StockDriftsStockDriftsTop 50 Benjamin Edwards INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.45% | 926.0K | $268.0M | -3.25%(-31.13K) | $211.75(+44.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.62% | 474.5K | $177.1M | +17.01%(+68.97K) | $424.66(+18.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.55% | 849.1K | $169.9M | +32.75%(+209.47K) | $135.08(+63.21%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.54% | 3.36M | $169.2M | -13.36%(-517.85K) | $39.44(+31.15%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.43% | 1.32M | $157.2M | -4.01%(-55.18K) | $94.05(+30.55%) | 2026-06-30 | |
| IUSG | ISHARES TR | 1.42% | 825.4K | $155.3M | +4.84%(+38.09K) | $136.84(+41.58%) | 2026-06-30 | |
| IUSV | ISHARES TR | 1.4% | 1.39M | $153.4M | +6.04%(+79.29K) | $94.60(+21.28%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 1.32% | 2.38M | $144.4M | +19.89%(+394.14K) | $53.14(+19.30%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.31% | 4.14M | $143.2M | +1.54%(+62.56K) | $29.50(+18.57%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.18% | 2.73M | $129.0M | +3.75%(+98.82K) | $41.37(+13.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.55% | +54.29% | +9.27% | +55.76% |
| Top 20 Holdings Unweighted | +14.38% | +49.63% | +8.49% | +50.33% |
Benjamin Edwards INC reports $10.97B in US-listed equity holdings across 1,416 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.5%), MSFT (1.6%) and NVDA (1.6%). The top 20 holdings account for 24.3% of reported assets. Its disclosed equity book has returned +54.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Benjamin Edwards INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1451623). View Benjamin Edwards INC’s 13F filings on SEC