How many stocks does BENJAMIN EDWARDS INC own?

As of Q4 2025, BENJAMIN EDWARDS INC holds 1,304 positions in their 13F portfolio.

What is BENJAMIN EDWARDS INC's largest holding?

AAPL at 2.9% of portfolio, worth $262.1M.

What is BENJAMIN EDWARDS INC's total portfolio value?

$9B as of Q4 2025, tracked across 1,304 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 Q4 2025?

View BENJAMIN EDWARDS INC's latest portfolio changes, new positions, and exits for Q4 2025 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 Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

BENJAMIN EDWARDS INC

Institutional investor · Portfolio as of Q4 2025

Below Average(2.0 / 5.0)

$9B

AUM

1,304

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

BENJAMIN EDWARDS INC manages $9B across 1304 positions as of Q4 2025. Top holdings: AAPL (2.9%), MSFT (2.1%), SPDW (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.

Q4 2025 Summary

Active quarter - 91 new positions, 73 exits, 686 increased. Top move: SPYG (INCREASED, conviction 73). Portfolio: $9.0B across 1304 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL2.90%

MSFT2.11%

SPDW1.98%

SPYG1.59%

SPMB1.52%

IUSG1.32%

NVDA1.31%

IUSV1.30%

SCHF1.12%

APH1.04%

Other0.96%

Similar Funds

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BRANDES INVESTMENT PARTNERS, LP

$13.1B

QRG CAPITAL MANAGEMENT, INC.

$9B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR20Q held

PALANTIR TECHNOLOGIES INC

Avg $26.79 · $9.3M est. P&L

Est. P&L

+449.55%

CIEN7Q held

CIENA CORP

Avg $67.41 · $2.4M est. P&L

Est. P&L

+394.09%

FIX13Q held

COMFORT SYS USA INC

Avg $319.93 · $1.3M est. P&L

Est. P&L

+334.83%

Top Losers

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View plans

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

Top Holdings10 of 1311

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	963,918	$262.1M	2.9%	—	$224.83	+17.31%	28 qtrssince 2019-Q1	Increased 53
MSFT MICROSOFT CORP	393,787	$190.5M	2.1%	—	$427.53	-5.52%	28 qtrssince 2019-Q1	Increased 58
SPDWETF SPDR INDEX SHS FDS	4M	$178.7M	2.0%	—	$40.41	+17.23%	3 qtrssince 2025-Q2	Increased 52
SPYGETF SPDR SERIES TRUST	1.3M	$143.3M	1.6%	—	$94.26	+8.98%	23 qtrssince 2020-Q2	Increased 73
SPMBETF SPDR SERIES TRUST	6.1M	$137.2M	1.5%	—	$21.11	+7.24%	13 qtrssince 2022-Q4	Increased 51
IUSGETF ISHARES TR	712,182	$119.6M	1.3%	—	$133.64	+21.83%	27 qtrssince 2019-Q2	Increased 50
NVDA NVIDIA CORP	636,666	$118.7M	1.3%	—	$141.06	+27.64%	18 qtrssince 2021-Q3	Decreased 0
IUSVETF ISHARES TR	1.1M	$117.7M	1.3%	—	$93.36	+14.11%	27 qtrssince 2019-Q2	Increased 51
SCHFETF SCHWAB STRATEGIC TR	4.2M	$100.8M	1.1%	—	$19.28	+32.98%	27 qtrssince 2019-Q2	Increased 50
APH AMPHENOL CORP NEW	697,613	$94.3M	1.0%	—	$68.26	+89.82%	15 qtrssince 2022-Q2	Decreased 0
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