Benin Management CORP
Filing Date
Global Rank
#2,583
/ 8,232
▲ 127
Top Industry
Consumer Electronics
16.1%
3Y Alpha vs SPY
-3.3%
Period ended 2 months ago
Filed Apr 10, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.0%
SPY
+76.5%
Annualised alpha
-3.2%
Max drawdown
−17.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
131 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.2%
−1.3 pts
Top 5
56.8%
−2.4 pts
Top 10
66.6%
−2.4 pts
HHI
1,307
Diversified−94
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 42.2% | $176,460,310 |
| Technology | 21.6% | $90,240,440 |
| Financial Services | 12.1% | $50,712,704 |
| Consumer Defensive | 5.3% | $22,013,954 |
| Industrials | 5.2% | $21,648,237 |
| Energy | 3.5% | $14,813,442 |
| Consumer Cyclical | 3.3% | $13,882,868 |
| Healthcare | 3.2% | $13,507,397 |
| Communication Services | 2.1% | $8,761,279 |
| Basic Materials | 0.9% | $3,970,362 |
| Utilities | 0.5% | $2,080,577 |
| Real Estate | 0.0% | $149,760 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +21,293 | 153,712 | $39,010,568 | |
| WBI | WaterBridge Infrastructure LLC | +10,200 | 28,630 | $766,997 | |
| SYY | Sysco Corp | +4,000 | 28,463 | $2,030,265 | |
| MSFT | Microsoft Corp | +2,774 | 77,798 | $28,798,485 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,199 | 29,193 | $16,849,615 | |
| GEV | GE Vernova Inc. | +2,041 | 5,665 | $4,944,978 | |
| JPM | Jpmorgan Chase & Co | +1,320 | 24,326 | $7,155,736 | |
| GOOGL | Alphabet Inc. | +1,259 | 7,688 | $2,210,761 | |
| BMY | Bristol Myers Squibb Co | +1,000 | 10,063 | $610,320 | |
| GLD | Spdr Gold Trust | +903 | 8,628 | $3,712,542 | |
| ORCL | Oracle Corp | +900 | 10,893 | $1,602,469 | |
| AMZN | Amazon Com Inc | +703 | 28,657 | $5,968,393 | |
| CAT | Caterpillar Inc | +700 | 3,665 | $2,596,505 | |
| RTX | RTX Corp | +555 | 5,364 | $1,034,715 | |
| INTC | Intel Corp | +500 | 9,286 | $409,791 | |
| TRV | Travelers Companies, Inc. | +488 | 8,868 | $2,586,618 | |
| LOW | Lowes Companies Inc | +417 | 5,493 | $1,297,886 | |
| NVDA | Nvidia Corp | +400 | 38,199 | $6,661,905 | |
| UPS | United Parcel Service Inc | +400 | 24,597 | $2,419,852 | |
| AVGO | Broadcom Inc. | +275 | 4,121 | $1,275,490 | |
| CRM | Salesforce, Inc. | +263 | 2,070 | $386,406 | |
| TSLA | Tesla, Inc. | +246 | 7,951 | $2,955,784 | |
| NFLX | Netflix Inc | +220 | 4,990 | $479,788 | |
| PLTR | Palantir Technologies Inc. | +200 | 3,650 | $533,922 | |
| META | Meta Platforms, Inc. | +179 | 4,196 | $2,400,657 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ALM | Almonty Industries Inc. | −14,195 | 107,000 | $1,549,360 | |
| CSX | Csx Corp | −4,500 | 15,860 | $651,053 | |
| PEP | Pepsico Inc | −1,922 | 57,459 | $8,922,808 | |
| SPY | Spdr S&P 500 ETF Trust | −1,322 | 213,513 | $138,856,044 | |
| XOM | Exxon Mobil Corp | −1,300 | 40,421 | $6,857,826 | |
| ASML | Asml Holding NV | −1,151 | 694 | $916,656 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −1,108 | 24,907 | $11,536,673 | |
| PFE | Pfizer Inc | −800 | 23,724 | $666,169 | |
| SLV | iShares Silver Trust | −550 | 70,735 | $4,819,882 | |
| CSCO | Cisco Systems, Inc. | −500 | 33,988 | $2,637,128 | |
| JNJ | Johnson & Johnson | −350 | 13,859 | $3,387,693 | |
| MRK | Merck & Co., Inc. | −335 | 4,201 | $505,338 | |
| T | At&T Inc. | −307 | 22,802 | $661,029 | |
| GE | General Electric Co | −299 | 5,263 | $1,493,481 | |
| PG | PROCTER & GAMBLE Co | −200 | 13,074 | $1,888,408 | |
| SBUX | Starbucks Corp | −200 | 17,175 | $1,538,708 | |
| PNC | Pnc Financial Services Group, Inc. | −150 | 28,909 | $6,015,673 | |
| CVX | Chevron Corp | −149 | 23,259 | $4,812,287 | |
| BAC | Bank Of America Corp /De/ | −122 | 15,085 | $735,393 | |
| TROW | Price T Rowe Group Inc | −100 | 6,719 | $605,650 | |
| BNY | Bank of New York Mellon Corp | −100 | 6,615 | $784,737 | |
| TXN | Texas Instruments Inc | −100 | 4,200 | $815,388 | |
| DIS | Walt Disney Co | −98 | 23,935 | $2,306,855 | |
| CMCSA | Comcast Corp | −87 | 11,811 | $339,093 | |
| STT | State Street Corp | −75 | 11,135 | $1,409,245 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 4,608 | $406,241 | |
| APLD | Applied Digital Corp. | 14,600 | $346,604 | |
| OXY | Occidental Petroleum Corp /De/ | 4,642 | $301,730 | |
| IONQ | IonQ, Inc. | 9,530 | $274,749 | |
| ENTG | Entegris Inc | 2,316 | $271,527 | |
| HAL | Halliburton Co | 6,309 | $245,987 | |
| MU | Micron Technology Inc | 700 | $236,488 | |
| ENB | Enbridge Inc | 4,020 | $217,642 | |
| MRVL | Marvell Technology, Inc. | 2,160 | $213,948 | |
| SRBK | SR Bancorp, Inc. | 11,533 | $194,677 | |
| STXS | Stereotaxis, Inc. | 10,500 | $19,320 | |
| No positions match the current search. | ||||
3 positions ·
$2,080,577 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities