L.K. Benson & Company, P.C.
Net seller this quarter
$332M
28
-$22.3M
44.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TROW | $137M | 41.27% | 0.56% | -14.0% | Q4 2024 |
 FNDF | $2.46M | 0.74% | Not reported | +0.1% | Q4 2024 |
 WMT | $1.52M | 0.46% | 0.00% | Not reported | Q4 2024 |
 AAPL | $1.49M | 0.45% | 0.00% | +6.4% | Q4 2024 |
 BSVN | $1.3M | 0.39% | 0.18% | +1.8% | Q4 2024 |
 MTB | $1.23M | 0.37% | 0.00% | +0.2% | Q4 2024 |
 FRDM | $1.06M | 0.32% | Not reported | -16.3% | Q4 2024 |
 SPY | $992K | 0.30% | Not reported | +0.4% | Q4 2024 |
 MSFT | $826K | 0.25% | 0.00% | +9.5% | Q4 2024 |
 IBM | $737K | 0.22% | 0.00% | Not reported | Q4 2024 |
 SMMU | $716K | 0.22% | Not reported | +0.3% | Q4 2024 |
 GOOG | $563K | 0.17% | Not reported | +18.0% | Q4 2024 |
| GLD | $501K | 0.15% | 0.00% | -9.0% | Q4 2024 |
 BRK.B | $478K | 0.14% | Not reported | Not reported | Q4 2024 |
 ABBV | $476K | 0.14% | 0.00% | Not reported | Q4 2024 |
 XOM | $450K | 0.14% | 0.00% | Not reported | Q4 2024 |
 JPM | $434K | 0.13% | 0.00% | Not reported | Q4 2025 |
 NMRK | $427K | 0.13% | Not reported | Not reported | Q4 2024 |
 EOSE | $423K | 0.13% | 0.02% | 0.0% | Q3 2025 |
 QQQ | $411K | 0.12% | Not reported | Not reported | Q4 2025 |
 VYM | $410K | 0.12% | Not reported | -15.2% | Q4 2024 |
 JNJ | $400K | 0.12% | 0.00% | Not reported | Q4 2024 |
 KO | $305K | 0.09% | 0.00% | Not reported | Q4 2024 |
| TGRW | $262K | 0.08% | Not reported | Not reported | Q4 2025 |
 BA | $235K | 0.07% | 0.00% | Not reported | Q2 2025 |
 LLY | $228K | 0.07% | 0.00% | Not reported | Q4 2025 |
 NVDA | $216K | 0.07% | 0.00% | New | Q2 2026 |
 HYT | $134K | 0.04% | Not reported | +1.5% | Q1 2025 |
| Q1 2026 | |||||
| TROW | $126M | 41.68% | 0.64% | +356.7% | Q4 2024 |
| FNDF | $2.28M | 0.75% | Not reported | -3.1% | Q4 2024 |
| WMT | $1.67M | 0.55% | 0.00% | Not reported | Q4 2024 |
| BSVN | $1.28M | 0.42% | 0.17% | +0.5% | Q4 2024 |
| AAPL | $1.23M | 0.41% | 0.00% | -0.3% | Q4 2024 |
| MTB | $1.07M | 0.35% | 0.00% | +0.2% | Q4 2024 |
| FRDM | $953K | 0.31% | Not reported | -0.8% | Q4 2024 |
| SPY | $861K | 0.28% | Not reported | Not reported | Q4 2024 |
| MSFT | $748K | 0.25% | 0.00% | Not reported | Q4 2024 |
| SMMU | $714K | 0.24% | Not reported | +0.3% | Q4 2024 |
| GLD | $643K | 0.21% | 0.00% | +30.7% | Q4 2024 |
| IBM | $635K | 0.21% | 0.00% | Not reported | Q4 2024 |
| XOM | $559K | 0.18% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $458K | 0.15% | Not reported | Not reported | Q4 2024 |
| VYM | $452K | 0.15% | Not reported | +0.1% | Q4 2024 |
| NMRK | $424K | 0.14% | Not reported | Not reported | Q4 2024 |
| ABBV | $411K | 0.14% | 0.00% | Not reported | Q4 2024 |
| JPM | $390K | 0.13% | 0.00% | Not reported | Q4 2025 |
| GOOG | $387K | 0.13% | Not reported | +0.8% | Q4 2024 |
| JNJ | $385K | 0.13% | 0.00% | Not reported | Q4 2024 |
| EOSE | $357K | 0.12% | 0.02% | Not reported | Q3 2025 |
| QQQ | $322K | 0.11% | Not reported | Not reported | Q4 2025 |
| KO | $285K | 0.09% | 0.00% | Not reported | Q4 2024 |
 ABT | $255K | 0.08% | 0.00% | Not reported | Q4 2024 |
 MRK | $224K | 0.07% | 0.00% | Not reported | Q4 2024 |
| TGRW | $222K | 0.07% | Not reported | Not reported | Q4 2025 |
| BA | $216K | 0.07% | 0.00% | Not reported | Q2 2025 |
| HYT | $131K | 0.04% | Not reported | +9.8% | Q1 2025 |
| Q4 2025 | |||||
| TROW | $31.4M | 15.74% | 0.14% | -3.0% | Q4 2024 |
| FNDF | $2.18M | 1.09% | Not reported | +0.4% | Q4 2024 |
| WMT | $1.5M | 0.75% | 0.00% | +9.8% | Q4 2024 |
| AAPL | $1.32M | 0.66% | 0.00% | +30.8% | Q4 2024 |
| BSVN | $1.28M | 0.64% | 0.17% | -4.7% | Q4 2024 |
| MTB | $1.04M | 0.52% | 0.00% | -10.9% | Q4 2024 |
| MSFT | $978K | 0.49% | 0.00% | +53.8% | Q4 2024 |
| SPY | $903K | 0.45% | Not reported | Not reported | Q4 2024 |
| FRDM | $901K | 0.45% | Not reported | +19.8% | Q4 2024 |
| EOSE | $825K | 0.41% | 0.02% | -7.6% | Q3 2025 |
| IBM | $776K | 0.39% | 0.00% | -9.7% | Q4 2024 |
| SMMU | $712K | 0.36% | Not reported | +0.3% | Q4 2024 |
| NMRK | $490K | 0.25% | Not reported | +2.0% | Q4 2024 |
| BRK.B | $481K | 0.24% | Not reported | -9.5% | Q4 2024 |
| GLD | $453K | 0.23% | 0.00% | +4.1% | Q4 2024 |
| VYM | $438K | 0.22% | Not reported | +2.4% | Q4 2024 |
| ABBV | $432K | 0.22% | 0.00% | +3.6% | Q4 2024 |
| JPM | $427K | 0.21% | 0.00% | New | Q4 2025 |
| GOOG | $420K | 0.21% | Not reported | Not reported | Q4 2024 |
| XOM | $396K | 0.20% | 0.00% | -24.5% | Q4 2024 |
| QQQ | $343K | 0.17% | Not reported | New | Q4 2025 |
| JNJ | $326K | 0.16% | 0.00% | +4.0% | Q4 2024 |
| ABT | $311K | 0.16% | 0.00% | -3.1% | Q4 2024 |
| KO | $262K | 0.13% | 0.00% | +1.9% | Q4 2024 |
| TGRW | $253K | 0.13% | Not reported | New | Q4 2025 |
| BA | $236K | 0.12% | 0.00% | Not reported | Q2 2025 |
| LLY | $204K | 0.10% | 0.00% | New | Q4 2025 |
| HYT | $125K | 0.06% | Not reported | Not reported | Q1 2025 |
| Q3 2025 | |||||
| TROW | $32.4M | 17.47% | 0.14% | -2.7% | Q4 2024 |
| FNDF | $2.06M | 1.11% | Not reported | -0.2% | Q4 2024 |
| BSVN | $1.35M | 0.73% | 0.18% | -1.0% | Q4 2024 |
| WMT | $1.26M | 0.68% | 0.00% | Not reported | Q4 2024 |
| MTB | $1.14M | 0.62% | 0.00% | +0.2% | Q4 2024 |
| AAPL | $947K | 0.51% | 0.00% | Not reported | Q4 2024 |
| EOSE | $887K | 0.48% | 0.03% | New | Q3 2025 |
| SPY | $882K | 0.48% | Not reported | Not reported | Q4 2024 |
| IBM | $818K | 0.44% | 0.00% | Not reported | Q4 2024 |
| SMMU | $711K | 0.38% | Not reported | +0.3% | Q4 2024 |
| MSFT | $681K | 0.37% | 0.00% | -17.4% | Q4 2024 |
| FRDM | $650K | 0.35% | Not reported | +3.3% | Q4 2024 |
| BRK.B | $531K | 0.29% | Not reported | -2.2% | Q4 2024 |
| NMRK | $517K | 0.28% | Not reported | Not reported | Q4 2024 |
| XOM | $491K | 0.26% | 0.00% | Not reported | Q4 2024 |
| ABBV | $423K | 0.23% | 0.00% | -3.9% | Q4 2024 |
| VYM | $420K | 0.23% | Not reported | +3.9% | Q4 2024 |
| GLD | $390K | 0.21% | 0.00% | Not reported | Q4 2024 |
| ABT | $343K | 0.19% | 0.00% | Not reported | Q4 2024 |
| GOOG | $326K | 0.18% | Not reported | Not reported | Q4 2024 |
| JNJ | $281K | 0.15% | 0.00% | Not reported | Q4 2024 |
| KO | $244K | 0.13% | 0.00% | -6.1% | Q4 2024 |
| BA | $235K | 0.13% | 0.00% | Not reported | Q2 2025 |
 BGC | $227K | 0.12% | Not reported | -49.0% | Q4 2024 |
| HYT | $133K | 0.07% | Not reported | Not reported | Q1 2025 |