Prime Buchholz LLC
CIK
2051999
Location
PORTSMOUTH, NH
Portfolio Value
Micro
$8,263,728
Diversification
Highly concentrated
Filing Date
Dec 31, 2024
Global Rank
#7,682
/ 8,041
· as of Dec 2024
3Y Alpha vs SPY
+0.0%
Period ended 1 year ago
Filed Jan 31, 2025 · 1y
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+24.4%
SPY
+24.4%
Annualised alpha
+0.0%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Dec 31, 2024Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $8,263,728 |
1 positions ·
$8,263,728 total
· as of Dec 31, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 14,100 | $8,263,728 | 100.00% |