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BENJAMIN EDWARDS INC

Q1 2026 · Filed 2026-05-12
Market Value
$9.9B
+10.9%
Holdings
1,391
+48
New Purchases
114
Added To
726
Closed
74
Reduced
426
Top 10 Concentration
14.6%
Turnover
13.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CGXU 1.21% 0.03% +1.18% $120M
CGUS 1.06% 0.33% +0.74% $106M
CGCB 0.77% 0.06% +0.71% $76M
CGGR 1.07% 0.37% +0.69% $106M
CGCP 0.73% 0.12% +0.60% $72M
AVLV 0.53% 0.00% +0.53% $52M
GQGU 0.52% 0.00% +0.52% $52M
CGHY 0.50% 0.00% +0.50% $49M
FTRB 0.37% 0.00% +0.37% $37M
CGSD 0.42% 0.06% +0.36% $42M
HFSI 0.34% 0.00% +0.34% $34M
CGNG 0.43% 0.10% +0.32% $42M
ECL 0.38% 0.08% +0.30% $38M
JPHY 0.28% 0.00% +0.28% $28M
PICK 0.21% 0.00% +0.21% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 1.51% 2.12% -0.61% $150M
AAPL 2.44% 2.92% -0.48% $243M
MRK 0.20% 0.55% -0.36% $20M
MDYG 0.06% 0.35% -0.29% $6M
REGL 0.09% 0.38% -0.29% $9M
SPYG 1.36% 1.60% -0.24% $135M
SCHF 0.89% 1.12% -0.24% $88M
SPDW 1.78% 1.99% -0.21% $177M
GLDM 0.74% 0.95% -0.21% $73M
MKC 0.28% 0.49% -0.21% $28M
QCOM 0.43% 0.63% -0.21% $42M
NVDA 1.12% 1.32% -0.20% $112M
INTU 0.34% 0.54% -0.20% $34M
HYBB 0.37% 0.57% -0.20% $37M
ADP 0.46% 0.66% -0.20% $46M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $2.4B 24.3%
Large Cap 675 $5.1B 51.7%
Mid Cap 320 $1.5B 14.8%
Small Cap 213 $554M 5.6%
Micro Cap 105 $360M 3.6%

Portfolio Analytics

Avg Market Cap
$71.4B
Median Market Cap
$12.5B
Avg P/E
32.9
Median P/E
23.0
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
786
# ETFs / Funds
605

Top Holdings (1,391 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 2.44% 957,162 $243M $253.82 -$19M -6,756 -0.7%
2 SPDW 1.78% 3,875,058 $177M $45.65 -$2M -149,041 -3.7%
3 MSFT 1.51% 405,561 $150M $370.29 -$40M +11,774 +3.0%
4 SPMB 1.45% 6,426,504 $144M $22.39 $7M +307,324 +5.0%
5 SPYG 1.36% 1,375,898 $135M $97.91 -$9M +33,329 +2.5%
6 IUSV 1.35% 1,313,006 $134M $102.25 $17M +164,901 +14.4%
7 IUSG 1.23% 787,337 $122M $155.12 $3M +75,155 +10.6%
8 CGXU 1.21% 4,074,491 $120M $29.49 $118M +3,995,247 +5041.7%
9 SPYV 1.13% 1,981,597 $112M $56.58 $26M +457,342 +30.0%
10 NVDA 1.12% 639,641 $112M $174.40 -$7M +2,975 +0.5%
11 CGGR 1.07% 2,634,776 $106M $40.19 $73M +1,886,155 +251.9%
12 CGUS 1.06% 2,753,949 $106M $38.42 $76M +2,022,431 +276.5%
13 XOM 1.00% 585,046 $99M $169.68 $25M -28,926 -4.7%
14 CASY 0.92% 126,052 $92M $728.07 $20M -4,552 -3.5%
15 APH 0.89% 701,084 $89M $126.35 -$6M +3,471 +0.5%
16 SCHF 0.89% 3,563,500 $88M $24.75 -$13M -630,773 -15.0%
17 COST 0.86% 85,995 $86M $997.01 $10M -2,086 -2.4%
18 WMT 0.84% 668,746 $83M $124.28 $8M -2,603 -0.4%
19 AVGO 0.81% 261,677 $81M $309.56 -$5M +12,812 +5.2%
20 VCIT 0.79% 949,261 $79M $82.75 $7M +94,385 +11.0%
21 CGCB 0.77% 2,898,079 $76M $26.26 $71M +2,708,421 +1428.1%
22 ABBV 0.74% 338,904 $74M $217.53 -$4M -1,639 -0.5%
23 GLDM 0.74% 788,797 $73M $92.69 -$12M -205,012 -20.6%
24 CGCP 0.73% 3,237,956 $72M $22.34 $61M +2,750,098 +563.7%
25 MCD 0.69% 222,045 $69M $310.94 -$2M -8,712 -3.8%
26 WEC 0.68% 584,490 $68M $115.78 $4M -14,657 -2.5%
27 HD 0.66% 199,045 $66M $329.08 -$3M +595 +0.3%
28 AMZN 0.63% 302,411 $63M $208.27 -$6M +3,783 +1.3%
29 GOOGL 0.63% 218,529 $63M $287.57 -$2M +11,111 +5.4%
30 ATO 0.63% 339,303 $63M $184.74 $4M -12,914 -3.7%
31 VZ 0.63% 1,239,439 $62M $50.20 $11M -8,154 -0.7%
32 VCSH 0.62% 777,684 $62M $79.27 $7M +92,626 +13.5%
33 SNA 0.61% 167,661 $61M $363.34 $279K -8,255 -4.7%
34 MA 0.61% 121,229 $61M $499.85 -$10M -1,649 -1.3%
35 CTVA 0.59% 701,530 $59M $83.71 $10M -20,219 -2.8%
36 TXN 0.56% 289,021 $56M $194.17 $5M -2,848 -1.0%
37 PG 0.56% 382,500 $55M $144.45 $1M +5,154 +1.4%
38 RSG 0.54% 247,083 $54M $219.08 -$513K -10,697 -4.2%
39 BINV 0.54% 1,303,199 $54M $41.22 $22M +523,525 +67.2%
40 AVLV 0.53% 647,955 $52M $80.61 +647,955 NEW
41 GQGU 0.52% 1,928,076 $52M $26.91 +1,928,076 NEW
42 WSO 0.52% 141,901 $52M $363.95 $3M -3,230 -2.2%
43 IGSB 0.52% 982,165 $52M $52.56 $23M +443,959 +82.5%
44 SYK 0.52% 156,855 $52M $328.70 -$5M -3,511 -2.2%
45 TBIL 0.52% 1,032,523 $51M $49.86 -$523K -10,065 -1.0%
46 TLH 0.51% 506,333 $51M $100.72 -$11M -106,232 -17.3%
47 CGHY 0.50% 1,975,581 $49M $25.05 +1,975,581 NEW
48 CME 0.49% 164,034 $48M $295.38 $14M +36,318 +28.4%
49 TMUS 0.47% 223,111 $47M $210.06 $2M +4,265 +1.9%
50 JPM 0.47% 158,229 $47M $294.23 -$2M +7,822 +5.2%
51 CGDV 0.47% 1,093,012 $46M $42.54 $3M +85,641 +8.5%
52 ADP 0.46% 226,830 $46M $203.25 -$13M -3,167 -1.4%
53 SCHH 0.45% 2,100,294 $45M $21.49 $7M +288,850 +15.9%
54 SPY 0.44% 67,028 $44M $650.37 -$1M +986 +1.5%
55 ACN 0.43% 214,275 $43M $198.34 -$13M +8,375 +4.1%
56 CGNG 0.43% 1,341,367 $42M $31.57 $33M +1,049,818 +360.1%
57 QCOM 0.43% 328,740 $42M $128.80 -$14M -2,117 -0.6%
58 AWK 0.42% 309,566 $42M $136.10 $485K -9,537 -3.0%
59 CGSD 0.42% 1,615,083 $42M $25.79 $36M +1,404,052 +665.3%
60 META 0.42% 72,492 $41M $572.19 -$2M +6,978 +10.7%
61 GLD 0.41% 94,267 $41M $430.28 $5M +3,981 +4.4%
62 SHW 0.41% 126,395 $41M $320.68 -$2M -4,929 -3.8%
63 IEI 0.41% 341,421 $40M $118.60 $1M +12,951 +3.9%
64 GOOG 0.40% 140,258 $40M $286.86 -$3M +2,542 +1.9%
65 FLCG 0.40% 1,337,642 $40M $29.90 $21M +753,093 +128.8%
66 ITW 0.40% 153,186 $40M $260.39 -$7M -38,006 -19.9%
67 EOG 0.40% 274,098 $40M $144.59 $10M -6,536 -2.3%
68 CGGE 0.40% 1,298,512 $40M $30.50 $20M +679,265 +109.7%
69 MSI 0.40% 90,505 $39M $434.01 $4M -2,466 -2.6%
70 SPGI 0.39% 91,916 $39M $425.53 -$11M -3,066 -3.2%
71 NDAQ 0.39% 456,111 $39M $84.89 -$7M -18,795 -4.0%
72 VOE 0.39% 209,002 $39M $184.31 $3M +9,028 +4.5%
73 ECL 0.38% 142,750 $38M $266.02 $31M +114,644 +407.9%
74 VCLT 0.38% 507,413 $38M $74.72 $3M +41,009 +8.8%
75 ABT 0.37% 358,635 $37M $102.69 -$8M +3,187 +0.9%
76 HYBB 0.37% 791,180 $37M $46.49 -$14M -290,075 -26.8%
77 FTRB 0.37% 1,460,733 $37M $25.14 +1,460,733 NEW
78 IEUR 0.37% 520,683 $37M $70.27 -$1M -14,261 -2.7%
79 V 0.37% 121,013 $37M $302.31 -$4M +4,062 +3.5%
80 VEA 0.37% 570,025 $37M $64.08 -$2M -48,669 -7.9%
81 FIXT 0.37% 962,892 $36M $37.89 $261K +15,191 +1.6%
82 FAST 0.37% 783,401 $36M $46.40 -$4M -220,242 -21.9%
83 VRSK 0.37% 191,566 $36M $189.75 $5M +51,284 +36.6%
84 TSCO 0.36% 795,904 $36M $45.30 -$5M -27,104 -3.3%
85 NEE 0.36% 386,842 $36M $92.88 $5M +5,756 +1.5%
86 SPHY 0.35% 1,508,372 $35M $23.32 $7M +315,416 +26.4%
87 EQIX 0.35% 35,598 $35M $981.00 $7M -1,193 -3.2%
88 AJG 0.34% 157,298 $34M $216.63 -$8M -4,915 -3.0%
89 QQQ 0.34% 58,770 $34M $577.37 -$699K +2,415 +4.3%
90 HFSI 0.34% 971,387 $34M $34.72 +971,387 NEW
91 INTU 0.34% 77,916 $34M $432.55 -$15M +5,145 +7.1%
92 VOT 0.33% 129,031 $33M $257.40 $1M +15,375 +13.5%
93 CGDG 0.33% 924,317 $33M $35.90 $7M +180,714 +24.3%
94 CGBL 0.33% 941,932 $32M $34.41 $10M +295,293 +45.7%
95 JNJ 0.32% 131,933 $32M $244.47 $4M -6,490 -4.7%
96 CTAS 0.32% 189,438 $32M $169.15 -$5M -6,025 -3.1%
97 IVV 0.32% 48,528 $32M $654.38 -$372K +1,707 +3.6%
98 CGGO 0.32% 949,627 $32M $33.37 $3M +131,933 +16.1%
99 RDVY 0.32% 459,941 $31M $68.30 $2M +40,124 +9.6%
100 MDLZ 0.30% 510,625 $29M $57.64 $4M +33,344 +7.0%

Options Breakdown

4 Calls $0 Call Value 3 Puts $2M Put Value

Top Calls

SymbolSharesValueStatus
TER $0 SOLD
HON $0 SOLD
DKNG $0 SOLD
WY $0 SOLD

Top Puts

SymbolSharesValueStatus
JPM 6,500 $2M
KO 5,000 $380K
JEPQ $0 SOLD

New Positions

SymbolValue% Port
AVLV $52M 0.53%
GQGU $52M 0.52%
CGHY $49M 0.50%
FTRB $37M 0.37%
HFSI $34M 0.34%
JPHY $28M 0.28%
PICK $21M 0.21%
FLHY $19M 0.19%
CSRE $12M 0.12%
IFV $6M 0.06%
AZN $6M 0.06%
LYB $5M 0.05%
NEMD $4M 0.04%
DDFJ $4M 0.04%
FDVV $3M 0.03%

Sold Out Positions

SymbolValue% Port
RSI —%
DECK —%
THO —%
PD —%
ALK —%
LDOS —%
CBRE —%
FAF —%
CNC —%
PINS —%
TOST —%
TFIN —%
VALE —%
WK —%
RNR —%
View SEC EDGAR Filings for BENJAMIN EDWARDS INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms