L.K. Benson & Company, P.C.
CIK: 0002055235SEC EDGAR →
Portfolio Value
$199.3M
Holdings
112
As of
Q4 2025
New Positions
112
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PRICE T ROWE GROUP INC | 306,267 | $31.4M | 15.73% |
| 2 | VANGUARD STAR FDS | 163,700 | $12.3M | 6.20% |
| 3 | EA SERIES TRUST | 431,139 | $9.8M | 4.92% |
| 4 | VANGUARD INDEX FDS | 25,926 | $8.7M | 4.36% |
| 5 | VANGUARD BD INDEX FDS | 96,604 | $7.2M | 3.59% |
| 6 | SCHWAB STRATEGIC TR | 272,770 | $6.6M | 3.29% |
| 7 | EA SERIES TRUST | 69,615 | $6.2M | 3.14% |
| 8 | SCHWAB STRATEGIC TR | 225,195 | $5.6M | 2.83% |
| 9 | VANGUARD INDEX FDS | 7,720 | $4.8M | 2.43% |
| 10 | VANGUARD INDEX FDS | 19,734 | $4.1M | 2.07% |
Quarterly Changes
New Positions (112)
$31.4M · 306K shares
$12.3M · 164K shares
$9.8M · 431K shares
$8.7M · 26K shares
$7.2M · 97K shares
$6.6M · 273K shares
$6.2M · 70K shares
$5.6M · 225K shares
$4.8M · 8K shares
$4.1M · 20K shares
$4.1M · 6K shares
$4.1M · 55K shares
$3.9M · 78K shares
$3.8M · 77K shares
$3.4M · 11K shares
$3.1M · 16K shares
$3.1M · 30K shares
$2.6M · 31K shares
$2.5M · 89K shares
$2.3M · 85K shares
$2.3M · 23K shares
$2.2M · 48K shares
$1.9M · 31K shares
$1.8M · 13K shares
$1.7M · 34K shares
$1.6M · 15K shares
$1.6M · 48K shares
$1.6M · 39K shares
$1.6M · 20K shares
$1.6M · 24K shares
$1.5M · 13K shares
$1.5M · 16K shares
$1.3M · 5K shares
$1.3M · 23K shares
$1.3M · 16K shares
$1.3M · 48K shares
$1.2M · 20K shares
$1.2M · 45K shares
$1.2M · 8K shares
$1.1M · 35K shares
$1.1M · 13K shares
$1.1M · 24K shares
$1.1M · 4K shares
$1.0M · 5K shares
$1.0M · 13K shares
$977K · 2K shares
$967K · 20K shares
$902K · 1K shares
$901K · 18K shares
$886K · 18K shares
$877K · 28K shares
$872K · 23K shares
$838K · 16K shares
$835K · 11K shares
$825K · 72K shares
$823K · 16K shares
$817K · 8K shares
$776K · 3K shares
$773K · 9K shares
$727K · 30K shares
$725K · 7K shares
$724K · 27K shares
$711K · 14K shares
$669K · 11K shares
$657K · 6K shares
$651K · 7K shares
$585K · 8K shares
$559K · 20K shares
$544K · 14K shares
$531K · 6K shares
$522K · 5K shares
$492K · 10K shares
$489K · 28K shares
$480K · 956 shares
$478K · 2K shares
$460K · 5K shares
$452K · 1K shares
$442K · 13K shares
$438K · 3K shares
$438K · 13K shares
$432K · 2K shares
$426K · 1K shares
$419K · 1K shares
$416K · 9K shares
$414K · 4K shares
$396K · 3K shares
$395K · 1K shares
$385K · 3K shares
$345K · 5K shares
$342K · 558 shares
$326K · 7K shares
$326K · 2K shares
$319K · 7K shares
$311K · 2K shares
$282K · 9K shares
$280K · 7K shares
$277K · 6K shares
$273K · 2K shares
$269K · 4K shares
$266K · 7K shares
$261K · 4K shares
$257K · 3K shares
$252K · 5K shares
$249K · 5K shares
$244K · 3K shares
$236K · 1K shares
$219K · 3K shares
$218K · 448 shares
$208K · 3K shares
$204K · 190 shares
$201K · 3K shares
$124K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $187.0M | 93.9% |
| Unknown | 5 | $3.6M | 1.8% |
| Technology | 4 | $3.2M | 1.6% |
| Consumer Defensive | 2 | $1.8M | 0.9% |
| Healthcare | 4 | $1.3M | 0.6% |
| Industrials | 2 | $1.1M | 0.5% |
| Real Estate | 1 | $489K | 0.2% |
| Communication Services | 1 | $419K | 0.2% |
| Energy | 1 | $396K | 0.2% |