Portfolio (Quarterly) Guide ↗

L.K. Benson & Company, P.C.

· CIK 0002055235

13F Portfolio $302M AUM 113 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 33 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VUG	VANGUARD INDEX FDS	—	448	$219K	0.11%	SOLD
2	LLY	ELI LILLY & CO	Healthcare	190	$204K	0.10%	SOLD

Sector Allocation

Financial Services 94.3%

Technology 1.9%

Consumer Defensive 1.4%

Healthcare 0.9%

Industrials 0.4%

Energy 0.4%

Communication Services 0.3%

Real Estate 0.3%