Benningfield Financial Advisors, LLC
Benningfield Financial Advisors, LLC reported 19 holdings worth US$135M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Benningfield Financial Advisors, LLC reported 19 holdings worth US$135M as of Jun 30, 2026. Largest: Palantir Technologies Inc. and Caterpillar, Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$135M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Palantir Technologies Inc. | 87,440 | US$10.2M | 7.6% |
| Caterpillar, Inc. | 400 | US$426K | 0.32% |