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

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

  • $186 Billion
  • Q3 2025

L.K. Benson & Company, P.C. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 106 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 $32.4B, Vanguard Star Fd Vanguard Tota with a value of $11.8B, Vanguard Total Stock Market Et with a value of $7.91B, Ea Ser Tr Alpha Architect High with a value of $7.68B, and Vanguard Bd Index Fd Inc Total with a value of $7.19B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $163B to 186B.

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 $186 Billion
ETFs: $126 Billion
Financial Services: $34.2 Billion
Technology: $2.45 Billion
Consumer Defensive: $1.5 Billion
Industrials: $1.12 Billion
Healthcare: $1.05 Billion
Real Estate: $517 Million
Energy: $491 Million
Other: $326 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$133 Million 0.07% of portfolio
14,035
Q2 2025 Added 12.32%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $186 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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