Prime Buchholz LLC
CIK: 0002051999Latest portfolio: $168.4M · Q4 2025
Holdings
20
Total Value
$168.4M
New Positions
20
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VEAThe Vanguard Group | 414,194 | $25.9M | 15.36% | NEW | |
| 2 | EMXCBlackrock | 319,235 | $23.2M | 13.77% | NEW | |
| 3 | ESGVThe Vanguard Group | 173,448 | $21.0M | 12.46% | NEW | |
| 4 | VSGXThe Vanguard Group | 279,700 | $20.0M | 11.89% | NEW | |
| 5 | VXUSThe Vanguard Group | 192,540 | $14.5M | 8.62% | NEW | |
| 6 | VWOThe Vanguard Group | 257,887 | $13.9M | 8.23% | NEW | |
| 7 | STIPBlackrock | 101,914 | $10.4M | 6.19% | NEW | |
| 8 | VXFThe Vanguard Group | 45,210 | $9.5M | 5.61% | NEW | |
| 9 | VVThe Vanguard Group | 22,532 | $7.1M | 4.21% | NEW | |
| 10 | REETBlackrock | 235,330 | $5.9M | 3.49% | NEW | |
| 11 | VGITThe Vanguard Group | 54,596 | $3.3M | 1.94% | NEW | |
| 12 | BNDThe Vanguard Group | 37,483 | $2.8M | 1.65% | NEW | |
| 13 | VOOThe Vanguard Group | 3,818 | $2.4M | 1.42% | NEW | |
| 14 | ICLNBlackrock | 144,912 | $2.4M | 1.41% | NEW | |
| 15 | GIISSIM | 30,546 | $2.1M | 1.27% | NEW | |
| 16 | VNQThe Vanguard Group | 20,265 | $1.8M | 1.06% | NEW | |
| 17 | IGEBlackrock | 20,257 | $1.0M | 0.60% | NEW | |
| 18 | VTThe Vanguard Group | 4,241 | $598K | 0.36% | NEW | |
| 19 | IJHBlackrock | 6,950 | $458K | 0.27% | NEW | |
| 20 | DFSIDimensional Fund Advisors | 6,814 | $291K | 0.17% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services100.0% ($2.5874232002098015e+74T)
Filing History
Fund Information
Prime Buchholz LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $168.4M across 20 holdings. The largest position is The Vanguard Group (VEA), representing 15.4% of the portfolio. Compared to the previous quarter, the fund opened 20 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.