L.K. Benson & Company, P.C.
CIK 2055235 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $331.5M
- Posisi
- 115
- Per tanggal
- 30 Juni 2026
#4.885 dari 9.443 berdasarkan nilai 13F · top 51.7%
Nilai portofolio QoQ: +9.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 64,98%
- Bobot 25 kepemilikan teratas
- 79,80%
- Posisi di atas 1%
- 17
- Jumlah posisi efektif
- 5,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,55% Perkiraan pembelian $8.077.665 · penjualan $25.295.033
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,8% masih dipegang
- Posisi baru
- 7
- Meningkat
- 55
- Menurun
- 32
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Financial Services
41,3%
Technology
1,0%
Retail
0,5%
Financials
0,5%
Healthcare
0,3%
Communication Services
0,2%
Industrials
0,2%
Energy
0,1%
Real Estate
0,1%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
55,7%
Portofolio lengkap 115 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| TROW T. Rowe Price Group, Inc. - Common Stock | $136.824.209 | 41,27% | 1.203.485 | $10.740.793 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $14.257.666 | 4,30% | 166.775 | $1.382.714 | Turun ×1 | ||
| HIDE Alpha Architect High Inflation and Deflation ETF | $12.359.682 | 3,73% | 517.076 | $1.044.792 | Naik ×6 | ||
| VTI | $10.937.416 | 3,30% | 29.559 | $1.578.251 | Naik ×3 | ||
| BND Vanguard Total Bond Market ETF | $8.147.125 | 2,46% | 110.982 | $303.891 | Naik ×2 | ||
| CAOS | $7.693.071 | 2,32% | 85.138 | $703.459 | Naik ×6 | ||
| SCHF | $7.264.783 | 2,19% | 262.265 | $561.097 | Turun ×3 | ||
| SCHR | $7.236.854 | 2,18% | 293.466 | $39.759 | Naik ×6 | ||
| VOO | $5.364.508 | 1,62% | 7.810 | $719.059 | Naik ×2 | ||
| VXF | $5.332.232 | 1,61% | 21.656 | $975.332 | Naik ×2 | ||
| DFUS | $4.491.654 | 1,35% | 54.817 | $610.289 | Naik ×4 | ||
| IVV | $4.452.600 | 1,34% | 5.947 | $481.425 | Turun ×1 | ||
| VV | $4.332.768 | 1,31% | 12.599 | $815.744 | Naik ×6 | ||
| DFIV | $4.211.866 | 1,27% | 77.970 | $141.853 | Naik ×6 | ||
| VTEB | $4.099.104 | 1,24% | 81.043 | $309.903 | Naik ×1 | ||
| AVUV | $3.733.587 | 1,13% | 29.926 | $415.209 | Turun ×2 | ||
| VTV | $3.505.219 | 1,06% | 16.085 | $379.174 | Naik ×1 | ||
| SCHA | $3.209.849 | 0,97% | 88.842 | $629.282 | Naik ×1 | ||
| VEA | $2.849.541 | 0,86% | 39.994 | $323.991 | Naik ×6 | ||
| AVDE | $2.838.909 | 0,86% | 31.824 | $184.000 | Naik ×1 | ||
| SCHX | $2.507.845 | 0,76% | 85.214 | $325.943 | Naik ×2 | ||
| FNDF | $2.461.556 | 0,74% | 46.656 | $180.392 | Naik ×1 | ||
| AGG | $2.278.574 | 0,69% | 23.021 | $9.897 | Naik ×4 | ||
| VT | $2.139.638 | 0,65% | 13.632 | $321.049 | Naik ×3 | ||
| QVAL Alpha Architect U.S. Quantitative Value ETF | $2.030.850 | 0,61% | 36.625 | $49.567 | Turun ×1 | ||
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | $1.983.656 | 0,60% | 25.196 | $134.408 | Turun ×1 | ||
| AVEM | $1.978.058 | 0,60% | 20.500 | $311.956 | Turun ×1 | ||
| DFLV | $1.909.478 | 0,58% | 48.292 | $191.151 | Naik ×6 | ||
| SUB | $1.691.435 | 0,51% | 15.887 | $1.005 | Naik ×5 | ||
| AVIG | $1.624.962 | 0,49% | 39.242 | $16.058 | Naik ×4 | ||
| AVDV | $1.584.260 | 0,48% | 15.374 | $35.803 | Turun ×6 | ||
| WMT Walmart Inc. - Common Stock | $1.519.949 | 0,46% | 13.420 | $-147.889 | |||
| AAPL Apple Inc. - Common Stock | $1.493.416 | 0,45% | 5.161 | $262.016 | Naik ×1 | ||
| DFAT | $1.417.634 | 0,43% | 20.280 | $150.599 | Turun ×1 | ||
| AAUS Alpha Architect US Equity ETF | $1.400.351 | 0,42% | 23.439 | $172.527 | |||
| SCHB | $1.311.814 | 0,40% | 45.297 | $175.731 | Naik ×2 | ||
| BSV | $1.298.436 | 0,39% | 16.667 | $14.634 | Naik ×2 | ||
| SCHE | $1.270.830 | 0,38% | 35.049 | $122.884 | Naik ×1 | ||
| VB | $1.262.339 | 0,38% | 4.164 | $171.982 | Naik ×1 | ||
| ITOT | $1.248.288 | 0,38% | 7.599 | $130.782 | Turun ×1 | ||
| MTB M&T Bank Corporation Common Stock | $1.231.968 | 0,37% | 5.177 | $164.228 | Naik ×2 | ||
| VCRM | $1.227.131 | 0,37% | 16.062 | $219.603 | Naik ×4 | ||
| SCHP | $1.183.545 | 0,36% | 44.662 | $-84.601 | Turun ×4 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.166.940 | 0,35% | 23.233 | $68.949 | Naik ×5 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1.148.966 | 0,35% | 13.993 | $296.690 | Naik ×5 | ||
| VNQ | $1.094.296 | 0,33% | 11.348 | $71.160 | Turun ×6 | ||
| AVMU | $1.084.725 | 0,33% | 23.286 | $-43.610 | Turun ×1 | ||
| FRDM | $1.063.654 | 0,32% | 14.589 | $110.806 | Turun ×2 | ||
| SPY SPY | $992.457 | 0,30% | 1.329 | $131.407 | Naik ×1 | ||
| SMMD | $987.287 | 0,30% | 10.774 | $136.173 | Turun ×1 | ||
| IMOM Alpha Architect International Quantitative Momentum ETF | $987.195 | 0,30% | 22.812 | $19.844 | Turun ×1 | ||
| AOK | $971.378 | 0,29% | 23.418 | Naik ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $966.626 | 0,29% | 9.602 | $56.723 | Naik ×4 | ||
| IVAL Alpha Architect International Quantitative Value ETF | $962.833 | 0,29% | 28.262 | $-56.890 | Turun ×1 | ||
| VWO | $931.352 | 0,28% | 15.603 | $88.354 | Naik ×1 | ||
| BNDX Vanguard Total International Bond ETF | $891.879 | 0,27% | 18.416 | $8.271 | Naik ×3 | ||
| FNDX | $834.054 | 0,25% | 26.818 | $89.782 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $825.865 | 0,25% | 2.214 | $77.381 | Naik ×1 | ||
| MUB | $824.682 | 0,25% | 7.663 | $13.282 | Naik ×2 | ||
| FLOT | $815.843 | 0,25% | 15.982 | $-12.748 | Turun ×1 | ||
| SHM | $757.223 | 0,23% | 15.787 | $-40.241 | Turun ×1 | ||
| AVUS | $736.987 | 0,22% | 5.754 | $81.335 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $736.770 | 0,22% | 2.620 | $101.708 | |||
| SMMU | $716.499 | 0,22% | 14.188 | $2.748 | Naik ×6 | ||
| AOM | $714.864 | 0,22% | 14.329 | $223.874 | Naik ×1 | ||
| BBCA | $695.800 | 0,21% | 7.000 | $37.380 | |||
| SCHO | $692.737 | 0,21% | 28.697 | $-35.784 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $679.659 | 0,21% | 8.600 | Naik ×1 | |||
| VCRB Vanguard Core Bond ETF | $611.442 | 0,18% | 7.916 | $2.454 | Naik ×2 | ||
| FALN iShares Fallen Angels USD Bond ETF | $603.750 | 0,18% | 22.164 | $52.771 | Naik ×3 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $599.465 | 0,18% | 5.104 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $562.507 | 0,17% | 1.592 | $175.530 | Naik ×2 | ||
| DFAI | $560.596 | 0,17% | 13.591 | $5.767 | Turun ×2 | ||
| DFAE | $559.806 | 0,17% | 13.921 | $103.155 | Naik ×6 | ||
| IWR | $527.908 | 0,16% | 4.785 | $62.639 | |||
| VTES | $525.042 | 0,16% | 5.183 | $3.312 | Naik ×6 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $524.494 | 0,16% | 5.687 | $-2.556 | Turun ×1 | ||
| VIG | $515.515 | 0,16% | 2.178 | $47.327 | Naik ×2 | ||
| GLD | $500.997 | 0,15% | 1.360 | $-141.856 | Turun ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $500.365 | 0,15% | 6.054 | $-9.942 | Turun ×1 | ||
| BRKB | $478.373 | 0,14% | 956 | $20.258 | |||
| ABBV AbbVie Inc. Common Stock | $476.103 | 0,14% | 1.892 | $64.612 | |||
| XOM Exxon Mobil Corporation Common Stock | $450.082 | 0,14% | 3.292 | $-108.439 | |||
| VGSH Vanguard Short-Term Treasury ETF | $448.506 | 0,14% | 7.706 | $-1.588 | Naik ×1 | ||
| VO | $435.546 | 0,13% | 5.406 | $48.118 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $433.579 | 0,13% | 1.325 | $43.935 | |||
| NMRK Newmark Group, Inc. - Class A Common Stock | $426.918 | 0,13% | 28.254 | $3.391 | |||
| BOXX | $424.776 | 0,13% | 3.628 | $5.577 | Naik ×6 | ||
| EOSE Eos Energy Enterprises, Inc. - Common Stock | $423.330 | 0,13% | 71.995 | $66.260 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $410.911 | 0,12% | 558 | $88.844 | |||
| VYM | $409.600 | 0,12% | 2.592 | $-42.883 | Turun ×1 | ||
| DFSV | $404.890 | 0,12% | 10.438 | $25.512 | Turun ×3 | ||
| JNJ Johnson & Johnson Common Stock | $400.477 | 0,12% | 1.577 | $15.028 | |||
| IWP | $333.961 | 0,10% | 2.281 | $27.498 | Turun ×3 | ||
| TMSL | $326.025 | 0,10% | 7.435 | $53.384 | |||
| DFAC | $316.405 | 0,10% | 7.133 | $39.907 | Naik ×3 | ||
| XLE XLE | $312.446 | 0,09% | 5.883 | $-124.951 | Turun ×1 | ||
| LRGF | $312.371 | 0,09% | 4.130 | $-16.204 | Turun ×1 | ||
| RLY | $311.293 | 0,09% | 9.021 | $-13.528 | Naik ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $304.525 | 0,09% | 3.747 | $19.559 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| HIDE | $12.359.682 | 3,73% | naik ×6 |
| VTI | $10.937.416 | 3,30% | naik ×3 |
| CAOS | $7.693.071 | 2,32% | naik ×6 |
| SCHR | $7.236.854 | 2,18% | naik ×6 |
| DFUS | $4.491.654 | 1,35% | naik ×4 |
| VV | $4.332.768 | 1,31% | naik ×6 |
| DFIV | $4.211.866 | 1,27% | naik ×6 |
| VEA | $2.849.541 | 0,86% | naik ×6 |
| AGG | $2.278.574 | 0,69% | naik ×4 |
| VT | $2.139.638 | 0,65% | naik ×3 |
| DFLV | $1.909.478 | 0,58% | naik ×6 |
| SUB | $1.691.435 | 0,51% | naik ×5 |
| AVIG | $1.624.962 | 0,49% | naik ×4 |
| VCRM | $1.227.131 | 0,37% | naik ×4 |
| VTIP | $1.166.940 | 0,35% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| TROW | Dipangkas | -195K | +$10.7M |
| VTI | Beli lebih banyak | +385 | +$1.6M |
| VXUS | Dipangkas | -197 | +$1.4M |
| HIDE | Beli lebih banyak | +46K | +$1.0M |
| VXF | Beli lebih banyak | +484 | +$975K |
| VV | Beli lebih banyak | +829 | +$816K |
| VOO | Beli lebih banyak | +35 | +$719K |
| CAOS | Beli lebih banyak | +8K | +$703K |
| SCHA | Beli lebih banyak | +101 | +$629K |
| DFUS | Beli lebih banyak | +79 | +$610K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| PG | 30 Juni 2025 | 3.022 | $515.054 | -9,4% |
| MKL | 30 Juni 2025 | 221 | $413.184 | -10,3% |
| DFAU | 30 Juni 2026 | 6.979 | $314.913 | Tidak lagi dilacak |
| SDY | 30 Juni 2026 | 1.968 | $287.210 | Tidak lagi dilacak |
| ABT | 30 Juni 2026 | 2.484 | $255.034 | 26,6% |
| GDX | 30 Juni 2026 | 2.562 | $235.170 | Tidak lagi dilacak |
| BGC | 31 Des. 2025 | 24.041 | $227.428 | 21,5% |
| MRK | 30 Juni 2026 | 1.860 | $223.739 | 17,0% |
| XLE | 30 Juni 2025 | 2.344 | $219.047 | Tidak lagi dilacak |
| VUG | 31 Maret 2026 | 448 | $218.798 | Tidak lagi dilacak |
| IJR | 31 Des. 2025 | 1.838 | $218.387 | Tidak lagi dilacak |
| AMZN | 30 Sep. 2025 | 983 | $215.660 | 19,7% |
| MRK | 31 Maret 2025 | 2.160 | $214.877 | 67,6% |
| SCHZ | 31 Maret 2025 | 9.224 | $209.375 | Tidak lagi dilacak |
| LLY | 31 Maret 2026 | 190 | $204.190 | 37,9% |
| VBK | 31 Des. 2025 | 673 | $200.158 | Tidak lagi dilacak |
| TAIL | 31 Des. 2025 | 14.435 | $170.774 | Tidak lagi dilacak |