SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Bensler, LLC

CIK 0001965941 · 10900 NE 8TH STREET, 15TH FLOOR-SUITE 1550, BELLEVUE, WA, 98004 · 425-452-1222

Reported Value
$793M
Q3 2024
Positions
164
Filings on Record
18
2019–present window
Filed
Oct 31, 2024
original filing

Summary

Bensler, LLC reported $793M in U.S.-listed holdings across 164 positions for Q3 2024.

Its largest position, MSFT, represents 5.4% of the portfolio.

Compared with Q2 2024, the fund opened 7 new positions and exited 6.

Portfolio Metrics

Turnover
+7.6%
vs prior filed quarter
Top-10 Concentration
+33.4%
share of reported value
Largest Position
+5.4%
Microsoft
New / Exited
7 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $450MQ4 ’22Q1 ’23: $495MQ2 ’23: $527MQ2 ’23Q3 ’23: $520MQ4 ’23: $603MQ4 ’23Q1 ’24: $690MQ2 ’24: $743MQ2 ’24Q3 ’24: $793MQ4 ’24: $841MQ4 ’24Q1 ’25: $799MQ2 ’25: $894MQ2 ’25Q3 ’25: $962MQ4 ’25: $999MQ4 ’25Q1 ’26: $969Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 47.4%ETP: 45.9%Closed-End Fund: 6.1%Other: 0.6%
  • Common Stock · 47.4% · $376M
  • ETP · 45.9% · $364M
  • Closed-End Fund · 6.1% · $48M
  • Other · 0.6% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+376.8K376.8K+$18M$18M
VICTORY PORTFOLIOS IINEW+200.1K200.1K+$10M$10M
ULTAULTA BEAUTY INCNEW+19.2K19.2K+$7M$7M
ABNBAIRBNB INCNEW+25.5K25.5K+$3M$3M
BACVERIZON COMMUNICATIONS INCNEW+4.7K4.7K+$212,142$212,142
SPDR SER TRNEW+1.4K1.4K+$205,463$205,463
ISHARES TRNEW+1.7K1.7K+$203,568$203,568
AVGOBROADCOM INCADDED+17.4K19.3K+$256,051$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

41 positions
#IssuerClass% PortfolioValueShares
1SPDR SER TRPORTFOLIO AGRGTE · PORTFLI HIGH YLD · PORTFOLI S&P1500 · PORTFOLIO S&P400 · PRTFLO S&P500 VL · PORTFOLIO S&P6008.96%$71M2.26M
2ISHARES TRU.S. UTILITS ETF · MSCI INDIA ETF · CORE TOTAL USD · RUS 1000 ETF8.66%$69M997.0K
3MSFTMICROSOFT CORPhistory →COM5.36%$43M98.8K
4NVDANVIDIA CORPORATIONhistory →COM4.47%$35M291.6K
5AAPLAPPLE INChistory →COM3.90%$31M132.5K
6GLOBAL X FDSUS INFR DEV ETF3.07%$24M592.2K
7JANUS DETROIT STR TRHENDRSON AAA CL · HENDRSN SHRT ETF2.94%$23M462.4K
8FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI2.81%$22M886.9K
9HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF2.35%$19M532.4K
10CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT2.07%$16M946.4K
11INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY2.01%$16M155.5K
12GOOGLALPHABET INChistory →CAP STK CL A1.99%$16M95.3K
13PGRPROGRESSIVE CORPhistory →COM1.93%$15M60.3K
14KLACKLA CORPhistory →COM NEW1.79%$14M18.3K
15ADXADAMS DIVERSIFIED EQUITY FDhistory →COM1.59%$13M583.3K
16LLYELI LILLY & COhistory →COM1.58%$13M14.1K
17NDQINVESCO QQQ TRhistory →UNIT SER 11.57%$12M25.5K
18CITCINTAS CORPhistory →COM1.54%$12M59.4K
19AMZNAMAZON COM INChistory →COM1.52%$12M64.6K
20USALIBERTY ALL STAR EQUITY FDhistory →SH BEN INT1.45%$11M1.62M
21NFLXNETFLIX INChistory →COM1.42%$11M15.9K
22VANECK ETF TRUSTIG FLOATING RATE1.35%$11M419.5K
23CPRTCOPART INChistory →COM1.32%$10M199.9K
24VICTORY PORTFOLIOS IISHORT TRM BD ETF1.28%$10M200.1K
25COSTCOSTCO WHSL CORP NEWhistory →COM1.26%$10M11.3K
26MLB1MERCADOLIBRE INChistory →COM1.19%$9M4.6K
27SPDR S&P 500 ETF TRTR UNIT1.12%$9M15.5K
28SHWSHERWIN WILLIAMS COhistory →COM1.10%$9M22.8K
29AMGNAMGEN INChistory →COM1.09%$9M26.7K
30ODFLOLD DOMINION FREIGHT LINE INhistory →COM1.04%$8M41.6K
31AXPAMERICAN EXPRESS COhistory →COM1.01%$8M29.6K
32VSTVISTRA CORPCOM0.96%$8M64.1K
33PANWPALO ALTO NETWORKS INCCOM0.95%$8M22.0K
34ULTAULTA BEAUTY INCCOM0.94%$7M19.2K
35SCHWAB STRATEGIC TRUS DIVIDEND EQ0.94%$7M87.7K
36COLUMBIA ETF TR IRESH ENHNC COR0.90%$7M210.8K
37TTDTHE TRADE DESK INCCOM CL A0.87%$7M63.1K
38WMTWALMART INCCOM0.76%$6M74.3K
39METAMETA PLATFORMS INCCL A0.72%$6M10.0K
40VVISA INCCOM CL A0.67%$5M19.2K
41EODALLSPRING GLOBAL DIVIDEND OPCOM0.66%$5M1.05M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$969M194May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$999M191Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$962M178Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$894M169Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$799M157Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$841M164Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$793M164Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$743M163Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$690M157Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$603M157Jan 22, 202413F-HRchanges · EDGAR ↗
Q3 2023$520M152Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$527M153Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$495M153Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$450M154Feb 16, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.