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

Q2 2026 13F-HR Holdings

Location
Timonium, MD
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$331,523
Net value change ($000)
+29,026 (9.6%)
New positions
7
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 10,741 8.5%
VTI 1,578 16.9%
VXUS 1,383 10.7%
HIDE 1,045 9.2%
VXF 975 22.4%
AOK 971 NEW
VV 816 23.2%
VOO 720 15.5%
CAOS 703 10.1%
VCSH 680 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAU -315 -100.0%
SDY -287 -100.0%
ABT -255 -100.0%
GDX -235 -100.0%
MRK -224 -100.0%
AMLP -165 -35.3%
WMT -148 -8.9%
GLD -142 -22.1%
XLE -125 -28.6%
XOM -109 -19.5%
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