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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 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 7,725.0 $3.1M 0.68% NEW $396.31 +4.0%
22 JNJ JOHNSON & JOHNSON Healthcare 14,209.0 $2.9M 0.66% NEW $206.95 +11.9%
23 DIS DISNEY WALT CO Communication Services 24,033.0 $2.7M 0.61% NEW $113.77 -10.5%
24 CSCO CISCO SYS INC Technology 34,488.0 $2.7M 0.59% NEW $77.03 +50.9%
25 META META PLATFORMS INC Communication Services 4,017.0 $2.7M 0.59% NEW $660.01 -9.0%
26 TRV TRAVELERS COMPANIES INC Financial Services 8,380.0 $2.4M 0.54% NEW $290.05 +4.6%
27 UPS UNITED PARCEL SERVICE INC Industrials 24,197.0 $2.4M 0.54% NEW $99.19 -2.8%
28 GEV GE VERNOVA INC Utilities 3,624.0 $2.4M 0.53% NEW $653.57 +56.3%
29 APH AMPHENOL CORP NEW Technology 17,416.0 $2.4M 0.53% NEW $135.14 -11.2%
30 PRU PRUDENTIAL FINL INC Financial Services 20,318.0 $2.3M 0.51% NEW $112.88 -11.0%
31 BERKSHIRE HATHAWAY INC DEL 4,407.0 $2.2M 0.49% NEW $502.70
32 WMT WALMART INC Consumer Defensive 18,473.0 $2.1M 0.46% NEW $111.41 +19.7%
33 GOOGL ALPHABET INC Communication Services 6,429.0 $2.0M 0.45% NEW $313.01 +25.6%
34 IVV ISHARES TR 2,920.0 $2.0M 0.45% NEW $684.94 +7.9%
35 ASML ASML HOLDING N V Technology 1,845.0 $2.0M 0.44% NEW $1069.86 +41.2%
36 ORCL ORACLE CORP Technology 9,993.0 $1.9M 0.43% NEW $194.90 -7.5%
37 PG PROCTER AND GAMBLE CO Consumer Defensive 13,274.0 $1.9M 0.42% NEW $143.31 -1.5%
38 SYY SYSCO CORP Consumer Defensive 24,463.0 $1.8M 0.40% NEW $73.69 +0.9%
39 PHG KONINKLIJKE PHILIPS N V Healthcare 65,956.0 $1.8M 0.40% NEW $27.08 -2.7%
40 GE GE AEROSPACE Industrials 5,562.0 $1.7M 0.38% NEW $308.03 -6.5%
Page 2 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%