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

Page 5 of 5

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02072L201

Shares:12.1K

Value:$308.7K

% of Portfolio:0.2% ($308.7K/$144.4M)

25434V302

Shares:11.4K

Value:$294.8K

% of Portfolio:0.2% ($294.8K/$144.4M)

46434V282

Shares:5.0K

Value:$286.6K

% of Portfolio:0.2% ($286.6K/$144.4M)

COCA COLA CO

KO|191216100

Shares:3.9K

Value:$280.3K

% of Portfolio:0.2% ($280.3K/$144.4M)

87283Q701

Shares:5.6K

Value:$276.5K

% of Portfolio:0.2% ($276.5K/$144.4M)

25434V104

Shares:7.2K

Value:$276.3K

% of Portfolio:0.2% ($276.3K/$144.4M)

02072L300

Shares:9.5K

Value:$268.7K

% of Portfolio:0.2% ($268.7K/$144.4M)

78467V103

Shares:9.1K

Value:$259.7K

% of Portfolio:0.2% ($259.7K/$144.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.5K

Value:$251.4K

% of Portfolio:0.2% ($251.4K/$144.4M)

33739P103

Shares:3.8K

Value:$242.9K

% of Portfolio:0.2% ($242.9K/$144.4M)

72201R866

Shares:4.6K

Value:$238.9K

% of Portfolio:0.2% ($238.9K/$144.4M)

922908736

VUG|922908736

Shares:627

Value:$232.5K

% of Portfolio:0.2% ($232.5K/$144.4M)

81369Y506

Shares:2.3K

Value:$219.0K

% of Portfolio:0.2% ($219.0K/$144.4M)

25434V815

Shares:7.6K

Value:$213.6K

% of Portfolio:0.1% ($213.6K/$144.4M)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$209.0K

% of Portfolio:0.1% ($209.0K/$144.4M)

464287465

EFA|464287465

Shares:2.5K

Value:$207.8K

% of Portfolio:0.1% ($207.8K/$144.4M)

25434V203

Shares:6.5K

Value:$202.7K

% of Portfolio:0.1% ($202.7K/$144.4M)

BLACKROCK CORPORATE HIGH YIELD FUND, INC.

HYT|09255P107

Shares:12.5K

Value:$119.7K

% of Portfolio:0.1% ($119.7K/$144.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip02072L201)✕	12.1K	QoQ NEW(+12.1K) YoY-	All Managers (Combined)	$308.7K	0.2% ($308.7K/$144.4M)	QoQ NEW(+$308.7K) YoY-
(cusip25434V302)✕	11.4K	QoQ +0.21% (+25) YoY-	All Managers (Combined)	$294.8K	0.2% ($294.8K/$144.4M)	QoQ +2.26% (+$6.5K) YoY-
(cusip46434V282)✕	5.0K	QoQ +0.10% (-5) YoY-	All Managers (Combined)	$286.6K	0.2% ($286.6K/$144.4M)	QoQ -3.97% (-$11.8K) YoY-
COCA COLA CO(KOcusip191216100)	3.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$280.3K	0.2% ($280.3K/$144.4M)	QoQ +15.03% (+$36.6K) YoY-
(cusip87283Q701)✕	5.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$276.5K	0.2% ($276.5K/$144.4M)	QoQ +0.13% (+$380) YoY-
(cusip25434V104)✕	7.2K	QoQ +0.09% (-7) YoY-	All Managers (Combined)	$276.3K	0.2% ($276.3K/$144.4M)	QoQ -4.95% (-$14.4K) YoY-
(cusip02072L300)✕	9.5K	QoQ NEW(+9.5K) YoY-	All Managers (Combined)	$268.7K	0.2% ($268.7K/$144.4M)	QoQ NEW(+$268.7K) YoY-
(cusip78467V103)✕	9.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$259.7K	0.2% ($259.7K/$144.4M)	QoQ +5.62% (+$13.8K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$251.4K	0.2% ($251.4K/$144.4M)	QoQ +14.67% (+$32.2K) YoY-
(cusip33739P103)✕	3.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$242.9K	0.2% ($242.9K/$144.4M)	QoQ -2.62% (-$6.6K) YoY-
(cusip72201R866)✕	4.6K	QoQ +0.80% (+37) YoY-	All Managers (Combined)	$238.9K	0.2% ($238.9K/$144.4M)	QoQ +0.45% (+$1.1K) YoY-
(VUGcusip922908736)	627	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$232.5K	0.2% ($232.5K/$144.4M)	QoQ -9.60% (-$24.7K) YoY-
(cusip81369Y506)✕	2.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$219.0K	0.2% ($219.0K/$144.4M)	QoQ +9.09% (+$18.3K) YoY-
(cusip25434V815)✕	7.6K	QoQ +11.09% (+758) YoY-	All Managers (Combined)	$213.6K	0.1% ($213.6K/$144.4M)	QoQ +1.60% (+$3.4K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ +13.38% (-158) YoY-	All Managers (Combined)	$209.0K	0.1% ($209.0K/$144.4M)	QoQ -6.97% (-$15.7K) YoY-
(EFAcusip464287465)	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$207.8K	0.1% ($207.8K/$144.4M)	QoQ NEW(+$207.8K) YoY-
(cusip25434V203)✕	6.5K	QoQ NEW(+6.5K) YoY-	All Managers (Combined)	$202.7K	0.1% ($202.7K/$144.4M)	QoQ NEW(+$202.7K) YoY-
BLACKROCK CORPORATE HIGH YIELD FUND, INC.(HYTcusip09255P107)	12.5K	QoQ NEW(+12.5K) YoY-	All Managers (Combined)	$119.7K	0.1% ($119.7K/$144.4M)	QoQ NEW(+$119.7K) YoY-