Bensler, LLC
SEC Form 13F institutional filer · CIK 0001965941
13F-HR · 89 reported holdings · 2026-03-31
Reported long-US-equity value
$0.60B
Top-10 concentration
49.1%
Bensler, LLC — $601M AUM allocation strategy
Bensler, LLC files SEC Form 13F and reports $601M of long US equity value across 89 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.3%, followed by Financials 13.8% and Industrials 6.4%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Bensler, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$601M
total across 89 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MS +140K sh · +$6.74M+$SPGI +21K sh · +$3.41M+$DECK +13.7K sh · +$1.03M
Biggest trims (shares)
−$NFLX −186K sh · −$17.4M−$IVV −69.7K sh · −$3.28M−$SCHW −56.6K sh · −$1.22M
Exited to nil (held last quarter, gone now)
$PANW ($12.9M last qtr)$UNH ($5.97M last qtr)$CARR ($2.07M last qtr)$F ($146K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage11.3%—
- Semiconductors10.0%—
- Systems Software6.6%—
- Interactive Media & Services5.7%—
- Technology Hardware, Storage & Peripherals5.7%—
- Semiconductor Materials & Equipment5.0%—
- Pharmaceuticals3.1%—
- Property & Casualty Insurance2.5%—
- Other holdings50.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 275K | $47.9M | -4.61K | 8.0% |
| $MS | Morgan Stanley | 847K | $42.6M | +140K | 7.1% |
| $MSFT | Microsoft Corporation | 107K | $39.6M | -910 | 6.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 118K | $33.9M | +369 | 5.6% |
| $AAPL | Apple Inc | 133K | $33.9M | -6.93K | 5.6% |
| $KLAC | KLA Corporation | 20.4K | $30M | -198 | 5.0% |
| $LLY | Eli Lilly and Company | 20.5K | $18.9M | +816 | 3.1% |
| $PGR | Progressive Corporation | 75.5K | $15M | +3.41K | 2.5% |
…and 81 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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