§ 13F · FUND PROFILE
L.K. Benson & Company, P.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $186M (13F)Positions · 106Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$952K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | 1.40M | $126M | 41.7% | +357% |
| 2 | VXUS | VANGUARD STAR FDS | 167K | $13M | 4.3% | +2% |
| 3 | HIDE | EA SERIES TRUST | 471K | $11M | 3.7% | +9% |
| 4 | VTI | VANGUARD INDEX FDS | 29K | $9M | 3.1% | +13% |
| 5 | BND | VANGUARD BD INDEX FDS | 107K | $8M | 2.6% | +10% |
| 6 | SCHR | SCHWAB STRATEGIC TR | 289K | $7M | 2.4% | +28% |
| 7 | CAOS | EA SERIES TRUST | 77K | $7M | 2.3% | +11% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 271K | $7M | 2.2% | −1% |
| 9 | VOO | VANGUARD INDEX FDS | 8K | $5M | 1.5% | +1% |
| 10 | VXF | VANGUARD INDEX FDS | 21K | $4M | 1.4% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE L.K. SIGNAL
AC read
L.K. Benson & Company, P.C. is a Other fund managing $186 million in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed