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

Q4 2025 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$199,273
Net value change ($000)
+13,749 (7.4%)
New positions
10
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAOS 2,207 54.6%
HIDE 2,117 27.6%
SCHR 1,671 42.0%
VTI 777 9.8%
QVAL 616 59.4%
QMOM 607 63.0%
VXUS 535 4.5%
VEA 477 33.0%
IWR 461 NEW
JPM 427 NEW
Top Reduces (Value $000, Stocks/ETFs)
TROW -1,062 -3.3%
VOO -669 -12.1%
IVV -422 -9.3%
BGC -227 -100.0%
VXF -226 -5.2%
IJR -218 -100.0%
VBK -200 -100.0%
TAIL -171 -100.0%
VNQ -150 -11.8%
SCHP -144 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type