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Benningfield Financial Advisors, LLC

13F filer · CIK 0002053653
Reported Jul 30, 2026
Net buyer this quarter
13F portfolio value$135MU.S. long equity reported on 13F
Positions31 new · 0 closed
Net flow last quarter+$203KBuys minus sells
Top 10 positions weight8.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 30, 20263 positions
PLTRPalantir Technologies Inc.$10.2M7.56%0.00%Not reportedQ4 2024
CATCaterpillar Inc$426K0.32%0.00%Not reportedQ3 2025
VPLInvesco Pennsylvania Value Municipal Income Trust$203K0.15%Not reportedNewQ2 2026
Q1 2026Reported May 6, 20262 positions
PLTRPalantir Technologies Inc.$12.8M10.09%0.00%-18.5%Q4 2024
CATCaterpillar Inc$283K0.22%0.00%Not reportedQ3 2025
Q4 2025Reported Jan 27, 20262 positions
PLTRPalantir Technologies Inc.$19.1M14.93%0.00%-8.5%Q4 2024
CATCaterpillar Inc$229K0.18%0.00%-20.0%Q3 2025
Q3 2025Reported Nov 7, 20252 positions
PLTRPalantir Technologies Inc.$21.4M16.89%0.00%-20.4%Q4 2024
CATCaterpillar Inc$239K0.19%0.00%NewQ3 2025
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