Top Institutional Investors

Prime Buchholz LLC — 13F Holdings & Portfolio

CIK 2051999 · latest 13F-HR filed 2026-05-14

Backtest portfolio

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.

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AUM

$191.3M

Long-equity book

Holdings

22

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+2 / −0 / ↑8 / ↓5

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • The Vanguard Group$11.0M +1834.3%
  • The Vanguard Group$7.0M +74.4%
  • Blackrock$6.3M +60.7%
  • The Vanguard Group$4.1M +28.2%
  • Blackrock$1.9M +8.2%
Show all 8 →

Top Trims

  • The Vanguard Group-$10.6M -50.4%
  • The Vanguard Group-$478.6K -6.7%
  • Blackrock-$405.8K -17.0%
  • The Vanguard Group-$347.4K -12.5%
  • The Vanguard Group-$153.1K -6.4%
Show all 5 →

New Positions

  • Long Pond Capital$1.4M
  • American Century Investments$637.2K
Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 The Vanguard Group VEA 921943858 $26.7M 13.96% 416,806 SH
2 Blackrock EMXC 46434G764 $25.1M 13.12% 319,235 SH
3 The Vanguard Group VSGX 921910725 $20.6M 10.79% 287,848 SH
4 The Vanguard Group VXUS 921909768 $18.6M 9.73% 241,477 SH
5 Blackrock STIP 46429B747 $16.8M 8.76% 162,116 SH
6 The Vanguard Group VXF 922908652 $16.5M 8.62% 80,119 SH
7 The Vanguard Group VWO 922042858 $13.6M 7.12% 252,184 SH
8 The Vanguard Group VT 922042742 $11.6M 6.05% 83,666 SH
9 The Vanguard Group ESGV 921910733 $10.4M 5.44% 92,675 SH
10 The Vanguard Group VV 922908637 $6.6M 3.46% 22,133 SH
11 Blackrock REET 46434V647 $5.9M 3.09% 235,330 SH
12 The Vanguard Group VGIT 92206C706 $4.1M 2.17% 69,636 SH
13 The Vanguard Group BND 921937835 $2.4M 1.27% 32,984 SH
14 SSIM GII 78463X855 $2.3M 1.21% 30,546 SH
15 The Vanguard Group VOO 922908363 $2.2M 1.17% 3,751 SH
16 Blackrock ICLN 464288224 $2.0M 1.03% 107,988 SH
17 The Vanguard Group VNQ 922908553 $2.0M 1.02% 22,004 SH
18 Long Pond Capital LPRE 30151E517 $1.4M 0.75% 54,784 SH
19 Blackrock IGE 464287374 $970.5K 0.51% 15,420 SH
20 American Century Investments AVDE 025072703 $637.2K 0.33% 7,511 SH
21 Blackrock IJH 464287507 $470.4K 0.25% 6,965 SH
22 Dimensinal Fund Advisors DFSI 25434V690 $288.9K 0.15% 6,814 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $191.3M 22 0002051999-26-000004
2025-12-31 2026-02-11 $168.4M 20 0002051999-26-000002
2025-09-30 2025-11-05 $181.9M 20 0002051999-25-000006