L.K. Benson & Company, P.C.
•CIK: 2055235•Filing: Q4 2025
**L.K. Benson & Company, P.C.** manages $199M across a diversified portfolio of 112 positions. The strategy exhibits significant allocations to U.S. equity exposure, highlighted by the top holding in TROW at $31.4M. Notable secondary positions include broad market ETFs such as VXUS ($12.3M) and VTI ($8.7M), alongside fixed income exposure via BND ($7.2M). This structure suggests a core focus on established, large-cap domestic and international equity mandates.
Total AUM
$199.3M
QoQ Performance
+7.4%
Positions
48
Top 10 Concentration
48.6%
Latest Filing
Q4 2025
Top Holdings Allocation
TROW
VXUS
TROW15.7%
VXUS6.2%
HIDE4.9%
VTI4.4%
BND3.6%
SCHF3.3%
CAOS3.1%
SCHR2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.0%
ETF5.0%
Technology1.8%
Consumer0.8%
Healthcare0.6%
Financial0.5%
Energy0.2%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑60 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024