Institutional Fund
L.K. Benson & Company, P.C.
Baltimore, MDCIK 20552355 filings on record
Portfolio Value
$302.50M
Q1 2026
Holdings
113
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+51.8%
from $199.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Price T Rowe Group Inc41.7%
- Vanguard Star Fds4.3%
- Ea Series Trust3.7%
- Vanguard Index Fds3.1%
- Vanguard Bd Index Fds2.6%
- Schwab Strategic Tr2.4%
- Other42.3%
Portfolio Holdings
113 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Price T Rowe Group Inc | 1.40M | $126.08M | 41.7% | +1.09M | Added |
| 2 | Vanguard Star Fds | 167.0K | $12.87M | 4.3% | +3.3K | Added |
| 3 | Ea Series Trust | 471.4K | $11.31M | 3.7% | +40.2K | Added |
| 4 | Vanguard Index Fds | 29.2K | $9.36M | 3.1% | +3.2K | Added |
| 5 | Vanguard Bd Index Fds | 106.5K | $7.84M | 2.6% | +9.9K | Added |
| 6 | Schwab Strategic Tr | 288.9K | $7.20M | 2.4% | +63.7K | Added |
| 7 | Ea Series Trust | 77.0K | $6.99M | 2.3% | +7.4K | Added |
| 8 | Schwab Strategic Tr | 270.9K | $6.70M | 2.2% | −1.9K | Reduced |
| 9 | Vanguard Index Fds | 7.8K | $4.65M | 1.5% | +55 | Added |
| 10 | Vanguard Index Fds | 21.2K | $4.36M | 1.4% | +1.4K | Added |
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