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Benin Management CORP — 13F Holdings & Portfolio

CIK 1352871 · latest 13F-HR filed 2026-07-15

Backtest portfolio

Benin Management CORP manages $493.8M in 13F-reported U.S. long-equity assets across 152 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (32.03%), AAPL (8.99%), MSFT (5.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 5, added to 84, and trimmed 31.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
139 LIMEKILN ROAD
REDDING, CT 06896
Phone
(203) 762-3295
Filing Manager
Benin Management CORP
Redding, CT
Signatory
Christopher Benin
CEO
Loading holdings…
AUM

$493.8M

Long-equity book

Holdings

152

Distinct positions

Period

2026-06-30

Filed 2026-07-15

Q/Q Activity

+11 / −5 / ↑84 / ↓31

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$19.3M +13.9%
  • APPLE INC$5.4M +13.8%
  • INVESCO QQQ TR$3.8M +22.7%
  • ALPHABET INC$2.3M +23.1%
  • VISA INC$1.8M +13.0%
Show all 84 →

Top Trims

  • PEPSICO INC-$1.3M -14.5%
  • ISHARES SILVER TR-$1.0M -21.5%
  • CHEVRON CORPORATION-$941.8K -19.6%
  • FEDEX CORP-$784.5K -14.5%
  • SPDR GOLD TR-$534.2K -14.4%
Show all 31 →

New Positions

  • FEDEX FGHT HLDG CO INC$1.0M
  • APPLIED MATLS INC$423.7K
  • LAM RESEARCH CORP$409.5K
  • IREN LIMITED$406.1K
  • PALO ALTO NETWORKS INC$404.1K
Show all 11 →

Exited Positions

  • EXXON MOBIL CORP$6.9M
  • ANGUARD MALVERN FDS$947.7K
  • HONEYWELL INTL INC$309.0K
  • OCCIDENTAL PETE CORP$301.7K
  • BLACKSTONE INC$204.2K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $158.2M 32.03% 211,839 SH
2 APPLE INC AAPL 037833100 $44.4M 8.99% 153,416 SH
3 MICROSOFT CORP MSFT 594918104 $29.2M 5.91% 78,239 SH
4 INVESCO QQQ TR QQQ 46090E103 $20.7M 4.19% 28,076 SH
5 VISA INC V 92826C839 $15.9M 3.21% 46,250 SH
6 STATE STR SPDR DOW JONES IND DIA 78467X109 $13.0M 2.63% 24,897 SH
7 ALPHABET INC GOOG 02079K107 $12.1M 2.45% 34,212 SH
8 ISHARES TR TLT 464287432 $9.9M 2.01% 114,633 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $8.0M 1.63% 24,531 SH
10 NVIDIA CORPORATION NVDA 67066G104 $7.7M 1.55% 38,319 SH
11 PEPSICO INC PEP 713448108 $7.6M 1.55% 56,350 SH
12 ALLSTATE CORP ALL 020002101 $7.1M 1.43% 29,696 SH
13 PNC FINL SVCS GROUP INC PNC 693475105 $7.0M 1.43% 28,609 SH
14 AMAZON COM INC AMZN 023135106 $7.0M 1.41% 29,297 SH
15 GE VERNOVA INC GEV 36828A101 $6.4M 1.30% 5,463 SH
16 FEDEX CORP FDX 31428X106 $4.6M 0.94% 14,805 SH
17 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.4M 0.90% 4,730 SH
18 CISCO SYS INC CSCO 17275R102 $4.1M 0.82% 34,488 SH
19 CHEVRON CORPORATION CVX 166764100 $3.9M 0.78% 23,350 SH
20 CATERPILLAR INC CAT 149123101 $3.8M 0.77% 3,585 SH
21 ISHARES SILVER TR SLV 46428Q109 $3.8M 0.77% 70,735 SH
22 JOHNSON & JOHNSON JNJ 478160104 $3.5M 0.71% 13,860 SH
23 TESLA INC TSLA 88160R101 $3.3M 0.68% 7,951 SH
24 SPDR GOLD TR GLD 78463V107 $3.2M 0.64% 8,628 SH
25 AMPHENOL CORP APH 032095101 $3.1M 0.62% 17,416 SH
26 TRAVELERS COMPANIES INC TRV 89417E109 $2.9M 0.58% 8,743 SH
27 ALPHABET INC GOOGL 02079K305 $2.7M 0.56% 7,688 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.5M 0.50% 4,957 SH
29 UNITED PARCEL SVCS INC UPS 911312106 $2.5M 0.50% 22,892 SH
30 SYSCO CORP SYY 871829107 $2.4M 0.48% 28,463 SH
31 META PLATFORMS INC META 30303M102 $2.4M 0.48% 4,196 SH
32 NEXTERA ENERGY INC NEE 65339F101 $2.3M 0.47% 26,558 SH
33 DISNEY WALT CO DIS 254687106 $2.3M 0.47% 23,955 SH
34 ISHARES TR IVV 464287200 $2.3M 0.47% 3,068 SH
35 PRUDENTIAL FINL INC PRU 744320102 $2.2M 0.45% 20,418 SH
36 WALMART INC WMT 931142103 $2.1M 0.43% 18,674 SH
37 GE AEROSPACE GE 369604301 $2.0M 0.40% 5,263 SH
38 PROCTER & GAMBLE CO PG 742718109 $1.9M 0.38% 12,934 SH
39 STATE STR CORP STT 857477103 $1.9M 0.38% 11,035 SH
40 KONINKLIJKE PHILIPS N V PHG 500472303 $1.9M 0.38% 68,403 SH
41 IONQ INC IONQ 46222L108 $1.8M 0.37% 34,533 SH
42 STARBUCKS CORP SBUX 855244109 $1.7M 0.34% 16,270 SH
43 ALMONTY INDS INC ALM 020398707 $1.7M 0.34% 100,000 SH
44 BROADCOM INC AVGO 11135F101 $1.6M 0.33% 4,301 SH
45 ORACLE CORP ORCL 68389X105 $1.6M 0.32% 10,893 SH
46 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $1.6M 0.32% 34,989 SH
47 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.5M 0.31% 5,443 SH
48 VANGUARD INDEX FDS VTI 922908769 $1.5M 0.30% 3,968 SH
49 SLB LIMITED SLB 806857108 $1.4M 0.29% 31,048 SH
50 TEXAS INSTRS INC TXN 882508104 $1.3M 0.25% 4,200 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-15 $493.8M 152 0001420506-26-001232
2026-03-31 2026-04-10 $444.8M 146 0001420506-26-000662
2025-12-31 2026-01-12 $448.0M 138 0001420506-26-000035