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

Q3 2026 13F-HR Holdings

Location
Timonium, MD
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$336,687
Net value change ($000)
+5,164 (1.6%)
New positions
9
Sold out positions
7
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HIDE 4,688 37.9%
CAOS 2,583 33.6%
VEA 2,038 71.5%
SCHR 1,655 22.9%
VTI 1,419 13.0%
IVV 1,062 23.8%
SCHP 945 79.8%
VXUS 800 5.6%
VCRB 638 104.4%
IJR 570 NEW
Top Reduces (Value $000, Stocks/ETFs)
TROW -11,601 -8.5%
AOK -971 -100.0%
AOM -715 -100.0%
AVUV -590 -15.8%
MUB -570 -69.1%
XOM -450 -100.0%
DFSV -405 -100.0%
IWP -334 -100.0%
SCHA -320 -10.0%
RLY -311 -100.0%
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