Institutional Fund
Benjamin Edwards Inc
Clayton, MOCIK 14516235 filings on record
Portfolio Value
$10.06B
Q1 2026
Holdings
1,350
Reported positions
New Buys
126
Opened this quarter
QoQ Change
+11.3%
from $9.03B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.4%
- Spdr Index Shs Fds1.8%
- Microsoft Corp1.5%
- Spdr Series Trust1.4%
- Spdr Series Trust1.3%
- Ishares Tr1.3%
- Other90.2%
Portfolio Holdings
1,350 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 957.2K | $242.95M | 2.4% | −6.8K | Reduced |
| 2 | Spdr Index Shs Fds | 3.88M | $176.90M | 1.8% | −149.0K | Reduced |
| 3 | Microsoft Corp | 405.6K | $150.17M | 1.5% | +11.8K | Added |
| 4 | Spdr Series Trust | 6.43M | $143.89M | 1.4% | +307.3K | Added |
| 5 | Spdr Series Trust | 1.38M | $134.72M | 1.3% | +33.3K | Added |
| 6 | Ishares Tr | 1.31M | $134.26M | 1.3% | +164.9K | Added |
| 7 | Ishares Tr | 787.3K | $122.13M | 1.2% | +75.2K | Added |
| 8 | Capital Group Intl Focus Eqt | 4.07M | $120.15M | 1.2% | +4.00M | Added |
| 9 | Spdr Series Trust | 1.98M | $112.12M | 1.1% | +457.3K | Added |
| 10 | Nvidia Corporation | 639.6K | $111.55M | 1.1% | +3.0K | Added |
1,340 more holdings on Premium
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