Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > L.k. Benson & Company, P.c. > Profile

Instuitional Investor - L.k. Benson & Company, P.c.

Fund Profile
Filing Period:
Fund Name: L.k. Benson & Company, P.c.
Portfolio Value $162,819,974
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Price T Rowe Group Inc
 TROW 324,512 $31,315,409 19.23%
2.
Vanguard Star Fds
 147,005 $10,156,597 6.24%
3.
Vanguard Index Fds
 24,638 $7,488,424 4.6%
4.
Ea Series Trust
 286,047 $6,519,052 4%
5.
Vanguard Bond Index Funds
 BND 86,793 $6,390,480 3.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)