Latest Benin Management CORP Stock Portfolio

$493Million | No. of Holdings #152

Benin Management CORP Performance

2026 Q2+10.95%

YTD+6.53%

2025+15.17%

About Benin Management CORP and 13F Hedge Fund Stock Holdings

Benin Management CORP is a hedge fund based in Wilton, CT. On 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benin Management CORP reported an equity portfolio of $493.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Benin Management CORP are SPY, AAPL, MSFT. The fund has invested 32% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ANGUARD MALVERN FDS (VTIP) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in HEWLETT PACKARD ENTERPRISE C (HPE), GOLDMAN SACHS GROUP INC (GS) and ASML HLDG NV (ASML). Benin Management CORP opened new stock positions in FEDEX FGHT HLDG CO INC, APPLIED MATLS INC (AMAT) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and IONQ INC (IONQ).

Benin Management CORP Equity Portfolio Value

Last Reported on: 15 Jul, 2026

$493Million

as of Jul 15, 2026

Benin Management CORP Annual Return Estimates Vs S&P 500

Our best estimate is that Benin Management CORP made a return of 10.95% in the last quarter. In trailing 12 months, it's portfolio return was 17.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fedex fght hldg co inc	1,033,750
applied matls inc	423,678
lam research corp	409,497
iren limited	406,082
palo alto networks inc	404,109
space exploration techn corp	377,430
oklo inc	303,514
corning inc	281,228

New stocks bought by Benin Management CORP

Additions

Ticker	% Inc.
vanguard index fds	500
ishares tr	300
ionq inc	262
nextera energy inc	185
proshares tr	100
ishares tr	65.28
ishares tr	53.33
rtx corporation	18.64

Additions to existing portfolio by Benin Management CORP

Reductions

Ticker	% Reduced
hewlett packard enterprise c	-21.92
goldman sachs group inc	-19.27
asml hldg nv	-14.41
csx corp	-12.61
waterbridge infrastructure l	-10.65
united parcel svcs inc	-6.93
almonty inds inc	-6.54
intel corp	-5.92

Benin Management CORP reduced stake in above stock

Sold off

Ticker	$ Sold
exxon mobil corp	-6,857,770
anguard malvern fds	-947,701
occidental pete corp	-301,730
blackstone inc	-204,222
honeywell intl inc	-308,983

Benin Management CORP got rid off the above stocks

Sector Distribution

Benin Management CORP has about 47.6% of it's holdings in Others sector.

Others
Technology
Financial Services
Communication Services
Consumer Defensive
Industrials
Consumer Cyclical
Healthcare
Energy

Sector	%
Others	47.6
Technology	21.3
Financial Services	11.1
Communication Services	4.2
Consumer Defensive	4.1
Industrials	3.7
Consumer Cyclical	3.1
Healthcare	2.5
Energy	1.2

Market Cap. Distribution

Benin Management CORP has about 51.8% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP

Category	%
UNALLOCATED	47.6
MEGA-CAP	37.7
LARGE-CAP	14.1

Stocks belong to which Index?

About 51.1% of the stocks held by Benin Management CORP either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	51.1
Others	48.2

Top 5 Winners (%)		%
INTC	intel corp	210.0 %
MRVL	marvell technology inc	200.8 %
MU	micron technology inc	196.8 %
AMD	advanced micro devices inc	185.6 %
HPE	hewlett packard enterprise c	79.7 %

Top 5 Winners ($)		$
SPY	state str spdr s&p 500 etf t	20.5 M
AAPL	apple inc	5.5 M
QQQ	invesco qqq tr	4.6 M
GOOG	alphabet inc	2.3 M
V	visa inc	1.9 M

Top 5 Losers (%)		%
VB	vanguard index fds	-70.4 %
IJR	ishares tr	-60.3 %
BZQ	proshares tr	-40.0 %
ZTS	zoetis inc	-39.2 %
T	at&t inc	-28.4 %

Top 5 Losers ($)		$
VB	vanguard index fds	-1.9 M
PEP	pepsico inc	-1.1 M
SLV	ishares silver tr	-1.0 M
CVX	chevron corporation	-1.0 M
FDX	fedex corp	-0.6 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 152 stocks in it's portfolio. About 64.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Benin Management CORP last quarter.

$493.83MTotal Value

157Positions

15 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of Benin Management CORP, last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL Benin Management CORP's holding in Apple Inc over time	8.99%	153,416	$44.39M 8.99%	decreased 0.19 percentreduced

ABBV Abbvie Inc Abbvie IncABBV Benin Management CORP's holding in Abbvie Inc over time	0.07%	1,385	$348.5K 0.07%	increased 14.27 percentadded

ABT Abbott Laboratories Abbott LaboratoriesABT Benin Management CORP's holding in Abbott Laboratories over time	0.13%	6,892	$625.4K 0.13%	unchanged 0 percentunchanged

ALCC Oklo Inc Oklo Inc ALCC Benin Management CORP's holding in Oklo Inc over time	0.06%	5,800	$303.5K 0.06%	new position

ALL Allstate Corp Allstate CorpALL Benin Management CORP's holding in Allstate Corp over time	1.43%	29,696	$7.07M 1.43%	decreased 3.42 percentreduced

AMAT Applied Matls Inc Applied Matls IncAMAT Benin Management CORP's holding in Applied Matls Inc over time	0.09%	586	$423.7K 0.09%	new position

AMD Advanced Micro Devices Inc Advanced Micro Devices IncAMD Benin Management CORP's holding in Advanced Micro Devices Inc over time	0.14%	1,223	$710.5K 0.14%	unchanged 0 percentunchanged

AMGN Amgen Inc Amgen IncAMGN Benin Management CORP's holding in Amgen Inc over time	0.1%	1,416	$512.8K 0.1%	unchanged 0 percentunchanged

AMZN Amazon Com Inc Amazon Com IncAMZN Benin Management CORP's holding in Amazon Com Inc over time	1.41%	29,297	$6.98M 1.41%	increased 2.23 percentadded

APD Air Products And Chemicals I Air Products And Chemicals IAPD Benin Management CORP's holding in Air Products And Chemicals I over time	0.13%	2,183	$640.0K 0.13%	unchanged 0 percentunchanged

APH Amphenol Corp Amphenol CorpAPH Benin Management CORP's holding in Amphenol Corp over time	0.62%	17,416	$3.07M 0.62%	unchanged 0 percentunchanged

APLD Applied Digital Corp Applied Digital CorpAPLD Benin Management CORP's holding in Applied Digital Corp over time	0.11%	14,600	$544.6K 0.11%	unchanged 0 percentunchanged

ASML Asml Hldg Nv Asml Hldg Nv ASML Benin Management CORP's holding in Asml Hldg Nv over time	0.24%	594	$1.18M 0.24%	decreased 14.41 percentreduced

AVGO Broadcom Inc Broadcom IncAVGO Benin Management CORP's holding in Broadcom Inc over time	0.33%	4,301	$1.62M 0.33%	increased 4.37 percentadded

AXP American Express Co American Express CoAXP Benin Management CORP's holding in American Express Co over time	0.19%	2,763	$934.6K 0.19%	decreased 3.49 percentreduced

BA Boeing Co Boeing CoBA Benin Management CORP's holding in Boeing Co over time	0.05%	1,042	$225.6K 0.05%	unchanged 0 percentunchanged

BAC Bank Of Amer Corp Bank Of Amer CorpBAC Benin Management CORP's holding in Bank Of Amer Corp over time	0.17%	14,669	$835.8K 0.17%	decreased 2.76 percentreduced

BK Bank Of Ny Mellon Corp Bank Of Ny Mellon CorpBK Benin Management CORP's holding in Bank Of Ny Mellon Corp over time	0.19%	6,615	$956.6K 0.19%	unchanged 0 percentunchanged

BMY Bristol-Myers Squibb Co Bristol-Myers Squibb CoBMY Benin Management CORP's holding in Bristol-Myers Squibb Co over time	0.11%	9,790	$564.1K 0.11%	decreased 2.71 percentreduced

BUZZ Vaneck Etf Trust Vaneck Etf Trust BUZZ Benin Management CORP's holding in Vaneck Etf Trust over time	0.04%	600	$223.2K 0.04%	unchanged 0 percentunchanged