L.K. Benson & Company, P.C.
CIK
2055235
Location
BALTIMORE, MD
Portfolio Value
Small
$136,796,633
Diversification
Highly concentrated
Filing Date
Global Rank
#5,025
/ 8,603
▲ 2111
· as of Mar 2026
Top Industry
Asset Management
93.5%
3Y Alpha vs SPY
-3.1%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+20.4%
SPY
+24.4%
Annualised alpha
-2.7%
Max drawdown
−23.1%
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
20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
92.2%
+18.9 pts
Top 5
95.7%
+11.1 pts
Top 10
97.8%
+5.1 pts
HHI
8,500
Highly concentrated+3,076
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 93.7% | $128,130,250 |
| Technology | 1.9% | $2,614,933 |
| Consumer Defensive | 1.4% | $1,952,796 |
| Unclassified | 1.3% | $1,825,969 |
| Healthcare | 0.9% | $1,275,743 |
| Industrials | 0.4% | $573,415 |
| Real Estate | 0.3% | $423,527 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −15 | 4,852 | $1,231,389 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRK | Merck & Co., Inc. | 1,860 | $223,739 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LLY | ELI LILLY & Co | 190 | $204,189 | |
| No positions match the current search. | ||||
20 positions ·
$136,796,633 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 1,398,751 | $126,083,415 | 92.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 13,420 | $1,667,837 | 1.22% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,852 | $1,231,389 | 0.90% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 5,165 | $1,067,708 | 0.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,324 | $861,050 | 0.63% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,022 | $748,483 | 0.55% | |
| GLD |
Spdr Gold Trust
|
Added | 1,494 | $642,853 | 0.47% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,620 | $635,061 | 0.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 956 | $458,115 | 0.33% | |
| NMRK |
Newmark Group, Inc.
Real Estate
|
Held | 28,254 | $423,527 | 0.31% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,892 | $411,491 | 0.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,325 | $389,762 | 0.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,577 | $385,481 | 0.28% | |
| EOSE |
Eos Energy Enterprises, Inc.
Industrials
|
Held | 71,990 | $357,070 | 0.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 558 | $322,066 | 0.24% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,747 | $284,959 | 0.21% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,484 | $255,032 | 0.19% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,860 | $223,739 | 0.16% | |
| BA |
Boeing Co
Industrials
|
Held | 1,087 | $216,345 | 0.16% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
Added | 15,405 | $131,250 | 0.10% |