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

CIK 0002055235 · Q1 2026

13F Equity AUM

$302.5M

+51.8% QoQ

Positions

113

+1 QoQ

AUM Rank

#5,829

Top 47%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 55.4%Top 10: 65.3%Top 20: 76.3%

TROW41.7%

VXUS4.3%

HIDE3.7%

VTI3.1%

BND2.6%

SCHR2.4%

CAOS2.3%

SCHF2.2%

VOO1.5%

VXF1.4%

Others (103)34.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.7%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 113Median: 0.27%Avg: 0.89%

0–0.5%

81(16.3%)

0.5–1%

15(9.9%)

1–3%

13(21.0%)

3–5%

3(11.1%)

5%+

1(41.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 103Unique: 10vs 20 funds

1.4%Low

113

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.9%

BANK OF AMERICA CORP /DE/

2.1%

2.8%

1.8%

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.6%

GEODE CAPITAL MANAGEMENT, LLC

0.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New3Increased61Decreased18Exited2

New Positions

AOM0.2%

+10K

IEFA0.1%

+3K

MRK0.1%

+2K

Increased

TROW41.7%

+1.1M(+357%)

SCHR2.4%

+64K(+28%)

HIDE3.7%

+40K(+9%)

BND2.6%

+10K(+10%)

VEA0.8%

+9K(+28%)

CAOS2.3%

+7K(+11%)

SHM0.3%

+6K(+62%)

QVAL0.7%

+4K(+12%)

VXUS4.3%

+3K(+2%)

VTI3.1%

+3K(+13%)

Decreased

VGSH0.1%

-3,703(-33%)

DFSV0.1%

-2,621(-19%)

VTEB1.3%

-2,251(-3%)

SCHF2.2%

-1,914(-1%)

FNDF0.8%

-1,505(-3%)

VNQ0.3%

-1,088(-9%)

SCHP0.4%

-635(-1%)

IWP0.1%

-425(-15%)

VTV1.0%

-394(-2%)

AVDE0.9%

-141(-0%)

Exited

VUG

-448

LLY

-190

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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