§ 13F · FUND PROFILE
L.K. Benson & Company, P.C..
AUM · $332M (13F)Positions · 115Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | 1.20M | $137M | 41.3% | −14% |
| 2 | VXUS | VANGUARD STAR FDS | 167K | $14M | 4.3% | ±0% |
| 3 | HIDE | EA SERIES TRUST | 517K | $12M | 3.7% | +10% |
| 4 | VTI | VANGUARD INDEX FDS | 30K | $11M | 3.3% | +1% |
| 5 | BND | VANGUARD BD INDEX FDS | 111K | $8M | 2.5% | +4% |
| 6 | CAOS | EA SERIES TRUST | 85K | $8M | 2.3% | +11% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 262K | $7M | 2.2% | −3% |
| 8 | SCHR | SCHWAB STRATEGIC TR | 293K | $7M | 2.2% | +2% |
| 9 | VOO | VANGUARD INDEX FDS | 8K | $5M | 1.6% | ±0% |
| 10 | VXF | VANGUARD INDEX FDS | 22K | $5M | 1.6% | +2% |
§ 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 $332 million in assets. The fund runs a portfolio of 115 positions.
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