Benin Management CORP

CIK 0001352871 • 7 13F filings • Apr 10, 2025 – Oct 22, 2026

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Filer information

Filed by: Benin Management CORP, CIO
Address: 96 BALD HILL ROAD, WILTON, CT, 06897
Phone: 203-762-3295
AUM: $448.0M

AUM over time

$516.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $516.6M151 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$657K	0.1%	6,652 SH	New
ABBVIE INC	COM	$362K	0.1%Prev: 0.1%	1,385 SH	Increased+198 SH
ADVANCED MICRO DEVICES INC	COM	$748K	0.1%	1,223 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$616K	0.1%	2,213 SH	New
ALLSTATE CORP	COM	$6.5M	1.3%Prev: 1.6%	29,271 SH	Decreased-1,710 SH
ALMONTY INDS INC	COM NEW	$1.3M	0.3%	100,000 SH	New
ALPHABET INC	CAP STK CL A	$2.6M	0.5%Prev: 0.4%	7,688 SH	Increased+1,275 SH
ALPHABET INC	CAP STK CL C	$11.9M	2.3%Prev: 1.9%	34,797 SH	Increased+1,731 SH
ALTRIA GROUP INC	COM	$243K	0.0%Prev: 0.1%	3,602 SH	Increased
AMAZON COM INC	COM	$7.4M	1.4%Prev: 1.5%	29,897 SH	Increased+1,637 SH
AMERICAN EXPRESS CO	COM	$779K	0.2%Prev: 0.2%	2,563 SH	Decreased-226 SH
AMGEN INC	COM	$597K	0.1%Prev: 0.1%	1,416 SH	Increased
AMPHENOL CORP	CL A	$3.0M	0.6%	35,232 SH	New
APPLE INC	COM	$50.8M	9.8%Prev: 7.9%	152,511 SH	Increased+21,318 SH
APPLIED DIGITAL CORP	COM NEW	$356K	0.1%	14,600 SH	New
APPLIED MATLS INC	COM	$300K	0.1%	586 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$1.1M	0.2%	594 SH	New
AT&T INC	COM	$585K	0.1%Prev: 0.2%	23,970 SH	Decreased+769 SH
BANK OF AMER CORP	COM	$798K	0.2%	14,669 SH	New
BANK OF NY MELLON CORP	COM	$957K	0.2%	6,615 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	0.5%Prev: 0.5%	4,932 SH	Increased+395 SH
BOEING CO	COM	$250K	0.0%Prev: 0.1%	1,342 SH	Increased+300 SH
BRISTOL-MYERS SQUIBB CO	COM	$528K	0.1%Prev: 0.1%	8,465 SH	Increased+402 SH
BROADCOM INC	COM	$1.5M	0.3%Prev: 0.3%	4,301 SH	Increased+445 SH
CAPITAL ONE FINL CORP	COM	$289K	0.1%Prev: 0.1%	1,498 SH	Decreased+113 SH
CATERPILLAR INC	COM	$2.6M	0.5%Prev: 0.4%	3,174 SH	Increased+9 SH
CDW CORP	COM	$416K	0.1%Prev: 0.1%	3,248 SH	Decreased
CHARLES SCHWAB CORP (THE)	COM	$303K	0.1%	3,103 SH	New
CHEVRON CORPORATION	COM	$4.8M	0.9%	23,350 SH	New
CISCO SYS INC	COM	$4.5M	0.9%Prev: 0.6%	41,918 SH	Increased+6,230 SH
CME GROUP INC	COM	$770K	0.1%Prev: 0.2%	2,940 SH	Decreased
COCA COLA CO	COM	$306K	0.1%Prev: 0.1%	3,551 SH	Increased-100 SH
COMCAST CORP NEW	CL A	$285K	0.1%Prev: 0.1%	13,101 SH	Decreased+990 SH
COSTCO WHOLESALE CORPORATION	COM	$4.3M	0.8%	4,730 SH	New
CSX CORP	COM	$598K	0.1%Prev: 0.2%	12,860 SH	Decreased-8,500 SH
CVS HEALTH CORP	COM	$714K	0.1%Prev: 0.2%	8,337 SH	Increased-158 SH
DEERE & CO	COM	$349K	0.1%Prev: 0.0%	520 SH	Increased+68 SH
DISNEY WALT CO	COM	$2.5M	0.5%Prev: 0.7%	23,905 SH	Decreased-115 SH
DUKE ENERGY CORP NEW	COM NEW	$333K	0.1%Prev: 0.1%	2,918 SH	Increased+934 SH
EDWARDS LIFESCIENCES CORP	COM	$352K	0.1%Prev: 0.1%	4,076 SH	Decreased-700 SH
ELI LILLY & CO	COM	$897K	0.2%Prev: 0.1%	775 SH	Increased
EMERSON ELEC CO	COM	$313K	0.1%Prev: 0.1%	2,019 SH	Increased+24 SH
EMPIRE ST RLTY TR INC	CL A	$111K	0.0%Prev: 0.1%	27,500 SH	Decreased-1,300 SH
ENTEGRIS INC	COM	$341K	0.1%Prev: 0.0%	2,216 SH	Increased-65 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$9.1M	1.8%	56,200 SH	New
FEDEX CORP	COM	$4.1M	0.8%Prev: 0.9%	14,529 SH	Increased-1,442 SH
FEDEX FGHT HLDG CO INC	COMMON STOCK	$718K	0.1%	6,566 SH	New
FIDELITY COVINGTON TRUST	ENH MID COR ETF	$405K	0.1%	10,033 SH	New
FIFTH THIRD BANCORP	COM	$475K	0.1%Prev: 0.1%	9,400 SH	Increased
FLUOR CORP	COM	$333K	0.1%	6,950 SH	New
FORD MTR CO	COM	$343K	0.1%Prev: 0.1%	28,407 SH	Decreased-3,100 SH
FREEPORT MCMORAN INC	CL B	$322K	0.1%	4,596 SH	New
GE AEROSPACE	COM NEW	$1.6M	0.3%Prev: 0.4%	5,046 SH	Decreased-329 SH
GE VERNOVA INC	COM	$5.1M	1.0%Prev: 0.5%	5,394 SH	Increased+2,142 SH
GOLDMAN SACHS GROUP INC	COM	$377K	0.1%Prev: 0.1%	419 SH	Decreased-300 SH
GREENE CNTY BANCORP INC	COM	$204K	0.0%	6,104 SH	New
HALLIBURTON CO	COM	$201K	0.0%	6,309 SH	New
HERSHEY CO	COM	$788K	0.2%Prev: 0.2%	4,999 SH	Decreased-205 SH
HEWLETT PACKARD ENTERPRISE C	COM	$1.7M	0.3%Prev: 0.3%	26,364 SH	Increased-18,350 SH
HIGH TIDE INC	COM NEW	$55K	0.0%Prev: 0.0%	20,000 SH	Decreased
HOME DEPOT INC	COM	$473K	0.1%Prev: 0.2%	1,662 SH	Decreased+1 SH
HOWMET AEROSPACE INC	COM	$318K	0.1%Prev: 0.1%	1,404 SH	Increased+72 SH
INTEL CORP	COM	$988K	0.2%Prev: 0.1%	8,216 SH	Increased-570 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.2%Prev: 0.4%	5,138 SH	Decreased-118 SH
INVESCO QQQ TR	UNIT SER 1	$20.5M	4.0%Prev: 3.8%	27,659 SH	Increased+1,174 SH
IONQ INC	COM	$1.7M	0.3%	38,233 SH	New
IREN LIMITED	ORDINARY SHARES	$363K	0.1%	8,880 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$344K	0.1%Prev: 0.1%	7,270 SH	Decreased-20 SH
ISHARES GOLD TR	ISHARES NEW	$360K	0.1%	4,608 SH	New
ISHARES SILVER TR	ISHARES	$3.9M	0.7%Prev: 0.7%	70,735 SH	Increased+5,000 SH
ISHARES TR	20 YR TR BD ETF	$12.1M	2.3%	155,533 SH	New
ISHARES TR	7-10 YR TRSY BD	$853K	0.2%	9,555 SH	New
ISHARES TR	CORE S&P500 ETF	$2.3M	0.5%Prev: 0.5%	3,068 SH	Increased+148 SH
ISHARES TR	CORE US AGGBD ET	$264K	0.1%Prev: 0.1%	2,792 SH	Decreased
ISHARES TR	EXPANDED TECH	$607K	0.1%	5,700 SH	New
ISHARES TR	RUS 1000 GRW ETF	$239K	0.0%Prev: 0.1%	1,908 SH	Increased+1,431 SH
ISHARES TR	S&P 500 VAL ETF	$226K	0.0%Prev: 0.0%	990 SH	Increased
ISHARES TR	SELECT DIVID ETF	$275K	0.1%	1,810 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$267K	0.1%	5,300 SH	New
JOHNSON & JOHNSON	COM	$3.4M	0.7%Prev: 0.6%	12,743 SH	Increased-1,909 SH
JPMORGAN CHASE & CO	COM	$8.4M	1.6%	25,431 SH	New
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$1.7M	0.3%Prev: 0.4%	68,403 SH	Decreased+2,447 SH
LAM RESEARCH CORP	COM NEW	$310K	0.1%	945 SH	New
LINDE PLC	SHS	$740K	0.1%Prev: 0.2%	1,558 SH	Decreased
LOWES COS INC	COM	$1.0M	0.2%Prev: 0.3%	5,473 SH	Decreased+397 SH
MARVELL TECHNOLOGY INC	COM	$280K	0.1%	1,060 SH	New
MASTERCARD INCORPORATED	CL A	$484K	0.1%Prev: 0.1%	878 SH	Decreased
MCDONALDS CORP	COM	$671K	0.1%Prev: 0.2%	2,906 SH	Decreased-63 SH
MEDTRONIC PLC	SHS	$1.3M	0.2%Prev: 0.4%	14,874 SH	Decreased-802 SH
MERCK & CO INC	COM	$501K	0.1%Prev: 0.1%	3,451 SH	Increased-1,085 SH
META PLATFORMS INC	CL A	$3.0M	0.6%Prev: 0.7%	4,196 SH	Increased+179 SH
MICRON TECHNOLOGY INC	COM	$746K	0.1%	700 SH	New
MICROSOFT CORP	COM	$39.6M	7.7%Prev: 8.1%	77,293 SH	Increased+10,812 SH
MOODYS CORP	COM	$1.0M	0.2%Prev: 0.3%	2,283 SH	Decreased
MSCI INC	COM	$861K	0.2%Prev: 0.2%	1,598 SH	Decreased
NETFLIX INC.	COM	$396K	0.1%	5,690 SH	New
NEXTERA ENERGY INC	COM	$2.0M	0.4%Prev: 0.2%	25,758 SH	Increased+16,532 SH
NORTHERN TR CORP	COM	$373K	0.1%Prev: 0.1%	2,200 SH	Decreased-2,500 SH
NVIDIA CORPORATION	COM	$8.7M	1.7%Prev: 1.6%	38,099 SH	Increased+1,225 SH
OKLO INC	COM CL A	$215K	0.0%	5,800 SH	New
ORACLE CORP	COM	$1.4M	0.3%Prev: 0.7%	10,317 SH	Decreased-249 SH
OVID THERAPEUTICS INC	COM	$47K	0.0%	19,000 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$683K	0.1%Prev: 0.2%	3,650 SH	Decreased-700 SH
PALO ALTO NETWORKS INC	COM	$431K	0.1%	1,085 SH	New
PARKER-HANNIFIN CORP	COM	$690K	0.1%Prev: 0.1%	722 SH	Increased-51 SH
PEPSICO INC	COM	$7.1M	1.4%Prev: 2.0%	56,280 SH	Decreased-3,101 SH
PFIZER INC	COM	$574K	0.1%Prev: 0.1%	20,124 SH	Decreased-3,060 SH
PHILIP MORRIS INTL INC	COM	$653K	0.1%Prev: 0.1%	3,423 SH	Increased+71 SH
PNC FINL SVCS GROUP INC	COM	$6.2M	1.2%Prev: 1.4%	27,934 SH	Increased-1,226 SH
PRICE T ROWE GROUP INC	COM	$678K	0.1%Prev: 0.2%	6,519 SH	Decreased-500 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$582K	0.1%Prev: 0.1%	5,200 SH	Increased
PROCTER & GAMBLE CO	COM	$1.9M	0.4%	12,909 SH	New
PROSHARES TR	S&P 500 DV ARIST	$728K	0.1%Prev: 0.2%	13,450 SH	Decreased+6,350 SH
PRUDENTIAL FINL INC	COM	$2.3M	0.4%Prev: 0.5%	19,882 SH	Increased-536 SH
REPLIGEN CORP	COM	$961K	0.2%Prev: 0.2%	5,000 SH	Increased
RTX CORPORATION	COM	$1.2M	0.2%Prev: 0.2%	6,364 SH	Increased+1,280 SH
SALESFORCE INC	COM	$471K	0.1%Prev: 0.1%	2,050 SH	Increased+263 SH
SHERWIN WILLIAMS CO	COM	$751K	0.1%Prev: 0.2%	2,322 SH	Decreased-30 SH
SLB LIMITED	COM STK	$1.5M	0.3%	30,823 SH	New
SONO TEK CORP	COM	$255K	0.0%Prev: 0.0%	43,157 SH	Increased-1,343 SH
SOUTHERN CO	COM	$703K	0.1%Prev: 0.2%	8,483 SH	Decreased
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$330K	0.1%	2,190 SH	New
SPDR GOLD TR	GOLD SHS	$3.5M	0.7%Prev: 0.6%	9,078 SH	Increased+2,127 SH
SR BANCORP INC	COM	$217K	0.0%	11,533 SH	New
STARBUCKS CORP	COM	$1.5M	0.3%Prev: 0.3%	16,237 SH	Increased-338 SH
STATE STR CORP	COM	$1.9M	0.4%Prev: 0.3%	11,035 SH	Increased+425 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$12.4M	2.4%	24,322 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$159.6M	30.9%	209,296 SH	New
STEREOTAXIS INC	COM NEW	$13K	0.0%	10,500 SH	New
SYSCO CORP	COM	$2.2M	0.4%Prev: 0.5%	28,163 SH	Increased+3,700 SH
TESLA INC	COM	$2.8M	0.5%Prev: 0.1%	7,951 SH	Increased+6,682 SH
TEXAS INSTRS INC	COM	$1.2M	0.2%Prev: 0.2%	4,200 SH	Increased-100 SH
THERMO FISHER SCIENTIFIC INC	COM	$523K	0.1%Prev: 0.1%	775 SH	Increased
TRAVELERS COMPANIES INC	COM	$3.0M	0.6%Prev: 0.5%	8,418 SH	Increased+1,113 SH
UNION PAC CORP	COM	$266K	0.1%Prev: 0.1%	978 SH	Increased
UNITED PARCEL SVCS INC	CL B	$2.2M	0.4%	23,542 SH	New
UNITEDHEALTH GROUP INC	COM	$337K	0.1%Prev: 0.1%	919 SH	Decreased-153 SH
VANECK ETF TRUST	OIL SERVICES ETF	$227K	0.0%	600 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$448K	0.1%	6,390 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$817K	0.2%	9,066 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$1.7M	0.3%	4,478 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$421K	0.1%Prev: 0.1%	600 SH	Increased
VERISK ANALYTICS INC	COM	$452K	0.1%Prev: 0.2%	2,692 SH	Decreased-25 SH
VERIZON COMMUNICATIONS INC	COM	$303K	0.1%Prev: 0.1%	6,608 SH	Decreased-625 SH
VISA INC	COM CL A	$16.4M	3.2%Prev: 3.8%	45,747 SH	Increased-1,078 SH
WALMART INC	COM	$1.9M	0.4%Prev: 0.5%	18,474 SH	Decreased-599 SH
WATERBRIDGE INFRASTRUCTURE L	CL A SHS REPSTG	$677K	0.1%	24,080 SH	New
WEX INC	COM	$496K	0.1%Prev: 0.1%	2,941 SH	Increased-100 SH
WP CAREY INC	COM	$227K	0.0%	3,520 SH	New
YUM BRANDS INC	COM	$288K	0.1%Prev: 0.1%	2,114 SH	Decreased-17 SH
ZOETIS INC	CL A	$324K	0.1%Prev: 0.2%	4,635 SH	Decreased-266 SH

Sold (vs prior filing)

ABBOTT LABS — $923K
AIR PRODS & CHEMS INC — $336K
AMPHENOL CORP NEW — $2.4M
ASML HOLDING N V — $3.5M
BANK AMERICA CORP — $777K
BANK NEW YORK MELLON CORP — $732K
BLACKSTONE INC — $303K
CHEVRON CORP NEW — $3.6M
COSTCO WHSL CORP NEW — $4.4M
DANAHER CORPORATION — $225K
ENBRIDGE INC — $203K
EXXON MOBIL CORP — $4.7M
FIDELITY COVINGTON TRUST — $363K
FLUOR CORP NEW — $255K
HONEYWELL INTL INC — $288K
INTUIT — $307K
JPMORGAN CHASE & CO. — $5.9M
KKR & CO INC — $260K
KRISPY KREME INC — $63K
MCCORMICK & CO INC — $227K
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001420506-26-000035	$448.0M	View
Oct 22, 2026	Q3 2026	13F-HR	0001420506-26-002350	$516.6M	View
Oct 20, 2025	Q3 2025