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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 $10,967,881,354
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 926,035 $267,993,697 2.44%
2.
Microsoft Corp
 MSFT 474,527 $177,062,031 1.61%
3.
Nvidia Corp
 NVDA 849,108 $169,896,330 1.55%
4.
Spdr Index Shs Fds - ST STR PO EX ETF
 3,357,208 $169,169,369 1.54%
5.
Spdr Series Trust
 KRE 1,320,719 $157,155,467 1.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.