Prime Buchholz LLC

CIK 0002051999 · Q1 2026

13F Equity AUM

$191.3M

+13.6% QoQ

Positions

+2 QoQ

AUM Rank

#7,588

Top 61%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 56.4%Top 10: 87.0%Top 20: 99.6%

VEA14.0%

EMXC13.1%

VSGX10.8%

VXUS9.7%

STIP8.8%

VXF8.6%

VWO7.1%

VT6.0%

ESGV5.4%

VV3.5%

Others (12)13.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 22Median: 2.63%Avg: 4.55%

0–0.5%

3(0.7%)

0.5–1%

2(1.3%)

1–3%

6(7.9%)

3–5%

2(6.5%)

5%+

9(83.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 20Unique: 2vs 20 funds

0.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 7 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.4%

JPMORGAN CHASE & CO

0.4%

BANK OF AMERICA CORP /DE/

0.4%

FMR LLC

0.6%

BlackRock, Inc.

0.4%

STATE STREET CORP

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased9Decreased7Exited0

New Positions

LPRE0.8%

+55K

AVDE0.3%

+8K

Increased

VT6.0%

+79K(+1873%)

STIP8.8%

+60K(+59%)

VXUS9.7%

+49K(+25%)

VXF8.6%

+35K(+77%)

VGIT2.2%

+15K(+28%)

VSGX10.8%

+8K(+3%)

VEA14.0%

+3K(+1%)

VNQ1.0%

+2K(+9%)

IJH0.3%

+15(+0%)

Decreased

ESGV5.4%

-80,773(-47%)

ICLN1.0%

-36,924(-25%)

VWO7.1%

-5,703(-2%)

IGE0.5%

-4,837(-24%)

BND1.3%

-4,499(-12%)

VV3.5%

-399(-2%)

VOO1.2%

-67(-2%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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