Benjamin Edwards Inc

13F filer · CIK 0001451623

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$11BU.S. long equity reported on 13F

Positions88181 new · 52 closed

Net flow last quarter+$65.7MBuys minus sells

Top 10 positions weight11.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026881 positions
AAPLApple Inc.	$268M	2.44%	0.01%	-3.3%	Q1 2019
MSFTMicrosoft Corp	$177M	1.61%	0.01%	+17.0%	Q1 2019
NVDANvidia Corp	$170M	1.55%	0.00%	+32.8%	Q1 2019
AVGOBroadcom Inc.	$125M	1.14%	0.01%	+26.6%	Q3 2021
APHAmphenol Corp	$110M	1.00%	0.05%	-11.1%	Q4 2022
GLDMWorld Gold Trust	$89.4M	0.82%	0.33%	+42.8%	Q1 2023
GOOGLAlphabet Inc.	$84.3M	0.77%	0.00%	+7.9%	Q1 2019
ABBVAbbVie Inc.	$82.4M	0.75%	0.02%	-3.4%	Q1 2019
CGCPCardiogenesis Corp	$76.6M	0.70%	Not reported	+6.2%	Q3 2024
AMZNAmazon Com Inc	$75.9M	0.69%	0.00%	+5.3%	Q1 2019
TXNTexas Instruments Inc	$75.8M	0.69%	0.03%	-12.1%	Q1 2019
XOMExxonMobil Holdings Corp	$73M	0.67%	0.01%	-8.7%	Q1 2019
COSTCostco Wholesale Corp	$70.8M	0.65%	0.02%	-12.1%	Q3 2019
HDHome Depot, Inc.	$70.5M	0.64%	0.02%	+0.3%	Q1 2019
WMTWalmart Inc.	$66.8M	0.61%	0.01%	-11.8%	Q1 2019
WECWec Energy Group, Inc.	$60.5M	0.55%	0.16%	-11.4%	Q1 2019
ATOAtmos Energy Corp	$58.8M	0.54%	0.20%	+0.5%	Q1 2020
MAMastercard Inc	$57.1M	0.52%	0.01%	-8.4%	Q1 2019
JPMJPMorgan Chase & Co	$56.6M	0.52%	0.01%	+9.3%	Q1 2019
CASYCaseys General Stores Inc	$56.5M	0.51%	0.19%	-43.7%	Q1 2019
WSOWatsco Inc	$53.5M	0.49%	Not reported	-9.5%	Q1 2019
CTVACorteva, Inc.	$52.6M	0.48%	0.09%	-11.5%	Q2 2019
GOOGAlphabet Inc.	$52.4M	0.48%	Not reported	+5.8%	Q1 2019
QCOMQualcomm Inc	$52M	0.47%	0.03%	-14.5%	Q1 2019
PGPROCTER & GAMBLE Co	$50.3M	0.46%	0.01%	-10.4%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$49.6M	0.45%	Not reported	-0.8%	Q2 2019
ADPAutomatic Data Processing Inc	$48.9M	0.45%	0.05%	-3.7%	Q1 2019
METAMeta Platforms, Inc.	$48.4M	0.44%	Not reported	+18.4%	Q1 2019
MCDMcdonalds Corp	$47.6M	0.43%	0.02%	-20.7%	Q1 2019
VZVerizon Communications Inc	$47.5M	0.43%	0.03%	-9.4%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$47.4M	0.43%	Not reported	+9.5%	Q4 2021
VVisa Inc.	$46.8M	0.43%	0.01%	+12.8%	Q3 2019
RSGRepublic Services, Inc.	$45.5M	0.41%	0.07%	-13.6%	Q1 2019
SNASnap-on Inc	$44.1M	0.40%	0.21%	-34.7%	Q1 2019
SYKStryker Corp	$43.7M	0.40%	0.04%	-11.6%	Q1 2019
TMUST-Mobile US, Inc.	$43.3M	0.39%	0.02%	+15.6%	Q3 2021
CATCaterpillar Inc	$42.4M	0.39%	0.01%	-3.0%	Q1 2020
LRCXLam Research Corp	$41.5M	0.38%	0.01%	-27.0%	Q3 2021
VOTVan Kampen Municipal Opportunity Trust II	$41.4M	0.38%	Not reported	+4.7%	Q2 2019
VRSKVerisk Analytics, Inc.	$41.3M	0.38%	0.18%	+20.1%	Q4 2021
JNJJohnson & Johnson	$40.8M	0.37%	0.01%	+21.8%	Q1 2019
TJXTJX Companies Inc	$39M	0.36%	0.02%	+75.3%	Q1 2019
NEENextera Energy Inc	$38.4M	0.35%	0.02%	+13.2%	Q1 2019
SHWSherwin Williams Co	$37.8M	0.34%	0.05%	-13.1%	Q1 2019
PMPhilip Morris International Inc.	$37.2M	0.34%	0.01%	+66.5%	Q1 2019
ITWIllinois Tool Works Inc	$36.9M	0.34%	0.05%	-11.0%	Q1 2019
AWKAmerican Water Works Company, Inc.	$35.3M	0.32%	0.14%	-13.3%	Q3 2021
LLYELI LILLY & Co	$34.9M	0.32%	0.00%	+11.5%	Q1 2020
GLDSPDR Gold Trust	$34.9M	0.32%	0.03%	+0.6%	Q1 2019
MDLZMondelez International, Inc.	$34.5M	0.31%	0.05%	+16.9%	Q1 2019

Q1 2026Reported May 12, 2026850 positions
AAPLApple Inc.	$243M	2.41%	0.01%	-0.7%	Q1 2019
MSFTMicrosoft Corp	$150M	1.49%	0.01%	+3.0%	Q1 2019
NVDANvidia Corp	$112M	1.11%	0.00%	+0.5%	Q1 2019
XOMExxonMobil Holdings Corp	$99.3M	0.99%	0.01%	-4.7%	Q1 2019
CASYCaseys General Stores Inc	$91.8M	0.91%	0.34%	-3.5%	Q1 2019
APHAmphenol Corp	$88.6M	0.88%	0.06%	+0.5%	Q4 2022
COSTCostco Wholesale Corp	$85.7M	0.85%	0.02%	-2.4%	Q3 2019
WMTWalmart Inc.	$83.1M	0.83%	0.01%	-0.4%	Q1 2019
AVGOBroadcom Inc.	$81M	0.81%	0.01%	+5.2%	Q3 2021
ABBVAbbVie Inc.	$73.7M	0.73%	0.02%	-0.5%	Q1 2019
GLDMWorld Gold Trust	$73.1M	0.73%	0.25%	-20.6%	Q1 2023
CGCPCardiogenesis Corp	$72.3M	0.72%	Not reported	+563.7%	Q3 2024
MCDMcdonalds Corp	$69M	0.69%	0.03%	-3.8%	Q1 2019
WECWec Energy Group, Inc.	$67.7M	0.67%	0.18%	-2.5%	Q1 2019
HDHome Depot, Inc.	$65.5M	0.65%	0.02%	+0.3%	Q1 2019
AMZNAmazon Com Inc	$63M	0.63%	0.00%	+1.3%	Q1 2019
GOOGLAlphabet Inc.	$62.8M	0.62%	0.00%	+5.4%	Q1 2019
ATOAtmos Energy Corp	$62.7M	0.62%	0.20%	-3.7%	Q1 2020
VZVerizon Communications Inc	$62.2M	0.62%	0.03%	-0.7%	Q1 2019
SNASnap-on Inc	$60.9M	0.61%	0.32%	-4.7%	Q1 2019
MAMastercard Inc	$60.6M	0.60%	0.01%	-1.3%	Q1 2019
CTVACorteva, Inc.	$58.7M	0.58%	0.10%	-2.8%	Q2 2019
TXNTexas Instruments Inc	$56.1M	0.56%	0.03%	-1.0%	Q1 2019
PGPROCTER & GAMBLE Co	$55.3M	0.55%	0.02%	+1.4%	Q1 2019
RSGRepublic Services, Inc.	$54.1M	0.54%	0.08%	-4.2%	Q1 2019
WSOWatsco Inc	$51.6M	0.51%	Not reported	-2.2%	Q1 2019
SYKStryker Corp	$51.6M	0.51%	0.04%	-2.2%	Q1 2019
CMECme Group Inc.	$48.5M	0.48%	0.05%	+28.4%	Q1 2019
TMUST-Mobile US, Inc.	$46.9M	0.47%	0.02%	+2.0%	Q3 2021
JPMJPMorgan Chase & Co	$46.6M	0.46%	0.01%	+5.2%	Q1 2019
ADPAutomatic Data Processing Inc	$46.1M	0.46%	0.06%	-1.4%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$43.6M	0.43%	Not reported	+1.5%	Q2 2019
ACNAccenture plc	$42.5M	0.42%	0.03%	+4.1%	Q1 2019
QCOMQualcomm Inc	$42.3M	0.42%	0.03%	-0.6%	Q1 2019
AWKAmerican Water Works Company, Inc.	$42.1M	0.42%	0.16%	-3.0%	Q3 2021
METAMeta Platforms, Inc.	$41.5M	0.41%	Not reported	+10.7%	Q1 2019
GLDSPDR Gold Trust	$40.6M	0.40%	0.02%	+4.4%	Q1 2019
SHWSherwin Williams Co	$40.5M	0.40%	0.05%	-3.8%	Q1 2019
GOOGAlphabet Inc.	$40.2M	0.40%	Not reported	+1.9%	Q1 2019
ITWIllinois Tool Works Inc	$39.9M	0.40%	0.05%	-19.9%	Q1 2019
EOGEog Resources Inc	$39.6M	0.39%	0.05%	-2.3%	Q4 2021
MSIMotorola Solutions, Inc.	$39.3M	0.39%	0.05%	-2.7%	Q4 2020
SPGIS&P Global Inc.	$39.1M	0.39%	0.03%	-3.2%	Q3 2019
TRIThomson Reuters Corp	$38.9M	0.39%	0.09%	+48.1%	Q1 2019
NDAQNasdaq, Inc.	$38.7M	0.38%	0.08%	-4.0%	Q1 2019
ECLEcolab Inc.	$38M	0.38%	0.05%	+407.9%	Q4 2021
ABTAbbott Laboratories	$36.8M	0.37%	0.02%	+0.9%	Q1 2019
VVisa Inc.	$36.6M	0.36%	0.01%	+3.5%	Q3 2019
FASTFastenal Co	$36.3M	0.36%	0.07%	-21.9%	Q4 2020
VRSKVerisk Analytics, Inc.	$36.3M	0.36%	0.15%	+36.6%	Q4 2021

Q4 2025Reported Feb 2, 2026839 positions
AAPLApple Inc.	$262M	2.90%	0.01%	+0.3%	Q1 2019
MSFTMicrosoft Corp	$191M	2.11%	0.01%	+11.3%	Q1 2019
NVDANvidia Corp	$119M	1.31%	0.00%	-1.1%	Q1 2019
APHAmphenol Corp	$94.3M	1.04%	0.06%	-4.6%	Q4 2022
AVGOBroadcom Inc.	$86.1M	0.95%	0.01%	-2.3%	Q3 2021
GLDMWorld Gold Trust	$84.8M	0.94%	0.35%	-12.0%	Q1 2023
ABBVAbbVie Inc.	$77.8M	0.86%	0.02%	-11.9%	Q1 2019
COSTCostco Wholesale Corp	$76M	0.84%	0.02%	+1.6%	Q3 2019
WMTWalmart Inc.	$74.8M	0.83%	0.01%	-20.5%	Q1 2019
XOMExxonMobil Holdings Corp	$73.9M	0.82%	0.01%	+0.2%	Q1 2019
CASYCaseys General Stores Inc	$72.2M	0.80%	0.35%	-1.9%	Q1 2019
MCDMcdonalds Corp	$70.6M	0.78%	0.03%	-3.5%	Q1 2019
MAMastercard Inc	$70.2M	0.78%	0.01%	-1.6%	Q1 2019
AMZNAmazon Com Inc	$68.9M	0.76%	0.00%	+2.9%	Q1 2019
HDHome Depot, Inc.	$68.3M	0.76%	0.02%	-21.6%	Q1 2019
GOOGLAlphabet Inc.	$64.9M	0.72%	0.00%	+1.7%	Q1 2019
WECWec Energy Group, Inc.	$63.2M	0.70%	0.18%	-3.9%	Q1 2019
SNASnap-on Inc	$60.6M	0.67%	0.34%	-4.1%	Q1 2019
ADPAutomatic Data Processing Inc	$59.2M	0.65%	0.06%	-3.1%	Q1 2019
ATOAtmos Energy Corp	$59M	0.65%	0.21%	-1.6%	Q1 2020
QCOMQualcomm Inc	$56.6M	0.63%	0.03%	-0.3%	Q1 2019
SYKStryker Corp	$56.4M	0.62%	0.04%	-2.3%	Q1 2019
ACNAccenture plc	$55.3M	0.61%	0.03%	+3.5%	Q1 2019
RSGRepublic Services, Inc.	$54.6M	0.60%	0.08%	-2.2%	Q1 2019
PGPROCTER & GAMBLE Co	$54.1M	0.60%	0.02%	-5.3%	Q1 2019
VZVerizon Communications Inc	$50.8M	0.56%	0.03%	-4.0%	Q1 2019
TXNTexas Instruments Inc	$50.6M	0.56%	0.03%	-1.7%	Q1 2019
MRKMerck & Co., Inc.	$49.7M	0.55%	0.02%	-4.3%	Q1 2019
SPGIS&P Global Inc.	$49.7M	0.55%	0.03%	-3.6%	Q3 2019
WSOWatsco Inc	$48.9M	0.54%	Not reported	-1.0%	Q1 2019
JPMJPMorgan Chase & Co	$48.5M	0.54%	0.01%	+7.2%	Q1 2019
CTVACorteva, Inc.	$48.4M	0.54%	0.11%	+1.8%	Q2 2019
INTUIntuit Inc.	$48.2M	0.53%	0.03%	+6.5%	Q4 2020
ITWIllinois Tool Works Inc	$47.1M	0.52%	0.07%	-5.2%	Q1 2019
NDAQNasdaq, Inc.	$46.1M	0.51%	0.08%	-2.1%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$45M	0.50%	Not reported	+4.1%	Q2 2019
ABTAbbott Laboratories	$44.5M	0.49%	0.02%	+2.5%	Q1 2019
TMUST-Mobile US, Inc.	$44.4M	0.49%	0.02%	+1.5%	Q3 2021
MKCMccormick & Co Inc	$44.2M	0.49%	Not reported	-5.7%	Q1 2019
METAMeta Platforms, Inc.	$43.2M	0.48%	Not reported	+5.8%	Q1 2019
GOOGAlphabet Inc.	$43.2M	0.48%	Not reported	+1.6%	Q1 2019
SHWSherwin Williams Co	$42.6M	0.47%	0.05%	-7.2%	Q1 2019
AJGArthur J. Gallagher & Co.	$42M	0.46%	0.06%	+25.1%	Q1 2019
AWKAmerican Water Works Company, Inc.	$41.6M	0.46%	0.16%	-5.5%	Q3 2021
TSCOTractor Supply Co	$41.2M	0.46%	0.16%	-19.7%	Q4 2019
VVisa Inc.	$41M	0.45%	0.01%	+9.9%	Q3 2019
FASTFastenal Co	$40.3M	0.45%	0.09%	-1.1%	Q4 2020
BRBroadridge Financial Solutions, Inc.	$39.1M	0.43%	0.15%	-1.2%	Q1 2019
TRIThomson Reuters Corp	$38.5M	0.43%	0.06%	+43.3%	Q1 2019
CTASCintas Corp	$36.8M	0.41%	0.05%	-6.0%	Q4 2023

Q3 2025Reported Oct 23, 2025835 positions
AAPLApple Inc.	$245M	2.77%	0.01%	+20.5%	Q1 2019
MSFTMicrosoft Corp	$183M	2.07%	0.00%	+10.0%	Q1 2019
NVDANvidia Corp	$120M	1.36%	0.00%	+49.6%	Q1 2019
HDHome Depot, Inc.	$103M	1.16%	0.03%	+5.8%	Q1 2019
APHAmphenol Corp	$90.5M	1.02%	0.06%	+2.0%	Q4 2022
ABBVAbbVie Inc.	$89.5M	1.01%	0.02%	+3.2%	Q1 2019
WMTWalmart Inc.	$87M	0.98%	0.01%	+9.5%	Q1 2019
GLDMWorld Gold Trust	$86.4M	0.98%	0.46%	+3.7%	Q1 2023
AVGOBroadcom Inc.	$84M	0.95%	0.01%	-0.2%	Q3 2021
COSTCostco Wholesale Corp	$80.3M	0.91%	0.02%	+20.5%	Q3 2019
CASYCaseys General Stores Inc	$75.3M	0.85%	0.36%	+2.4%	Q1 2019
MCDMcdonalds Corp	$72.7M	0.82%	0.03%	+2.8%	Q1 2019
WECWec Energy Group, Inc.	$71.5M	0.81%	0.19%	+0.9%	Q1 2019
MAMastercard Inc	$71.1M	0.80%	0.01%	+11.4%	Q1 2019
ADPAutomatic Data Processing Inc	$69.6M	0.79%	0.06%	+1.6%	Q1 2019
XOMExxonMobil Holdings Corp	$69.1M	0.78%	0.01%	+3.7%	Q1 2019
AMZNAmazon Com Inc	$63.7M	0.72%	0.00%	+38.1%	Q1 2019
SNASnap-on Inc	$63.6M	0.72%	0.35%	+1.0%	Q1 2019
PGPROCTER & GAMBLE Co	$61.2M	0.69%	0.02%	+2.8%	Q1 2019
ATOAtmos Energy Corp	$61.1M	0.69%	0.22%	+1.7%	Q1 2020
SYKStryker Corp	$60.7M	0.69%	0.04%	+1.3%	Q1 2019
RSGRepublic Services, Inc.	$60.5M	0.68%	0.08%	+2.4%	Q1 2019
WSOWatsco Inc	$59.3M	0.67%	Not reported	+14.1%	Q1 2019
TSCOTractor Supply Co	$58.3M	0.66%	0.19%	-1.2%	Q4 2019
VZVerizon Communications Inc	$57.1M	0.65%	0.03%	+2.3%	Q1 2019
QCOMQualcomm Inc	$55.2M	0.62%	0.03%	-0.3%	Q1 2019
TXNTexas Instruments Inc	$54.6M	0.62%	0.03%	+3.5%	Q1 2019
ITWIllinois Tool Works Inc	$52.6M	0.59%	0.07%	+3.3%	Q1 2019
TMUST-Mobile US, Inc.	$51.6M	0.58%	0.02%	+0.6%	Q3 2021
FASTFastenal Co	$49.8M	0.56%	0.09%	-16.0%	Q4 2020
GOOGLAlphabet Inc.	$49.6M	0.56%	0.00%	+45.5%	Q1 2019
ACNAccenture plc	$49.1M	0.55%	0.03%	-3.0%	Q1 2019
SHWSherwin Williams Co	$49M	0.55%	0.06%	+1.2%	Q1 2019
CTVACorteva, Inc.	$48M	0.54%	0.10%	+3.3%	Q2 2019
SPGIS&P Global Inc.	$47.9M	0.54%	0.03%	+1.8%	Q3 2019
AWKAmerican Water Works Company, Inc.	$47M	0.53%	0.17%	+1.0%	Q3 2021
INTUIntuit Inc.	$46.7M	0.53%	0.02%	+2.7%	Q4 2020
ABTAbbott Laboratories	$46.5M	0.53%	0.02%	+3.8%	Q1 2019
MKCMccormick & Co Inc	$46M	0.52%	Not reported	+15.6%	Q1 2019
METAMeta Platforms, Inc.	$45.5M	0.51%	Not reported	+19.0%	Q1 2019
JPMJPMorgan Chase & Co	$44.3M	0.50%	0.01%	+8.3%	Q1 2019
MSIMotorola Solutions, Inc.	$43.4M	0.49%	0.06%	+2.8%	Q4 2020
NDAQNasdaq, Inc.	$42.9M	0.48%	0.08%	+1.3%	Q1 2019
CTASCintas Corp	$42.7M	0.48%	0.05%	+3.3%	Q4 2023
BRBroadridge Financial Solutions, Inc.	$42.3M	0.48%	0.15%	+1.0%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$42.3M	0.48%	Not reported	+101.9%	Q2 2019
MRKMerck & Co., Inc.	$41.5M	0.47%	0.02%	+4.2%	Q1 2019
AJGArthur J. Gallagher & Co.	$40.2M	0.45%	0.05%	+3.4%	Q1 2019
EOGEog Resources Inc	$39M	0.44%	0.06%	+1.0%	Q4 2021
VVisa Inc.	$36.3M	0.41%	0.01%	+32.0%	Q3 2019

Premium opens every quarter this fund has filed