L.K. Benson & Company, P.C.
CIK
2055235
Location
BALTIMORE, MD
Portfolio Value
Micro
$2,614,933
Diversification
Highly concentrated
Filing Date
Global Rank
#5,035
/ 8,586
▲ 2099
Top Industry
Asset Management
93.1%
3Y Alpha vs SPY
-10.7%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.9%
SPY
+25.8%
Annualised alpha
-10.7%
Max drawdown
−23.0%
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
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
91.8%
+19.2 pts
Top 5
95.3%
+11.5 pts
Top 10
97.5%
+5.7 pts
HHI
8,431
Highly concentrated+3,105
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 93.3% | $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 |
| Energy | 0.4% | $558,520 |
| 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. | ||||
3 positions ·
$2,614,933 total
· Technology only
· as of Mar 31, 2026
All sectors
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,852 | $1,231,389 | 47.09% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,022 | $748,483 | 28.62% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,620 | $635,061 | 24.29% |