Benin Management CORP

Registered adviser

CIK

1352871

Location

WILTON, CT

Portfolio Value

Small $515,871,102

Diversification

Diversified

Filing Date

Global Rank

#3,875 / 8,827 ▼ 57 · as of Jun 2026

Top Industry

Consumer Electronics 17.3%

Period ended 38 days ago

Filed Oct 22, 2026 · 16d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 110988

Roster of Nov 1, 2026

Regulatory AUM

$659,181,861

Main clients

Individuals and high net worth (87% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Aug 2026 to Nov 2026	$659,181,861	Individuals and high net worth (87%)
Aug 2025 to Jul 2026	$520,975,970	Individuals and high net worth (88%)
Aug 2024 to Jul 2025	$488,746,797	Individuals and high net worth (86%)
Aug 2023 to Jul 2024	$444,752,580	Individuals and high net worth (81%)
May 2023 to Jul 2023	$418,284,563	Individuals and high net worth (84%)
Aug 2022 to Apr 2023	$418,284,563	Individuals and high net worth (84%)

3 earlier changes not shown.

Stated strategy

Fundamental active, Wealth management / planning Form ADV Part 2A, Jul 1, 2026 · original

In the firm's words

Fundamental active: BMC utilizes a combination of fundamental, technical and cyclical methods of analysis.
Wealth management / planning: Prior to developing an investment strategy tailored to each client, the Firm gathers and analyzes information about the client, which might include goals, existing investments, insurance coverage, sources of income and other assets and liabilities.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.0% of the book (60%+)

Turnover

Low turnover

5.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.4 quarters (12+), a floor since 83.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 63.9%; sector active share 32.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

151 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

30.9%

−1.1 pts

Top 5

55.7%

+1.4 pts

Top 10

67.6%

+1.5 pts

HHI

1,190

Diversified−30

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.0%	$221,634,875	23
Technology	23.9%	$123,106,730	26
Financial Services	11.0%	$56,745,789	25
Communication Services	4.2%	$21,621,468	8
Industrials	4.2%	$21,416,368	17
Consumer Defensive	3.8%	$19,417,829	9
Energy	3.2%	$16,294,304	5
Consumer Cyclical	2.8%	$14,578,921	8
Healthcare	2.7%	$13,771,456	19
Basic Materials	0.7%	$3,743,578	5
Utilities	0.6%	$3,201,462	4
Real Estate	0.1%	$338,322	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
TLT	iShares 20+ Year Treasury Bond ETF	+40,900	155,533	$12,097,356
APH	Amphenol Corp	+17,816	35,232	$2,970,057
CSCO	Cisco Systems, Inc.	+7,430	41,918	$4,511,634
IONQ	IonQ, Inc.	+3,700	38,233	$1,676,899
IGV	iShares Expanded Tech-Software Sector ETF	+1,100	5,700	$606,936
CMCSA	Comcast Corp	+1,000	13,101	$285,077
JPM	Jpmorgan Chase & Co	+900	25,431	$8,413,337
T	At&T Inc.	+768	23,970	$584,868
NFLX	Netflix Inc	+650	5,690	$395,910
UPS	United Parcel Service Inc	+650	23,542	$2,199,764
AMZN	Amazon Com Inc	+600	29,897	$7,448,837
GOOG	Alphabet Inc.	+585	34,797	$11,856,729
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+510	4,478	$1,675,846
GLD	Spdr Gold Trust	+450	9,078	$3,457,265
BA	Boeing Co	+300	1,342	$249,679
APD	Air Products & Chemicals, Inc.	+30	2,213	$615,722
VUG	VANGUARD GROWTH INDEX FUND	+7	9,066	$816,937
HD	Home Depot, Inc.	+1	1,662	$472,822
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPE	Hewlett Packard Enterprise Co	−8,625	26,364	$1,684,395
PFE	Pfizer Inc	−3,500	20,124	$573,936
SPY	Spdr S&P 500 ETF Trust	−2,543	209,296	$159,615,408
WBI	WaterBridge Infrastructure LLC	−1,500	24,080	$677,129
BMY	Bristol Myers Squibb Co	−1,325	8,465	$528,216
JNJ	Johnson & Johnson	−1,117	12,743	$3,373,581
MRVL	Marvell Technology, Inc.	−1,100	1,060	$280,062
CSX	Csx Corp	−1,000	12,860	$598,118
MRK	Merck & Co., Inc.	−950	3,451	$501,464
MSFT	Microsoft Corp	−946	77,293	$39,643,579
AAPL	Apple Inc.	−905	152,511	$50,789,213
NEE	Nextera Energy Inc	−800	25,758	$1,950,910
PNC	Pnc Financial Services Group, Inc.	−675	27,934	$6,208,610
VZ	Verizon Communications Inc	−625	6,608	$303,108
ORCL	Oracle Corp	−576	10,317	$1,416,524
DIA	Spdr Dow Jones Industrial Average ETF Trust	−575	24,322	$12,368,953
PRU	Prudential Financial Inc	−536	19,882	$2,258,197
INTC	Intel Corp	−520	8,216	$987,809
V	Visa Inc.	−503	45,747	$16,438,269
ESRT	Empire State Realty Trust, Inc.	−500	27,500	$110,825
ALL	Allstate Corp	−425	29,271	$6,494,064
QQQ	Invesco Qqq Trust, Series 1	−417	27,659	$20,461,298
CAT	Caterpillar Inc	−411	3,174	$2,573,447
F	Ford Motor Co	−400	28,407	$342,588
TRV	Travelers Companies, Inc.	−325	8,418	$3,001,101
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	56,200	$9,146,550
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	6,390	$448,258
DVY	iShares Select Dividend ETF	1,810	$275,246
JPST	JPMorgan Ultra-Short Income ETF	5,300	$266,961
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
—		4,000	$305,680
GLW	Corning Inc	1,101	$281,228
GNRC	Generac Holdings Inc.	900	$263,529
CI	Cigna Group	805	$221,922
ENB	Enbridge Inc	4,020	$217,924
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

151 tracked positions · $515,871,102 total · filing declares 151 positions · $516,597,792 · as of Sep 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 151 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	209,296	-2,543	$159,615,408	+0.9%	30.94%
AAPL	Apple Inc. Technology	Reduced	152,511	-905	$50,789,213	+14.4%	9.85%
MSFT	Microsoft Corp Technology	Reduced	77,293	-946	$39,643,579	+35.8%	7.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	27,659	-417	$20,461,298	−1.0%	3.97%
V	Visa Inc. Financial Services	Reduced	45,747	-503	$16,438,269	+3.6%	3.19%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	24,322	-575	$12,368,953	−4.9%	2.40%
TLT	iShares 20+ Year Treasury Bond ETF	Added	155,533	+40,900	$12,097,356	+22.1%	2.35%
GOOG	Alphabet Inc. Communication Services	Added	34,797	+585	$11,856,729	−1.9%	2.30%
XOM	ExxonMobil Holdings Corp Energy	NEW	56,200	NEW	$9,146,550	NEW	1.77%
NVDA	Nvidia Corp Technology	Reduced	38,099	-220	$8,701,049	+13.5%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,431	+900	$8,413,337	+4.8%	1.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,897	+600	$7,448,837	+6.7%	1.44%
PEP	Pepsico Inc Consumer Defensive	Reduced	56,280	-70	$7,131,801	−6.5%	1.38%
ALL	Allstate Corp Financial Services	Reduced	29,271	-425	$6,494,064	−8.1%	1.26%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	27,934	-675	$6,208,610	−11.9%	1.20%
GEV	GE Vernova Inc. Industrials	Reduced	5,394	-69	$5,126,943	−20.1%	0.99%
CVX	Chevron Corp Energy	Held	23,350	0	$4,768,303	+23.2%	0.92%
CSCO	Cisco Systems, Inc. Technology	Added	41,918	+7,430	$4,511,634	+11.4%	0.87%
COST	Costco Wholesale Corp Consumer Defensive	Held	4,730	0	$4,305,908	−2.7%	0.83%
FDX	Fedex Corp Industrials	Reduced	14,529	-276	$4,142,072	−10.7%	0.80%
SLV	iShares Silver Trust	Held	70,735	0	$3,855,764	+1.9%	0.75%
GLD	Spdr Gold Trust	Added	9,078	+450	$3,457,265	+8.8%	0.67%
JNJ	Johnson & Johnson Healthcare	Reduced	12,743	-1,117	$3,373,581	−4.2%	0.65%
META	Meta Platforms, Inc. Communication Services	Held	4,196	0	$3,042,855	+28.7%	0.59%
TRV	Travelers Companies, Inc. Financial Services	Reduced	8,418	-325	$3,001,101	+4.0%	0.58%
APH	Amphenol Corp Technology	Added	35,232	+17,816	$2,970,057	−3.3%	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,951	0	$2,821,094	−15.6%	0.55%
GOOGL	Alphabet Inc. Communication Services	Held	7,688	0	$2,645,287	−3.7%	0.51%
CAT	Caterpillar Inc Industrials	Reduced	3,174	-411	$2,573,447	−32.6%	0.50%
DIS	Walt Disney Co Communication Services	Reduced	23,905	-50	$2,507,634	+8.8%	0.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,932	-25	$2,455,889	−1.0%	0.48%
IVV	iShares Core S&P 500 ETF	Held	3,068	0	$2,349,627	+2.3%	0.46%
PRU	Prudential Financial Inc Financial Services	Reduced	19,882	-536	$2,258,197	+2.5%	0.44%
UPS	United Parcel Service Inc Industrials	Added	23,542	+650	$2,199,764	−10.6%	0.43%
SYY	Sysco Corp Consumer Defensive	Reduced	28,163	-300	$2,195,587	−7.7%	0.43%
NEE	Nextera Energy Inc Utilities	Reduced	25,758	-800	$1,950,910	−16.3%	0.38%
STT	State Street Corp Financial Services	Held	11,035	0	$1,926,600	+2.9%	0.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,474	-200	$1,919,818	−9.2%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,909	-25	$1,875,419	−1.1%	0.36%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	26,364	-8,625	$1,684,395	+6.7%	0.33%
IONQ	IonQ, Inc. Technology	Added	38,233	+3,700	$1,676,899	−8.8%	0.33%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	4,478	+510	$1,675,846	+14.1%	0.32%
PHG	Koninklijke Philips NV Healthcare	Held	68,403	0	$1,671,085	−10.2%	0.32%
GE	General Electric Co Industrials	Reduced	5,046	-217	$1,575,815	−19.9%	0.31%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	16,237	-33	$1,525,628	−8.2%	0.30%
AVGO	Broadcom Inc. Technology	Held	4,301	0	$1,510,468	−7.0%	0.29%
SLB	Slb Limited Energy	Reduced	30,823	-225	$1,501,696	+4.0%	0.29%
ORCL	Oracle Corp Technology	Reduced	10,317	-576	$1,416,524	−11.3%	0.27%
ALM	Almonty Industries Inc. Basic Materials	Held	100,000	0	$1,316,000	−20.5%	0.26%
MDT	Medtronic plc Healthcare	Held	14,874	0	$1,283,477	+10.3%	0.25%

Showing the top 50 of 151 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.