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

CIK

2055235

Location

BALTIMORE, MD

Portfolio Value

Small $148,743,432

Diversification

Highly concentrated

Filing Date

Global Rank

#5,071 / 8,517 ▼ 176

Top Industry

Asset Management 93.3%

3Y Alpha vs SPY

-6.5%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 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

+13.7%

SPY

+27.3%

Annualised alpha

-8.6%

Max drawdown

−21.9%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

92.0%

+13.7 pts

Top 5

95.5%

+4.0 pts

Top 10

97.5%

+2.7 pts

HHI

8,466

Highly concentrated+2,266

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	93.5%	$139,102,348	5
Technology	2.2%	$3,272,119	4
Unclassified	1.3%	$1,904,364	3
Consumer Defensive	1.2%	$1,824,467	2
Healthcare	0.7%	$1,104,503	3
Industrials	0.4%	$658,632	2
Energy	0.3%	$450,082	1
Real Estate	0.3%	$426,917	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+309	5,161	$1,493,386
HYT	Blackrock Corporate High Yield Fund, Inc.	+235	15,640	$133,878
MSFT	Microsoft Corp	+192	2,214	$825,866
MTB	M&T Bank Corp	+12	5,177	$1,232,177
SPY	Spdr S&P 500 ETF Trust	+5	1,329	$992,457
EOSE	Eos Energy Enterprises, Inc.	+5	71,995	$423,330
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
TROW	Price T Rowe Group Inc	−195,266	1,203,485	$136,824,209
GLD	Spdr Gold Trust	−134	1,360	$500,996
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	190	$227,891
NVDA	Nvidia Corp	1,080	$216,097
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	166,972	$12,875,210
VXF	Vanguard Extended Market ETF	21,172	$4,357,197
VEA	Vanguard FTSE Developed Markets ETF	39,411	$2,525,456
VB	Vanguard Morningstar Small-Cap ETF	4,162	$1,090,111
VCRM	Vanguard Core Tax-Exempt Bond ETF	13,407	$1,007,536
BNDX	Vanguard Total International Bond ETF	18,389	$883,591
VIG	Vanguard Dividend Appreciation ETF	2,177	$468,185
GOOGL	Alphabet Inc.	1,349	$386,974
ABT	Abbott Laboratories	2,484	$255,032
MRK	Merck & Co., Inc.	1,860	$223,739
BIV	Vanguard Intermediate-Term Bond ETF	2,610	$201,439
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $148,743,432 total · as of Jun 30, 2026

All sectors Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TROW	Price T Rowe Group Inc Financial Services	Reduced	1,203,485	-195,266	$136,824,209	+8.5%	91.99%
WMT	Walmart Inc. Consumer Defensive	Held	13,420	0	$1,519,949	−8.9%	1.02%
AAPL	Apple Inc. Technology	Added	5,161	+309	$1,493,386	+21.3%	1.00%
MTB	M&T Bank Corp Financial Services	Added	5,177	+12	$1,232,177	+15.4%	0.83%
SPY	Spdr S&P 500 ETF Trust	Added	1,329	+5	$992,457	+15.3%	0.67%
MSFT	Microsoft Corp Technology	Added	2,214	+192	$825,866	+10.3%	0.56%
IBM	International Business Machines Corp Technology	Held	2,620	0	$736,770	+16.0%	0.50%
GLD	Spdr Gold Trust	Reduced	1,360	-134	$500,996	−22.1%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	956	0	$478,372	+4.4%	0.32%
ABBV	AbbVie Inc. Healthcare	Held	1,892	0	$476,102	+15.7%	0.32%
XOM	ExxonMobil Holdings Corp Energy	Held	3,292	0	$450,082	−19.4%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,325	0	$433,712	+11.3%	0.29%
NMRK	Newmark Group, Inc. Real Estate	Held	28,254	0	$426,917	+0.8%	0.29%
EOSE	Eos Energy Enterprises, Inc. Industrials	Added	71,995	+5	$423,330	+18.6%	0.28%
QQQ	Invesco Qqq Trust, Series 1	Held	558	0	$410,911	+27.6%	0.28%
JNJ	Johnson & Johnson Healthcare	Held	1,577	0	$400,510	+3.9%	0.27%
KO	Coca Cola Co Consumer Defensive	Held	3,747	0	$304,518	+6.9%	0.20%
BA	Boeing Co Industrials	Held	1,087	0	$235,302	+8.8%	0.16%
LLY	ELI LILLY & Co Healthcare	NEW	190	NEW	$227,891	NEW	0.15%
NVDA	Nvidia Corp Technology	NEW	1,080	NEW	$216,097	NEW	0.15%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Added	15,640	+235	$133,878	+2.0%	0.09%

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.