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LK Benson & Company PC - Q1 2026 13F Filings

L.

L.K. Benson & Company, P.C.

CIK: 0002055235
Address: Maryland Timonium 9690 Deereco Rd, Suite 430
$302.5 M
Portfolio Value
113
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. TROW T Rowe Price Group
+$98.48 M
2. SCHR Schwab Intermediate-Term Us Treasury Etf
+$1.59 M
3. VTI Vanguard Total Stock Market Etf
+$1.04 M
4. HIDE Alpha Architect High Inflation & Deflation Etf
+$965,430.12
5. BND Vanguard Total Bond Market Etf
+$729,262.36

Top Sells

Q1 2026
1. VUG Vanguard Growth Etf
−$218,798
2. VGSH Vanguard Short-Term Treasury Etf
−$216,763.96
3. LLY Eli Lilly And Company
−$204,190
4. VTEB Vanguard Tax-Exempt Bond Etf
−$112,302.56
5. VNQ Vanguard Real Estate Etf
−$96,503.86

Asset Allocation

Stocks/ETFs
+51.80%
$302.5 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

LK Benson & Company PC Q1 2026 Filing Summary

L.K. Benson & Company, P.C. filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 302.5 M reflecting a +51.80% change from the prior quarter, spanning 113 assets. The top 10 holdings comprised 65.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for LK Benson & Company PC’s Q1 2026 Filing

LK Benson & Company PC submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, LK Benson & Company PC reported a managed portfolio value of 302.5 M, consisting of 113 individual positions.

This page displays the raw filing documents. To see which stocks LK Benson & Company PC bought or sold during Q1 2026, please visit LK Benson & Company PC's Portfolio Analysis page.