How many stocks does BENJAMIN EDWARDS INC own?

As of Q1 2026, BENJAMIN EDWARDS INC holds 1,350 positions in their 13F portfolio.

What is BENJAMIN EDWARDS INC's largest holding?

AAPL at 2.4% of portfolio, worth $242.9M.

What is BENJAMIN EDWARDS INC's total portfolio value?

$10.1B as of Q1 2026, tracked across 1,350 holdings.

Is BENJAMIN EDWARDS INC a hedge fund?

BENJAMIN EDWARDS INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does BENJAMIN EDWARDS INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has BENJAMIN EDWARDS INC's portfolio changed in Q1 2026?

View BENJAMIN EDWARDS INC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is BENJAMIN EDWARDS INC's investment strategy?

BENJAMIN EDWARDS INC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

BENJAMIN EDWARDS INC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

BENJAMIN EDWARDS INC

Institutional investor · Portfolio as of Q1 2026

Below Average(2.0 / 5.0)

$10.1B

AUM

1,350

Positions

124

New

Q1 2026

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

BENJAMIN EDWARDS INC manages $10.1B across 1350 positions as of Q1 2026. Top holdings: AAPL (2.4%), SPDW (1.8%), MSFT (1.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.

Q1 2026 Summary

Active quarter - 124 new positions, 78 exits, 742 increased. Top move: CGXU (INCREASED, conviction 77). Portfolio: $10.1B across 1350 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL2.41%

SPDW1.76%

MSFT1.49%

SPMB1.43%

SPYG1.34%

IUSV1.33%

IUSG1.21%

CGXU1.19%

SPYV1.11%

NVDA1.11%

Other1.05%

Similar Funds

Funds with similar investing DNA

Soroban Capital Partners LP

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BRANDES INVESTMENT PARTNERS, LP

$14.1B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CIEN8Q held

CIENA CORP

Avg $67.41 · $1.8M est. P&L

Est. P&L

+727.19%

STX7Q held

SEAGATE TECHNOLOGY HLDNGS PL

Avg $128.14 · $6.4M est. P&L

Est. P&L

+520.78%

MU7Q held

MICRON TECHNOLOGY INC

Avg $137.32 · $4.9M est. P&L

Est. P&L

+441.38%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings1,352 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	957,162	$242.9M	2.4%	—	$224.83	+33.54%	29 qtrssince 2019-Q1	Decreased 0
SPDW ETF SPDR INDEX SHS FDS	3.9M	$176.9M	1.8%	—	$40.41	+21.66%	4 qtrssince 2025-Q2	Decreased 0
MSFT MICROSOFT CORP	405,561	$150.2M	1.5%	—	$426.84	+0.10%	29 qtrssince 2019-Q1	Increased 49
SPMB ETF SPDR SERIES TRUST	6.4M	$143.9M	1.4%	—	$21.18	+4.13%	14 qtrssince 2022-Q4	Increased 50
SPYG ETF SPDR SERIES TRUST	1.4M	$134.7M	1.3%	—	$94.46	+25.31%	24 qtrssince 2020-Q2	Increased 49
IUSV ETF ISHARES TR	1.3M	$134.3M	1.3%	—	$95.01	+13.81%	28 qtrssince 2019-Q2	Increased 54
IUSG ETF ISHARES TR	787,337	$122.1M	1.2%	—	$136.42	+36.84%	28 qtrssince 2019-Q2	Increased 53
CGXU ETF CAPITAL GROUP INTL FOCUS EQT	4.1M	$120.2M	1.2%	—	$30.20	+7.70%	7 qtrssince 2024-Q3	Increased 77
SPYV ETF SPDR SERIES TRUST	2M	$112.1M	1.1%	—	$52.37	+14.33%	24 qtrssince 2020-Q2	Increased 60
NVDA NVIDIA CORPORATION	639,641	$111.6M	1.1%	—	$141.24	+62.96%	19 qtrssince 2021-Q3	Increased 47
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