L.K. Benson & Company, P.C. - Portfolio overview

L.K. Benson & Company, P.C. has 118 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. TROW - PRICE T ROWE GROUP INC, 41.54%
2. VXUS - VANGUARD STAR FDS, 4.24%
3. HIDE - EA SERIES TRUST, 3.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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