1y return+10.0%S&P 500 +20.9%
3y return+37.5%S&P 500 +68.5%
5y return+37.3%S&P 500 +74.5%
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 March 31, 2019: $180 against $264 in the S&P 500.2
Benjamin Edwards IncS&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 |
|---|---|---|---|
| AAPLApple Inc | $268.0M | 2.4% | −3.3% |
| MSFTMicrosoft Corp | $177.1M | 1.6% | +17.0% |
| NVDANvidia Corporation | $169.9M | 1.6% | +32.7% |
| SPDWSpdr Index Shs Fds | $169.2M | 1.5% | −13.4% |
| SPYGSpdr Series Trust | $157.2M | 1.4% | −4.0% |
| IUSGIshares Tr | $155.3M | 1.4% | +4.8% |
| IUSVIshares Tr | $153.4M | 1.4% | +6.0% |
| SPYVSpdr Series Trust | $144.4M | 1.3% | +19.9% |
| CGXUCapital Group Intl Focus Eqt | $143.2M | 1.3% | +1.5% |
| CGGRCapital Group Growth Etf | $129.0M | 1.2% | +3.8% |
| CGUSCapital Group Core Equity Et | $126.2M | 1.2% | +3.0% |
| AVGOBroadcom Inc | $125.1M | 1.1% | +26.6% |
| APHAmphenol Corp | $109.9M | 1.0% | −11.1% |
| SPMBSpdr Series Trust | $107.4M | 1.0% | −25.1% |
| SCHFSchwab Strategic Tr | $104.7M | 1.0% | +6.1% |
| GLDMWorld Gold Tr | $89.4M | 0.8% | +42.8% |
| GOOGLAlphabet Inc | $84.3M | 0.8% | +7.9% |
| TLHIshares Tr | $83.9M | 0.8% | +65.2% |
| ABBVAbbvie Inc | $82.4M | 0.8% | −3.4% |
| VCITVanguard Scottsdale Fds | $81.0M | 0.7% | +3.2% |
| CGCBCapital Grp Fixed Incm Etf T | $79.6M | 0.7% | +4.9% |
| CGCPCapital Grp Fixed Incm Etf T | $76.6M | 0.7% | +6.2% |
| AMZNAmazon Com Inc | $75.9M | 0.7% | +5.3% |
| TXNTexas Instrs Inc | $75.8M | 0.7% | −12.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $73.0M | 0.7% | −8.7% |
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 | September 30, 2021 | +865.9% | $169.9M |
| AVGOBroadcom Inc | September 30, 2021 | +678.9% | $125.1M |
| APHAmphenol Corp | June 30, 2022 | +447.7% | $109.9M |
| CASYCaseys Gen Stores Inc | June 30, 2020 | +431.6% | $56.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $56.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $268.0M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $70.8M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $73.0M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $66.8M |
| GOOGLAlphabet Inc | September 30, 2021 | +167.3% | $84.3M |
Sold off last quarter
- Thomson Reuters CorpCUSIP 884903808 was $38.9M
- Honeywell Intl IncCUSIP 438516106 was $8.9M
- MDYVSpdr Series Trust was $3.2M
- EWIIshares Inc was $2.4M
- BKFIshares Inc was $2.2M
- PRIMPrimoris Svcs Corp was $1.5M
- BTUPeabody Engr Corp was $1.3M
- FANFirst Tr Exchange-traded Fd was $1.2M
- JDIVJ P Morgan Exchange Traded F was $1.2M
- CFGCitizens Finl Group Inc was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.8% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +5.1% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −11.5% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Benjamin Edwards Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1451623&type=13F-HR&dateb=&owner=include&count=40CIK 1451623
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1451623/000145162326000004/Filed July 24, 2026 · accession 0001451623-26-000004