L.K. Benson & Company, P.C.
All 13F Filings
- Location
- Baltimore, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 199,273
- 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 |
|---|---|---|---|---|---|
| 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 | 146 K | 73.3% | 14.5 K | 0 | 14.5 K |
| ETFs | 50.61 K | 25.4% | 0 | 691 | -691 |
| Debt | 2.107 K | 1.1% | 0 | 57 | -57 |
| Other | 559 | 0.3% | 1 | 0 | 1 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
199,273
Holdings
112
QoQ value change ($000)
13,749
(7.4%)
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.