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:
1.96%
Gain
Monthly
0.06%
Yearly
0.77%
Drawdown
34.43%
$224.12M
Equity
Holdings
$224.12M
Investment
$147.92M
$79.62M
Profit +$2.45M
Realized
$3.41M
Unrealized
$76.21M
Dividends
$7.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.45M
Win %
86%
This Week
Compared To Last Week
Gain
1.41%
Profit
$3.12M
Win %
86%
This Month
Compared to last month
Gain
2.92%
Profit
$6.36M
Win %
86%
This Year
Compared to last year
Gain
8.58%
Profit
$17.7M
Win %
86%
ABT Abbott Laboratories
+10.41%
+$947,914.44 
WM Waste Management, Inc.
+3.96%
+$64,189.64 
MRK Merck & Co., Inc.
+3.39%
+$47,609.06 
ABBV AbbVie Inc.
+3.17%
+$838,853.46 
PM Philip Morris International Inc.
+2.98%
+$7,648.41 
MDLZ Mondelez International, Inc.
+2.93%
+$6,761.32 
AZO AutoZone Inc.
+2.91%
+$8,656 
O Realty Income Corporation
+2.91%
+$9,810.88 
PSX Phillips 66
+2.84%
+$19,383.6 
WELL Welltower Inc.
+2.73%
+$21,208.18 
WY Weyerhaeuser Company
+2.7%
+$10,320 
AON Aon plc
+2.66%
+$20,547.12 
PEP PepsiCo, Inc.
+2.54%
+$19,841.92 
T AT&T Inc.
+2.5%
+$5,344.65 
ORI Old Republic International Corp.
+2.21%
+$11,854.8 
LOW Lowe's Companies Inc.
+2.09%
+$6,750.62 
PRU Prudential Financial, Inc.
+2.06%
+$4,657.05 
SNA Snap-on Inc.
+1.98%
+$16,000 
LLY Eli Lilly and Company
+1.72%
+$172,453.4 
BMY Bristol-Myers Squibb Company
+1.67%
+$7,395.08 
PG Procter & Gamble Co
+1.59%
+$5,470.78 
HD The Home Depot, Inc.
+1.59%
+$10,299.35 
COF Capital One Financial Corporation
+1.41%
+$9,976.9 
PFE Pfizer Inc.
+1.33%
+$4,070.55 
COWZ Pacer US Cash Cows 100 ETF
+1.31%
+$39,353.16 
DUK Duke Energy Corporation
+1.23%
+$7,008.9 
IBM International Business Machines Corporation
+1.21%
+$2,932.51 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.16%
+$29,614.75 
MSFT Microsoft Corp.
+1.11%
+$61,069.43 
JNJ Johnson & Johnson
+1.05%
+$12,520.63 
NVS Novartis AG Sponsored ADR
+1.05%
+$5,326.5 
PPL PPL Corporation
+1.05%
+$2,746.12 
SO The Southern Company
+1.04%
+$7,628.82 
COP ConocoPhillips
+1%
+$7,750.4 
AAPL Apple Inc.
+0.97%
+$344,239.81 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.74%
+$18,829.44 
WEC WEC Energy Group Inc.
+0.66%
+$8,802 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$58,144.92 
AEP American Electric Power Company, Inc.
+0.59%
+$2,684.26 
AMZN Amazon.com Inc
+0.52%
+$64,346.04 
AXP American Express Company
+0.51%
+$7,561.29 
TROW T. Rowe Price Group, Inc.
+0.48%
+$1,966.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.28%
+$4,457.94 
NEE NextEra Energy, Inc.
+0.1%
+$437.31 
GOOGL Alphabet Inc
+0.1%
+$774.04 
GOOG Alphabet Inc
+0.1%
+$10,782.1 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$595.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$633.38 
AZN
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.6%
-$168,325.05 
ORCL Oracle Corporation
-4.91%
-$6,032 
FCX Freeport-McMoRan Inc.
-4.74%
-$28,900 
QCOM QUALCOMM Incorporated
-3.68%
-$8,980.35 
CSCO Cisco Systems, Inc.
-3.35%
-$10,801.12 
CAT Caterpillar Inc.
-3.18%
-$17,011.8 
TECK Teck Resources Ltd.
-3.05%
-$19,979.8 
NVDA NVIDIA Corporation
-2.77%
-$40,205.14 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$10,411.59 
DLR Digital Realty Trust, Inc.
-1.72%
-$7,368.8 
META Meta Platforms Inc Class A
-1.52%
-$6,190.89 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$57,509.77 
VUG Vanguard Growth ETF
-0.94%
-$4,148.1 
RMT Royce Micro-Cap Trust, Inc.
-0.74%
-$2,986.3 
JPM JPMorgan Chase & Co.
-0.54%
-$15,828.63 
F Ford Motor Company
-0.53%
-$845.7 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$3,677.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$60,592.12 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$51,489.53 
NUE Nucor Corporation
-0.16%
-$910.94 
BRK-A Berkshire Hathaway Inc.
-0.11%
-$9,340.8 
NFLX Netflix, Inc.
-0.05%
-$488 Events
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Dividends
Dividend Analysis
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No Data
| Trades 409 | Longs Won 290/409 70% | Profit Factor 19.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $289,612.16 | Best Trade (Jul 16) $14.68M | Sharpe Ratio -10.73 |
| Average Loss -$36,712.86 | Worst Trade (Jul 15) -$1.53M | Z-Score 10.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $194,666.74 |
| 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% | 0.05% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
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