Institutional Investor · CIK 0002055235
L.K. BENSON & COMPANY, P.C.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
112
Total Value
$320.15M
Total Shares
4.27M
Latest Filing
Jul 24, 2026
CIK
0002055235
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price Group,…(TR1.DU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,203,485 | $136.82M | 0.5617% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 166,775 | $14.26M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 517,076 | $12.36M | 0.1954% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 29,559 | $10.94M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 110,982 | $8.15M | 0.0020% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 262,265 | $7.26M | 0.0109% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 293,466 | $7.24M | 0.0538% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,810 | $5.36M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 21,656 | $5.33M | 0.0052% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 54,817 | $4.49M | 0.0213% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 5,947 | $4.45M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 12,599 | $4.33M | 0.0060% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 77,970 | $4.21M | 0.0225% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 81,043 | $4.10M | 0.0082% | SH | — | View | |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 29,926 | $3.73M | 0.0129% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 16,085 | $3.51M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 88,842 | $3.21M | 0.0123% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 39,994 | $2.85M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 31,824 | $2.84M | 0.0169% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 85,214 | $2.51M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 46,656 | $2.46M | 0.0106% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 23,021 | $2.28M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 13,632 | $2.14M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 36,625 | $2.03M | 0.4026% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 25,196 | $1.98M | 0.5137% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 20,500 | $1.98M | 0.0070% | SH | — | View | |
Dimensional - US Large…(DFLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 48,292 | $1.91M | 0.0306% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 15,887 | $1.69M | 0.0148% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 39,242 | $1.62M | 0.0820% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 15,374 | $1.58M | 0.0085% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 13,420 | $1.52M | 0.0002% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 5,161 | $1.49M | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 5,161 | $1.49M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 20,280 | $1.42M | 0.0100% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 45,297 | $1.31M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 16,667 | $1.30M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 35,049 | $1.27M | 0.0101% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,164 | $1.26M | 0.0007% | SH | — | View | |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,599 | $1.25M | 0.0013% | SH | — | View |
M&T Bank Corporation(MTB) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-24 | 5,177 | $1.23M | 0.0036% | SH | — | View |
Schwab US TIPS ETF(SCHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 44,662 | $1.18M | 0.0071% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 23,233 | $1.17M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 13,993 | $1.15M | 0.0046% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 11,348 | $1.09M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 23,286 | $1.08M | 0.6225% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,329 | $992.46K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 22,812 | $987.20K | 0.5652% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 23,418 | $971.38K | 0.1184% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 9,602 | $966.63K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 28,262 | $962.83K | 0.4942% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 15,603 | $931.35K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 18,416 | $891.88K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 26,818 | $834.05K | 0.0033% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 2,214 | $825.87K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 7,663 | $824.68K | 0.0018% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 15,787 | $757.22K | 0.0217% | SH | — | View | |
Avantis U.S. Equity ETF(AVUS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,754 | $736.99K | 0.0053% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-24 | 2,620 | $736.77K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 14,188 | $716.50K | 0.0622% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 14,329 | $714.86K | 0.0395% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 28,697 | $692.74K | 0.0053% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 8,600 | $679.66K | 0.0013% | SH | — | View | |
Vanguard Core Bond ETF(VCRB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 7,916 | $611.44K | 0.0153% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 22,164 | $603.75K | 0.0365% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 5,104 | $599.47K | 0.0032% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 1,592 | $562.51K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 13,591 | $560.60K | 0.0034% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 13,921 | $559.81K | 0.0055% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 4,785 | $527.91K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 5,183 | $525.04K | 0.0249% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 5,687 | $524.49K | 0.0062% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,178 | $515.51K | 0.0004% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,360 | $501.00K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,054 | $500.37K | 0.0007% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 956 | $478.37K | 0.0000% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 1,892 | $476.10K | 0.0001% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 3,292 | $450.08K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,706 | $448.51K | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,406 | $435.55K | 0.0002% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 1,325 | $433.58K | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 1,325 | $433.58K | 0.0000% | SH | — | View |
Newmark Group, Inc.(NMRK) | Real Estate | Real Estate - Services | 2026-06-30 | 2026-07-24 | 28,254 | $426.92K | 0.0181% | SH | — | View |
| Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-24 | 71,995 | $423.33K | 0.0249% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 558 | $410.91K | 0.0573% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 558 | $410.91K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 2,592 | $409.60K | 0.0004% | SH | — | View | |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 10,438 | $404.89K | 0.0052% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 1,577 | $400.48K | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 1,577 | $400.48K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 2,281 | $333.96K | 0.0016% | SH | — | View | |
T. Rowe Price Small-Mid…(TMSL) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,435 | $326.02K | 0.0240% | SH | — | View |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,133 | $316.40K | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,883 | $312.45K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,130 | $312.37K | 0.0091% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 9,021 | $311.29K | 0.0454% | SH | — | View | |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-24 | 3,747 | $304.52K | 0.0001% | SH | — | View |
Alerian MLP ETF(AMLP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,818 | $301.66K | 0.0026% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 3,791 | $279.78K | 0.0118% | SH | — | View | |
T. Rowe Price Ultra…(TBUX) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 5,571 | $277.27K | 0.0212% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 2,542 | $264.06K | 0.0003% | SH | — | View |
Showing 1 to 100 of 112 results
1