Top Institutional Investors

PROMETHIUM ADVISORS,LLC — 13F Holdings & Portfolio

CIK 2034073 · latest 13F-HR filed 2026-08-05

Backtest portfolio

PROMETHIUM ADVISORS,LLC manages $208.3M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.50%), BILS (6.29%), TPL (4.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions and exited 8; 49 existing positions rose in reported value and 30 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$208.3M

Long-equity book

Holdings
122

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+18 / −8 / ↑49 / ↓30

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL7.5% · -0%BILS6.3% · -7%TPL4.9% · +3%GOOGL4.0% · -1%GOOG3.9% · -0%JNJ3.1% · -1%MO2.8% · +3%LB2.6% · +2%JPST2.2% · +6%IEF2.2% · +6%ABBV2.1% · -1%CAT2.0% · -2%CME1.9% · +1%IYW1.8% · -2%CBOE1.8% · +2%BNL1.6% · -0%CASY1.5% · -0%NDAQ1.4% · +2%HSY1.4% · +2%MAR1.4% · newJSCP1.3% · +8%TJX1.3% · +0%WBI1.2% · +5%FBTC1.2% · newAMZN1.2% · -0%ICE1.2% · +8%BMY1.1% · -8%JPM1.1% · -7%UPS1.1% · +106%EPD1.0% · 0%MCD1.0% · +4%PFE0.9% · 0%PWR0.9% · -0%MSFT0.9% · +13%KO0.9% · -2%KYN0.9% · +1%PBT0.8% · 0%CSCO0.8% · +2%HE0.8% · +16%BA0.7% · +29%UNH0.7% · +16%EMR0.7% · 0%AXP0.6% · +0%TROW0.6% · 0%DHR0.6% · -15%CVX0.6% · -0%NVO0.6% · +350%IBM0.6% · -1%LLY0.6% · 0%PLTR0.6% · 0%KMI0.6% · -4%QCOM0.6% · +1%GE0.5% · 0%WMB0.5% · 0%MRK0.5% · 0%BRK.B0.5% · 0%MCO0.5% · +0%GEV0.5% · 0%WFC0.5% · -1%FLG0.5% · +14%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 39.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 26, 2026.

Assets Under Management
$235.3M
Discretionary
$235.3M
Employees
4
Accounts
287
Address
7272 WISCONSIN AVE
10-105
BETHESDA, MD 20814
Phone
(202) 978-2519
Website
Name Title / Status Ownership Type
Poch, Christopher, Francis ControlFOUNDER/MANAGING DIRECTOR
since Feb 2024
75% or moreIndividual
STARK, BRADLEY, RICHARD ControlCHIEF COMPLIANCE OFFICER
since Jul 2026
Less than 5%Individual
Ownership & leadership changes · 6 filings with changes since Dec 16, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 31, 2026 filing
  • No longer listedHUTCHENS, CHRISTOPHER, ROBERT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2026
  • AddedSTARK, BRADLEY, RICHARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 26, 2026 filing
  • No longer listedPLUMMER, CHRISTOPHER, GEORGE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2024
  • AddedHUTCHENS, CHRISTOPHER, ROBERT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
May 22, 2024 filing
  • No longer listedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2023
  • AddedPLUMMER, CHRISTOPHER, GEORGE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Feb 2, 2024 filing
  • No longer listedKupfer, Corey, NMN · SOLE MEMBER · 75% or more · indirect via RIAKA HOLDINGS, LLC · control person · listed since Dec 2023
  • No longer listedRIAKA HOLDINGS, LLC · OWNER · 75% or more · control person · listed since Dec 2023
  • Listed againPoch, Christopher, Francis · FOUNDER/MANAGING DIRECTOR · 75% or more · control person
Jan 24, 2024 filing
  • No longer listedPoch, Christopher, Francis · FOUNDER/MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2024
Jan 23, 2024 filing
  • AddedPoch, Christopher, Francis · FOUNDER/MANAGING DIRECTOR · Less than 5% · control person
Dec 16, 2023 filing (earliest on record)
  • ListedKupfer, Corey, NMN · SOLE MEMBER · 75% or more · indirect via RIAKA HOLDINGS, LLC · control person
  • ListedRIAKA HOLDINGS, LLC · OWNER · 75% or more · control person
  • ListedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

PROMETHIUM ADVISORS,LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $15.6M 7.50% 53,989 SH
2 SPDR SERIES TRUST BILS 78468R523 $13.1M 6.29% 131,967 SH
3 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $10.1M 4.85% 23,113 SH
4 ALPHABET INC GOOGL 02079K305 $8.3M 3.96% 23,098 SH
5 ALPHABET INC GOOG 02079K107 $8.1M 3.91% 23,062 SH
6 JOHNSON & JOHNSON JNJ 478160104 $6.5M 3.11% 25,483 SH
7 ALTRIA GROUP INC MO 02209S103 $5.9M 2.84% 80,975 SH
8 LANDBRIDGE COMPANY LLC LB 514952100 $5.5M 2.62% 68,930 SH
9 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $4.7M 2.24% 92,409 SH
10 ISHARES TR IEF 464287440 $4.6M 2.23% 49,057 SH
11 ABBVIE INC ABBV 00287Y109 $4.4M 2.11% 17,471 SH
12 CATERPILLAR INC CAT 149123101 $4.2M 2.04% 3,986 SH
13 CME GROUP INC CME 12572Q105 $3.9M 1.87% 17,678 SH
14 ISHARES TR IYW 464287721 $3.8M 1.82% 15,060 SH
15 CBOE GLOBAL MKTS INC CBOE 12503M108 $3.8M 1.81% 15,498 SH
16 BROADSTONE NET LEASE INC BNL 11135E203 $3.3M 1.57% 155,720 SH
17 CASEYS GEN STORES INC CASY 147528103 $3.2M 1.55% 4,055 SH
18 NASDAQ INC NDAQ 631103108 $2.9M 1.38% 36,393 SH
19 HERSHEY CO HSY 427866108 $2.9M 1.37% 16,267 SH
20 MARRIOTT INTL INC NEW MAR 571903202 $2.8M 1.36% 7,628 SH
21 J P MORGAN EXCHANGE TRADED F JSCP 46641Q274 $2.7M 1.30% 57,265 SH
22 TJX COS INC NEW TJX 872540109 $2.6M 1.26% 17,302 SH
23 WATERBRIDGE INFRASTRUCTURE L WBI 940923105 $2.6M 1.23% 74,876 SH
24 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $2.5M 1.19% 48,532 SH
25 AMAZON COM INC AMZN 023135106 $2.4M 1.18% 10,278 SH
26 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $2.4M 1.17% 19,801 SH
27 BRISTOL-MYERS SQUIBB CO BMY 110122108 $2.4M 1.14% 41,150 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $2.3M 1.13% 7,174 SH
29 UNITED PARCEL SVCS INC UPS 911312106 $2.3M 1.09% 21,060 SH
30 ENTERPRISE PRODS PARTNERS L EPD 293792107 $2.2M 1.05% 59,339 SH
31 MCDONALDS CORP MCD 580135101 $2.1M 1.03% 7,945 SH
32 PFIZER INC PFE 717081103 $2.0M 0.94% 81,378 SH
33 QUANTA SVCS INC PWR 74762E102 $1.9M 0.93% 2,682 SH
34 MICROSOFT CORP MSFT 594918104 $1.9M 0.92% 5,118 SH
35 COCA COLA CO KO 191216100 $1.8M 0.86% 22,002 SH
36 KAYNE ANDERSON ENERGY INFRST KYN 486606106 $1.8M 0.85% 128,185 SH
37 PERMIAN BASIN RTY TR PBT 714236106 $1.7M 0.82% 68,298 SH
38 CISCO SYS INC CSCO 17275R102 $1.7M 0.82% 14,459 SH
39 HAWAIIAN ELEC INDS INC MTN B HE 419870100 $1.7M 0.81% 125,450 SH
40 BOEING CO BA 097023105 $1.5M 0.74% 7,105 SH
41 UNITEDHEALTH GROUP INC UNH 91324P102 $1.5M 0.72% 3,615 SH
42 EMERSON ELEC CO EMR 291011104 $1.5M 0.71% 10,335 SH
43 AMERICAN EXPRESS CO AXP 025816109 $1.3M 0.65% 3,973 SH
44 PRICE T ROWE GROUP INC TROW 74144T108 $1.3M 0.63% 11,573 SH
45 DANAHER CORP DEL DHR 235851102 $1.3M 0.63% 6,824 SH
46 CHEVRON CORPORATION CVX 166764100 $1.3M 0.62% 7,762 SH
47 NOVO-NORDISK A S NVO 670100205 $1.3M 0.61% 26,655 SH
48 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.2M 0.59% 4,405 SH
49 ELI LILLY & CO LLY 532457108 $1.2M 0.58% 1,000 SH
50 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.2M 0.57% 10,091 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $208.3M 122 0002034073-26-000003
2026-03-31 2026-04-22 $193.1M 112 0002034073-26-000002
2025-12-31 2026-02-12 $185.4M 116 0002034073-26-000001
Filer Information
Address
7272 WISCONSIN AVE
10-105
BETHESDA, MD 20814
Phone
(610) 871-1593
Filing Manager
PROMETHIUM ADVISORS,LLC
BETHESDA, MD
Signatory
MICHELLE ELDRIDGE
SR. COMPLIANCE OFFICER