Benin Management CORP

CIK

1352871

Location

WILTON, CT

Portfolio Value

Small $463,434,624

Diversification

Diversified

Filing Date

Global Rank

#738 / 3,203 ▲ 2154

Top Industry

Consumer Electronics 16.8%

3Y Alpha vs SPY

-1.8%

Period ended 30 days ago

Filed Jul 15, 2026 · 15d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.0%

SPY

+65.3%

Annualised alpha

-1.8%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

138 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

34.1%

+0.9 pts

Top 5

57.9%

+1.1 pts

Top 10

67.3%

+0.6 pts

HHI

1,366

Diversified+60

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.0%	$199,426,669	7
Technology	23.1%	$106,824,821	27
Financial Services	12.4%	$57,579,676	26
Industrials	5.6%	$25,901,650	18
Consumer Defensive	4.4%	$20,489,238	9
Consumer Cyclical	3.3%	$15,305,890	8
Healthcare	3.0%	$14,011,862	20
Communication Services	1.9%	$8,860,153	7
Energy	1.4%	$6,622,657	5
Basic Materials	0.9%	$4,193,072	5
Utilities	0.8%	$3,815,776	4
Real Estate	0.1%	$403,160	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
IONQ	IonQ, Inc.	+25,003	34,533	$1,839,227
NEE	Nextera Energy Inc	+17,250	26,558	$2,330,995
PHG	Koninklijke Philips NV	+2,447	68,403	$1,859,877
RTX	RTX Corp	+1,000	6,364	$1,207,441
FLR	Fluor Corp	+1,000	6,950	$364,110
AMZN	Amazon Com Inc	+640	29,297	$6,982,646
BRK-B	Berkshire Hathaway Inc	+600	4,957	$2,480,433
CSCO	Cisco Systems, Inc.	+500	34,488	$4,050,960
MSFT	Microsoft Corp	+441	78,239	$29,184,711
T	At&T Inc.	+400	23,202	$480,281
CMCSA	Comcast Corp	+290	12,101	$297,079
JPM	Jpmorgan Chase & Co	+205	24,531	$8,029,732
WMT	Walmart Inc.	+201	18,674	$2,115,017
MRK	Merck & Co., Inc.	+200	4,401	$565,528
AVGO	Broadcom Inc.	+180	4,301	$1,624,702
ABBV	AbbVie Inc.	+173	1,385	$348,521
NVDA	Nvidia Corp	+120	38,319	$7,667,248
IBM	International Business Machines Corp	+101	5,443	$1,530,626
MU	Micron Technology Inc	+100	800	$923,432
HSY	Hershey Co	+100	4,999	$877,074
CVX	Chevron Corp	+91	23,350	$3,870,496
NFLX	Netflix Inc	+50	5,040	$359,856
DIS	Walt Disney Co	+20	23,955	$2,305,668
JNJ	Johnson & Johnson	+1	13,860	$3,520,024
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPE	Hewlett Packard Enterprise Co	−9,825	34,989	$1,578,353
ALM	Almonty Industries Inc.	−7,000	100,000	$1,656,000
WBI	WaterBridge Infrastructure LLC	−3,050	25,580	$876,626
CSX	Csx Corp	−2,000	13,860	$658,765
UPS	United Parcel Service Inc	−1,705	22,892	$2,460,890
SPY	Spdr S&P 500 ETF Trust	−1,674	211,839	$158,195,010
QQQ	Invesco Qqq Trust, Series 1	−1,117	28,076	$20,675,166
PEP	Pepsico Inc	−1,109	56,350	$7,629,790
ALL	Allstate Corp	−1,050	29,696	$7,065,866
F	Ford Motor Co	−1,000	28,807	$400,417
SOTK	Sono Tek Corp	−1,000	43,157	$264,120
SBUX	Starbucks Corp	−905	16,270	$1,662,631
ESRT	Empire State Realty Trust, Inc.	−800	28,000	$151,480
INTC	Intel Corp	−550	8,736	$1,219,807
BAC	Bank Of America Corp /De/	−416	14,669	$835,839
FDX	Fedex Corp	−413	14,805	$4,635,889
SLB	Slb Limited/Nv	−300	31,048	$1,443,421
PNC	Pnc Financial Services Group, Inc.	−300	28,609	$7,044,107
AAPL	Apple Inc.	−296	153,416	$44,392,453
BMY	Bristol Myers Squibb Co	−273	9,790	$564,099
GEV	GE Vernova Inc.	−202	5,463	$6,418,260
V	Visa Inc.	−200	46,250	$15,867,912
EW	Edwards Lifesciences Corp	−200	4,076	$368,714
MDT	Medtronic plc	−200	14,874	$1,163,593
TROW	Price T Rowe Group Inc	−150	6,569	$746,829
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	6,846	$1,033,746
AMAT	Applied Materials Inc /De	586	$423,678
LRCX	Lam Research Corp	945	$409,496
IREN	IREN Ltd	8,880	$406,082
PANW	Palo Alto Networks Inc	1,185	$404,108
SPCX	Space Exploration Technologies Corp	2,209	$377,429
OKLO	Oklo Inc.	5,800	$303,514
GLW	Corning Inc /Ny	1,101	$281,228
GNRC	Generac Holdings Inc.	900	$263,529
WPC	W. P. Carey Inc.	3,520	$251,680
GCBC	Greene County Bancorp Inc	6,104	$205,033
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	40,421	$6,857,826
HON	Honeywell International Inc	1,367	$308,983
OXY	Occidental Petroleum Corp /De/	4,642	$301,730
BX	Blackstone Inc.	1,776	$204,222
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

138 tracked positions · $463,434,624 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 138 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	211,839	-1,674	$158,195,010	+13.9%	34.14%
AAPL	Apple Inc. Technology	Reduced	153,416	-296	$44,392,453	+13.8%	9.58%
MSFT	Microsoft Corp Technology	Added	78,239	+441	$29,184,711	+1.3%	6.30%
QQQ	Invesco Qqq Trust, Series 1	Reduced	28,076	-1,117	$20,675,166	+22.7%	4.46%
V	Visa Inc. Financial Services	Reduced	46,250	-200	$15,867,912	+13.0%	3.42%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	24,897	-10	$13,005,943	+12.7%	2.81%
JPM	Jpmorgan Chase & Co Financial Services	Added	24,531	+205	$8,029,732	+12.2%	1.73%
NVDA	Nvidia Corp Technology	Added	38,319	+120	$7,667,248	+15.1%	1.65%
PEP	Pepsico Inc Consumer Defensive	Reduced	56,350	-1,109	$7,629,790	−14.5%	1.65%
ALL	Allstate Corp Financial Services	Reduced	29,696	-1,050	$7,065,866	+10.8%	1.52%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	28,609	-300	$7,044,107	+17.1%	1.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,297	+640	$6,982,646	+17.0%	1.51%
GEV	GE Vernova Inc. Industrials	Reduced	5,463	-202	$6,418,260	+29.8%	1.38%
FDX	Fedex Corp Industrials	Reduced	14,805	-413	$4,635,889	−14.5%	1.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,730	-64	$4,424,773	−7.4%	0.95%
CSCO	Cisco Systems, Inc. Technology	Added	34,488	+500	$4,050,960	+53.6%	0.87%
CVX	Chevron Corp Energy	Added	23,350	+91	$3,870,496	−19.6%	0.84%
CAT	Caterpillar Inc Industrials	Reduced	3,585	-80	$3,817,666	+47.0%	0.82%
SLV	iShares Silver Trust	Held	70,735	0	$3,782,200	−21.5%	0.82%
JNJ	Johnson & Johnson Healthcare	Added	13,860	+1	$3,520,024	+3.9%	0.76%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,951	0	$3,344,190	+13.1%	0.72%
GLD	Spdr Gold Trust	Held	8,628	0	$3,178,382	−14.4%	0.69%
APH	Amphenol Corp /De/ Technology	Held	17,416	0	$3,070,789	+39.5%	0.66%
TRV	Travelers Companies, Inc. Financial Services	Reduced	8,743	-125	$2,886,239	+11.6%	0.62%
GOOGL	Alphabet Inc. Communication Services	Held	7,688	0	$2,747,460	+24.3%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,957	+600	$2,480,433	+18.8%	0.54%
UPS	United Parcel Service Inc Industrials	Reduced	22,892	-1,705	$2,460,890	+1.7%	0.53%
SYY	Sysco Corp Consumer Defensive	Held	28,463	0	$2,378,937	+17.2%	0.51%
META	Meta Platforms, Inc. Communication Services	Held	4,196	0	$2,363,564	−1.5%	0.51%
NEE	Nextera Energy Inc Utilities	Added	26,558	+17,250	$2,330,995	+169.6%	0.50%
DIS	Walt Disney Co Communication Services	Added	23,955	+20	$2,305,668	−0.1%	0.50%
PRU	Prudential Financial Inc Financial Services	Held	20,418	0	$2,203,714	+10.5%	0.48%
WMT	Walmart Inc. Consumer Defensive	Added	18,674	+201	$2,115,017	−7.9%	0.46%
GE	General Electric Co Industrials	Held	5,263	0	$1,966,940	+31.7%	0.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,934	-140	$1,896,641	+0.4%	0.41%
STT	State Street Corp Financial Services	Reduced	11,035	-100	$1,871,536	+32.8%	0.40%
PHG	Koninklijke Philips NV Healthcare	Added	68,403	+2,447	$1,859,877	+2.9%	0.40%
IONQ	IonQ, Inc. Technology	Added	34,533	+25,003	$1,839,227	+569.4%	0.40%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	16,270	-905	$1,662,631	+8.1%	0.36%
ALM	Almonty Industries Inc. Basic Materials	Reduced	100,000	-7,000	$1,656,000	+6.9%	0.36%
AVGO	Broadcom Inc. Technology	Added	4,301	+180	$1,624,702	+27.4%	0.35%
ORCL	Oracle Corp Technology	Held	10,893	0	$1,596,369	−0.4%	0.34%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	34,989	-9,825	$1,578,353	+47.9%	0.34%
IBM	International Business Machines Corp Technology	Added	5,443	+101	$1,530,626	+18.2%	0.33%
SLB	Slb Limited/Nv Energy	Reduced	31,048	-300	$1,443,421	−10.4%	0.31%
TXN	Texas Instruments Inc Technology	Held	4,200	0	$1,251,894	+53.5%	0.27%
INTC	Intel Corp Technology	Reduced	8,736	-550	$1,219,807	+197.7%	0.26%
RTX	RTX Corp Industrials	Added	6,364	+1,000	$1,207,441	+16.7%	0.26%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	5,473	-20	$1,206,741	−7.0%	0.26%
ASML	Asml Holding NV Technology	Reduced	594	-100	$1,181,727	+28.9%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.