You're signed outSign in or to get full access.
Benin Management Corp.
Benin Management Corp is a US-based, SEC-registered investment adviser founded in 1974 and headquartered in Wilton, Connecticut. The firm manages assets for individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporate clients. As of July 2025, it manages over $521 million in discretionary assets, reflecting a client-focused model and a compact team of approximately 4 employees. Benin Management Corp serves US-based clients and provides personalized investment management services.
Investment Strategy
Benin Management Corp primarily manages discretionary equity portfolios for individuals, high net worth clients, and institutional investors. The firm constructs diversified portfolios focusing on large-cap US equities and ETFs—with significant holdings including Microsoft, Apple, Visa, and S&P 500/technology index funds. Their philosophy emphasizes risk-adjusted growth, long-term capital appreciation, and strategic re-balancing based on market conditions and client goals.
Latest 13F Filing Activity
Benin Management Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 135 equity positions with a total 13F market value of $423M. The fund increased holdings in SPDR S&P 500 Etf TR, Apple Inc., Ishares Silver TR among other positions. Benin Management Corp. reduced exposure to Costco WHSL Corp. New, Visa Inc., United Parcel Service Inc. among others.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 33.75% | $142.6M | 214,077 | $426.18 | $666.18 | +$16.0M |
M MSFT | MICROSOFT CORP | 8.15% | $34.4M | 66,481 | $149.87 | $517.95 | +$1.1M |
A AAPL | APPLE INC | 7.90% | $33.4M | 131,193 | $47.44 | $254.63 | +$6.4M |
V V | VISA INC | 3.78% | $16.0M | 46,825 | $87.05 | $341.38 | -$786.4K |
Q QQQ | INVESCO QQQ TR | 3.76% | $15.9M | 26,485 | $302.22 | $600.37 | +$1.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more