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LK Benson & Company PC - Q2 2026 13F Filings

L.

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

CIK: 0002055235
Address: Maryland Timonium 9690 Deereco Rd, Suite 430
$331.52 M
Portfolio Value
115
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. HIDE Alpha Architect High Inflation & Deflation Etf
+$1.09 M
2. AOK Ishares Core 30/70 Conservative Allocation Etf
+$971,378
3. CAOS Alpha Architect Tail Risk Etf
+$734,265.49
4. VCSH Vanguard Short-Term Corporate Bond Etf
+$679,659
5. IEI Ishares 3-7 Year Treasury Bond Etf
+$599,465

Top Sells

Q2 2026
1. TROW T Rowe Price Group
−$22.2 M
2. DFAU Dimensional Us Core Equity Market Etf
−$314,913
3. SDY Spdr S&P Dividend Etf
−$287,210
4. ABT Abbott Laboratories
−$255,034
5. SCHF Schwab International Equity Etf
−$237,972.09

Asset Allocation

Stocks/ETFs
+9.60%
$331.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

LK Benson & Company PC Q2 2026 Filing Summary

L.K. Benson & Company, P.C. filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 331.52 M reflecting a +9.60% change from the prior quarter, spanning 115 assets. The top 10 holdings comprised 65.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 5 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 Q2 2026 Filing

LK Benson & Company PC submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, LK Benson & Company PC reported a managed portfolio value of 331.52 M, consisting of 115 individual positions.

This page displays the raw filing documents. To see which stocks LK Benson & Company PC bought or sold during Q2 2026, please visit LK Benson & Company PC's Portfolio Analysis page.