L.K. Benson & Company, P.C. filed a Form 13F-HR on October 23, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 118 distinct securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and mutual funds, with a significant portion of the assets concentrated in broad market index funds and bond funds. Among the largest individual stock positions listed in the filing are Walmart Inc., which is held in 13,420 shares, and International Business Machines Corp., held in 2,620 shares. Other notable individual stock holdings include Eli Lilly & Co. (190 shares), Coca-Cola Co. (3,747 shares), and Johnson & Johnson (1,577 shares).
The filing indicates that all positions are held in a Sole capacity by Principal Chris Benson. The firm’s reporting address is listed as 9690 Deerereco Rd, Suite 430, Timonium, MD 21093.
