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Portfolio (Quarterly) Guide ↗

Bensler, LLC

· CIK 0001965941
13F Portfolio $1.1B AUM 198 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 198 New
Page 2 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 42,575.0 $16.1M 1.42% NEW $377.75 -4.0%
22 SPTM SPDR SERIES TRUST 175,956.0 $16.0M 1.41% NEW $90.79 +2.8%
23 AMZN AMAZON COM INC Consumer Cyclical 64,506.0 $15.4M 1.36% NEW $238.34 +11.5%
24 VST VISTRA CORP Utilities 96,258.0 $15.3M 1.35% NEW $158.63 -10.0%
25 ODFL OLD DOMINION FREIGHT LINE IN Industrials 65,488.0 $14.2M 1.25% NEW $216.60 -5.3%
26 GPIQ GOLDMAN SACHS ETF TR 237,081.0 $14.1M 1.24% NEW $59.31 -4.3%
27 SPAB SPDR SERIES TRUST 540,786.0 $13.8M 1.22% NEW $25.52 -1.3%
28 LMT LOCKHEED MARTIN CORP Industrials 24,797.0 $12.6M 1.12% NEW $509.46 +15.6%
29 AXP AMERICAN EXPRESS CO Financial Services 36,246.0 $12.3M 1.08% NEW $338.25 +0.5%
30 DECK DECKERS OUTDOOR CORP Consumer Cyclical 117,348.0 $11.7M 1.03% NEW $99.29 -7.8%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 11,760.0 $11.0M 0.97% NEW $935.50 +2.3%
32 RECS COLUMBIA ETF TR I 248,398.0 $10.8M 0.95% NEW $43.28 +4.6%
33 UBER UBER TECHNOLOGIES INC Technology 147,767.0 $10.7M 0.94% NEW $72.16 +8.1%
34 IUSB ISHARES TR 230,170.0 $10.6M 0.94% NEW $46.15 -1.1%
35 SPYV SPDR SERIES TRUST 172,288.0 $10.5M 0.93% NEW $60.79 +5.1%
36 META META PLATFORMS INC Communication Services 18,502.0 $10.4M 0.92% NEW $563.30 -3.1%
37 SPSM SPDR SERIES TRUST 177,837.0 $10.3M 0.91% NEW $57.67 -0.3%
38 BWXT BWX TECHNOLOGIES INC Industrials 50,714.0 $9.9M 0.87% NEW $194.65 -16.6%
39 HTRB HARTFORD FDS EXCHANGE TRADED 292,610.0 $9.9M 0.87% NEW $33.73 -1.0%
40 ANET ARISTA NETWORKS INC Technology 56,917.0 $9.7M 0.85% NEW $169.88 +9.8%
Page 2 of 10  ·  198 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
Technology 41.1%
Financial Services 21.0%
Industrials 14.7%
Communication Services 8.8%
Consumer Cyclical 4.4%
Healthcare 4.3%
Consumer Defensive 2.7%
Utilities 2.2%
Basic Materials 0.6%
Energy 0.1%