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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 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 1,661.0 $572K 0.13% NEW $344.13 -10.7%
82 APD AIR PRODS & CHEMS INC Basic Materials 2,183.0 $539K 0.12% NEW $247.02 +16.2%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 3,352.0 $538K 0.12% NEW $160.40 +16.8%
84 MA MASTERCARD INCORPORATED Financial Services 878.0 $501K 0.11% NEW $570.88 -13.5%
85 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,063.0 $489K 0.11% NEW $53.94 +8.1%
86 CRM SALESFORCE INC Technology 1,807.0 $479K 0.11% NEW $264.91 -32.8%
87 MRK MERCK & CO INC Healthcare 4,536.0 $477K 0.11% NEW $105.26 +7.4%
88 AMGN AMGEN INC Healthcare 1,416.0 $463K 0.10% NEW $327.31 +1.1%
89 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,200.0 $459K 0.10% NEW $88.21 +16.6%
90 GS GOLDMAN SACHS GROUP INC Financial Services 519.0 $456K 0.10% NEW $878.60 +10.8%
91 WEX WEX INC Technology 3,041.0 $453K 0.10% NEW $148.98 -2.9%
92 TMO THERMO FISHER SCIENTIFIC INC Healthcare 775.0 $449K 0.10% NEW $579.45 -23.0%
93 NFLX NETFLIX INC Communication Services 4,770.0 $447K 0.10% NEW $93.76 -6.1%
94 CDW CDW CORP Technology 3,248.0 $442K 0.10% NEW $136.20 -22.0%
95 FITB FIFTH THIRD BANCORP Financial Services 9,400.0 $440K 0.10% NEW $46.81 +4.4%
96 F FORD MTR CO Consumer Cyclical 29,807.0 $391K 0.09% NEW $13.12 +1.0%
97 VOO VANGUARD INDEX FDS 600.0 $376K 0.08% NEW $627.13 +8.4%
98 WBI WATERBRIDGE INFRASTRUCTURE L Energy 18,430.0 $369K 0.08% NEW $20.01 +53.5%
99 FMDE FIDELITY COVINGTON TRUST 10,033.0 $365K 0.08% NEW $36.38 +5.9%
100 IEF ISHARES TR 3,793.0 $365K 0.08% NEW $96.16 -2.6%
Page 5 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%