PSF
Prairie Sky Financial Group LLC Portfolio
Invests via Prairie Sky Financial Group LLC | Managed by Mark J. Lucaccioni, Michael R. Cason
Invests via Prairie Sky Financial Group LLC
Managed by Mark J. Lucaccioni, Michael R. Cason
Automatically Tracked
Company Profile
Regional specialty finance firm focused on middle-market lending and advisory for agribusiness and commercial real estate. Prairie Sky Financial Group LLC originates senior and mezzanine loans, offers asset management and capital markets advisory, and targets predictable cash flows from agriculture, rural infrastructure and small business portfolios. It competes on local underwriting expertise and flexible structuring for sponsor-backed and owner-operated borrowers.
Regional specialty finance firm focused on middle-market lending and advisory for agribusiness and commercial real estate. Prairie Sky Financial Group LLC originates senior and mezzanine loans, offers asset management and capital markets advisory, and targets predictable cash flows from agriculture, rural infrastructure and small business portfolios. It competes on local underwriting expertise and flexible structuring for sponsor-backed and owner-operated borrowers.
Investment Philosophy & Strategy
Focuses on originating and structuring senior and mezzanine debt for middle‑market agribusiness, rural infrastructure and CRE, prioritizing predictable cash flows and collateralized downside protection. Employs local underwriting, sponsor-friendly flexibility and conservative leverage to generate stable income with multi-year hold horizons. Capital deployment mixes originated loans, asset management mandates and advisory fee streams to diversify risk across geographic and commodity cycles. Emphasizes covenant discipline, cash-flow-based underwriting, active portfolio monitoring and selective workout capabilities to preserve principal and deliver risk-adjusted yield.
Focuses on originating and structuring senior and mezzanine debt for middle‑market agribusiness, rural infrastructure and CRE, prioritizing predictable cash flows and collateralized downside protection. Employs local underwriting, sponsor-friendly flexibility and conservative leverage to generate stable income with multi-year hold horizons. Capital deployment mixes originated loans, asset management mandates and advisory fee streams to diversify risk across geographic and commodity cycles. Emphasizes covenant discipline, cash-flow-based underwriting, active portfolio monitoring and selective workout capabilities to preserve principal and deliver risk-adjusted yield.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
68.42%
Gain +0.74%
Monthly
1.28%
Yearly
16.45%
Drawdown
16.07%
$233.2M
Equity
Holdings
$233.2M
Investment
$147.92M
$88.35M
Profit +$1.59M
Realized
$3.07M
Unrealized
$85.28M
Dividends
$8.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$1.59M
Win %
82%
This Week
Compared To Last Week
Gain
1.16%
Profit
$2.67M
Win %
82%
This Month
Compared to last month
Gain
3.6%
Profit
$8.09M
Win %
82%
This Year
Compared to last year
Gain
12.97%
Profit
$26.78M
Win %
82%
AZO AutoZone Inc.
+4.66%
+$13,563.99 
AON Aon plc
+4.49%
+$26,824.18 
LLY Eli Lilly and Company
+4.38%
+$459,211.43 
LOW Lowe's Companies Inc.
+3.69%
+$10,716.14 
HD The Home Depot, Inc.
+3.35%
+$18,810.76 
WY Weyerhaeuser Company
+3.33%
+$10,080 
NFLX Netflix, Inc.
+3.07%
+$26,413 
WM Waste Management, Inc.
+2.89%
+$43,442.88 
BMY Bristol-Myers Squibb Company
+2.78%
+$12,450.9 
NVS Novartis AG Sponsored ADR
+2.75%
+$13,517.25 
ORCL Oracle Corporation
+2.55%
+$3,085.6 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.24%
+$60,453.25 
ABT Abbott Laboratories
+2.19%
+$228,560.64 
QCOM QUALCOMM Incorporated
+2.18%
+$5,164.9 
T AT&T Inc.
+2.06%
+$4,745.26 
IBM International Business Machines Corporation
+2.06%
+$5,393.51 
COF Capital One Financial Corporation
+1.98%
+$13,020.7 
F Ford Motor Company
+1.95%
+$2,649.86 
TROW T. Rowe Price Group, Inc.
+1.8%
+$6,181.71 
ABBV AbbVie Inc.
+1.76%
+$537,017.94 
PRU Prudential Financial, Inc.
+1.69%
+$3,772.8 
MDLZ Mondelez International, Inc.
+1.67%
+$4,107.9 
AXP American Express Company
+1.66%
+$21,163.28 
PFE Pfizer Inc.
+1.32%
+$4,748.98 
O Realty Income Corporation
+1.23%
+$3,625.76 
COWZ Pacer US Cash Cows 100 ETF
+1.13%
+$36,776.46 
WELL Welltower Inc.
+1.09%
+$8,429.96 
RSP Invesco S&P 500 Equal Weight ETF
+1.04%
+$93,326.81 
MSFT Microsoft Corp.
+1.01%
+$74,980.29 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.85%
+$20,143.02 
PG Procter & Gamble Co
+0.82%
+$3,003.12 
MRK Merck & Co., Inc.
+0.73%
+$12,256.92 
SNA Snap-on Inc.
+0.65%
+$4,730 
NEE NextEra Energy, Inc.
+0.64%
+$2,429.5 
ORI Old Republic International Corp.
+0.64%
+$3,263.4 
PEP PepsiCo, Inc.
+0.59%
+$4,412.52 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.59%
+$9,036.37 
META Meta Platforms Inc Class A
+0.58%
+$2,573.06 
JNJ Johnson & Johnson
+0.47%
+$5,725.09 
GOOG Alphabet Inc
+0.41%
+$41,947.1 
AAPL Apple Inc.
+0.4%
+$149,858.34 
TECK Teck Resources Ltd.
+0.39%
+$2,830 
GOOGL Alphabet Inc
+0.38%
+$2,740.5 
BRK-A Berkshire Hathaway Inc.
+0.36%
+$34,115.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$28,007.84 
SO The Southern Company
+0.13%
+$890.67 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$983.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$16,278.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$2,533.54 
AMZN Amazon.com Inc
+0.01%
+$1,706.05 AZN
AZN
0%
$0 
CSCO Cisco Systems, Inc.
-3.81%
-$12,519.48 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.65%
-$54,775 
CAT Caterpillar Inc.
-2.92%
-$12,782.24 
PM Philip Morris International Inc.
-2.52%
-$7,343.32 
PSX Phillips 66
-2.45%
-$25,369.23 
BRK-B Berkshire Hathaway Inc.
-1.9%
-$45,725.4 
NVDA NVIDIA Corporation
-1.76%
-$26,621.4 
NUE Nucor Corporation
-1.5%
-$9,503.3 
XLK State Street Technology Select Sector SPDR ETF
-1.26%
-$5,545.91 
AEP American Electric Power Company, Inc.
-1.26%
-$5,434.97 
FCX Freeport-McMoRan Inc.
-0.62%
-$4,300 
RMT Royce Micro-Cap Trust, Inc.
-0.6%
-$2,198.49 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$24,157.53 
PPL PPL Corporation
-0.34%
-$878.76 
VUG Vanguard Growth ETF
-0.33%
-$1,483.26 
DLR Digital Realty Trust, Inc.
-0.3%
-$1,280.99 
JPM JPMorgan Chase & Co.
-0.26%
-$7,509.04 
WEC WEC Energy Group Inc.
-0.19%
-$2,347.2 
COP ConocoPhillips
-0.1%
-$1,038 
DUK Duke Energy Corporation
0%
-$22.98 Events
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Dividends
Dividend Analysis
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No Data
| Trades 409 | Longs Won 285/409 69% | Profit Factor 21.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $325,354.65 | Best Trade (Oct 14) $16.17M | Sharpe Ratio -10.73 |
| Average Loss -$35,293.34 | Worst Trade (Jun 30) -$794,374.27 | Z-Score 7.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 3d | Expectancy $216,013.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 108,593 | $21.06M | $37.39M | - | $16.33M | 77.56% | +0.402% |
| ABBV AbbVie Inc. | 108,379 | $16.55M | $31.07M | - | $14.53M | 87.8% | +1.759% |
| ABT Abbott Laboratories | 102,036 | $11.72M | $10.67M | - | -$1.05M | -8.93% | +2.189% |
| AEP American Electric Power Company, Inc. | 3,429 | $288,750.58 | $427,064.8 | - | $138,314.22 | 47.9% | -1.257% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 5,000 | $370,950.37 | $1.45M | - | $1.08M | 289.98% | -3.648% |
| AMZN Amazon.com Inc | 48,747 | $6.45M | $12.39M | - | $5.93M | 91.96% | +0.014% |
| AON Aon plc | 2,172 | $749,759.19 | $624,884.4 | - | -$124,874.79 | -16.66% | +4.485% |
| AXP American Express Company | 4,166 | $726,209.64 | $1.3M | - | $573,707.34 | 79% | +1.655% |
| AZN AZN | 3,000 | $220,500 | $220,500 | - | - | - | 0.0 |
| AZO AutoZone Inc. | 100 | $249,336 | $304,726 | - | $55,390 | 22.22% | +4.659% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 126,677 | $11.62M | $11.6M | - | -$26,403.56 | -0.23% | +0.022% |
| BMY Bristol-Myers Squibb Company | 7,546 | $482,585.28 | $459,777.78 | - | -$22,807.5 | -4.73% | +2.783% |
| BRK-A Berkshire Hathaway Inc. | 12 | $6.21M | $9.51M | - | $3.3M | 53.03% | +0.36% |
| BRK-B Berkshire Hathaway Inc. | 4,584 | $1.98M | $2.37M | - | $385,977.33 | 19.48% | -1.895% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 48,950 | $2.15M | $2.76M | - | $612,225.66 | 28.52% | +2.241% |
| CAT Caterpillar Inc. | 585 | $227,103 | $425,371.05 | - | $198,268.05 | 87.3% | -2.917% |
| COF Capital One Financial Corporation | 3,382 | $719,554 | $670,312.4 | - | -$49,241.6 | -6.84% | +1.981% |
| COP ConocoPhillips | 6,920 | $716,982 | $983,954.8 | - | $266,972.8 | 37.24% | -0.105% |
| COWZ Pacer US Cash Cows 100 ETF | 46,849 | $2.38M | $3.29M | - | $905,413.04 | 38.04% | +1.132% |
| CSCO Cisco Systems, Inc. | 2,888 | $200,346 | $315,672.84 | - | $115,326.84 | 57.56% | -3.815% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Prairie Sky Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $2.12M, State Street SPDR Portfolio S&P 500 ETF - $1.11M, Invesco S&P 500 Equal Weight ETF - $843,127.85, SPDR Bloomberg 1-3 Month T-Bill ETF - $815,447.65, and Microsoft Corp - $788,966.2. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Johnson & Johnson - $520,062.69, Whirlpool Corporation - $155,400.75, Verizon Communications Inc - $71,539.64, Stanley Black & Decker Inc - $56,531.28, and Kimberly-Clark Corporation - $44,401.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Prairie Sky Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.66M earned over time. The largest contributors to dividend income include AbbVie Inc - $1.94M, SPDR Bloomberg 1-3 Month T-Bill ETF - $817,960.52, Abbott Laboratories - $666,794.25, VANGUARD TOTAL STOCK MKT ETF - $572,363.83, and Invesco S&P 500 Equal Weight ETF - $445,460.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Prairie Sky Financial Group LLC's monthly returns?
Prairie Sky Financial Group LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Prairie Sky Financial Group LLC's strategy be considered aggressive or moderate?
Prairie Sky Financial Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Prairie Sky Financial Group LLC's strategy?
Prairie Sky Financial Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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