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Benin Management CORP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1352871
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Sector Allocation

  • Other41.5%$214.3M
  • Technology27.1%$140.2M
  • Financials12.5%$64.8M
  • Industrials4.0%$20.8M
  • Consumer Discretionary3.3%$17.2M
  • Consumer Staples3.3%$17.2M
  • Energy3.1%$16.3M
  • Healthcare2.7%$13.7M
  • Materials0.8%$4.4M
  • Communication Services0.8%$4.1M

AUM History

13fpro.ai/research/fund/benin-management-corp-1352871

Conviction and streaks

Concentrating · top 10 = 66.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/benin-management-corp-1352871

Benin Management CORP 13F holdings — Q3 2026

$516.6M portfolio (+4.6% QoQ) · 151 holdings · Q3 2026 13F · top 10 are 66% of the stock portfolio

All holdings — Benin Management CORP (Q3 2026)

151 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
JPM$JPMJPMORGAN CHASE & CO$8.4M+4%
AMZN$AMZNAMAZON COM INC$7.4M+2%
PEP$PEPPEPSICO INC$7.1M-0.1%
ALL$ALLALLSTATE CORP$6.5M-1%
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$6.2M-2%
GEV$GEVGE Vernova Inc.$5.1M-1%
CVX$CVXCHEVRON CORP$4.8M—
CSCO$CSCOCISCO SYSTEMS, INC.$4.5M+22%
COST$COSTCOSTCO WHOLESALE CORP /NEW$4.3M—
FDX$FDXFEDEX CORP$4.1M-2%
SLV$SLViShares Silver Trustetf/fund$3.9M—
GLD$GLDSPDR GOLD TRUSTetf/fund$3.5M+5%
JNJ$JNJJOHNSON & JOHNSON$3.4M-8%
META$METAMeta Platforms, Inc.$3.0M—
TRV$TRVTRAVELERS COMPANIES, INC.$3.0M-4%

What changed in Q3 2026

Against the previous quarter's 13F: 4 new, 18 added to, 47 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (4)

  • XOM.R34088$XOM.R34088EXXON MOBIL CORP$9.1M

    first bought this quarter

  • VANGUARD BD INDEX FDS - TOTAL BND MRKT$448K

    first bought this quarter

  • ISHARES TR - SELECT DIVID ETF$275K

    first bought this quarter

  • J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$267K

    first bought this quarter

Added to (18)

  • ISHARES TR - 20 YR TR BD ETF+36%

    now $12.1M

  • APH$APHAMPHENOL CORP /DE/+102%

    now $3.0M · held 10 qtrs

  • CSCO$CSCOCISCO SYSTEMS, INC.+22%

    now $4.5M · held 11+ qtrs, 2 adds in a row

  • JPM$JPMJPMORGAN CHASE & CO+4%

    now $8.4M · held 11+ qtrs

  • GOOG$GOOGAlphabet Inc.+2%

    now $11.9M · held 11+ qtrs

  • VANGUARD INDEX FDS - MRNGSTR TTL STK+13%

    now $1.7M

+12 more in the Excel export

Trimmed (47)

  • SPY$SPYSPDR S&P 500 ETF TRUST-1%

    now $159.6M · held 11+ qtrs

  • HPE$HPEHewlett Packard Enterprise Co-25%

    now $1.7M · held 8 qtrs, 2 trims in a row

  • MSFT$MSFTMICROSOFT CORP-1%

    now $39.6M · held 11+ qtrs

  • CAT$CATCATERPILLAR INC-11%

    now $2.6M · held 11+ qtrs, 2 trims in a row

  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1-1%

    now $20.5M · held 11+ qtrs, 2 trims in a row

  • AAPL$AAPLApple Inc.-0.6%

    now $50.8M · held 11+ qtrs

+41 more in the Excel export

Sold out (5)

  • WBS$WBSWEBSTER FINANCIAL CORPwas $306K

    held 8 qtrs

  • GLW$GLWCORNING INC /NYwas $281K

    held 1 qtr

  • GNRC$GNRCGENERAC HOLDINGS INC.was $264K

    held 1 qtr

  • CI$CICigna Groupwas $222K

    held 10+ qtrs

  • ENB$ENBENBRIDGE INCwas $218K

    held 2 qtrs

Firm AUM (Form ADV): $659.2M as of 2026-04-30 · SEC IAPD

Holdings by quarter

Every 13F Benin Management CORP has filed, 42 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Benin Management?

Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Benin Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+0.1%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 7% over the last 4

Top 10 weight

66%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Benin Management CORP disclosed 151 positions worth $516.6M in its Form 13F-HR for Q3 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 30.9% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $XOM.R34088 and a full exit from $WBS. The portfolio is most concentrated in Other (41.5% of disclosed assets). All figures are sourced directly from Benin Management CORP’s Form 13F-HR filing with the SEC under CIK 1352871.

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AI-Powered Hedge Fund Analysis: Benin Management CORP

13F Pro is an AI hedge fund tracker and stock research platform. For Benin Management CORP (SEC CIK: 1352871), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Benin Management CORP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.