Latest Benin Management CORP Stock Portfolio

Benin Management CORP Performance:

2026 Q1: -3.98%YTD: -3.98%2025: 15.17%

Performance for 2026 Q1 is -3.98%, and YTD is -3.98%, and 2025 is 15.17%.

About Benin Management CORP and 13F Hedge Fund Stock Holdings

Benin Management CORP is a hedge fund based in Wilton, CT. On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benin Management CORP reported an equity portfolio of $444.8 Millions as of 31 Mar, 2026.

The top stock holdings of Benin Management CORP are SPY, AAPL, MSFT. The fund has invested 31.2% of it's portfolio in TATE STR SPDR S&P 500 ETF T and 8.8% of portfolio in APPLE INC.

The fund managers got completely rid off INTUIT (INTU), NEWMONT CORP (NEM) and KKR & CO INC (KKR) stocks. They significantly reduced their stock positions in ASML HLDG NV (ASML), ANGUARD MALVERN FDS (VTIP) and CSX CORP (CSX). Benin Management CORP opened new stock positions in ISHARES GOLD TR (IAU), APPLIED DIGITAL CORP (APLD) and OCCIDENTAL PETE CORP (OXY). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), GE VERNOVA INC and CATERPILLAR INC (CAT).

Benin Management CORP Annual Return Estimates Vs S&P 500

Our best estimate is that Benin Management CORP made a return of -3.98% in the last quarter. In trailing 12 months, it's portfolio return was 14.92%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares gold tr	406,241
applied digital corp	346,604
occidental pete corp	301,730
ionq inc	274,750
entegris inc	271,528
halliburton co	246,007
vaneck etf trust	242,526
ishares tr	240,150

New stocks bought by Benin Management CORP

Additions

Ticker	% Inc.
ishares tr	90.06
ge vernova inc	56.32
waterbridge infrastructure l	55.34
ishares tr	52.41
caterpillar inc	23.61
alphabet inc	19.58
sysco corp	16.35
apple inc	16.08

Additions to existing portfolio by Benin Management CORP

Reductions

Ticker	% Reduced
asml hldg nv	-62.38
anguard malvern fds	-33.81
csx corp	-22.1
almonty inds inc	-11.71
merck & co inc	-7.39
ge aerospace	-5.38
proshares tr	-5.28
tate str spdr dow jones ind	-4.26

Benin Management CORP reduced stake in above stock

Sold off

Ticker	$ Sold
iren limited	-210,757
mccormick & co inc	-217,952
newmont corp	-257,114
kkr & co inc	-254,960
intuit	-266,293

Benin Management CORP got rid off the above stocks

Sector Distribution

Benin Management CORP has about 46.3% of it's holdings in Others sector.

Sector	%
Others	46.3
Technology	20
Financial Services	11
Consumer Defensive	4.9
Communication Services	4.1
Industrials	3.8
Energy	3.2
Consumer Cyclical	3.1
Healthcare	2.6

Market Cap. Distribution

Benin Management CORP has about 53.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	46.3
MEGA-CAP	39.3
LARGE-CAP	13.9

Stocks belong to which Index?

About 52.9% of the stocks held by Benin Management CORP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52.9
Others	46.8

Top 5 Winners (%)		%
	almonty inds inc	60.6 %
XOM	exxon mobil corp	40.3 %
OVID	ovid therapeutics inc	36.2 %
CVX	chevron corporation	35.6 %
SLB	slb limited	33.9 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	2.0 M
CVX	chevron corporation	1.3 M
FDX	fedex corp	1.0 M
	ge vernova inc	1.0 M
PEP	epsico inc	0.7 M

Top 5 Losers (%)		%
CRM	salesforce inc	-28.2 %
RGEN	repligen corp	-28.1 %
BX	blackstone inc	-25.4 %
COF	capital one finl corp	-24.0 %
ORCL	oracle corp	-23.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-8.7 M
SPY	tate str spdr s&p 500 etf t	-6.8 M
AAPL	apple inc	-2.6 M
V	visa inc	-2.3 M
QQQ	invesco qqq tr	-1.0 M

Benin Management CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Benin Management CORP

Benin Management CORP has 146 stocks in it's portfolio. About 63.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Benin Management CORP last quarter.

Last Reported on: 10 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.77	153,712	39,010,600	added	16.08

ABBV	abbvie inc	0.06	1,212	263,598	added	2.11

ABT	abbott laboratories	0.16	6,892	707,567	unchanged	0.00

ALL	allstate corp	1.43	30,746	6,374,810	reduced	-0.11

AMD	advanced micro devices inc	0.06	1,223	248,795	unchanged	0.00

AMGN	amgen inc	0.11	1,416	498,220	unchanged	0.00

AMZN	amazon com inc	1.34	28,657	5,968,390	added	2.51

APD	air products and chemicals i	0.14	2,183	634,140	unchanged	0.00

APH	amphenol corp	0.50	17,416	2,200,510	unchanged	0.00

APLD	applied digital corp	0.08	14,600	346,604	new

ASML	asml hldg nv	0.21	694	916,656	reduced	-62.38

AVGO	broadcom inc	0.29	4,121	1,275,490	added	7.15

AXP	american express co	0.20	2,863	866,000	added	2.65

BA	boeing co	0.05	1,042	207,389	unchanged	0.00

BAC	bank america corp	0.16	15,085	735,394	reduced	-0.8

BK	bank new york mellon corp	0.18	6,615	784,737	reduced	-1.49

BMY	bristol-myers squibb co	0.14	10,063	610,321	added	11.03

BUZZ	vaneck etf trust	0.06	600	242,526	new

BX	blackstone inc	0.05	1,776	204,222	unchanged	0.00

BZQ	proshares tr	0.16	6,725	712,917	reduced	-5.28