BENJAMIN EDWARDS INC
•CIK: 1451623•Filing: Q4 2025
BENJAMIN EDWARDS INC, managed by the seasoned Benjamin Edwards, maintains a $9.0B AUM with a focus on large-cap growth stocks, notably holding significant positions in AAPL and MSFT. Recently, the fund has made notable moves by adding VRSK and FV, which have surged by 862% and 676% respectively, while exiting positions in HTH and IPG.
Total AUM
$9.0B
+ $3.5M in options
QoQ Performance
+1.6%
Positions
904
+ 4 options
Top 10 Concentration
20.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL2.9%
MSFT2.1%
SPDW2.0%
SPYG1.6%
SPMB1.5%
IUSG1.3%
NVDA1.3%
IUSV1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.3%
Technology15.8%
Consumer5.6%
Healthcare4.3%
Financial2.8%
Energy1.7%
ETF1.3%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
+1083 more exited positions
Changes from Q3 2025
NEW2 new positions
↑118 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022