Prime Buchholz LLC
Annual return '25
+23.9%
SPY '25
+17.7%
Alpha
+6.2ptsvs SPY
Invested
$191.3M
Holdings
22
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
The Vanguard Group
Held since at least Q1 2024
14.0%
02
$EMXC
Blackrock
Held since at least Q1 2024
13.1%
03
$VSGX
The Vanguard Group
Held since at least Q1 2024
10.8%
04
$VXUS
The Vanguard Group
Held since at least Q1 2024
9.7%
05
$STIP
Blackrock
Held since at least Q1 2024
8.8%
06
$VXF
The Vanguard Group
Held since at least Q1 2024
8.6%
07
$VWO
The Vanguard Group
Held since at least Q1 2024
7.1%
08
$VT
The Vanguard Group
Held since at least Q1 2024
6.0%
09
$ESGV
The Vanguard Group
Held since at least Q1 2024
5.4%
10
$VV
The Vanguard Group
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.