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Portfolio (Quarterly) Guide ↗

Benin Management CORP

· CIK 0001352871
13F Portfolio $445M AUM 146 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 39 Added 30 Reduced 5 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 4,121.0 $1.3M 0.29% +275.0 +7.2% $309.51 +35.0%
22 VTI VANGUARD INDEX FDS 3,968.0 $1.3M 0.29% +247.0 +6.6% $320.81 +13.5%
23 RTX RTX CORPORATION Industrials 5,364.0 $1.0M 0.23% +555.0 +11.5% $192.90 -9.5%
24 AXP AMERICAN EXPRESS CO Financial Services 2,863.0 $866K 0.20% +74.0 +2.6% $302.48 +2.4%
25 NEE NEXTERA ENERGY INC Utilities 9,308.0 $865K 0.19% +82.0 +0.9% $92.88 -3.0%
26 WBI WATERBRIDGE INFRASTRUCTURE L Energy 28,630.0 $767K 0.17% +10K +55.3% $26.79 +14.6%
27 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,063.0 $610K 0.14% +1K +11.0% $60.65 -3.5%
28 CVS CVS HEALTH CORP Healthcare 8,420.0 $605K 0.14% +100.0 +1.2% $71.82 +31.1%
29 PM HILIP MORRIS INTL INC Consumer Defensive 3,423.0 $566K 0.13% +71.0 +2.1% $165.34 +15.9%
30 IEF ISHARES TR 5,781.0 $552K 0.12% +2K +52.4% $95.44 -1.8%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 3,650.0 $534K 0.12% +200.0 +5.8% $146.28 -7.5%
32 NFLX NETFLIX INC. Communication Services 4,990.0 $480K 0.11% +220.0 +4.6% $96.15 -7.1%
33 INTC INTEL CORP Technology 9,286.0 $410K 0.09% +500.0 +5.7% $44.13 +151.1%
34 CRM SALESFORCE INC Technology 2,070.0 $386K 0.09% +263.0 +14.6% $186.67 -3.9%
35 DE DEERE & CO Industrials 520.0 $293K 0.07% +68.0 +15.0% $563.30 -0.9%
36 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,270.0 $279K 0.06% +60.0 +0.8% $38.42 +14.5%
37 COF CAPITAL ONE FINL CORP Financial Services 1,498.0 $273K 0.06% +113.0 +8.2% $182.43 -0.2%
38 EMR EMERSON ELEC CO Industrials 2,019.0 $265K 0.06% +24.0 +1.2% $131.02 -0.3%
39 ABBV ABBVIE INC Healthcare 1,212.0 $264K 0.06% +25.0 +2.1% $217.49 -2.4%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.0%
Technology 21.3%
Consumer Defensive 5.2%
Communication Services 4.4%
Industrials 3.9%
Energy 3.5%
Consumer Cyclical 3.3%
Healthcare 3.2%
Utilities 1.7%
Basic Materials 0.6%