EdgeMarket › What Benjamin Edwards Inc reported owning
What Benjamin Edwards Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
10.1BPositions
1,352Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 242.9M | 2.4% | 957.2K | 309.35 | +36.9% |
| SPDW State Street SPDR Portfolio Developed World ex | 176.9M | 1.8% | 3.9M | 52.02 | +24.4% |
| MSFT MICROSOFT CORP | 150.2M | 1.5% | 405.6K | 483.24 | -4.4% |
| SPMB State Street SPDR Portfolio Mortgage Backed Bo | 143.9M | 1.4% | 6.4M | 21.96 | -0.5% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 134.7M | 1.3% | 1.4M | 120.21 | +22.2% |
| IUSV iShares Core S&P U.S. Value ETF | 134.3M | 1.3% | 1.3M | 114.89 | +17.6% |
| IUSG iShares Core S&P U.S. Growth ETF | 122.1M | 1.2% | 787.3K | 189.82 | +22.3% |
| CGXU Capital Group International Focus Equity ETF | 120.2M | 1.2% | 4.1M | 35.14 | +25.9% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 112.1M | 1.1% | 2.0M | 63.51 | +17.5% |
| NVDA NVIDIA CORP | 111.6M | 1.1% | 639.6K | 214.72 | +22.4% |
| CGGR Capital Group Growth ETF | 105.9M | 1.1% | 2.6M | 47.00 | +13.1% |
| CGUS Capital Group Core Equity ETF | 105.8M | 1.1% | 2.8M | 45.14 | +18.5% |
| XOM ExxonMobil Holdings Corp | 99.3M | 1.0% | 585.0K | 165.11 | +52.1% |
| CASY CASEYS GENERAL STORES INC | 91.8M | 0.9% | 126.1K | 835.74 | +62.8% |
| APH AMPHENOL CORP /DE/ | 88.6M | 0.9% | 701.1K | 157.01 | +44.5% |
| SCHF Schwab International Equity ETF | 88.2M | 0.9% | 3.6M | 28.46 | +24.7% |
| COST COSTCO WHOLESALE CORP /NEW | 85.7M | 0.9% | 86.0K | 947.74 | -4.7% |
| WMT Walmart Inc. | 83.1M | 0.8% | 668.7K | 103.70 | +1.1% |
| AVGO Broadcom Inc. | 81.0M | 0.8% | 261.7K | 368.45 | +26.5% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 78.6M | 0.8% | 949.3K | 81.05 | -2.5% |
| CGCB Capital Group Core Bond ETF | 76.1M | 0.8% | 2.9M | 25.84 | -2.0% |
| ABBV AbbVie Inc. | 73.7M | 0.7% | 338.9K | 264.96 | +26.7% |
| GLDM World Gold Trust | 73.1M | 0.7% | 788.8K | 91.32 | +37.7% |
| CGCP Capital Group Core Plus Income ETF | 72.3M | 0.7% | 3.2M | 22.00 | -2.5% |
| MCD MCDONALDS CORP | 69.0M | 0.7% | 222.0K | 270.95 | -13.5% |
| WEC WEC ENERGY GROUP, INC. | 67.7M | 0.7% | 584.5K | 106.01 | -2.7% |
| HD HOME DEPOT, INC. | 65.5M | 0.7% | 199.0K | 335.61 | -16.5% |
| AMZN AMAZON COM INC | 63.0M | 0.6% | 302.4K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 62.8M | 0.6% | 218.5K | 344.82 | +73.0% |
| ATO ATMOS ENERGY CORP | 62.7M | 0.6% | 339.3K | 166.85 | +0.5% |
| VZ VERIZON COMMUNICATIONS INC | 62.2M | 0.6% | 1.2M | 49.45 | +9.7% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 61.6M | 0.6% | 777.7K | 78.59 | -1.3% |
| SNA Snap-on Inc | 60.9M | 0.6% | 167.7K | 393.39 | +21.7% |
| MA Mastercard Inc | 60.6M | 0.6% | 121.2K | 580.63 | -2.0% |
| CTVA Corteva, Inc. | 58.7M | 0.6% | 701.5K | 81.79 | +12.1% |
| TXN TEXAS INSTRUMENTS INC | 56.1M | 0.6% | 289.0K | 264.36 | +31.7% |
| PG PROCTER & GAMBLE Co | 55.3M | 0.5% | 382.5K | 144.68 | -9.3% |
| RSG REPUBLIC SERVICES, INC. | 54.1M | 0.5% | 247.1K | 220.67 | -6.5% |
| BINV Brandes International ETF | 53.7M | 0.5% | 1.3M | 45.72 | +22.1% |
| AVLV Avantis U.S. Large Cap Value ETF | 52.2M | 0.5% | 648.0K | 94.64 | +34.1% |
| GQGU GQG US Equity ETF | 51.9M | 0.5% | 1.9M | 26.06 | +1.7% |
| WSO WATSCO INC | 51.6M | 0.5% | 141.9K | 311.94 | -25.5% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 51.6M | 0.5% | 982.2K | 52.11 | -1.4% |
| SYK STRYKER CORP | 51.6M | 0.5% | 156.9K | 329.45 | -15.9% |
| TBIL F/m US Treasury 3 Month Bill Fund | 51.5M | 0.5% | 1.0M | 49.99 | +0.1% |
| TLH iShares 10-20 Year Treasury Bond ETF | 51.0M | 0.5% | 506.3K | 96.69 | -4.0% |
| CGHY Capital Group High Yield Bond ETF | 49.5M | 0.5% | 2.0M | 25.26 | +0.0% |
| CME CME GROUP INC. | 48.5M | 0.5% | 164.0K | 274.98 | +0.1% |
| TMUS T-Mobile US, Inc. | 46.9M | 0.5% | 223.1K | 183.04 | -29.3% |
| JPM JPMORGAN CHASE & CO | 46.6M | 0.5% | 158.2K | 351.58 | +20.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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