L.K. Benson & Company, P.C.
All 13F Filings
- Location
- Baltimore, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 302,497
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 113 | 302,497 | 13F-HR | L.K. Benson & Company, P.C. |
| Q4 2025 | 2/6/2026 | 112 | 199,273 | 13F-HR | L.K. Benson & Company, P.C. |
| Q3 2025 | 11/5/2025 | 106 | 185,524 | 13F-HR | L.K. Benson & Company, P.C. |
| Q2 2025 | 7/23/2025 | 99 | 162,820 | 13F-HR | L.K. Benson & Company, P.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 162.9 K | 53.9% | 16.91 K | 0 | 16.91 K |
| ETFs | 137.5 K | 45.4% | 86.86 K | 0 | 86.86 K |
| Debt | 2.113 K | 0.7% | 6 | 0 | 6 |
| Other | 0 | 0.0% | 0 | 559 | -559 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
302,497
Holdings
113
QoQ value change ($000)
103,224
(51.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.