Position

The whole book on one page: bushels under management, what is priced, and what the market is paying for the rest.

118 clients · 115 grain · 35 livestock

$265.5M under management

41.4M bu and 37,016 head

Position Board Basis Carry & Storage Cattle & Hogs Seasonality

$6,246,643 of margin over break-even is sitting in unpriced bushels at today's bids, and 48 clients are behind their own pace target while the market is paying. The pre-harvest window closed 3 months ago. See what needs a human today.

Grain priced

68%

28.0M bu of 41.4M bu · new crop 62% against a 72% pace

Livestock sold

32%

12,008 of 37,016 head, by head, against a 38% pace

Revenue locked

$162.4M

$6,298,908 of it is over break-even

On the table

$6.2M

Margin over break-even in unpriced bushels, at today's bids.

Needs a call today

31 critical and 71 high findings across 110 clients.

Head with no floor

13,364

Across 27 clients. Livestock cannot be stored, so a floor is the only protection.

Resting in the market

269

2.4M bu and 3,328 head in working orders

Basis left open

1.5M bu

Priced on the board, cash price not yet settled.

Sold, not delivered

21.8M bu

Contracted bushels that still have to physically move.

Weak break-evens

Clients whose costs are stale or were never off their books.

Eighteen months

Trend is modelled from the current book pending month-end snapshot history. The step at harvest is the crop year rolling over, not a selloff.

Priced against pace, by crop

Desk pace target 72%Behind pace

How the book got priced

Cash13.3M bu · 47% · 392 contracts

Forward/HTA10.4M bu · 37% · 313 contracts

Basis4.3M bu · 15% · 132 contracts

Cash, forward and basis contracts only. The desk does not put on anything that can carry a margin call, so futures or options appearing here arrived from somewhere else and are worth a look.

Ten largest unpriced positions

Client	Advisor	Unpriced	Share	Cumulative	Priced against pace	On the table
Buffalo Gap Farms Beth Jansen · Jewell County	Katie Rennick	231k bu	10.1%	10.1%	63%	$394.8K
Harvest Moon Ag Ross Hastings · Cloud County	Wes Tolliver	101k bu	7.4%	17.5%	66%	$784.9K
Tallgrass Ag Vern Gruber · Thayer County	Owen Speck	1.0M bu	4.5%	22.0%	64%	$387.2K
Rock Creek Ranch Kirby Boone · Republic County	Wes Tolliver	15k bu	3.6%	25.5%	76%	$55.8K
Cedar Hollow Acres Cassie Hemmelgarn · Washington County	Katie Rennick	600k bu	2.8%	28.3%	43%	$39.1K
Tallgrass Grain Co Lori Ulrich · Washington County	Danae Kruse	260k bu	2.5%	30.8%	63%	$182.7K
Deer Trail Farms Dell Yoder · Clay County	Danae Kruse	63k bu	2.4%	33.2%	68%	$547.3K
Big Bluff Ranch Rhonda Hemmelgarn · Clay County	Bree Sandoval	64k bu	2.2%	35.4%	74%	$12.7K
Boxelder Grain Co Grant Rasmussen · Clay County	Wes Tolliver	30k bu	2.2%	37.6%	58%	$1.2K
Wheatland Family Farms Rhonda Wendt · Thayer County	Owen Speck	501k bu	2.2%	39.8%	23%	$58.5K

Ranked by unpriced bushels rather than by size, because the desk's exposure is the grain it has not priced yet. A two million bushel client who is 85% sold needs less attention than a 400,000 bushel client who is 10% sold. The ten largest hold 40% of the unpriced book.

Nothing on this page is a trade recommendation. It reports the position and what the plan calls for. A person decides, and a person places the order.