LB
L.K. Benson & Company, P.C. 13F Portfolio & Top Holdings (Q3 2026)
L.K. Benson & Company, P.C.CIK: 0002055235
Sector-focusedMomentum followerLong-term holder
Total reported value
$336.7M
Reporting period: 2026-09-30 · Number of holdings: 118
L.K. Benson & Company, P.C. disclosed 118 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $336.7M and a quarterly turnover rate of 13.2%.
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Personality snowflake
- Concentration
- 59.94
- Portfolio Stability
- 13.23
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 58.98
L.K. Benson & Company, P.C.'s disclosed holdings carry a Herfindahl concentration index of 0.150 — mathematically equivalent to about 7 equally-sized positions, well below its 118 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 4.10), 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 40% 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
0.0% -$11.6M
Add HIDE
+35.0% $4.7M
Add CAOS
+33.3% $2.6M
Add VEA
+73.1% $2.0M
Add SCHR
+27.8% $1.7M
Add VTI
+11.7% $1.4M
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 | 37.19% | -4.08% | — | |
| 2 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 5.06% | +1.33% | +35.01% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.47% | +0.17% | +6.27% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.67% | +0.37% | +11.69% | |
| 5 | CAOS | Alpha Architect Tail Risk | ETF-Other | 3.05% | +0.73% | +33.30% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.64% | +0.46% | +27.85% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.38% | -0.08% | +3.08% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.08% | -0.11% | -2.78% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.09% | +5.06% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.30% | +21.07% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.56% | -0.05% | +4.62% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.45% | +0.59% | +73.10% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.41% | +0.10% | +7.44% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.35% | — | -0.16% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.30% | +0.03% | +0.46% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.02% | +7.09% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.00% | -0.06% | -2.90% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 0.98% | +0.12% | +14.81% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.93% | -0.20% | -10.79% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.86% | -0.11% | -0.33% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | — | +0.14% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.72% | -0.02% | -3.56% | |
| 23 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.70% | +0.09% | +10.91% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.03% | +2.25% | |
| 25 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 0.65% | +0.05% | +20.90% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.65% | — | +2.00% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.63% | +0.27% | +89.70% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.58% | — | +0.38% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.56% | -0.04% | -2.46% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.51% | — | +2.66% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.05% | -2.56% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | +0.09% | +28.11% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.48% | — | -4.85% | |
| 34 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.46% | -0.03% | +0.82% | |
| 35 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 0.43% | +0.01% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.05% | — | |
| 37 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.40% | +0.08% | +32.72% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.39% | -0.04% | -3.01% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | — | — | |
| 40 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.37% | +0.19% | +114.30% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.37% | -0.01% | -3.30% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.36% | +0.01% | +4.91% | |
| 43 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.35% | +0.06% | +16.28% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.35% | -0.05% | -11.13% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.34% | +0.16% | +98.84% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.34% | -0.01% | +1.22% | |
| 47 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 0.33% | +0.03% | +20.15% | |
| 48 | MTB | M & T Bank CORP | Stock-Financials | 0.32% | -0.05% | -3.57% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | +0.07% | -5.06% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | -0.06% | -9.89% |
1–50 of 118
Portfolio Performance
Performance for Q4 2026
-2.6%
Performance Last 4 Quarters
+10.4%
- Stdev
- +10.2%
- Beta
- +0.66
- Alpha
- +0.6%
- Max Drawdown
- -4.4%
- Annualized Perf
- +12%
- Batting Avg vs S&P
- +40%
- Sortino
- +2.14
- Stutzer
- +0.34
- Treynor
- +0.18
- Sterling
- +0.83
- Calmar
- +2.72
- Information Ratio
- -0.74
- Tracking Error
- +7.2%
- Stdev Down
- +5.5%
- Winning Months %
- +65%
- Losing Months %
- +35%
- Best 12 Months
- +23.8%
- Worst 12 Months
- +10.4%
- Efficiency Ratio
- +0.43
- Sharpe
- +1.17
- Stdev Sectors
- +34.8%
- Skewness
- -0.17
- Kurtosis
- -0.26
- Upside Potential
- +3.67
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 2026-09-30: Sold out: Ishares Core 30/70 Conservat (AOK); Sold out: Ishares Core 40/60 Moderate (AOM); New buy: Ishares Core S&p Small-cap E (IJR); New buy: T. Rowe Price Growth ETF (TGRT); New buy: Vanguard Intermediate-term T (VGIT).
1–50 of 125
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 (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $336.7M, spread across 118 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) — $125.2M (37.2%)
2. Alpha Arc High Inf & Def ETF (HIDE) — $17.0M (5.1%)
3. Vanguard Total Intl Stock (VXUS) — $15.1M (4.5%)
4. Vanguard Total Stock Mkt ETF (VTI) — $12.4M (3.7%)
5. Alpha Architect Tail Risk (CAOS) — $10.3M (3.0%)
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 101 notable position adjustments: 10 new positions were initiated, 57 existing holdings were added to, 27 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Ishares Core 30/70 Conservat (AOK); Sold out: Ishares Core 40/60 Moderate (AOM); New buy: Ishares Core S&p Small-cap E (IJR); New buy: T. Rowe Price Growth ETF (TGRT); New buy: Vanguard Intermediate-term T (VGIT)
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: 94.3%
• Information Technology: 2.7%
• Consumer Staples: 1.3%
• Health Care: 1.2%
• Communication Services: 0.4%
• Industrials: 0.1%
Investment Profile
L.K. Benson & Company, P.C. returned an annualized 12.0% over the trailing 20 months — outperforming the S&P 500 by 0.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.66 (less volatile than the market) and a 40% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 94.3% of the portfolio concentrated in Financials.
Its concentration score has risen from 19 to 60 over the past 4 quarters — a shift toward higher-conviction positions.
It has added to its HIDE position over the past two quarters (+$5.7M, now $17.0M), while trimming WMT over the same stretch (-$273.2K, still holding $1.4M).
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