Benin Management CORP

CIK 0001352871 · Q2 2026

13F Equity AUM

$493.8M

+11.0% QoQ

Positions

152

+6 QoQ

AUM Rank

#4,963

Top 40%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,081 · Top 49%

vs S&P -1.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 54.3%Top 10: 64.6%Top 20: 75.9%

SPY32.0%

AAPL9.0%

MSFT5.9%

NDQ4.2%

V3.2%

DON2.6%

GOOG2.5%

TLT2.0%

JPM1.6%

NVDA1.6%

Others (142)35.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.2%

Technology21.6%

Communication Services4.2%

Consumer Defensive4.0%

Industrials3.7%

Consumer Cyclical3.1%

Healthcare2.8%

Fund2.6%

Other4.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 152Median: 0.14%Avg: 0.66%

0–0.5%

124(19.0%)

0.5–1%

13(9.3%)

1–3%

10(17.4%)

3–5%

2(7.4%)

5%+

3(46.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 152vs 20 funds

0%Low

152

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New11Increased31Decreased43Exited5

New Positions

FEDEX FGHT HLDG CO I…0.2%

+7K

AMAT0.1%

+586

IREN0.1%

+9K

SPACE EXPLORATION TE…0.1%

+2K

LRCX0.1%

+945

PANW0.1%

+1K

GLW0.1%

+1K

OKLO0.1%

+6K

GNRC0.1%

+900

WPC0.1%

+4K

Increased

IONQ0.4%

+25K(+262%)

NEE0.5%

+17K(+185%)

TLT2.0%

+13K(+13%)

VUG0.2%

+8K(+500%)

NOBL0.1%

+7K(+100%)

IEF0.2%

+4K(+65%)

PHG0.4%

+2K(+4%)

IGV0.1%

+2K(+53%)

IWF0.1%

+1K(+300%)

RTX0.2%

+1K(+19%)

Decreased

HPE0.3%

-9,825(-22%)

AII0.3%

-7,000(-7%)

WBI0.2%

-3,050(-11%)

CSX0.1%

-2,000(-13%)

UPS0.5%

-1,705(-7%)

SPY32.0%

-1,674(-1%)

NDQ4.2%

-1,117(-4%)

PEP1.5%

-1,109(-2%)

ALS1.4%

-1,050(-3%)

F0.1%

-1,000(-3%)

Exited

-40,421

-18,973

-4,642

-1,367

-1,776

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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