L.K. Benson & Company, P.C. reported 115 holdings worth US$332M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
L.K. Benson & Company, P.C. reported 115 holdings worth US$332M as of Jun 30, 2026. Largest: T. Rowe Price Group, Inc., Walmart Inc. and Apple Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 115
- Value as reported
- US$332M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| T. Rowe Price Group, Inc. | 1.2M | US$137M | 41.3% |
| Walmart Inc. | 13,420 | US$1.52M | 0.46% |
| Apple Inc | 5,161 | US$1.49M | 0.45% |
| M&t Bank Corporation | 5,177 | US$1.23M | 0.37% |
| Microsoft Corp. | 2,214 | US$826K | 0.25% |
| International Business Machines Corporation | 2,620 | US$737K | 0.22% |
| Alphabet Inc (google) Class C | 1,574 | US$563K | 0.17% |
| Berkshire Hathaway Inc. | 956 | US$478K | 0.14% |
| Abbvie Inc. | 1,892 | US$476K | 0.14% |
| Exxon Mobil Corporation | 3,292 | US$450K | 0.14% |
| Jp Morgan Chase & Co. | 1,325 | US$434K | 0.13% |
| Newmark Group, Inc. | 28,254 | US$427K | 0.13% |
| Eos Energy Enterprises, Inc. | 71,995 | US$423K | 0.13% |
| Johnson & Johnson | 1,577 | US$400K | 0.12% |
| Coca-cola Company (the) | 3,747 | US$305K | 0.09% |
| Boeing Company (the) | 1,087 | US$235K | 0.07% |
| Eli Lilly And Company | 190 | US$228K | 0.07% |
| Nvidia Corporation | 1,080 | US$216K | 0.07% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |