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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 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 8,628.0 $3.7M 0.83% +903.0 +11.7% $430.29 -2.8%
22 JNJ JOHNSON & JOHNSON Healthcare 13,859.0 $3.4M 0.76% -350.0 -2.5% $244.44 -6.3%
23 TSLA TESLA INC Consumer Cyclical 7,951.0 $3.0M 0.67% +246.0 +3.2% $371.75 +10.3%
24 CSCO CISCO SYS INC Technology 33,988.0 $2.6M 0.59% -500.0 -1.4% $77.59 +53.2%
25 CAT CATERPILLAR INC Industrials 3,665.0 $2.6M 0.58% +700.0 +23.6% $708.46 +21.4%
26 TRV TRAVELERS COMPANIES INC Financial Services 8,868.0 $2.6M 0.58% +488.0 +5.8% $291.67 +4.9%
27 UPS UNITED PARCEL SVCS INC Industrials 24,597.0 $2.4M 0.54% +400.0 +1.6% $98.38 -2.9%
28 META META PLATFORMS INC Communication Services 4,196.0 $2.4M 0.54% +179.0 +4.5% $572.06 +6.8%
29 DIS DISNEY WALT CO Communication Services 23,935.0 $2.3M 0.52% $96.38 +7.9%
30 WMT WALMART INC Consumer Defensive 18,473.0 $2.3M 0.52% $124.28 +7.3%
31 GOOGL ALPHABET INC Communication Services 7,688.0 $2.2M 0.50% +1K +19.6% $287.57 +38.0%
32 APH AMPHENOL CORP Technology 17,416.0 $2.2M 0.49% $126.35 -5.7%
33 BERKSHIRE HATHAWAY INC DEL 4,357.0 $2.1M 0.47% -50.0 -1.1% $479.25
34 SYY SYSCO CORP Consumer Defensive 28,463.0 $2.0M 0.46% +4K +16.4% $71.33 +3.1%
35 PRU PRUDENTIAL FINL INC Financial Services 20,418.0 $2.0M 0.45% $97.69 +5.4%
36 IVV ISHARES TR 2,928.0 $1.9M 0.43% $653.21 +12.9%
37 PG PROCTER & GAMBLE CO Consumer Defensive 13,074.0 $1.9M 0.42% -200.0 -1.5% $144.44 -1.4%
38 PHG KONINKLIJKE PHILIPS N V Healthcare 65,956.0 $1.8M 0.41% $27.40 -4.9%
39 SLB SLB LIMITED Energy 31,348.0 $1.6M 0.36% $51.39 +11.2%
40 ORCL ORACLE CORP Technology 10,893.0 $1.6M 0.36% +900.0 +9.0% $147.10 +26.9%
Page 2 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%