Long-term investor

L.k. Benson & Company, P.c. @lkbensoncompanypc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055235).

Record

  • Tracked since 2025-06-30 (481 days), 92 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +12.2% · 1 year +13.5% · all +13.5%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TROW · 37.2% · long · since 2025-09-30
  • 02072L631 · 5.1% · long · since 2025-09-30
  • 921909768 · 4.5% · long · since 2025-09-30
  • 922908769 · 3.7% · long · since 2025-09-30
  • 02072L516 · 3.1% · long · since 2025-09-30
  • 808524854 · 2.6% · long · since 2025-09-30
  • 921937835 · 2.4% · long · since 2025-09-30
  • 808524805 · 2.1% · long · since 2025-09-30
  • 922908363 · 1.7% · long · since 2025-09-30
  • 464287200 · 1.6% · long · since 2025-09-30
  • 922908652 · 1.6% · long · since 2025-09-30
  • 921943858 · 1.5% · long · since 2025-09-30

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