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Bensler, LLC

SEC CIK
0001965941
Latest filing
Jul 23, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Feb 16, 2023. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
155
+2 vs. Q1 2022
Portfolio value
$420.0M
−$55.2M (−11.6%) vs. Q1 2022
Filed
Feb 16, 2023
SEC
Holdings of Bensler, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF632,902$30.8M7.3%+125,465+24.7%Added–
MSFTMicrosoft CorpStock79,634$20.5M4.9%+1,545+2.0%AddedHistory
AAPLApple Inc.Stock122,201$16.7M4.0%+1,179+1.0%AddedHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF455,130$11.2M2.7%+455,130New–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD411,474$11.0M2.6%+48,424+13.3%Added–
Schwab US Dividend Equity ETF808524797ETF143,300$10.3M2.4%+1,201+0.8%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF146,262$10.2M2.4%+5,748+4.1%Added–
CSQCalamos Strategic Total Return FundCOM SH BEN INT752,578$9.87M2.3%+16,020+2.2%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF72,140$9.25M2.2%+72,140New–
First Trust Dow Jones Internet Index Fund33733E302ETF72,772$9.24M2.2%+3,424+4.9%Added–
Ssga Active ETF Tr78467V707ST STR UL BD ETF230,639$9.18M2.2%+10,558+4.8%Added–
FNAParagon 28, Inc.COM514,778$8.17M1.9%+514,778NewHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF121,514$7.84M1.9%+6,852+6.0%Added–
iShares Tr464288513IBOXX HI YD ETF95,624$7.04M1.7%+4,355+4.8%Added–
USALiberty All Star Equity FundSH BEN INT1,092,365$6.86M1.6%+57,687+5.6%AddedHistory
Global X FDS37954Y624AUTONMOUS EV ETF300,946$6.46M1.5%+14,600+5.1%Added–
Invesco QQQ Trust Series I46090E103ETF21,924$6.14M1.5%+22+0.1%Added–
First Tr Exchange-Traded FD33734X838INDXX NAT RE ETF443,410$5.90M1.4%+443,410New–
GOOGLAlphabet Inc.Stock2,694$5.87M1.4%+65+2.5%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF89,970$5.64M1.3%−2,103−2.3%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF134,864$5.62M1.3%+10,633+8.6%Added–
AMZNAmazon Com IncStock52,825$5.61M1.3%+23,785+81.9%AddedConverted for a 20-for-1 splitHistory
COSTCostco Wholesale CorpStock11,462$5.49M1.3%−618−5.1%ReducedHistory
SPDR Series Trust78464A656ST STR TIPS ETF180,841$4.98M1.2%+10,259+6.0%Added–
ADXAdams Diversified Equity Fund, Inc.COM302,128$4.63M1.1%+23,301+8.4%AddedHistory
NVDANVIDIA CorpStock30,037$4.55M1.1%+1,539+5.4%AddedHistory
KLACKLA CorpCOM NEW13,557$4.33M1.0%+527+4.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF11,148$4.21M1.0%−77−0.7%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF70,581$4.09M1.0%−1,460−2.0%Reduced–
iShares Tr464287622RUS 1000 ETF19,465$4.04M1.0%−14−0.1%Reduced–
iShares Select Dividend ETF464287168ETF34,206$4.02M1.0%+986+3.0%Added–
SPDR Series Trust78464A805ST STR PR SP150085,991$4.00M1.0%−270−0.3%Reduced–
EODAllspring Global Dividend Opportunity FundCOM890,650$3.88M0.9%+94,035+11.8%AddedHistory
UNHUnitedHealth Group IncStock7,544$3.87M0.9%+126+1.7%AddedHistory
VVisa Inc.Stock19,629$3.86M0.9%+80+0.4%AddedHistory
PGRProgressive CorpStock33,032$3.84M0.9%+2,093+6.8%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF98,454$3.84M0.9%−2,051−2.0%Reduced–
NEENextera Energy IncStock48,371$3.75M0.9%+659+1.4%AddedHistory
First Tr Exchange-Traded FD33738D309SENIOR LN FD82,154$3.62M0.9%+4,780+6.2%Added–
HDHome Depot, Inc.Stock13,024$3.57M0.9%+52+0.4%AddedHistory
CTASCintas CorpStock9,419$3.52M0.8%+444+4.9%AddedHistory
LOWLowes Companies IncStock18,519$3.23M0.8%+941+5.4%AddedHistory
CPRTCopart IncCOM29,528$3.21M0.8%+820+2.9%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM12,329$3.16M0.8%+795+6.9%AddedHistory
BABoeing CoStock22,565$3.09M0.7%+1,060+4.9%AddedHistory
TSLATesla, Inc.Stock4,533$3.05M0.7%+19+0.4%AddedHistory
DGDollar General CorpCOM12,392$3.04M0.7%+454+3.8%AddedHistory
ZTSZoetis Inc.Stock17,115$2.94M0.7%+1,463+9.3%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF81,643$2.94M0.7%+5,221+6.8%Added–
TTDTrade Desk, Inc.Stock69,534$2.91M0.7%+3,746+5.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF8,377$2.91M0.7%−182−2.1%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF28,396$2.89M0.7%+3,693+14.9%Added–
GDGeneral Dynamics CorpStock12,836$2.84M0.7%+24+0.2%AddedHistory
WPCW. P. Carey Inc.COM34,261$2.84M0.7%+745+2.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock4,782$2.60M0.6%+281+6.2%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF100,601$2.55M0.6%−2,705−2.6%Reduced–
SHWSherwin Williams CoCOM11,203$2.51M0.6%+509+4.8%AddedHistory
VRTXVertex Pharmaceuticals IncStock8,717$2.46M0.6%+42+0.5%AddedHistory
WMTWalmart Inc.Stock19,610$2.38M0.6%+115+0.6%AddedHistory
Schwab U.S. REIT ETF808524847ETF111,201$2.35M0.6%−2,829−2.5%Reduced–
NDAQNasdaq, Inc.COM15,350$2.34M0.6%+182+1.2%AddedHistory
DVNDevon Energy CorpStock38,645$2.13M0.5%+38,645NewHistory
AMTAmerican Tower CorpREIT8,277$2.12M0.5%+42+0.5%AddedHistory
ADBEAdobe Inc.Stock5,770$2.11M0.5%+39+0.7%AddedHistory
Schwab International Equity ETF808524805ETF66,909$2.10M0.5%−1,467−2.1%Reduced–
SPDR Index Shs FDS78463X509ST PORT MARK ETF59,689$2.08M0.5%+4,635+8.4%Added–
SPDR Series Trust78464A607ST STR DOW REIT20,995$2.00M0.5%+1,309+6.6%Added–
SPDR Index Shs FDS78463X541ST STR NAT ETF35,874$1.87M0.4%+35,874New–
BKNGBooking Holdings Inc.Stock1,058$1.85M0.4%+155+17.2%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF7,954$1.80M0.4%−5,722−41.8%Reduced–
ELEstee Lauder Companies IncCL A6,790$1.73M0.4%+224+3.4%AddedHistory
First Tr Exchange-Traded FD336917109SHS46,806$1.65M0.4%+46,806New–
Schwab Strategic Tr808524862SHT TM US TRES33,250$1.64M0.4%−4,196−11.2%Reduced–
SWKSSkyworks Solutions, Inc.Stock17,383$1.61M0.4%+175+1.0%AddedHistory
iShares Russell 2000 ETF464287655ETF9,461$1.60M0.4%−83−0.9%Reduced–
XYZBlock, Inc.CL A25,350$1.56M0.4%+3,971+18.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock22,088$1.54M0.4%+39+0.2%AddedHistory
BROBrown & Brown, Inc.Stock25,968$1.51M0.4%+46+0.2%AddedHistory
CMGChipotle Mexican Grill IncCOM1,079$1.41M0.3%−3−0.3%ReducedHistory
GOOGAlphabet Inc.Stock629$1.38M0.3%−7−1.1%ReducedHistory
ILMNIllumina, Inc.COM7,364$1.36M0.3%+271+3.8%AddedHistory
DISWalt Disney CoStock14,066$1.33M0.3%+164+1.2%AddedHistory
iShares S&P 500 Growth ETF464287309ETF20,667$1.25M0.3%−73−0.4%Reduced–
iShares Russell 1000 Growth ETF464287614ETF5,559$1.22M0.3%+852+18.1%Added–
BRK.BBerkshire Hathaway IncStock4,413$1.20M0.3%−131−2.9%ReducedHistory
TGTTarget CorpStock8,272$1.17M0.3%+131+1.6%AddedHistory
iShares Tr464288687PFD AND INCM SEC33,882$1.11M0.3%−823−2.4%Reduced–
iShares Russell 1000 Value ETF464287598ETF7,351$1.07M0.3%−131−1.8%Reduced–
WYNNWynn Resorts LtdCOM17,784$1.01M0.2%+224+1.3%AddedHistory
SBUXStarbucks CorpStock11,254$859.7K0.2%−313−2.7%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF18,129$803.8K0.2%+10,856+149.3%Added–
Vanguard Information Technology ETF92204A702ETF2,025$661.3K0.2%+10.0%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF8,198$649.4K0.2%+12+0.1%Added–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF15,467$613.9K0.1%+8,749+130.2%Added–
iShares Russell Midcap ETF464287499ETF8,841$571.7K0.1%+26+0.3%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF7,812$558.6K0.1%+668+9.4%Added–
iShares Russell 2000 Growth ETF464287648ETF2,583$532.9K0.1%+3+0.1%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,717$528.5K0.1%+8+0.5%AddedHistory
HFWAHeritage Financial CorpCOM20,450$514.5K0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF5,249$485.0K0.1%+1,623+44.8%Added–

Sold out since Q1 2022 (11)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Bensler, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD350,977$17.4M3.7%–
State Street Financial Select Sector SPDR ETF81369Y605ETF255,054$9.77M2.1%–
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF161,127$7.86M1.7%–
DPZDominos Pizza IncCOM5,939$2.42M0.5%History
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS17,510$2.37M0.5%–
SPDR Series Trust78464A755ST STR SP METAL4,251$260.5K0.1%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,346$249.0K0.1%–
INTCIntel CorpStock4,851$240.4K0.1%History
Vanguard Morningstar Small-Cap ETF922908751ETF1,124$238.8K0.1%–
iShares Tr464287630RUS 2000 VAL ETF1,372$221.5K<0.1%–
iShares MSCI Eafe ETF464287465ETF2,765$203.5K<0.1%–