L.k. Benson & Company, P.c.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002055235

Type: FundHoldings: 98Value: $144.4MLatest: 2025Q1

L.K. Benson & Company, P.C. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 98 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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PRICE T ROWE GROUP INC

TROW|74144T108

Shares:323.9K

Value:$29.8M

% of Portfolio:20.6% ($29.8M/$144.4M)

921909768

VXUS|921909768

Shares:134.9K

Value:$8.4M

% of Portfolio:5.8% ($8.4M/$144.4M)

922908769

VTI|922908769

Shares:22.3K

Value:$6.1M

% of Portfolio:4.2% ($6.1M/$144.4M)

808524805

SCHF|808524805

Shares:275.6K

Value:$5.5M

% of Portfolio:3.8% ($5.5M/$144.4M)

921937835

BND|921937835

Shares:70.3K

Value:$5.2M

% of Portfolio:3.6% ($5.2M/$144.4M)

02072L631

Shares:219.1K

Value:$5.0M

% of Portfolio:3.5% ($5.0M/$144.4M)

25434V401

Shares:54.5K

Value:$3.3M

% of Portfolio:2.3% ($3.3M/$144.4M)

922908744

VTV|922908744

Shares:18.5K

Value:$3.2M

% of Portfolio:2.2% ($3.2M/$144.4M)

25434V807

Shares:75.3K

Value:$3.0M

% of Portfolio:2.1% ($3.0M/$144.4M)

922908652

VXF|922908652

Shares:17.0K

Value:$2.9M

% of Portfolio:2.0% ($2.9M/$144.4M)

025072877

Shares:30.1K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$144.4M)

808524854

Shares:98.1K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$144.4M)

922908363

VOO|922908363

Shares:4.5K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$144.4M)

922908637

VV|922908637

Shares:8.9K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$144.4M)

922907746

VTEB|922907746

Shares:45.4K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$144.4M)

808524607

SCHA|808524607

Shares:88.9K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$144.4M)

025072703

AVDE|025072703

Shares:30.7K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$144.4M)

464287226

Shares:19.4K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$144.4M)

808524201

SCHX|808524201

Shares:84.7K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$144.4M)

02072L516

Shares:20.8K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$144.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRICE T ROWE GROUP INC(TROWcusip74144T108)	323.9K	QoQ -0.02% (-75) YoY-	All Managers (Combined)	$29.8M	20.6% ($29.8M/$144.4M)	QoQ -18.78% (-$6.9M) YoY-
(VXUScusip921909768)	134.9K	QoQ +10.11% (+12.4K) YoY-	All Managers (Combined)	$8.4M	5.8% ($8.4M/$144.4M)	QoQ +16.04% (+$1.2M) YoY-
(VTIcusip922908769)	22.3K	QoQ +16.50% (+3.2K) YoY-	All Managers (Combined)	$6.1M	4.2% ($6.1M/$144.4M)	QoQ +10.48% (+$581.7K) YoY-
(SCHFcusip808524805)	275.6K	QoQ -0.64% (-1.8K) YoY-	All Managers (Combined)	$5.5M	3.8% ($5.5M/$144.4M)	QoQ +6.23% (-$319.9K) YoY-
(BNDcusip921937835)	70.3K	QoQ +26.83% (+14.9K) YoY-	All Managers (Combined)	$5.2M	3.6% ($5.2M/$144.4M)	QoQ +29.56% (+$1.2M) YoY-
(cusip02072L631)✕	219.1K	QoQ +40.91% (+63.6K) YoY-	All Managers (Combined)	$5.0M	3.5% ($5.0M/$144.4M)	QoQ +44.29% (+$1.5M) YoY-
(cusip25434V401)✕	54.5K	QoQ -3.88% (-2.2K) YoY-	All Managers (Combined)	$3.3M	2.3% ($3.3M/$144.4M)	QoQ -8.81% (-$318.7K) YoY-
(VTVcusip922908744)	18.5K	QoQ -8.50% (-1.7K) YoY-	All Managers (Combined)	$3.2M	2.2% ($3.2M/$144.4M)	QoQ -6.64% (-$227.6K) YoY-
(cusip25434V807)✕	75.3K	QoQ +1.13% (+844) YoY-	All Managers (Combined)	$3.0M	2.1% ($3.0M/$144.4M)	QoQ +12.19% (+$322.3K) YoY-
(VXFcusip922908652)	17.0K	QoQ -1.43% (-248) YoY-	All Managers (Combined)	$2.9M	2.0% ($2.9M/$144.4M)	QoQ -10.64% (-$348.6K) YoY-
(cusip025072877)✕	30.1K	QoQ -1.29% (-395) YoY-	All Managers (Combined)	$2.6M	1.8% ($2.6M/$144.4M)	QoQ -10.86% (-$319.4K) YoY-
(cusip808524854)✕	98.1K	QoQ +61.75% (+37.5K) YoY-	All Managers (Combined)	$2.4M	1.7% ($2.4M/$144.4M)	QoQ +65.55% (+$966.0K) YoY-
(VOOcusip922908363)	4.5K	QoQ +0.29% (-13) YoY-	All Managers (Combined)	$2.3M	1.6% ($2.3M/$144.4M)	QoQ -4.35% (-$104.8K) YoY-
(VVcusip922908637)	8.9K	QoQ +3.63% (-314) YoY-	All Managers (Combined)	$2.3M	1.6% ($2.3M/$144.4M)	QoQ -1.21% (-$28.3K) YoY-
(VTEBcusip922907746)	45.4K	QoQ +12.31% (+5.0K) YoY-	All Managers (Combined)	$2.3M	1.6% ($2.3M/$144.4M)	QoQ +11.16% (+$226.1K) YoY-
(SCHAcusip808524607)	88.9K	QoQ +0.09% (-84) YoY-	All Managers (Combined)	$2.1M	1.4% ($2.1M/$144.4M)	QoQ -9.31% (-$214.0K) YoY-
(AVDEcusip025072703)	30.7K	QoQ -3.17% (-1.0K) YoY-	All Managers (Combined)	$2.0M	1.4% ($2.0M/$144.4M)	QoQ +4.55% (-$88.6K) YoY-
(cusip464287226)✕	19.4K	QoQ +0.34% (+66) YoY-	All Managers (Combined)	$1.9M	1.3% ($1.9M/$144.4M)	QoQ +2.43% (+$45.7K) YoY-
(SCHXcusip808524201)	84.7K	QoQ -0.33% (-288) YoY-	All Managers (Combined)	$1.9M	1.3% ($1.9M/$144.4M)	QoQ -5.06% (-$99.9K) YoY-
(cusip02072L516)✕	20.8K	QoQ +85.43% (+9.6K) YoY-	All Managers (Combined)	$1.8M	1.3% ($1.8M/$144.4M)	QoQ +86.31% (+$847.4K) YoY-