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The Analysis of Prime Buchholz LLC's Holdings & P&L

Currently, Prime Buchholz LLC holds 22 types of securities in its portfolio with a total value $191.3M. In the most recent quarter, they have increased their positions in VT (+79.4K shares, valued at $11.0M), VXF (+34.9K shares, valued at $7.2M), STIP (+60.2K shares, valued at $6.2M); decreased their positions in ESGV (-80.8K shares, valued at $9.1M), ICLN (-36.9K shares, valued at $675.3K), BND (-4.5K shares, valued at $331.3K); initiated new positions in LPRE (+54.8K shares, valued at $1.4M), AVDE (+7.5K shares, valued at $637.2K).

1M P&L

+9.9M+4.86%

3M P&L

+10.4M+5.11%

HY P&L

+27.7M+14.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A189.1M

100.0%

Top Industries by Stock Count

1N/A21 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA The Vanguard Group416.8K shares0.63%2026-03-312026-05-14

EMXC Blackrock319.2K shares0.00%2026-03-312026-05-14

VSGX The Vanguard Group287.8K shares2.91%2026-03-312026-05-14

VXUS The Vanguard Group241.5K shares25.42%2026-03-312026-05-14

STIP Blackrock162.1K shares59.07%2026-03-312026-05-14

VXF The Vanguard Group80.1K shares77.22%2026-03-312026-05-14

VWO The Vanguard Group252.2K shares-2.21%2026-03-312026-05-14

VT The Vanguard Group83.7K shares1872.79%2026-03-312026-05-14

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ESGV The Vanguard Group92.7K shares-46.57%2026-03-312026-05-14

VV The Vanguard Group22.1K shares-1.77%2026-03-312026-05-14

REET Blackrock235.3K shares0.00%2026-03-312026-05-14

VGIT The Vanguard Group69.6K shares27.55%2026-03-312026-05-14

BND The Vanguard Group33.0K shares-12.00%2026-03-312026-05-14

GII SSIM30.5K shares0.00%2026-03-312026-05-14

The Vanguard Group The Vanguard Group3.8K shares-1.75%2026-03-312026-05-14

ICLN Blackrock108.0K shares-25.48%2026-03-312026-05-14

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VNQ The Vanguard Group22.0K shares8.58%2026-03-312026-05-14

LPRE Long Pond Capital54.8K sharesnew addition2026-03-312026-05-14

IGE Blackrock15.4K shares-23.88%2026-03-312026-05-14

AVDE American Century Investments7.5K sharesnew addition2026-03-312026-05-14

IJH Blackrock7.0K shares0.22%2026-03-312026-05-14

DFSI Dimensinal Fund Advisors6.8K shares0.00%2026-03-312026-05-14

VEA

The Vanguard Group

0.63%

Shares416.8K

Event2026-03-31

Filed2026-05-14

EMXC

Blackrock

0.00%

Shares319.2K

Event2026-03-31

Filed2026-05-14

VSGX

The Vanguard Group

2.91%

Shares287.8K

Event2026-03-31

Filed2026-05-14

VXUS

The Vanguard Group

25.42%

Shares241.5K

Event2026-03-31

Filed2026-05-14

STIP

Blackrock

59.07%

Shares162.1K

Event2026-03-31

Filed2026-05-14

VXF

The Vanguard Group

77.22%

Shares80.1K

Event2026-03-31

Filed2026-05-14

VWO

The Vanguard Group

-2.21%

Shares252.2K

Event2026-03-31

Filed2026-05-14

The Vanguard Group

1872.79%

Shares83.7K

Event2026-03-31

Filed2026-05-14

ESGV

The Vanguard Group

-46.57%

Shares92.7K

Event2026-03-31

Filed2026-05-14

The Vanguard Group

-1.77%

Shares22.1K

Event2026-03-31

Filed2026-05-14

REET

Blackrock

0.00%

Shares235.3K

Event2026-03-31

Filed2026-05-14

VGIT

The Vanguard Group

27.55%

Shares69.6K

Event2026-03-31

Filed2026-05-14

BND

The Vanguard Group

-12.00%

Shares33.0K

Event2026-03-31

Filed2026-05-14

GII

SSIM

0.00%

Shares30.5K

Event2026-03-31

Filed2026-05-14

The Vanguard Group

-1.75%

Shares3.8K

Event2026-03-31

Filed2026-05-14

ICLN

Blackrock

-25.48%

Shares108.0K

Event2026-03-31

Filed2026-05-14

VNQ

The Vanguard Group

8.58%

Shares22.0K

Event2026-03-31

Filed2026-05-14

LPRE

Long Pond Capital

New

Shares54.8K

Event2026-03-31

Filed2026-05-14

IGE

Blackrock

-23.88%

Shares15.4K

Event2026-03-31

Filed2026-05-14

AVDE

American Century Investments

New

Shares7.5K

Event2026-03-31

Filed2026-05-14

IJH

Blackrock

0.22%

Shares7.0K

Event2026-03-31

Filed2026-05-14

DFSI

Dimensinal Fund Advisors

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available