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Home > Institutional Investor > Benjamin Edwards Inc > Profile

Instuitional Investor - Benjamin Edwards Inc

Fund Profile
Filing Period:
Fund Name: Benjamin Edwards Inc
Portfolio Value $10,060,138,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 957,162 $242,948,862 2.41%
2.
Spdr Index Shs Fds
 3,875,058 $176,895,719 1.76%
3.
Microsoft Corp
 MSFT 405,561 $150,174,071 1.49%
4.
Spdr Series Trust
 6,426,504 $143,888,104 1.43%
5.
Spdr Series Trust
 1,375,898 $134,715,630 1.34%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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