Prime Buchholz LLC

Q1 2026 13F-HR Holdings

Location
Portsmouth, NH
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$191,344
Net value change ($000)
+22,900 (13.6%)
New positions
2
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VT 10,975 1835.3%
VXF 7,034 74.4%
VXUS 4,095 28.2%
EMXC 1,911 8.2%
LPRE 1,427 NEW
VGIT 875 26.7%
VEA 834 3.2%
AVDE 637 NEW
VSGX 615 3.1%
GII 191 9.0%
Top Reduces (Value $000, Stocks/ETFs)
ESGV -10,575 -50.4%
VV -479 -6.8%
ICLN -406 -17.1%
VWO -233 -1.7%
VOO -153 -6.4%
IGE -46 -4.5%
DFSI -3 -1.0%
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