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 | 41.27% | 1.20M | $136.8M | -13.96%(-195.27K) | $99.48(+14.90%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.3% | 166.8K | $14.3M | -0.12%(-197) | $63.31(+37.87%) | 2026-06-30 | |
| HIDE | EA SERIES TRUST | 3.73% | 517.1K | $12.4M | +9.70%(+45.72K) | $22.99(+6.16%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.3% | 29.6K | $10.9M | +1.32%(+385) | $294.26(+29.83%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.46% | 111.0K | $8.1M | +4.20%(+4.47K) | $73.47(-1.60%) | 2026-06-30 | |
| CAOS | EA SERIES TRUST | 2.32% | 85.1K | $7.7M | +10.55%(+8.13K) | $88.98(+1.63%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.19% | 262.3K | $7.3M | -3.17%(-8.59K) | $19.53(+44.72%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.18% | 293.5K | $7.2M | +1.57%(+4.54K) | $24.92(-2.10%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.62% | 7.8K | $5.4M | +0.45%(+35) | $557.94(+27.44%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 1.61% | 21.7K | $5.3M | +2.29%(+484) | $190.39(+29.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.91% |
L.K. Benson & Company, P.C. reports $331.52M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are TROW (41.3%), VXUS (4.3%) and HIDE (3.7%). The top 20 holdings account for 76.37% of reported assets. Its disclosed equity book has returned +21.59% cumulatively over 6 quarters. 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 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