Bensler

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "AXP",
  "SCHH",
  "ADX",
  "CAT",
  "AVGO",
  null,
  "CSQ",
  null,
  "USA",
  null,
  "PDI",
  null,
  null,
  null,
  "CION",
  "MCD",
  null,
  null,
  "FSCO",
  "ISRG",
  null,
  "EMR",
  "META",
  "IVW",
  "IJH",
  null,
  "IWS",
  null,
  "MRVL",
  "MSFT",
  "NDAQ",
  "GE",
  null,
  "ODFL",
  null,
  "ALK",
  "AER",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  null,
  "IWF",
  "PANW",
  null,
  "PGR",
  "IJK",
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  null,
  null,
  "NOW",
  "SHW",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "UBER",
  "VNQ",
  "VO",
  null,
  "EME",
  "VIG",
  null,
  "IWO",
  null,
  null,
  null,
  "BN.TO",
  "VYM",
  null,
  "VRTX",
  "ACGL",
  "F",
  "IWP",
  "IWR",
  "ES",
  "HFWA",
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  null,
  "VOO",
  "V",
  "VST",
  "WMT",
  null,
  "SCHD",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "CRM",
  "DIA",
  null,
  null,
  null,
  null,
  "MELI",
  "SPYV",
  "BAC",
  "BRK-B",
  "BA",
  "CARR",
  "LNG",
  "CMG",
  "CTAS",
  "KO",
  "COP",
  "CPRT",
  "COST",
  "IJT",
  null,
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "APO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 157
Total Value: 798752222
Accession Number: 0001667731-25-000447
Form Type: 13F-HR
CIK: bensler
Manager Name: Bensler

Data Enrichment

69% identified

109 identified48 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $798.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EXXON MOBIL CORP

XOM|30231G102

Shares:2.1K

Value:$252.1K

% of Portfolio:0.0% ($252.1K/$798.8M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:465

Value:$248.1K

% of Portfolio:0.0% ($248.1K/$798.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.4K

Value:$244.1K

% of Portfolio:0.0% ($244.1K/$798.8M)

EMCOR Group, Inc.

EME|29084Q100

Shares:655

Value:$242.2K

% of Portfolio:0.0% ($242.2K/$798.8M)

MCDONALDS CORP

MCD|580135101

Shares:775

Value:$242.1K

% of Portfolio:0.0% ($242.1K/$798.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.5K

Value:$227.5K

% of Portfolio:0.0% ($227.5K/$798.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.2K

Value:$226.5K

% of Portfolio:0.0% ($226.5K/$798.8M)

464288661

Shares:1.9K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$798.8M)

464287739

IYR|464287739

Shares:2.3K

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$798.8M)

ORACLE CORP

ORCL|68389X105

Shares:1.5K

Value:$211.1K

% of Portfolio:0.0% ($211.1K/$798.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.1K

Value:$210.7K

% of Portfolio:0.0% ($210.7K/$798.8M)

81369Y209

Shares:1.4K

Value:$209.9K

% of Portfolio:0.0% ($209.9K/$798.8M)

FORD MOTOR CO

F|345370860

Shares:20.9K

Value:$209.7K

% of Portfolio:0.0% ($209.7K/$798.8M)

922908736

VUG|922908736

Shares:560

Value:$207.6K

% of Portfolio:0.0% ($207.6K/$798.8M)

33734X119

Shares:3.1K

Value:$202.9K

% of Portfolio:0.0% ($202.9K/$798.8M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:16.9K

Value:$196.0K

% of Portfolio:0.0% ($196.0K/$798.8M)

CION Investment Corp

CION|17259U204

Shares:10.3K

Value:$106.1K

% of Portfolio:0.0% ($106.1K/$798.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	2.1K	QoQ -12.03% (-290) YoY +18.70% (+334)	All Managers (Combined)	$252.1K	0.0% ($252.1K/$798.8M)	QoQ -2.75% (-$7.1K) YoY +21.45% (+$44.5K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	465	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$248.1K	0.0% ($248.1K/$798.8M)	QoQ -6.33% (-$16.8K) YoY -4.11% (-$10.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.4K	QoQ -0.96% (-14) YoY +1.34% (+19)	All Managers (Combined)	$244.1K	0.0% ($244.1K/$798.8M)	QoQ +0.70% (-$1.7K) YoY +6.45% (+$14.8K)
EMCOR Group, Inc.(EMEcusip29084Q100)	655	QoQ 0.00% (-0) YoY +0.15% (+1)	All Managers (Combined)	$242.2K	0.0% ($242.2K/$798.8M)	QoQ -18.52% (-$55.1K) YoY +5.81% (+$13.3K)
MCDONALDS CORP(MCDcusip580135101)	775	QoQ NEW(+775) YoY NEW(+775)	All Managers (Combined)	$242.1K	0.0% ($242.1K/$798.8M)	QoQ NEW(+$242.1K) YoY NEW(+$242.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.5K	QoQ -0.52% (-29) YoY NEW(+5.5K)	All Managers (Combined)	$227.5K	0.0% ($227.5K/$798.8M)	QoQ -5.56% (-$13.4K) YoY NEW(+$227.5K)
CONOCOPHILLIPS(COPcusip20825C104)	2.2K	QoQ -1.86% (-41) YoY +22.63% (+398)	All Managers (Combined)	$226.5K	0.0% ($226.5K/$798.8M)	QoQ +3.95% (-$8.6K) YoY +1.24% (+$2.8K)
(cusip464288661)✕	1.9K	QoQ +6.65% (+117) YoY NEW(+1.9K)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$798.8M)	QoQ +9.02% (+$18.3K) YoY NEW(+$221.3K)
(IYRcusip464287739)	2.3K	QoQ -2.20% (-52) YoY -1.32% (-31)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$798.8M)	QoQ +0.60% (-$1.3K) YoY +5.09% (-$10.7K)
ORACLE CORP(ORCLcusip68389X105)	1.5K	QoQ -0.72% (-11) YoY NEW(+1.5K)	All Managers (Combined)	$211.1K	0.0% ($211.1K/$798.8M)	QoQ -16.70% (-$42.3K) YoY NEW(+$211.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$210.7K	0.0% ($210.7K/$798.8M)	QoQ NEW(+$210.7K) YoY NEW(+$210.7K)
(cusip81369Y209)✕	1.4K	QoQ -25.07% (-481) YoY +0.77% (-11)	All Managers (Combined)	$209.9K	0.0% ($209.9K/$798.8M)	QoQ -20.46% (-$54.0K) YoY -0.35% (-$747)
FORD MOTOR CO(Fcusip345370860)	20.9K	QoQ -12.65% (-3.0K) YoY -25.97% (-7.3K)	All Managers (Combined)	$209.7K	0.0% ($209.7K/$798.8M)	QoQ -11.51% (-$27.3K) YoY -44.09% (-$165.4K)
(VUGcusip922908736)	560	QoQ -18.84% (-130) YoY NEW(+560)	All Managers (Combined)	$207.6K	0.0% ($207.6K/$798.8M)	QoQ -26.65% (-$75.4K) YoY NEW(+$207.6K)
(cusip33734X119)✕	3.1K	QoQ -3.30% (-106) YoY +6.29% (+184)	All Managers (Combined)	$202.9K	0.0% ($202.9K/$798.8M)	QoQ -1.36% (-$2.8K) YoY +1.39% (+$2.8K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	16.9K	QoQ -1.69% (-290) YoY -10.03% (-1.9K)	All Managers (Combined)	$196.0K	0.0% ($196.0K/$798.8M)	QoQ -25.75% (-$68.0K) YoY +43.32% (-$59.2K)
CION Investment Corp(CIONcusip17259U204)	10.3K	QoQ -8.57% (-961) YoY -16.12% (-2.0K)	All Managers (Combined)	$106.1K	0.0% ($106.1K/$798.8M)	QoQ -16.99% (-$21.7K) YoY -21.07% (-$28.3K)