LB
L.K. Benson & Company, P.C. 13F Portfolio & Top Holdings (Q2 2026)
L.K. Benson & Company, P.C.CIK: 0002055235
Sector-focusedMomentum followerLong-term holder
Total reported value
$331.5M
Reporting period: 2026-06-30 · Number of holdings: 115
L.K. Benson & Company, P.C. disclosed 115 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $331.5M and a quarterly turnover rate of 10.6%.
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Personality snowflake
- Concentration
- 71.79
- Portfolio Stability
- 10.65
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 55.49
L.K. Benson & Company, P.C.'s disclosed holdings carry a Herfindahl concentration index of 0.179 — mathematically equivalent to about 6 equally-sized positions, well below its 115 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.45), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 44% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim TROW
-14.0% $10.7M
New buy AOK
Add VTI
+1.3% $1.6M
New buy VCSH
Trim SCHR
+1.6% $39.8K
New buy IEI
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TROW | T Rowe Price Group Inc | Stock-Financials | 41.27% | -0.41% | -13.96% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.30% | +0.04% | -0.12% | |
| 3 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 3.73% | -0.01% | +9.70% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.30% | +0.21% | +1.32% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 2.46% | -0.13% | +4.20% | |
| 6 | CAOS | Alpha Architect Tail Risk | ETF-Other | 2.32% | +0.01% | +10.55% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.19% | -0.03% | -3.17% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.18% | -0.20% | +1.57% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.08% | +0.45% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.61% | +0.17% | +2.29% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.35% | +0.07% | +0.14% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.03% | -2.20% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.31% | +0.15% | +7.04% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.27% | -0.08% | +1.11% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.24% | -0.01% | +6.70% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.13% | +0.03% | -0.38% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.06% | +0.03% | +0.96% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.97% | +0.12% | +0.11% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | +0.03% | +1.48% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 0.86% | -0.02% | +1.70% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | +0.04% | +0.14% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.74% | -0.01% | +0.07% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | -0.06% | +0.74% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.65% | +0.05% | +3.70% | |
| 25 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.61% | -0.05% | -3.61% | |
| 26 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 0.60% | -0.01% | -6.93% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | +0.05% | -0.85% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | +0.36% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.51% | -0.05% | +0.09% | |
| 30 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.49% | -0.04% | +1.32% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.48% | -0.03% | -0.86% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.09% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.04% | +6.37% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.43% | +0.01% | -0.04% | |
| 35 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 0.42% | +0.01% | — | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | +0.02% | +0.08% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | -0.03% | +1.80% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | — | +0.60% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | +0.02% | +0.05% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.01% | -3.15% | |
| 41 | MTB | M & T Bank CORP | Stock-Financials | 0.37% | +0.02% | +0.23% | |
| 42 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.37% | +0.04% | +19.80% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.36% | -0.06% | -6.28% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.35% | -0.01% | +5.70% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | +0.07% | +35.56% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.33% | -0.01% | -1.62% | |
| 47 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.33% | -0.04% | -5.49% | |
| 48 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.32% | — | -16.32% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.02% | +0.38% | |
| 50 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.30% | +0.02% | -3.35% |
1–50 of 115
Portfolio Performance
Performance for Q3 2026
+4.3%
Performance Last 4 Quarters
+16.7%
- Stdev
- +10%
- Beta
- +0.64
- Alpha
- +3.4%
- Max Drawdown
- -4.4%
- Annualized Perf
- +16.1%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3
- Stutzer
- +0.45
- Treynor
- +0.24
- Sterling
- +1.12
- Calmar
- +3.64
- Information Ratio
- -0.5
- Tracking Error
- +7.2%
- Stdev Down
- +5.2%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +23.8%
- Worst 12 Months
- +14.2%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.55
- Stdev Sectors
- +32.9%
- Skewness
- -0.31
- Kurtosis
- +0.02
- Upside Potential
- +4.39
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
L.K. Benson & Company, P.C.'s most significant position changes for 2026-06-30: New buy: Ishares Core 30/70 Conservat (AOK); New buy: Vanguard S/t CORP Bond ETF (VCSH); New buy: Ishares 3-7 Year Treasury Bo (IEI); Sold out: Dimensional US Core Equity M (DFAU); Sold out: Ss Spdr S&p Dividend ETF (SDY).
1–50 of 120
Filing History
FAQ
What is L.K. Benson & Company, P.C. and what type of investor is it?
L.K. Benson & Company, P.C. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $331.5M, spread across 115 disclosed positions.
What are L.K. Benson & Company, P.C.'s largest equity positions?
Based on the latest 13F filing, L.K. Benson & Company, P.C.'s top holdings by market value are:
1. T Rowe Price Group Inc (TROW) — $136.8M (41.3%)
2. Vanguard Total Intl Stock (VXUS) — $14.3M (4.3%)
3. Alpha Arc High Inf & Def ETF (HIDE) — $12.4M (3.7%)
4. Vanguard Total Stock Mkt ETF (VTI) — $10.9M (3.3%)
5. Vanguard Total Bond Market (BND) — $8.1M (2.5%)
What changes did L.K. Benson & Company, P.C. make in its most recent portfolio filing?
In the latest reported quarter, L.K. Benson & Company, P.C. made 99 notable position adjustments: 7 new positions were initiated, 55 existing holdings were added to, 32 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Ishares Core 30/70 Conservat (AOK); New buy: Vanguard S/t CORP Bond ETF (VCSH); New buy: Ishares 3-7 Year Treasury Bo (IEI); Sold out: Dimensional US Core Equity M (DFAU); Sold out: Ss Spdr S&p Dividend ETF (SDY)
What sectors does L.K. Benson & Company, P.C. focus on?
L.K. Benson & Company, P.C. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 94.9%
• Information Technology: 2.2%
• Consumer Staples: 1.3%
• Health Care: 0.8%
• Communication Services: 0.4%
• Energy: 0.3%
Investment Profile
L.K. Benson & Company, P.C. returned an annualized 16.1% over the trailing 18 months — outperforming the S&P 500 by 3.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.64 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 94.9% of the portfolio concentrated in Financials.
Its concentration score has risen from 22 to 72 over the past 4 quarters — a shift toward higher-conviction positions.
It has added to its TROW position over the past two quarters (+$105.5M, now $136.8M), while trimming VGSH over the same stretch (-$220.6K, still holding $448.5K).
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