + SHARES Utilities	First	15,484	—	$1,359,030	—	0.72%
MO	Altria Group, Inc. PUT + SHARES Consumer Defensive	First	18,310	—	$1,317,404	—	0.70%
TROW	Price T Rowe Group Inc PUT + SHARES Financial Services	First	11,333	—	$1,288,448	—	0.68%
AMD	Advanced Micro Devices Inc Technology	First	2,185	—	$1,269,288	—	0.67%
PM	Philip Morris International Inc. PUT + SHARES Consumer Defensive	First	6,923	—	$1,252,439	—	0.66%
LOW	Lowes Companies Inc PUT + SHARES Consumer Cyclical	First	5,610	—	$1,236,948	—	0.66%
BBY	Best Buy Co Inc PUT + SHARES Consumer Cyclical	First	15,050	—	$1,141,994	—	0.61%
VZ	Verizon Communications Inc PUT + SHARES Communication Services	First	26,812	—	$1,135,220	—	0.60%
USB	US Bancorp De PUT + SHARES Financial Services	First	18,600	—	$1,123,440	—	0.60%
MU	Micron Technology Inc Technology	First	969	—	$1,118,507	—	0.59%
BMY	Bristol Myers Squibb Co PUT + SHARES Healthcare	First	18,102	—	$1,043,037	—	0.55%
PEP	Pepsico Inc PUT + SHARES Consumer Defensive	First	7,644	—	$1,034,997	—	0.55%
GILD	Gilead Sciences, Inc. PUT + SHARES Healthcare	First	8,000	—	$1,010,720	—	0.54%
BTI	British American Tobacco p.l.c. PUT + SHARES Consumer Defensive	First	15,723	—	$971,052	—	0.51%
ODFL	Old Dominion Freight Line, Inc. Industrials	First	4,462	—	$966,469	—	0.51%
XOM	ExxonMobil Holdings Corp Energy	First	6,997	—	$956,629	—	0.51%
CMI	Cummins Inc Industrials	First	1,279	—	$912,195	—	0.48%
O	Realty Income Corp PUT + SHARES Real Estate	First	14,411	—	$892,905	—	0.47%
NGG	National Grid PLC PUT + SHARES Utilities	First	10,656	—	$883,062	—	0.47%
FTNT	Fortinet, Inc. Technology	First	5,506	—	$845,831	—	0.45%
UPS	United Parcel Service Inc PUT + SHARES Industrials	First	7,627	—	$819,902	—	0.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	First	1,445	—	$690,088	—	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	First	2,425	—	$655,501	—	0.35%
LLY	ELI LILLY & Co Healthcare	First	533	—	$639,296	—	0.34%
NKE	NIKE, Inc. PUT + SHARES Consumer Cyclical	First	14,800	—	$607,540	—	0.32%
TMO	Thermo Fisher Scientific Inc. Healthcare	First	1,204	—	$603,637	—	0.32%
EPD	Enterprise Products Partners L.P. Energy	First	15,450	—	$567,942	—	0.30%
AVGO	Broadcom Inc. Technology	First	1,428	—	$539,427	—	0.29%

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.