Prime Buchholz LLC
Long book
$191.3M
Q1 2026
Positions
22
Top-10 weight
87%
concentration
Last quarter
+12.6%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsPrime Buchholz LLC is a wealth-management firm allocating client money, running a $191.3M US long book across 22 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD FTSE DEVELOPED ETF, ISHARES MSCI EMR MRK EX CHNA, VANGUARD ESG INTL STOCK ETF, VANGUARD TOTAL INTL STOCK, ISHARES 0-5 YEAR TIPS BOND E.
Over the last 6 quarters its long book ran on average 1.1pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+0.4%
Q1 2025
+9.7%
Q2 2025
+6.8%
Q3 2025
+3.7%
Q4 2025
+1.2%
Q1 2026
+12.6%
Sector allocation
No sector data
Long book by quarter
What does Prime Buchholz own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 22 | $191.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 20 | $168.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 20 | $181.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 23 | $313.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 23 | $286.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 31 | $306.5M | canonical | SEC ↗ |