L.K. Benson & Company, P.C.
CIK
2055235
Location
BALTIMORE, MD
Portfolio Value
Small
$331,524,115
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,920
/ 8,794
▼ 342
· as of Jun 2026
Top Industry
Asset Management
92.9%
3Y Alpha vs SPY
-6.3%
Period ended 3 months ago
Filed Jul 24, 2026 · 2mo
7 quarters · since Dec 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
41.3%
−2.8 pts
Top 5
71.7%
−2.9 pts
Top 10
88.8%
−1.1 pts
HHI
2,012
Moderately concentrated−234
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 55.5% | $184,122,546 |
| Financial Services | 42.0% | $139,102,348 |
| Technology | 1.0% | $3,272,119 |
| Consumer Defensive | 0.6% | $1,824,467 |
| Healthcare | 0.3% | $1,104,503 |
| Industrials | 0.2% | $658,632 |
| Communication Services | 0.2% | $562,501 |
| Energy | 0.1% | $450,082 |
| Real Estate | 0.1% | $426,917 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAAA | Amplius Aggressive Asset Allocation ETF | +44,533 | 756,765 | $28,906,027 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +13,164 | 169,307 | $17,934,825 | |
| BNDW | Vanguard Total World Bond ETF | +8,505 | 22,360 | $1,628,510 | |
| VB | Vanguard Morningstar Small-Cap ETF | +8,152 | 78,314 | $26,069,878 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | +7,747 | 97,105 | $5,326,290 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +4,797 | 130,287 | $9,648,047 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | +1,297 | 31,149 | $1,778,369 | |
| VEA | Vanguard FTSE Developed Markets ETF | +583 | 39,994 | $2,849,572 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +493 | 29,235 | $3,070,885 | |
| — | +484 | 21,656 | $5,331,923 | ||
| AAPL | Apple Inc. | +309 | 5,161 | $1,493,386 | |
| GOOGL | Alphabet Inc. | +243 | 1,592 | $562,501 | |
| HYT | Blackrock Corporate High Yield Fund, Inc. | +235 | 15,640 | $133,878 | |
| MSFT | Microsoft Corp | +192 | 2,214 | $825,866 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +56 | 24,705 | $1,494,950 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | +36 | 9,021 | $311,314 | |
| BNDX | Vanguard Total International Bond ETF | +27 | 18,416 | $891,886 | |
| VFMF | Vanguard U.S. Multifactor ETF | +24 | 5,183 | $525,089 | |
| 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
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TROW | Price T Rowe Group Inc | −195,266 | 1,203,485 | $136,824,209 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | −7,777 | 956,966 | $27,973,894 | |
| DCOR | Dimensional US Core Equity 1 ETF | −6,467 | 246,442 | $13,872,380 | |
| ACES | ALPS Clean Energy ETF | −3,048 | 5,818 | $301,663 | |
| — | −886 | 15,787 | $757,302 | ||
| ACSG | American Century Small Cap Growth Insights ETF | −877 | 165,906 | $13,581,363 | |
| VIGI | Vanguard International Dividend Appreciation ETF | −463 | 2,592 | $409,613 | |
| VXUS | Vanguard Total International Stock ETF | −197 | 166,775 | $14,257,594 | |
| VIG | Vanguard Dividend Appreciation ETF | −186 | 13,526 | $1,609,645 | |
| GLD | Spdr Gold Trust | −134 | 1,360 | $500,996 | |
| — | −111 | 2,281 | $333,961 | ||
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −57 | 7,083 | $541,070 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
4 positions
50 tracked positions ·
$331,524,115 total
· filing declares
115 positions · $331,523,092
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TROW |
Price T Rowe Group Inc
Financial Services
|
Reduced | 1,203,485 | $136,824,209 | 41.27% | |
| AAAA |
Amplius Aggressive Asset Allocation ETF
|
Added | 756,765 | $28,906,027 | 8.72% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Reduced | 956,966 | $27,973,894 | 8.44% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 78,314 | $26,069,878 | 7.86% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 169,307 | $17,934,825 | 5.41% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 166,775 | $14,257,594 | 4.30% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Reduced | 246,442 | $13,872,380 | 4.18% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Reduced | 165,906 | $13,581,363 | 4.10% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 130,287 | $9,648,047 | 2.91% | |
|
|
Added | 21,656 | $5,331,923 | 1.61% | ||
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Added | 97,105 | $5,326,290 | 1.61% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 29,235 | $3,070,885 | 0.93% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 39,994 | $2,849,572 | 0.86% | |
| VCHY |
Vanguard U.S. High-Yield Corporate Bond Index ETF
|
Added | 31,149 | $1,778,369 | 0.54% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 22,360 | $1,628,510 | 0.49% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 13,526 | $1,609,645 | 0.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 13,420 | $1,519,949 | 0.46% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 24,705 | $1,494,950 | 0.45% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,161 | $1,493,386 | 0.45% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 5,177 | $1,232,177 | 0.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,329 | $992,457 | 0.30% | |
|
|
NEW | 23,418 | $971,378 | 0.29% | ||
| BNDX |
Vanguard Total International Bond ETF
|
Added | 18,416 | $891,886 | 0.27% | |
| TACN |
T. Rowe Price Active Core International Equity ETF
|
Held | 18,494 | $865,179 | 0.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,214 | $825,866 | 0.25% | |
|
|
Reduced | 15,787 | $757,302 | 0.23% | ||
| IBM |
International Business Machines Corp
Technology
|
Held | 2,620 | $736,770 | 0.22% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Held | 7,000 | $695,800 | 0.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,592 | $562,501 | 0.17% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 7,083 | $541,070 | 0.16% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Added | 5,183 | $525,089 | 0.16% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,360 | $500,996 | 0.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 956 | $478,372 | 0.14% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,892 | $476,102 | 0.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 3,292 | $450,082 | 0.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,325 | $433,712 | 0.13% | |
| NMRK |
Newmark Group, Inc.
Real Estate
|
Held | 28,254 | $426,917 | 0.13% | |
| EOSE |
Eos Energy Enterprises, Inc.
Industrials
|
Added | 71,995 | $423,330 | 0.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 558 | $410,911 | 0.12% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Reduced | 2,592 | $409,613 | 0.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,577 | $400,510 | 0.12% | |
|
|
Reduced | 2,281 | $333,961 | 0.10% | ||
| ALLW |
SSGA Active Trust State Street Bridgewater All Weather ETF
|
Added | 9,021 | $311,314 | 0.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,747 | $304,518 | 0.09% | |
| ACES |
ALPS Clean Energy ETF
|
Reduced | 5,818 | $301,663 | 0.09% | |
| FCAL |
First Trust California Municipal High income ETF
|
Held | 3,791 | $279,775 | 0.08% | |
| BA |
Boeing Co
Industrials
|
Held | 1,087 | $235,302 | 0.07% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 190 | $227,891 | 0.07% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,080 | $216,097 | 0.07% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
Added | 15,640 | $133,878 | 0.04% |
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.