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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 1 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY TATE STR SPDR S&P 500 ETF T Financial Services 213,513.0 $138.9M 31.22% -1K -0.6% $650.34 +12.8%
2 AAPL APPLE INC Technology 153,712.0 $39.0M 8.77% +21K +16.1% $253.79 +17.8%
3 MSFT MICROSOFT CORP Technology 77,798.0 $28.8M 6.47% +3K +3.7% $370.17 +14.4%
4 QQQ INVESCO QQQ TR Financial Services 29,193.0 $16.8M 3.79% +2K +8.2% $577.18 +21.5%
5 V VISA INC Financial Services 46,450.0 $14.0M 3.16% $302.24 +10.1%
6 DIA TATE STR SPDR DOW JONES IND Financial Services 24,907.0 $11.5M 2.59% -1K -4.3% $463.19 +6.6%
7 GOOG LPHABET INC Communication Services 34,232.0 $9.8M 2.21% +2K +4.8% $286.86 +37.0%
8 PEP EPSICO INC Consumer Defensive 57,459.0 $8.9M 2.01% -2K -3.2% $155.29 -4.0%
9 TLT ISHARES TR 101,508.0 $8.8M 1.98% +48K +90.1% $86.69 -4.2%
10 JPM JPMORGAN CHASE & CO Financial Services 24,326.0 $7.2M 1.61% +1K +5.7% $294.16 +2.2%
11 XOM EXXON MOBIL CORP Energy 40,421.0 $6.9M 1.54% -1K -3.1% $169.66 -5.4%
12 NVDA NVIDIA CORPORATION Technology 38,199.0 $6.7M 1.50% +400.0 +1.1% $174.40 +27.5%
13 ALL ALLSTATE CORP Financial Services 30,746.0 $6.4M 1.43% $207.34 +8.3%
14 PNC PNC FINL SVCS GROUP INC Financial Services 28,909.0 $6.0M 1.35% -150.0 -0.5% $208.09 +2.7%
15 AMZN AMAZON COM INC Consumer Cyclical 28,657.0 $6.0M 1.34% +703.0 +2.5% $208.27 +24.5%
16 FDX FEDEX CORP Industrials 15,218.0 $5.4M 1.22% $356.18 +3.8%
17 GEV GE VERNOVA INC Utilities 5,665.0 $4.9M 1.11% +2K +56.3% $872.90 +16.0%
18 SLV ISHARES SILVER TR Financial Services 70,735.0 $4.8M 1.08% -550.0 -0.8% $68.14 -1.8%
19 CVX CHEVRON CORPORATION Energy 23,259.0 $4.8M 1.08% -149.0 -0.6% $206.90 -5.2%
20 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,794.0 $4.8M 1.07% $996.43 +5.3%
Page 1 of 8  ·  146 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%