Prime Buchholz LLC

Q4 2025 13F-HR Holdings

Location
Portsmouth, NH
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$168,444
Net value change ($000)
-13,490 (-7.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMXC 1,648 7.6%
VGIT 293 9.8%
IGE 23 2.3%
VT 14 2.4%
DFSI 13 4.7%
GII 8 0.4%
Top Reduces (Value $000, Stocks/ETFs)
VV -4,895 -40.8%
VOO -853 -26.3%
VXF -696 -6.9%
VWO -638 -4.4%
VEA -525 -2.0%
ESGV -391 -1.8%
REET -144 -2.4%
VSGX -80 -0.4%
VXUS -75 -0.5%
ICLN -73 -3.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type