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Sheila J. Lindsay

Bensler, Llc

Assets Managed
$968.856M
Holdings
194
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-2.99%(2Q avg: 0.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bensler, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 194 positions.

Assets under management

The assets under management (AUM) of Bensler, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 968.856M in assets, with a quarterly growth rate of -2.99% and a 2-quarter average growth rate of 0.42%. The portfolio is managed by Sheila J. Lindsay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.65%
4.95%
$47.899M
274,651 shares@ $174.4 avg price
EVMO
Eaton Vance Mortgage Opp Etf
Recent Activity
Increased 19.76%
4.4%
$42.607M
846,729 shares@ $50.32 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.84%
4.09%
$39.615M
107,020 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.32%
3.5%
$33.854M
117,729 shares@ $287.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.93%
3.5%
$33.854M
133,392 shares@ $253.8 avg price
KLAC
Kla Corp
Recent Activity
Decreased -0.96%
3.1%
$30.028M
20,394 shares@ $1472.4 avg price
SHLD
Global X Defense Tech Etf
Recent Activity
Increased 23.25%
3%
$29.028M
409,770 shares@ $70.84 avg price
ZAP
Gx Us Electrification Etf
Recent Activity
Decreased -12.89%
2.87%
$27.77M
863,503 shares@ $32.16 avg price
ADX
Adams Diversified Equity
Recent Activity
Increased 6.81%
2.39%
$23.093M
1.055M shares@ $21.9 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 18.06%
2.17%
$20.941M
845,423 shares@ $24.77 avg price

1-10 of 194