L.K. Benson & Company, P.C. Portfolio Holdings
Q3 2025•104 long positions•$183.3M portfolio value
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Holding105 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $32.4M 17.69% | -$890.0K Sold | 0.144% 315.8K shares | 324.5K → 315.8K −$890.0K | -2.67% | $22.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $11.8M 6.45% | +$1.0M Bought | — 160.8K shares | 147.0K → 160.8K +$1.0M | +9.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.9M 4.32% | -$171.0K Sold | — 24.1K shares | 24.6K → 24.1K −$171.0K | -2.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.7M 4.19% | +$1.1M Bought | — 331.6K shares | 286.0K → 331.6K +$1.1M | +15.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.2M 3.92% | +$734.5K Bought | — 96.7K shares | 86.8K → 96.7K +$734.5K | +11.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.4M 3.5% | +$10.0K Bought | — 275.5K shares | 275.1K → 275.5K +$10.0K | +0.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 3.01% | +$2.3M Bought | — 9.0K shares | 5.3K → 9.0K +$2.3M | +69.79% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 2.48% | +$2.1M Bought | — 6.8K shares | 3.6K → 6.8K +$2.1M | +87.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 2.38% | +$704.6K Bought | — 20.8K shares | 17.4K → 20.8K +$704.6K | +19.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.21% | +$932.0K Bought | — 45.2K shares | 34.7K → 45.2K +$932.0K | +29.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.17% | +$850.1K Bought | — 158.3K shares | 124.4K → 158.3K +$850.1K | +27.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.16% | +$6.2K Bought | — 54.6K shares | 54.5K → 54.6K +$6.2K | +0.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 1.99% | +$677.8K Bought | — 72.7K shares | 59.1K → 72.7K +$677.8K | +22.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 1.93% | +$20.3K Bought | — 76.6K shares | 76.2K → 76.6K +$20.3K | +0.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.7% | +$271.8K Bought | — 10.1K shares | 9.3K → 10.1K +$271.8K | +9.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.7% | -$295.6K Sold | — 16.7K shares | 18.3K → 16.7K −$295.6K | -8.67% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.63% | -$63.3K Sold | — 29.9K shares | 30.6K → 29.9K −$63.3K | -2.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.35% | -$7.3K Sold | — 88.8K shares | 89.1K → 88.8K −$7.3K | -0.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.31% | +$4.1K Bought | — 30.3K shares | 30.3K → 30.3K +$4.1K | +0.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.23% | +$17.3K Bought | — 85.7K shares | 85.0K → 85.7K +$17.3K | +0.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.13% | +$206.3K Bought | — 20.7K shares | 18.6K → 20.7K +$206.3K | +11.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.12% | -$3.3K Sold | — 47.9K shares | 48.0K → 47.9K −$3.3K | -0.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.886% | -$86.4K Sold | — 11.8K shares | 12.4K → 11.8K −$86.4K | -5.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.875% | +$318.1K Bought | — 38.1K shares | 30.5K → 38.1K +$318.1K | +24.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.87% | +$44.9K Bought | — 14.9K shares | 14.5K → 14.9K +$44.9K | +2.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.857% | +$7.0K Bought | — 47.8K shares | 47.5K → 47.8K +$7.0K | +0.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.853% | -$56.9K Sold | — 20.8K shares | 21.6K → 20.8K −$56.9K | -3.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.788% | +$255.1K Bought | — 24.1K shares | 19.8K → 24.1K +$255.1K | +21.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.777% | -$16.6K Sold | — 16.0K shares | 16.2K → 16.0K −$16.6K | -1.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.776% | -$127.4K Sold | — 52.8K shares | 57.5K → 52.8K −$127.4K | -8.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.736% | -$13.5K Sold | — 17.1K shares | 17.3K → 17.1K −$13.5K | -0.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.691% | -$2.7K Sold | — 13.9K shares | 13.9K → 13.9K −$2.7K | -0.21% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.3M 0.687% | — | 0.0% 12.2K shares | — | — | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.641% | +$152.9K Bought | — 20.2K shares | 17.5K → 20.2K +$152.9K | +14.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.635% | +$14.7K Bought | — 45.3K shares | 44.7K → 45.3K +$14.7K | +1.27% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $1.1M 0.623% | +$2.6K Bought | 0.004% 5.8K shares | 5.8K → 5.8K +$2.6K | +0.23% | $30.9B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.622% | -$8.9K Sold | — 34.2K shares | 34.4K → 34.2K −$8.9K | -0.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.617% | +$12.4K Bought | — 7.8K shares | 7.7K → 7.8K +$12.4K | +1.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.595% | -$34.7K Sold | — 23.9K shares | 24.7K → 23.9K −$34.7K | -3.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.578% | +$97.9K Bought | — 4.2K shares | 3.8K → 4.2K +$97.9K | +10.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.566% | +$98.1K Bought | — 22.2K shares | 20.1K → 22.2K +$98.1K | +10.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $962.8K 0.525% | +$102.1K Bought | — 14.9K shares | 13.4K → 14.9K +$102.1K | +11.87% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $947.2K 0.517% | — | 0.0% 3.7K shares | — | — | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $912.3K 0.498% | +$39.1K Bought | — 8.6K shares | 8.2K → 8.6K +$39.1K | +4.48% | — — | Q4 2024 Held for 11 months | |
Electrical Equipment & Parts Industrials | $887.2K 0.484% | +$887.2K New | 0.028% 77.9K shares | 0 → 77.9K +$887.2K | New | $3.2B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $883.6K 0.482% | +$2.9K Bought | — 17.5K shares | 17.4K → 17.5K +$2.9K | +0.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $882.0K 0.481% | — | — 1.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $843.5K 0.46% | +$1.5K Bought | — 15.6K shares | 15.5K → 15.6K +$1.5K | +0.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $820.9K 0.448% | -$43.9K Sold | — 11.1K shares | 11.7K → 11.1K −$43.9K | -5.08% | — — | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $818.3K 0.446% | — | 0.0% 2.9K shares | — | — | $262.84B Mega Cap | Q4 2024 Held for 11 months |
