Prairie Sky Financial Group LLC

CIK 1985274 · View on SEC EDGAR ↗

Portfolio value
$181.8M
#6,776 of 9,443 by 13F value · top 71.8%
Positions
71
As of
June 30, 2025 Data as of Q2 2025

Portfolio value QoQ: +8.0% 13F does not disclose cash

Top 10 holdings weight
70.16%
Top 25 holdings weight
89.60%
Positions above 1%
18
Effective number of positions
16.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2025: 3.16% Est. buys $15,229,035 · sells $5,541,728

New positions
5
Increased
18
Decreased
10
Closed
7
On this page

Sector breakdown

Healthcare
24.0%
Technology
17.3%
Retail
6.7%
Communication Services
4.2%
Financials
2.2%
Utilities
1.9%
Industrials
1.3%
Financial Services
1.3%
Real Estate
0.9%
Consumer Staples
0.7%
Materials
0.7%
Energy
0.6%
Consumer products
0.2%
Telecommunication
0.2%
Communications
0.1%
Consumer Discretionary
0.1%
Other/Unmapped
37.7%

Full portfolio 71 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $22,280,080 12.25% 108,593 $-2,511,204 Down ×1
ABBV AbbVie Inc. Common Stock $20,117,383 11.06% 108,379 $525,048 Up ×2
ABT Abbott Laboratories Common Stock $13,877,902 7.63% 102,036 $1,129,576 Up ×2
SPYM $13,147,596 7.23% 180,872 $1,621,949 Up ×2
VTI $12,518,179 6.88% 41,188 $1,088,206 Down ×1
BIL $11,620,115 6.39% 126,677 $8,938,121 Up ×1
AMZN Amazon.com, Inc. - Common Stock $10,694,605 5.88% 48,747 $1,345,989 Down ×1
BRKA $8,745,600 4.81% 12 $-835,700
RSP $7,657,358 4.21% 42,134 $365,381 Up ×2
MSFT Microsoft Corporation - Common Stock $6,919,313 3.81% 13,911 $637,324 Down ×2
LLY Eli Lilly and Company Common Stock $6,755,406 3.72% 8,666 $-401,930
GOOG Alphabet Inc. - Class C Capital Stock $5,240,122 2.88% 29,540 $625,073
QQQ Invesco QQQ Trust, Series 1 $3,150,225 1.73% 5,711 $706,221 Up ×2
COWZ $2,581,360 1.42% 46,849 $81,347 Up ×2
JPM JP Morgan Chase & Co. Common Stock $2,473,802 1.36% 8,533 $380,658
BRKB $2,226,769 1.22% 4,584 $-146,407 Up ×2
CALF $1,948,934 1.07% 48,950 $182,232 Up ×2
SPSM $1,909,858 1.05% 44,832 $84,091 Up ×1
NFLX Netflix, Inc. - Common Stock $1,633,739 0.90% 1,220 $496,052
WM Waste Management, Inc. Common Stock $1,593,091 0.88% 6,962 $-18,724
AXP American Express Company Common Stock $1,328,871 0.73% 4,166 $208,009
SPMD $1,310,417 0.72% 24,097 $32,583 Down ×2
WEC WEC Energy Group, Inc. Common Stock $1,222,904 0.67% 11,736 $-56,097
NVDA NVIDIA Corporation - Common Stock $1,078,405 0.59% 6,826 $323,455 Down ×1
MRK Merck & Company, Inc. Common Stock (new) $898,420 0.49% 11,349 $-120,304
SPY SPY $789,132 0.43% 1,277 $75,461 Up ×2
AON Aon plc Class A Ordinary Shares (Ireland) $774,866 0.43% 2,172 $-91,940
PEP PepsiCo, Inc. - Common Stock $761,638 0.42% 5,768 $-103,250
JNJ Johnson & Johnson Common Stock $734,895 0.40% 4,811 $-62,972
COF Capital One Financial Corporation Common Stock $719,554 0.40% 3,382 Up ×1
SO Southern Company (The) Common Stock $711,249 0.39% 7,745 $-931
HD Home Depot, Inc. (The) Common Stock $697,246 0.38% 1,902 $111,080 Up ×1
SNA Snap-On Incorporated Common Stock $622,360 0.34% 2,000 $-51,660
COP ConocoPhillips Common Stock $621,000 0.34% 6,920 $-105,738
DUK Duke Energy Corporation (Holding Company) Common Stock $542,333 0.30% 4,596 $-18,247
WELL Welltower Inc. Common Stock $512,228 0.28% 3,332 $1,732
ORI Old Republic International Corporation Common Stock $512,020 0.28% 13,320 $-10,390
TECK Teck Resources Ltd Ordinary Shares $457,102 0.25% 11,320 $44,714
ALAB Astera Labs, Inc. - Common Stock $452,100 0.25% 5,000 $153,750
META Meta Platforms, Inc. - Class A Common Stock $440,642 0.24% 597 $-101,712 Down ×1
FCX Freeport-McMoRan, Inc. Common Stock $433,500 0.24% 10,000 $54,900
DLR Digital Realty Trust, Inc. Common Stock $425,365 0.23% 2,440 $75,737
PSX Phillips 66 Common Stock $415,142 0.23% 3,480 $-22,970 Down ×1
WY Weyerhaeuser Company Common Stock $411,040 0.23% 16,000 $-57,440
NVS Novartis AG Common Stock $405,384 0.22% 3,350 $31,926
AZO AutoZone, Inc. Common Stock $371,223 0.20% 100 $-10,055
PG Procter & Gamble Company (The) Common Stock $370,897 0.20% 2,328 $-25,841
GOOGL Alphabet Inc. - Class A Common Stock $368,716 0.20% 2,092 $-199,192 Down ×1
VUG $367,397 0.20% 838 $72,952 Up ×1
AEP American Electric Power Company, Inc. - Common Stock $355,792 0.20% 3,429 $-18,895
BMY Bristol-Myers Squibb Company Common Stock $349,304 0.19% 7,546 $-110,927
LOW Lowe's Companies, Inc. Common Stock $342,346 0.19% 1,543
IBM International Business Machines Corporation Common Stock $338,997 0.19% 1,150 $53,037
NEE NextEra Energy, Inc. Common Stock $337,311 0.19% 4,859 $-4,623 Up ×2
TROW T. Rowe Price Group, Inc. - Common Stock $332,926 0.18% 3,450 $15,973
NUE Nucor Corporation Common Stock $318,986 0.18% 2,462 $22,698
O Realty Income Corporation Common Stock $307,176 0.17% 5,332 $-2,134
PFE Pfizer, Inc. Common Stock $299,011 0.16% 12,335 $-13,570
XLK XLK $292,050 0.16% 1,153 $28,105 Down ×2
T AT&T Inc. $289,115 0.16% 9,990 $6,726 Up ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $265,137 0.15% 3,931 $-1,613
RMT Royce Micro-Cap Trust, Inc. Common Stock $263,075 0.14% 28,441 $28,151 Up ×2
PM Philip Morris International Inc Common Stock $258,520 0.14% 1,419 $33,224
PPL PPL Corporation Common Stock $248,174 0.14% 7,323 $-16,255
CAT Caterpillar, Inc. Common Stock $227,103 0.12% 585
QCOM QUALCOMM Incorporated - Common Stock $218,186 0.12% 1,370 $7,740
PRU Prudential Financial, Inc. Common Stock $211,140 0.12% 1,965 $-7,699 Up ×2
AZN AstraZeneca PLC - American Depositary Shares $209,640 0.12% 3,000 $-10,860
ORCL Oracle Corporation Common Stock $202,889 0.11% 928 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $200,346 0.11% 2,888 Up ×1
F Ford Motor Company Common Stock $122,340 0.07% 11,276 $9,272 Up ×2

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
COF $719,554 3,382 0.40%
LOW $342,346 1,543 0.19%
CAT $227,103 585 0.12%
ORCL $202,889 928 0.11%
CSCO $200,346 2,888 0.11%

Top movers (QoQ)

Security Action Shares Δ Value Δ
BIL Bought more +97K +$8.9M
AAPL Trimmed -3K -$2.5M
SPYM Bought more +6K +$1.6M
AMZN Trimmed -389 +$1.3M
ABT Bought more +6K +$1.1M
VTI Trimmed -400 +$1.1M
BRKA Price move only +0 -$836K
QQQ Bought more +499 +$706K
MSFT Trimmed -3K +$637K
GOOG Price move only +0 +$625K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
DFS June 30, 2025 3,320 $566,724 No longer tracked
EPD June 30, 2025 13,844 $472,634 24.1%
KMI June 30, 2025 15,810 $451,065 7.4%
CVX June 30, 2025 2,659 $444,907 44.3%
PBA June 30, 2025 6,660 $266,600 31.6%
ENB June 30, 2025 5,914 $262,043 13.0%
LOW March 31, 2025 1,043 $257,473 -6.7%
CAT March 31, 2025 585 $212,215 149.8%
KMB June 30, 2025 1,450 $206,220 -15.9%