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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 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SO SOUTHERN CO Utilities 8,483.0 $819K 0.18% $96.52 -2.9%
62 TXN TEXAS INSTRS INC Technology 4,200.0 $815K 0.18% -100.0 -2.3% $194.14 +54.8%
63 BK BANK NEW YORK MELLON CORP Financial Services 6,615.0 $785K 0.18% -100.0 -1.5% $118.63 +14.9%
64 LIN LINDE PLC Basic Materials 1,558.0 $772K 0.17% $495.76 +3.0%
65 WBI WATERBRIDGE INFRASTRUCTURE L Energy 28,630.0 $767K 0.17% +10K +55.3% $26.79 +14.7%
66 SHW HERWIN WILLIAMS CO Basic Materials 2,322.0 $744K 0.17% $320.55 -5.5%
67 BAC BANK AMERICA CORP Financial Services 15,085.0 $735K 0.17% -122.0 -0.8% $48.75 +4.0%
68 NOBL PROSHARES TR 6,725.0 $713K 0.16% -375.0 -5.3% $106.01 +0.4%
69 LLY ELI LILLY & CO Healthcare 775.0 $713K 0.16% $919.77 +7.4%
70 ABT ABBOTT LABORATORIES Healthcare 6,892.0 $708K 0.16% $102.66 -13.5%
71 PFE PFIZER INC Healthcare 23,724.0 $666K 0.15% -800.0 -3.3% $28.08 -9.8%
72 PH PARKER-HANNIFIN CORP Industrials 742.0 $664K 0.15% -6.0 -0.8% $895.24 -4.1%
73 T AT&T INC Communication Services 22,802.0 $661K 0.15% -307.0 -1.3% $28.99 -15.7%
74 VUG VANGUARD INDEX FDS 1,509.0 $659K 0.15% $436.77 -80.2%
75 CSX CSX CORP Industrials 15,860.0 $651K 0.15% -4K -22.1% $41.05 +12.5%
76 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,183.0 $634K 0.14% $290.49 +0.4%
77 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,063.0 $610K 0.14% +1K +11.0% $60.65 -3.9%
78 TROW RICE T ROWE GROUP INC Financial Services 6,719.0 $606K 0.14% -100.0 -1.5% $90.14 +13.6%
79 CVS CVS HEALTH CORP Healthcare 8,420.0 $605K 0.14% +100.0 +1.2% $71.82 +33.7%
80 RGEN REPLIGEN CORP Healthcare 5,000.0 $589K 0.13% $117.82 -11.6%
Page 4 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%