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

Q1 2026 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$302,497
Net value change ($000)
+103,224 (51.8%)
New positions
3
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TROW 94,727 302.1%
SCHR 1,549 27.4%
HIDE 1,517 15.5%
CAOS 740 11.8%
BND 688 9.6%
VTI 668 7.7%
VEA 605 31.5%
VXUS 526 4.3%
AOM 491 NEW
QVAL 328 19.8%
Top Reduces (Value $000, Stocks/ETFs)
EOSE -468 -56.7%
MSFT -230 -23.5%
VGSH -219 -32.7%
VUG -219 -100.0%
LLY -204 -100.0%
VOO -196 -4.0%
DFUS -173 -4.3%
IVV -151 -3.7%
VTEB -144 -3.7%
IBM -141 -18.2%
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