Benjamin Edwards Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$10.06B
Q ending 2026-03-31
Prior quarter
$9.04B
Q ending 2025-12-31
Change
+11.3% QoQ · +40.5% YoY
Positions
1,352
reported holdings

Largest positions

Top 100 of 1,352 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$242.9M957K
Spdr Index Shs FdsSPDWShares$176.9M3.9M
Microsoft CorpMSFTShares$150.2M406K
Spdr Series TrustSPMBShares$143.9M6.4M
Spdr Series TrustSPYGShares$134.7M1.4M
Ishares TrIUSVShares$134.3M1.3M
Ishares TrIUSGShares$122.1M787K
Capital Group Intl Focus EqtCGXUShares$120.2M4.1M
Spdr Series TrustSPYVShares$112.1M2.0M
Nvidia CorporationNVDAShares$111.6M640K
Capital Group Growth EtfCGGRShares$105.9M2.6M
Capital Group Core Equity EtCGUSShares$105.8M2.8M
Exxon Mobil CorpXOMShares$99.3M585K
Caseys Gen Stores IncCASYShares$91.8M126K
Amphenol CorpAPHShares$88.6M701K
Schwab Strategic TrSCHFShares$88.2M3.6M
Costco Wholesale CorporationCOSTShares$85.7M86K
Walmart IncWMTShares$83.1M669K
Broadcom IncAVGOShares$81.0M262K
Vanguard Scottsdale FdsVCITShares$78.6M949K
Capital Grp Fixed Incm Etf TCGCBShares$76.1M2.9M
Abbvie IncABBVShares$73.7M339K
World Gold TrGLDMShares$73.1M789K
Capital Grp Fixed Incm Etf TCGCPShares$72.3M3.2M
Mcdonalds CorpMCDShares$69.0M222K
Wec Energy Group IncWECShares$67.7M584K
Home Depot IncHDShares$65.5M199K
Amazon Com IncAMZNShares$63.0M302K
Alphabet IncGOOGLShares$62.8M219K
Atmos Energy CorpATOShares$62.7M339K
Verizon Communications IncVZShares$62.2M1.2M
Vanguard Scottsdale FdsVCSHShares$61.6M778K
Snap On IncSNAShares$60.9M168K
Mastercard IncorporatedMAShares$60.6M121K
Corteva IncCTVAShares$58.7M702K
Texas Instrs IncTXNShares$56.1M289K
Procter & Gamble CoPGShares$55.3M383K
Republic Svcs IncRSGShares$54.1M247K
2023 Etf Series TrustBINVShares$53.7M1.3M
American Centy Etf TrAVLVShares$52.2M648K
Advisors Inner Circle Fd IiiGQGUShares$51.9M1.9M
Watsco IncWSOShares$51.6M142K
Ishares TrIGSBShares$51.6M982K
Stryker CorporationSYKShares$51.6M157K
Rbb Fd IncTBILShares$51.5M1.0M
Ishares TrTLHShares$51.0M506K
Capital Grp Fixed Incm Etf TCGHYShares$49.5M2.0M
Cme Group IncCMEShares$48.5M164K
T-Mobile Us IncTMUSShares$46.9M223K
Jpmorgan Chase & CoJPMShares$46.6M158K
Capital Group Dividend ValueCGDVShares$46.5M1.1M
Automatic Data Processing InADPShares$46.1M227K
Schwab Strategic TrSCHHShares$45.1M2.1M
State Str Spdr S&P 500 Etf TSPYShares$43.6M67K
Accenture Plc IrelandShares$42.5M214K
Capital Group New GeographyCGNGShares$42.3M1.3M
Qualcomm IncQCOMShares$42.3M329K
American Wtr Wks Co Inc NewAWKShares$42.1M310K
Capital Grp Fixed Incm Etf TCGSDShares$41.7M1.6M
Meta Platforms IncMETAShares$41.5M72K
Spdr Gold TrGLDShares$40.6M94K
Sherwin Williams CoSHWShares$40.5M126K
Ishares TrIEIShares$40.5M341K
Alphabet IncGOOGShares$40.2M140K
Federated Hermes Etf TrustFLCGShares$40.0M1.3M
Illinois Tool Wks IncITWShares$39.9M153K
Eog Res IncEOGShares$39.6M274K
Capital Group Global EquityCGGEShares$39.6M1.3M
Motorola Solutions IncMSIShares$39.3M91K
S&P Global IncSPGIShares$39.1M92K
Thomson Reuters CorpTRI4EURShares$38.9M432K
Nasdaq IncNDAQShares$38.7M456K
Vanguard Index FdsVOEShares$38.5M209K
Ecolab IncECLShares$38.0M143K
Vanguard Scottsdale FdsVCLTShares$37.9M507K
Abbott LaboratoriesABTShares$36.8M359K
Ishares TrHYBBShares$36.8M791K
Federated Hermes Etf TrustFTRBShares$36.7M1.5M
Ishares TrIEURShares$36.6M521K
Visa IncVShares$36.6M121K
Vanguard Tax-Managed FdsVEAShares$36.5M570K
Tcw Etf TrustFIXTShares$36.5M963K
Fastenal CoFASTShares$36.3M783K
Verisk Analytics IncVRSKShares$36.3M192K
Tractor Supply CoTSCOShares$36.1M796K
Nextera Energy IncNEEShares$35.9M387K
Morgan Stanley Etf TrustXAGGShares$35.4M714K
Spdr Series TrustSPHYShares$35.2M1.5M
Equinix IncEQIXShares$34.9M36K
Gallagher Arthur J & CoAJGShares$34.1M157K
Invesco Qqq TrQQQShares$33.9M59K
Hartford Fds Exchange TradedHFSIShares$33.7M971K
IntuitINTUShares$33.7M78K
Vanguard Index FdsVOTShares$33.2M129K
Capital Group Dividend GroweCGDGShares$33.2M924K
Capital Group Core BalancedCGBLShares$32.4M942K
Johnson & JohnsonJNJShares$32.3M132K
Cintas CorpCTASShares$32.0M189K
Ishares TrIVVShares$31.8M49K
Capital Group Gbl Growth EqtCGGOShares$31.7M950K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.