Benjamin Edwards
Benjamin Edwards reported 1,416 stocks worth $11B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are AAPL (2.5%), MSFT (1.6%) and NVDA (1.6%). Compared with Q1 2026, the fund added to MSFT, NVDA and IUSG, trimmed AAPL, SPDW and SPYG and sold out of MDYV, EWI and BKF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $268M | 2.5% | 926K | −31K (−3%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $177M | 1.6% | 475K | +69K (+17%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $170M | 1.6% | 849K | +209K (+33%) | 8 of 8 | |
| 4 |  SPDW Spdr Developed | $169M | 1.5% | 3.4M | −518K (−13%) | 7 of 8 | |
| 5 |  SPYG Spdr Series Trust | $157M | 1.4% | 1.3M | −55K (−4%) | 8 of 8 | |
| 6 |  IUSG Ishares TR | $155M | 1.4% | 825K | +38K (+5%) | 8 of 8 | |
| 7 |  IUSV Ishares TR | $153M | 1.4% | 1.4M | +79K (+6%) | 8 of 8 | |
| 8 |  SPYV State Street | $144M | 1.3% | 2.4M | +394K (+20%) | 8 of 8 | |
| 9 |  CGXU Capital Group Intrtnl | $143M | 1.3% | 4.1M | +63K (+2%) | 8 of 8 | |
| 10 |  CGGR Capital Group Growth | $129M | 1.2% | 2.7M | +99K (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
THOMSON REUTERS CORP | $38.9M | 432K |
HONEYWELL INTL INC | $8.9M | 39K |
 MDYV State Street | $3.2M | 38K |
 EWI Blackrock, Inc. | $2.4M | 46K |
 BKF Ishares Msci Bic ETF | $2.2M | 55K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 JPM Jpmorgan Chase & Co. | Put | $8.2M | 25K | +18,500 |
 SOXX Ishares Semiconductor | Put | $128K | 200 | +200 |
 HON Honeywell Intl Inc Com | Call | $22K | 100 | +100 |
HON Honeywell Intl Inc Com | Put | $22K | 100 | +100 |
 NFLX Netflix Inc | Call | $21K | 300 | +300 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benjamin Edwards 13F FAQ
What does Benjamin Edwards own?
Benjamin Edwards reported 1,416 stocks worth $11B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are AAPL (2.5%), MSFT (1.6%) and NVDA (1.6%). The table above lists every position in the filing (the top 10 without an account).
What did Benjamin Edwards buy and sell in Q2 2026?
Compared with Q1 2026: 134 new positions, 696 added to, 523 trimmed and 68 sold out. It sold all of MDYV, EWI and BKF.
When will Benjamin Edwards file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Benjamin Edwards's portfolio worth?
The Q2 2026 filing reports $11B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.