Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

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

SPDR SERIES TRUST

+81.4%

1.6% of portfolio

CME GROUP INC

+5713.2%

0.4% of portfolio

2023 ETF SERIES TRUST

NEW

0.3% of portfolio

VERISK ANALYTICS INC

+981.6%

0.3% of portfolio

MICROSOFT CORP

+11.3%

2.1% of portfolio

📉 Biggest Sells

ISHARES TR

-34.4%

0.7% of portfolio

PROSHARES TR

-45.4%

0.4% of portfolio

SPDR SERIES TRUST

-43.7%

0.4% of portfolio

SPDR SERIES TRUST

-57.1%

0.2% of portfolio

WALMART INC

-20.5%

0.8% of portfolio

Sector Breakdown

Other63.5%

Technology15.8%

Consumer5.6%

Healthcare4.3%

Financial3.1%

Energy1.5%

ETF1.3%

Industrial1.1%

🚪 Exited Positionssold since Q3 2025

JPMORGAN CHASE & CO.

SOLD

$44.3M

BECTON DICKINSON & CO

SOLD

$26.1M

POOL CORP

SOLD

$22.7M

FIRST TR EXCHANGE TRADED FD

SOLD

$14.0M

ISHARES TR

SOLD

$13.2M

+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 2023

📌 Top Holdings

SPDR INDEX SHS FDS

SPDR SERIES TRUST

SPDR SERIES TRUST

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