L.K. Benson & Company, P.C. Portfolio Holdings

L.K. Benson & Company, P.C.

  • $163 Billion
  • Q2 2025

L.K. Benson & Company, P.C. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Price T Rowe Group Inc with a value of $31.3B, Vanguard Star Fd Vanguard Tota with a value of $10.2B, Vanguard Total Stock Market Et with a value of $7.49B, Ea Ser Tr Alpha Architect High with a value of $6.52B, and Vanguard Bd Index Fd Inc Total with a value of $6.39B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $144B to 163B.

L.K. Benson & Company, P.C. is based out at Baltimore, MD

Below you can find more details about L.K. Benson & Company, P.C. portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $109 Billion
Financial Services: $33.1 Billion
Technology: $2.41 Billion
Consumer Defensive: $1.47 Billion
Healthcare: $933 Million
Energy: $470 Million
Real Estate: $337 Million
Communication Services: $237 Million
Other: $443 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$558 Million 0.34% of portfolio
5,536
Q2 2025 Added 0.97%
$0
$548 Million 0.34% of portfolio
5,948
Q2 2025 Added 24.75%
$0
$502 Million 0.31% of portfolio
10,505
Q2 2025 Reduced 23.03%
$0
$493 Million 0.3% of portfolio
1,762
Q2 2025 Reduced 4.4%
$0
$459 Million 0.28% of portfolio
3,311
Q1 2025 Reduced 13.21%
$0
$447 Million 0.27% of portfolio
16,047
Q2 2025 Added 32.77%
$0
$433 Million 0.27% of portfolio
8,866
Q2 2025 Added 3.85%
$0
$427 Million 0.26% of portfolio
5,152
Q2 2025 Added 0.1%
$0
$426 Million 0.26% of portfolio
12,550
Q2 2025 Added 31.79%
$0
$383 Million 0.24% of portfolio
2,870
Q2 2025 Added 4.33%
$0
$358 Million 0.22% of portfolio
14,693
Q2 2025 Added 1.05%
$107B
$335 Million 0.21% of portfolio
1,098
Q2 2025 Reduced 12.09%
$0
$332 Million 0.2% of portfolio
11,476
Q2 2025 Added 0.76%
$0
$318 Million 0.2% of portfolio
4,958
Q2 2025 Added 0.14%
$0
$296 Million 0.18% of portfolio
6,995
Q2 2025 Reduced 2.67%
$0
$277 Million 0.17% of portfolio
5,571
Q4 2024 New
$0
$242 Million 0.15% of portfolio
7,011
Q2 2025 Added 8.01%
$0
$241 Million 0.15% of portfolio
8,197
Q2 2025 Added 8.03%
$0
$251 Million 0.15% of portfolio
3,791
Q4 2024 New
$0
$240 Million 0.15% of portfolio
4,673
Q2 2025 Added 0.82%
$0
$248 Million 0.15% of portfolio
2,468
Q2 2025 New
$0
$227 Million 0.14% of portfolio
2,542
Q1 2025 New
$0
$213 Million 0.13% of portfolio
485
Q2 2025 Reduced 22.65%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $163 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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