1y return+18.1%S&P 500 +20.9%
3y return+55.3%S&P 500 +68.5%
5y return+63.0%S&P 500 +74.5%
10y return+214.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $314 against $357 in the S&P 500.2
Benin Management CORPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $158.2M | 32.0% | |
| AAPLApple Inc | $44.4M | 9.0% | |
| MSFTMicrosoft Corp | $29.2M | 5.9% | |
| QQQInvesco Qqq Tr | $20.7M | 4.2% | −3.8% |
| VVisa Inc | $15.9M | 3.2% | |
| DIAState Str Spdr Dow Jones Ind | $13.0M | 2.6% | |
| GOOGAlphabet Inc | $12.1M | 2.4% | |
| TLTIshares Tr | $9.9M | 2.0% | +12.9% |
| JPMJpmorgan Chase & Co | $8.0M | 1.6% | |
| NVDANvidia Corporation | $7.7M | 1.6% | |
| PEPPepsico Inc | $7.6M | 1.5% | −1.9% |
| ALLAllstate Corp | $7.1M | 1.4% | −3.4% |
| PNCPnc Finl Svcs Group Inc | $7.0M | 1.4% | −1.0% |
| AMZNAmazon Com Inc | $7.0M | 1.4% | +2.2% |
| GEVGe Vernova Inc | $6.4M | 1.3% | −3.6% |
| FDXFedex Corp | $4.6M | 0.9% | −2.7% |
| COSTCostco Wholesale Corporation | $4.4M | 0.9% | −1.3% |
| CSCOCisco Sys Inc | $4.1M | 0.8% | +1.5% |
| CVXChevron Corporation | $3.9M | 0.8% | |
| CATCaterpillar Inc | $3.8M | 0.8% | −2.2% |
| SLVIshares Silver Tr | $3.8M | 0.8% | |
| JNJJohnson & Johnson | $3.5M | 0.7% | |
| TSLATesla Inc | $3.3M | 0.7% | |
| GLDSpdr Gold Tr | $3.2M | 0.6% | |
| APHAmphenol Corp | $3.1M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $7.7M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $3.8M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $6.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $12.1M |
| GEGe Aerospace | September 30, 2021 | +262.7% | $2.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $44.4M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $4.4M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $20.7M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $6.9M
- VTIPAnguard Malvern Fds was $948K
- Honeywell Intl IncCUSIP 438516106 was $309K
- OXYOccidental Pete Corp was $302K
- BXBlackstone Inc was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +7.4% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +7.5% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −2.5% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Benin Management CORP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1352871&type=13F-HR&dateb=&owner=include&count=40CIK 1352871
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1352871/000142050626001232/Filed July 15, 2026 · accession 0001420506-26-001232