StockDriftsStockDriftsTop 50 L K Benson & Company P C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | 37.19% | 1.20M | $125.2M | +0.00%(+0) | $99.48(+4.66%) | 2026-09-30 | |
| HIDE | EA SERIES TRUST | 5.06% | 698.1K | $17.0M | +35.01%(+181.04K) | $23.30(+5.34%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 4.47% | 177.2K | $15.1M | +6.27%(+10.46K) | $64.60(+27.78%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.67% | 33.0K | $12.4M | +11.69%(+3.46K) | $302.41(+23.48%) | 2026-09-30 | |
| CAOS | EA SERIES TRUST | 3.05% | 113.5K | $10.3M | +33.30%(+28.35K) | $89.35(+2.36%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.64% | 375.2K | $8.9M | +27.85%(+81.72K) | $24.76(-3.02%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.38% | 114.4K | $8.0M | +3.08%(+3.42K) | $73.41(-2.98%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.08% | 255.0K | $7.0M | -2.78%(-7.30K) | $19.53(+37.16%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 1.71% | 8.2K | $5.8M | +5.06%(+395) | $564.48(+23.88%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.64% | 7.2K | $5.5M | +21.07%(+1.25K) | $637.13(+19.94%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.93% |
L K Benson & Company P C reports $336.69M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are TROW (37.2%), HIDE (5.1%) and VXUS (4.5%). The top 20 holdings account for 75.95% of reported assets. Its disclosed equity book has returned +15.54% cumulatively over 7 quarters. Figures reflect the Q3 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 L K Benson & Company P C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055235). View L K Benson & Company P C’s 13F filings on SEC