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CIK: 0001451623
Total reported value
$11.0B
$11.0B
1304 檔
8.3%
As reported in its official Q4 2025 Form 13F filing, Benjamin Edwards Inc's tracked investment portfolio stood at $11.0B with 1304 total positions.
In Q4 2025, Benjamin Edwards Inc displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SPDW) accounted for 8.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BINV
市值: $31.3M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $9.9M
Showing top 200 holdings (of 1304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.02% | +0.28% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | +0.12% | +11.34% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.98% | -0.22% | +8.93% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | +0.09% | +81.41% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.52% | -0.45% | +5.88% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.32% | +0.21% | +5.18% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.44% | -1.05% | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.30% | +0.07% | +6.84% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.12% | +0.07% | +6.55% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 1.04% | +0.12% | -4.57% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | +0.21% | +0.67% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.33% | -2.29% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.94% | +0.09% | -12.02% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | +0.02% | -11.88% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.20% | +1.56% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.22% | -20.47% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.32% | +0.15% | |
| 18 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.80% | -0.39% | -1.87% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.79% | -0.04% | +8.53% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.26% | -3.51% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.08% | -1.62% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.06% | +2.90% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.01% | -21.61% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.15% | +1.72% | |
| 25 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.70% | -0.12% | -3.92% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.69% | +0.26% | -34.44% | |
| 27 | SNA | Snap-on Inc | Stock-Industrials | 0.67% | -0.21% | -4.13% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | -0.01% | -3.05% | |
| 29 | ATO | Atmos Energy CORP | Stock-Utilities | 0.65% | -0.08% | -1.61% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | +0.05% | -0.27% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.62% | -0.11% | -2.30% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.61% | -0.39% | +3.45% | |
| 33 | RSG | Republic Services Inc | Stock-Industrials | 0.60% | -0.13% | -2.24% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | +0.01% | +5.71% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.09% | -5.32% | |
| 36 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.58% | -0.03% | +9.09% | |
| 37 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.56% | -0.36% | +47.86% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.19% | -4.01% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.56% | +0.13% | -1.73% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.11% | +11.86% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | +0.06% | -4.33% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | -0.10% | -3.55% | |
| 43 | WSO | Watsco Inc | Stock-Industrials | 0.54% | -0.02% | -0.96% | |
| 44 | CTVA | Corteva Inc | Stock-Materials | 0.54% | -0.10% | +1.75% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.53% | -0.20% | +6.54% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.52% | -0.06% | -5.23% | |
| 47 | NDAQ | Nasdaq Inc | Stock-Financials | 0.51% | -0.10% | -2.07% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.02% | +4.11% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.18% | +2.50% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.49% | -0.08% | +1.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +81.41% | Add |
| 2 | CME | Cme Group Inc | +0.4% | +5713.20% | Add |
| 3 | VRSK | Verisk Analytics Inc | +0.3% | +981.59% | Add |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +8.93% | Add |
| 5 | HYBB | Ishares Bb Rated CORP Bond | +0.2% | +47.86% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.72% | Add |
| 7 | AAPL | Apple Inc | +0.1% | +0.28% | Add |
| 8 | IBTP | Ishares Ibonds Dec 2034 ETF | +0.1% | +1660.37% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +1.62% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.1% | +37.31% | Add |
| 11 | CGBL | Cap Group Core Balanced | +0.1% | +65.95% | Add |
| 12 | WM | Waste Management Inc | +0.1% | +118.99% | Add |
| 13 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +6.84% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.1% | +56.95% | Add |
| 15 | BAC | Bank Of America CORP | +0.1% | +117.98% | Add |
| 16 | CGGE | Cap Group Global Eq | +0.1% | +63.37% | Add |
| 17 | FV | First Trust Dw Focus 5 Fund | +0.1% | +663.44% | Add |
| 18 | SCHF | Schwab Intl Equity ETF | +0.1% | +6.55% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -4.33% | Trim |
| 20 | LLY | Eli Lilly & Co | +0.1% | +2.23% | Add |
| 21 | OMC | Omnicom Group | +0.1% | +379.49% | Add |
| 22 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +17.90% | Add |
| 23 | CGDV | Cap Group Dividend Value | +0.1% | +14.46% | Add |
| 24 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +5.18% | Add |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +5.88% | Add |
| 26 | MSFT | Microsoft CORP | 0% | +11.34% | Add |
| 27 | TMUS | T-mobile US Inc | -0.1% | +1.46% | Add |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -5.32% | Trim |
| 29 | MSI | Motorola Solutions Inc | -0.1% | -1.93% | Trim |
| 30 | EOG | Eog Resources Inc | -0.1% | -19.36% | Trim |
| 31 | FAST | Fastenal Co | -0.1% | -1.08% | Trim |
| 32 | WEC | Wec Energy Group Inc | -0.1% | -3.92% | Trim |
| 33 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -83.04% | Trim |
| 34 | WSO | Watsco Inc | -0.1% | -0.96% | Trim |
| 35 | VBIL | Vanguard 0-3m T-bill ETF | -0.1% | -46.94% | Trim |
| 36 | ADP | Automatic Data Processing | -0.1% | -3.05% | Trim |
| 37 | WMT | Walmart Inc | -0.2% | -20.47% | Trim |
| 38 | ABBV | Abbvie Inc | -0.2% | -11.88% | Trim |
| 39 | BDX | Becton Dickinson And Co | -0.2% | -66.49% | Trim |
| 40 | TSCO | Tractor Supply Company | -0.2% | -19.73% | Trim |
| 41 | POOL | Pool CORP | -0.3% | -95.02% | Trim |
| 42 | MDYV | Ss Spdr S&p 400 Mc Val ETF | -0.3% | -57.07% | Trim |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.3% | -43.69% | Trim |
| 44 | REGL | Prshrs S&p Mid 400 Dvd Arist | -0.3% | -45.41% | Trim |
| 45 | HD | Home Depot Inc | -0.4% | -21.61% | Trim |
| 46 | TLH | Ishares 10-20 Year Treasury | -0.4% | -34.44% | Trim |
| 47 | BINV | Brandes International ETF | — | NEW | New buy |
| 48 | FLCG | Fed Hermes Large Cap Growth | — | NEW | New buy |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 50 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Benjamin Edwards Inc reported a total U.S. public equity portfolio value of $11.0B across 1304 disclosed positions in Q4 2025.
During Q4 2025, Benjamin Edwards Inc's top holdings by market value included AAPL (2.9%)、MSFT (2.1%)、SPDW (2.0%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q4 2025, Benjamin Edwards Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 20 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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