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Portfolio (Quarterly) Guide ↗

Benin Management CORP

· CIK 0001352871
13F Portfolio $448M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 1 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 214,835.0 $146.5M 32.70% NEW $681.92 +7.9%
2 MSFT MICROSOFT CORP Technology 75,024.0 $36.3M 8.10% NEW $483.62 -14.5%
3 AAPL APPLE INC Technology 132,419.0 $36.0M 8.04% NEW $271.86 +10.7%
4 QQQ INVESCO QQQ TR Financial Services 26,994.0 $16.6M 3.70% NEW $614.31 +15.0%
5 V VISA INC Financial Services 46,517.0 $16.3M 3.64% NEW $350.71 -6.2%
6 DIA SPDR DOW JONES INDL AVERAGE Financial Services 26,015.0 $12.5M 2.79% NEW $480.57 +2.5%
7 GOOG ALPHABET INC Communication Services 32,656.0 $10.2M 2.29% NEW $313.80 +24.2%
8 PEP PEPSICO INC Consumer Defensive 59,381.0 $8.5M 1.90% NEW $143.52 +4.3%
9 JPM JPMORGAN CHASE & CO. Financial Services 23,006.0 $7.4M 1.66% NEW $322.21 -8.8%
10 NVDA NVIDIA CORPORATION Technology 37,799.0 $7.0M 1.57% NEW $186.50 +19.2%
11 AMZN AMAZON COM INC Consumer Cyclical 27,954.0 $6.5M 1.44% NEW $230.82 +12.9%
12 ALL ALLSTATE CORP Financial Services 30,781.0 $6.4M 1.43% NEW $208.15 +6.6%
13 PNC PNC FINL SVCS GROUP INC Financial Services 29,059.0 $6.1M 1.35% NEW $208.73 +1.5%
14 XOM EXXON MOBIL CORP Energy 41,721.0 $5.0M 1.12% NEW $120.34 +35.7%
15 TLT ISHARES TR 53,408.0 $4.7M 1.04% NEW $87.16 -4.6%
16 SLV ISHARES SILVER TR Financial Services 71,285.0 $4.6M 1.02% NEW $64.42 +5.2%
17 FDX FEDEX CORP Industrials 15,246.0 $4.4M 0.98% NEW $288.86 +30.9%
18 COST COSTCO WHSL CORP NEW Consumer Defensive 4,794.0 $4.1M 0.92% NEW $862.34 +26.3%
19 CVX CHEVRON CORP NEW Energy 23,408.0 $3.6M 0.80% NEW $152.41 +29.5%
20 TSLA TESLA INC Consumer Cyclical 7,705.0 $3.5M 0.77% NEW $449.72 -9.0%
Page 1 of 7  ·  138 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 54.6%
Technology 22.2%
Consumer Defensive 4.8%
Communication Services 4.5%
Consumer Cyclical 3.4%
Industrials 3.4%
Healthcare 3.2%
Energy 2.4%
Utilities 1.0%
Basic Materials 0.6%