BENJAMIN EDWARDS INC
Top Portfolio Positions
813 positions ·
$5,456,937,038 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
957,162 | $242,918,143 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
405,561 | $150,126,514 | 2.75% | |
| NVDA |
Nvidia Corp
Technology
|
639,641 | $111,553,390 | 2.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
585,046 | $99,258,904 | 1.82% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
126,052 | $91,748,208 | 1.68% | |
| APH |
Amphenol Corp /De/
Technology
|
701,084 | $88,581,962 | 1.62% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
85,995 | $85,687,997 | 1.57% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
668,746 | $83,111,751 | 1.52% | |
| AVGO |
Broadcom Inc.
Technology
|
261,677 | $80,991,647 | 1.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
338,904 | $73,708,230 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,951,536 | 88,225 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,987,053 | 89,709 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,954,939 | 89,430 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,934,340 | 87,765 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,892,289 | 84,780 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,797,422 | 82,375 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,028,282 | 80,201 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $195,440 | 7,491 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $193,514 | 7,753 | Shares | Defined | 2024-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||