Lk-Benson--Company-Pc

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  "TROW",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  null,
  null,
  null,
  null,
  "AVDE",
  null,
  null,
  "AVEM",
  null,
  "NMRK",
  null,
  null,
  null,
  null,
  "BGC",
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  null,
  null,
  "PG",
  null,
  "FNDX",
  null,
  "SCHX",
  "GLD",
  null,
  "IBM",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VWO",
  null,
  null,
  "VIG",
  "VYM",
  null,
  "IWP",
  null,
  "SCHB",
  null,
  null,
  null,
  "BBCA",
  "VUG",
  "VEA",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  null,
  null,
  "MTB",
  "SCHF",
  "SCHA",
  "MKL",
  null,
  "BRK-B",
  "KO",
  null,
  null,
  "EFA",
  "GOOG",
  "XOM",
  "JNJ",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 98
Total Value: 144408050
Accession Number: 0001085146-25-002346
Form Type: 13F-HR
CIK: lk-benson--company-pc
Manager Name: Lk-Benson--Company-Pc

Data Enrichment

55% identified

54 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $144.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:3.7K

Value:$826.3K

% of Portfolio:0.6% ($826.3K/$144.4M)

46429B655

Shares:16.1K

Value:$821.6K

% of Portfolio:0.6% ($821.6K/$144.4M)

M&T BANK CORP

MTB|55261F104

Shares:4.5K

Value:$799.6K

% of Portfolio:0.6% ($799.6K/$144.4M)

921943858

VEA|921943858

Shares:15.7K

Value:$798.2K

% of Portfolio:0.6% ($798.2K/$144.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.3K

Value:$740.6K

% of Portfolio:0.5% ($740.6K/$144.4M)

46435G268

Shares:11.6K

Value:$727.8K

% of Portfolio:0.5% ($727.8K/$144.4M)

922042858

VWO|922042858

Shares:16.1K

Value:$727.0K

% of Portfolio:0.5% ($727.0K/$144.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.9K

Value:$721.1K

% of Portfolio:0.5% ($721.1K/$144.4M)

72201R874

Shares:14.0K

Value:$699.9K

% of Portfolio:0.5% ($699.9K/$144.4M)

921908844

VIG|921908844

Shares:3.4K

Value:$657.9K

% of Portfolio:0.5% ($657.9K/$144.4M)

92206C102

VGSH|92206C102

Shares:11.1K

Value:$653.3K

% of Portfolio:0.5% ($653.3K/$144.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$651.3K

% of Portfolio:0.5% ($651.3K/$144.4M)

78468R739

Shares:13.6K

Value:$649.6K

% of Portfolio:0.4% ($649.6K/$144.4M)

46435G474

Shares:23.3K

Value:$625.4K

% of Portfolio:0.4% ($625.4K/$144.4M)

808524771

FNDX|808524771

Shares:26.4K

Value:$622.4K

% of Portfolio:0.4% ($622.4K/$144.4M)

02072L102

Shares:14.5K

Value:$618.1K

% of Portfolio:0.4% ($618.1K/$144.4M)

MICROSOFT CORP

MSFT|594918104

Shares:1.6K

Value:$597.6K

% of Portfolio:0.4% ($597.6K/$144.4M)

92203J407

BNDX|92203J407

Shares:12.2K

Value:$595.4K

% of Portfolio:0.4% ($595.4K/$144.4M)

02072L409

Shares:9.1K

Value:$540.2K

% of Portfolio:0.4% ($540.2K/$144.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.0K

Value:$515.1K

% of Portfolio:0.4% ($515.1K/$144.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	3.7K	QoQ +14.74% (+478) YoY-	All Managers (Combined)	$826.3K	0.6% ($826.3K/$144.4M)	QoQ +1.78% (+$14.5K) YoY-
(cusip46429B655)✕	16.1K	QoQ -3.32% (-553) YoY-	All Managers (Combined)	$821.6K	0.6% ($821.6K/$144.4M)	QoQ -2.99% (-$25.4K) YoY-
M&T BANK CORP(MTBcusip55261F104)	4.5K	QoQ +0.76% (-34) YoY-	All Managers (Combined)	$799.6K	0.6% ($799.6K/$144.4M)	QoQ -4.19% (-$35.0K) YoY-
(VEAcusip921943858)	15.7K	QoQ +133.05% (+9.0K) YoY-	All Managers (Combined)	$798.2K	0.6% ($798.2K/$144.4M)	QoQ +147.72% (+$476.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$740.6K	0.5% ($740.6K/$144.4M)	QoQ -4.55% (-$35.3K) YoY-
(cusip46435G268)✕	11.6K	QoQ +0.44% (-51) YoY-	All Managers (Combined)	$727.8K	0.5% ($727.8K/$144.4M)	QoQ -7.62% (-$60.1K) YoY-
(VWOcusip922042858)	16.1K	QoQ +2.37% (+372) YoY-	All Managers (Combined)	$727.0K	0.5% ($727.0K/$144.4M)	QoQ +5.20% (+$36.0K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$721.1K	0.5% ($721.1K/$144.4M)	QoQ +13.11% (+$83.6K) YoY-
(cusip72201R874)✕	14.0K	QoQ +0.27% (+38) YoY-	All Managers (Combined)	$699.9K	0.5% ($699.9K/$144.4M)	QoQ +0.63% (+$4.4K) YoY-
(VIGcusip921908844)	3.4K	QoQ +0.11% (-4) YoY-	All Managers (Combined)	$657.9K	0.5% ($657.9K/$144.4M)	QoQ -0.82% (-$5.5K) YoY-
(VGSHcusip92206C102)	11.1K	QoQ +0.46% (+51) YoY-	All Managers (Combined)	$653.3K	0.5% ($653.3K/$144.4M)	QoQ +1.34% (+$8.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ +2.00% (+24) YoY-	All Managers (Combined)	$651.3K	0.5% ($651.3K/$144.4M)	QoQ +19.84% (+$107.9K) YoY-
(cusip78468R739)✕	13.6K	QoQ +0.02% (+4) YoY-	All Managers (Combined)	$649.6K	0.4% ($649.6K/$144.4M)	QoQ +0.47% (+$3.0K) YoY-
(cusip46435G474)✕	23.3K	QoQ +0.64% (+150) YoY-	All Managers (Combined)	$625.4K	0.4% ($625.4K/$144.4M)	QoQ +0.94% (+$5.9K) YoY-
(FNDXcusip808524771)	26.4K	QoQ -0.03% (-10) YoY-	All Managers (Combined)	$622.4K	0.4% ($622.4K/$144.4M)	QoQ -0.33% (-$2.1K) YoY-
(cusip02072L102)✕	14.5K	QoQ +87.96% (+6.8K) YoY-	All Managers (Combined)	$618.1K	0.4% ($618.1K/$144.4M)	QoQ +79.56% (+$273.9K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.6K	QoQ +17.31% (+235) YoY-	All Managers (Combined)	$597.6K	0.4% ($597.6K/$144.4M)	QoQ +4.48% (+$25.6K) YoY-
(BNDXcusip92203J407)	12.2K	QoQ -1.97% (-246) YoY-	All Managers (Combined)	$595.4K	0.4% ($595.4K/$144.4M)	QoQ -2.43% (-$14.9K) YoY-
(cusip02072L409)✕	9.1K	QoQ +116.78% (+4.9K) YoY-	All Managers (Combined)	$540.2K	0.4% ($540.2K/$144.4M)	QoQ +100.80% (+$271.2K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	3.0K	QoQ +71.70% (+1.3K) YoY-	All Managers (Combined)	$515.1K	0.4% ($515.1K/$144.4M)	QoQ +74.53% (+$219.9K) YoY-