Prairie Wealth Advisors, Inc. logo

Prairie Wealth Advisors, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Prairie Wealth Advisors, Inc. with $243.7M in long positions as of Q3 2025, 26% allocated to Industrials, and 56% concentrated in top 10 positions.

Portfolio Value
$243.7M
Top 10 Concentration
56%
Top Sector
Industrials (26%)
US Exposure
96%
Market Cap Focus
N/A
Countries
6

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Industrials: 25.60%IndustrialsTechnology: 22.10%TechnologyETF: 16.80%ETFConsumer Cyclical: 6.40%Financial Services: 5.30%Communication Services: 3.40%Healthcare: 2.10%Consumer Defensive: 1.80%Utilities: 1.30%Energy: 0.30%Basic Materials: 0.10%
Industrials
25.60%
Technology
22.10%
ETF
16.80%
Consumer Cyclical
6.40%
Financial Services
5.30%
Communication Services
3.40%
Healthcare
2.10%
Consumer Defensive
1.80%
Utilities
1.30%
Energy
0.30%
Basic Materials
0.10%

Industry Breakdown

48 industries across all sectors

Agricultural - Machinery: 22.32%Agricultural - MachineryETF: 16.76%ETFSemiconductors: 12.03%SemiconductorsSpecialty Retail: 5.14%Software - Infrastructure: 3.77%Software - Application: 3.22%Asset Management: 2.64%Internet Content & Information: 2.62%Consumer Electronics: 1.62%Drug Manufacturers - General: 1.39%Aerospace & Defense: 1.31%Discount Stores: 1.06%Financial - Credit Services: 1.04%Insurance - Diversified: 0.69%Computer Hardware: 0.64%Entertainment: 0.61%Conglomerates: 0.58%Home Improvement: 0.54%Restaurants: 0.53%Regulated Electric: 0.52%28 more: 6.33%
Agricultural - Machinery
Industrials
22.32%
ETF
ETF
16.76%
Semiconductors
Technology
12.03%
Specialty Retail
Consumer Cyclical
5.14%
Software - Infrastructure
Technology
3.77%
Software - Application
Technology
3.22%
Asset Management
Financial Services
2.64%
Internet Content & Information
Communication Services
2.62%
Consumer Electronics
Technology
1.62%
Drug Manufacturers - General
Healthcare
1.39%
Aerospace & Defense
Industrials
1.31%
Discount Stores
Consumer Defensive
1.06%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 28.20%Mega Cap (> $200B)Large Cap ($10B - $200B): 14.24%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.16%Small Cap ($300M - $2B): 22.21%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 0.44%N/A (ETF or Unknown): 31.75%N/A (ETF or Unknown)
Mega Cap (> $200B)
28.20%
Large Cap ($10B - $200B)
14.24%
Mid Cap ($2B - $10B)
3.16%
Small Cap ($300M - $2B)
22.21%
Micro Cap ($50M - $300M)
0.44%
N/A (ETF or Unknown)
31.75%

Portfolio Concentration

Top 10 Holdings %
55.58%
Top 20 Holdings %
65.93%
Top 50 Holdings %
82.72%
Top 100 Holdings %
93.96%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
95.74%
International
4.26%
Countries
6
Largest Int'l Market
Canada - 2.27%
United States of America
95.74% ($233.3M)
149 holdings
Canada
2.27% ($5.5M)
1 holdings
Uruguay
0.83% ($2.0M)
1 holdings
Cayman Islands
0.78% ($1.9M)
2 holdings
Ireland
0.29% ($698.1K)
2 holdings
Taiwan
0.08% ($203.4K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
5.7 quarters
Avg. Top 20
5.4 quarters
Avg. All Positions
4.9 quarters
Median Holding Period
6 quarters
Persistence Rate
78.85%
Persistent Holdings Weight
90.93%
Persistent Positions
123
Longest Held
HCA Healthcare, Inc. logo
HCA Healthcare, Inc.HCA - 6 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.10%
Avg. Position Weight
0.64%
Largest Position
Lindsay Corporation logo
Lindsay CorporationLNN - 22.14%
Largest Ownership Stake
Lindsay Corporation logo
Lindsay CorporationLNN - 3.53%
Avg. Ownership Stake
0.95%
Ownership Stake >5%
0
Ownership Stake >1%
1

Historical (Since Q1 2024)

Avg. New Position
0.51%
Avg. Ownership Stake
0.99%
Largest Position
Lindsay Corporation logo
Lindsay CorporationLNN - 24.05% (Q1 2025)
Largest Ownership Stake
Lindsay Corporation logo
Lindsay CorporationLNN - 3.54% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.1%
Value Traded
$7.45M
Positions Added
12
Positions Exited
9

Historical (Since Q1 2024)

Avg. Turnover Ratio
11.0%
Avg. Positions Added
31
Avg. Positions Exited
10
Highest Turnover
50.0%
Q1 2024
Lowest Turnover
2.4%
Q2 2025

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