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Christopher M Keller

Benjamin Edwards Inc

Assets Managed
$10.968B
Holdings
1416
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.03%(2Q avg: 10.17%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Benjamin Edwards Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1416 positions.

Assets under management

The assets under management (AUM) of Benjamin Edwards Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 10.968B in assets, with a quarterly growth rate of 9.03% and a 2-quarter average growth rate of 10.17%. The portfolio is managed by Christopher M Keller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -3.25%
2.45%
$267.994M
926,035 shares@ $289.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 17.01%
1.62%
$177.062M
474,527 shares@ $373.14 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 32.75%
1.55%
$169.896M
849,108 shares@ $200.09 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -13.36%
1.55%
$169.169M
3.357M shares@ $50.39 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -4.01%
1.44%
$157.155M
1.321M shares@ $119.0 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 4.84%
1.42%
$155.261M
825,427 shares@ $188.1 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 6.04%
1.4%
$153.364M
1.392M shares@ $110.16 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 19.9%
1.32%
$144.422M
2.376M shares@ $60.8 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 1.54%
1.31%
$143.222M
4.137M shares@ $34.62 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 3.76%
1.18%
$129.024M
2.734M shares@ $47.2 avg price

1-10 of 1416