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Latest BENJAMIN EDWARDS INC Stock Portfolio

$10.97Billion | No. of Holdings #1408

BENJAMIN EDWARDS INC Performance

2026 Q2+5.53%
YTD+4.22%
2025+8.48%

About BENJAMIN EDWARDS INC and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, BENJAMIN EDWARDS INC reported an equity portfolio of $11 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of BENJAMIN EDWARDS INC are AAPL, MSFT, NVDA. The fund has invested 2.4% of it's portfolio in APPLE INC and 1.6% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off THOMSON REUTERS CORP (TRI), HONEYWELL INTL INC (HON) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), MID-AMER APT CMNTYS INC (MAA) and ISHARES TR (DMXF). BENJAMIN EDWARDS INC opened new stock positions in THOMSON REUTERS CORP (TRI), VANGUARD INTL EQUITY INDEX F (VEU) and FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to ABRDN PLATINUM ETF TRUST (PPLT), ISHARES TR and VANGUARD INTL EQUITY INDEX F (VEU).
BENJAMIN EDWARDS INC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$10.97Billion
  as of Jul 24, 2026

BENJAMIN EDWARDS INC Annual Return Estimates Vs S&P 500

Our best estimate is that BENJAMIN EDWARDS INC made a return of 5.53% in the last quarter. In trailing 12 months, it's portfolio return was 8.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
thomson reuters corp28,225,100
vanguard intl equity index f16,332,600
first tr exchng traded fd vi13,136,400
stifel finl corp8,671,570
aptargroup inc5,330,630
ebay inc.4,532,340
honeywell intl inc4,488,120
honeywell aerospace inc4,430,450
New stocks bought by BENJAMIN EDWARDS INC

Additions

Ticker% Inc.
abrdn platinum etf trust1,180
ishares tr867
vanguard world fd601
vanguard index fds581
rollins inc542
select sector spdr tr407
alliant energy corp375
te connectivity plc324
Additions to existing portfolio by BENJAMIN EDWARDS INC

Reductions

Ticker% Reduced
ishares tr-94.61
accenture plc ireland-88.22
ishares tr-84.31
tractor supply co-73.52
proshares tr-61.84
zoetis inc-61.69
starbucks corp-53.44
first tr exchange-traded fd-48.94
BENJAMIN EDWARDS INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by BENJAMIN EDWARDS INC

Sector Distribution

BENJAMIN EDWARDS INC has about 51.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Communication Services
  • Energy
  • Basic Materials
Sector%
Others51.3
Technology13.7
Industrials6.8
Financial Services5.4
Healthcare4.5
Consumer Cyclical4.2
Consumer Defensive3.5
Utilities2.9
Communication Services2.9
Energy2
Basic Materials1.8

Market Cap. Distribution

BENJAMIN EDWARDS INC has about 47% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED51.3
LARGE-CAP25.1
MEGA-CAP21.9
MID-CAP1.3

Stocks belong to which Index?

About 44.4% of the stocks held by BENJAMIN EDWARDS INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others54.6
S&P 50044.4
Top 5 Winners (%)%
FCEL
fuelcell energy inc
443.6 %
MU
micron technology inc
225.3 %
AMD
advanced micro devices inc
173.9 %
MRVL
marvell technology inc
173.7 %
INTC
intel corp
164.6 %
Top 5 Winners ($)$
AAPL
apple inc
33.5 M
APH
amphenol corp
33.1 M
BIL
spdr series trust
28.4 M
TXN
texas instrs inc
28.2 M
IJR
ishares tr
26.6 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.2 %
PALL
abrdn palladium etf trust
-75.5 %
VAW
vanguard world fd
-73.4 %
VB
vanguard index fds
-70.0 %
IVOG
vanguard admiral fds inc
-69.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-36.2 M
VB
vanguard index fds
-27.6 M
PPLT
abrdn platinum etf trust
-25.6 M
XOM
exxon mobil corp
-18.4 M
GLDM
world gold tr
-12.7 M

BENJAMIN EDWARDS INC Holdings Map

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

Current Stock Holdings of BENJAMIN EDWARDS INC

BENJAMIN EDWARDS INC has 1408 stocks in it's portfolio. About 15.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for BENJAMIN EDWARDS INC last quarter.

$10.17BTotal Value
499Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of BENJAMIN EDWARDS INC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.76%836,231
$83.92M
0.76%
increased 65.15 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.06%53,583
$6.29M
0.06%
decreased 84.31 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.05%54,696
$5.89M
0.05%
decreased 13.43 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.03%34,643
$3.27M
0.03%
decreased 3.28 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.03%52,986
$2.78M
0.03%
decreased 94.61 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.35%507,004
$38.11M
0.35%
decreased 2.63 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.05%78,186
$5.93M
0.05%
increased 6.73 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
BENJAMIN EDWARDS INC's holding in Ishares Tr over time
0.05%108,195
$5.36M
0.05%
increased 1.02 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
BENJAMIN EDWARDS INC's holding in Ishares Inc over time
0.03%54,519
$3.24M
0.03%
increased 16.43 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
BENJAMIN EDWARDS INC's holding in Ishares Inc over time
0.02%13,296
$2.68M
0.02%
decreased 43.8 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
BENJAMIN EDWARDS INC's holding in American Centy Etf Tr over time
0.54%651,701
$59.44M
0.54%
increased 0.58 percentadded