# EDGAR Filing Document

**Accession Number:** 0001352871
**File Stem:** 0001420506-26-000662
**Filing Date:** 2026-4
**Character Count:** 17295
**Document Hash:** 14ef707f7b59087fbeb615a162a47048
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-000662.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0001420506-26-000662

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Benin Management CORP
- **CENTRAL INDEX KEY:** 0001352871

**ORGANIZATION NAME:**
- **EIN:** 132755097
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14076
- **FILM NUMBER:** 26853917

**BUSINESS ADDRESS:**
- **STREET 1:** 96 BALD HILL ROAD
- **CITY:** WILTON
- **STATE:** CT
- **ZIP:** 06897
- **BUSINESS PHONE:** 203-762-3295

**MAIL ADDRESS:**
- **STREET 1:** 96 BALD HILL ROAD
- **CITY:** WILTON
- **STATE:** CT
- **ZIP:** 06897

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Benin Management CORP<br>**Address:** 96 BALD HILL ROAD<br>WILTON, CT 06897

**Form 13F File Number:** 028-14076

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher Benin<br>**Title:** CEO<br>**Phone:** 203-762-3295

**Signature, Place, and Date of Signing:**

Christopher Benin CEO  WILTON, CT  04-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 146

**Form 13F Information Table Value Total:** $444808652

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 707567 | 6892 | SH |  | SOLE |  | 0 | 0 | 6892 |
| ABBVIE INC | COM | 00287Y109 |  | 263598 | 1212 | SH |  | SOLE |  | 0 | 0 | 1212 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 248795 | 1223 | SH |  | SOLE |  | 0 | 0 | 1223 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 634140 | 2183 | SH |  | SOLE |  | 0 | 0 | 2183 |
| ALLSTATE CORP | COM | 020002101 |  | 6374806 | 30746 | SH |  | SOLE |  | 0 | 0 | 30746 |
| ALMONTY INDS INC | COM NEW | 020398707 |  | 1549360 | 107000 | SH |  | SOLE |  | 0 | 0 | 107000 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2210801 | 7688 | SH |  | SOLE |  | 0 | 0 | 7688 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 237669 | 3602 | SH |  | SOLE |  | 0 | 0 | 3602 |
| AMAZON COM INC | COM | 023135106 |  | 5968393 | 28657 | SH |  | SOLE |  | 0 | 0 | 28657 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 866000 | 2863 | SH |  | SOLE |  | 0 | 0 | 2863 |
| AMGEN INC | COM | 031162100 |  | 498220 | 1416 | SH |  | SOLE |  | 0 | 0 | 1416 |
| AMPHENOL CORP | CL A | 032095101 |  | 2200512 | 17416 | SH |  | SOLE |  | 0 | 0 | 17416 |
| ANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 947701 | 18973 | SH |  | SOLE |  | 0 | 0 | 18973 |
| APPLE INC | COM | 037833100 |  | 39010640 | 153712 | SH |  | SOLE |  | 0 | 0 | 153712 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 |  | 346604 | 14600 | SH |  | SOLE |  | 0 | 0 | 14600 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 916656 | 694 | SH |  | SOLE |  | 0 | 0 | 694 |
| AT INC | COM | 00206R102 |  | 661019 | 22802 | SH |  | SOLE |  | 0 | 0 | 22802 |
| BANK AMERICA CORP | COM | 060505104 |  | 735394 | 15085 | SH |  | SOLE |  | 0 | 0 | 15085 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 784737 | 6615 | SH |  | SOLE |  | 0 | 0 | 6615 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2088091 | 4357 | SH |  | SOLE |  | 0 | 0 | 4357 |
| BLACKSTONE INC | COM | 09260D107 |  | 204222 | 1776 | SH |  | SOLE |  | 0 | 0 | 1776 |
| BOEING CO | COM | 097023105 |  | 207389 | 1042 | SH |  | SOLE |  | 0 | 0 | 1042 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 610321 | 10063 | SH |  | SOLE |  | 0 | 0 | 10063 |
| BROADCOM INC | COM | 11135F101 |  | 1275491 | 4121 | SH |  | SOLE |  | 0 | 0 | 4121 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 273280 | 1498 | SH |  | SOLE |  | 0 | 0 | 1498 |
| CATERPILLAR INC | COM | 149123101 |  | 2596506 | 3665 | SH |  | SOLE |  | 0 | 0 | 3665 |
| CDW CORP | COM | 12514G108 |  | 393073 | 3248 | SH |  | SOLE |  | 0 | 0 | 3248 |
| CHEVRON CORPORATION | COM | 166764100 |  | 4812336 | 23259 | SH |  | SOLE |  | 0 | 0 | 23259 |
| CISCO SYS INC | COM | 17275R102 |  | 2637125 | 33988 | SH |  | SOLE |  | 0 | 0 | 33988 |
| COCA COLA CO | COM | 191216100 |  | 277659 | 3651 | SH |  | SOLE |  | 0 | 0 | 3651 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 339104 | 11811 | SH |  | SOLE |  | 0 | 0 | 11811 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 4776885 | 4794 | SH |  | SOLE |  | 0 | 0 | 4794 |
| CSX CORP | COM | 126408103 |  | 651053 | 15860 | SH |  | SOLE |  | 0 | 0 | 15860 |
| CVS HEALTH CORP | COM | 126650100 |  | 604692 | 8420 | SH |  | SOLE |  | 0 | 0 | 8420 |
| DEERE  CO | COM | 244199105 |  | 292916 | 520 | SH |  | SOLE |  | 0 | 0 | 520 |
| DISNEY WALT CO | COM | 254687106 |  | 2306818 | 23935 | SH |  | SOLE |  | 0 | 0 | 23935 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 342422 | 4276 | SH |  | SOLE |  | 0 | 0 | 4276 |
| ELI LILLY  CO | COM | 532457108 |  | 712822 | 775 | SH |  | SOLE |  | 0 | 0 | 775 |
| EMERSON ELEC CO | COM | 291011104 |  | 264529 | 2019 | SH |  | SOLE |  | 0 | 0 | 2019 |
| EMPIRE ST RLTY TR INC | CL A | 292104106 |  | 149760 | 28800 | SH |  | SOLE |  | 0 | 0 | 28800 |
| ENBRIDGE INC | COM | 29250N105 |  | 217643 | 4020 | SH |  | SOLE |  | 0 | 0 | 4020 |
| ENTEGRIS INC | COM | 29362U104 |  | 271528 | 2316 | SH |  | SOLE |  | 0 | 0 | 2316 |
| EPSICO INC | COM | 713448108 |  | 8922772 | 57459 | SH |  | SOLE |  | 0 | 0 | 57459 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 6857766 | 40421 | SH |  | SOLE |  | 0 | 0 | 40421 |
| FEDEX CORP | COM | 31428X106 |  | 5420347 | 15218 | SH |  | SOLE |  | 0 | 0 | 15218 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 360787 | 10033 | SH |  | SOLE |  | 0 | 0 | 10033 |
| FLUOR CORP | COM | 343412102 |  | 277568 | 5950 | SH |  | SOLE |  | 0 | 0 | 5950 |
| FORD MTR CO | COM | 345370860 |  | 343973 | 29807 | SH |  | SOLE |  | 0 | 0 | 29807 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1493482 | 5263 | SH |  | SOLE |  | 0 | 0 | 5263 |
| GE VERNOVA INC | COM | 36828A101 |  | 4944979 | 5665 | SH |  | SOLE |  | 0 | 0 | 5665 |
| HALLIBURTON CO | COM | 406216101 |  | 246007 | 6309 | SH |  | SOLE |  | 0 | 0 | 6309 |
| HERSHEY CO | COM | 427866108 |  | 1018453 | 4899 | SH |  | SOLE |  | 0 | 0 | 4899 |
| HERWIN WILLIAMS CO | COM | 824348106 |  | 744317 | 2322 | SH |  | SOLE |  | 0 | 0 | 2322 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 1067021 | 44814 | SH |  | SOLE |  | 0 | 0 | 44814 |
| HIGH TIDE INC | COM NEW | 42981E401 |  | 45800 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| HILIP MORRIS INTL INC | COM | 718172109 |  | 565970 | 3423 | SH |  | SOLE |  | 0 | 0 | 3423 |
| HOME DEPOT INC | COM | 437076102 |  | 546386 | 1661 | SH |  | SOLE |  | 0 | 0 | 1661 |
| HONEYWELL INTL INC | COM | 438516106 |  | 308983 | 1367 | SH |  | SOLE |  | 0 | 0 | 1367 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 323566 | 1404 | SH |  | SOLE |  | 0 | 0 | 1404 |
| IFTH THIRD BANCORP | COM | 316773100 |  | 436724 | 9400 | SH |  | SOLE |  | 0 | 0 | 9400 |
| INTEL CORP | COM | 458140100 |  | 409799 | 9286 | SH |  | SOLE |  | 0 | 0 | 9286 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1294847 | 5342 | SH |  | SOLE |  | 0 | 0 | 5342 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 16849616 | 29193 | SH |  | SOLE |  | 0 | 0 | 29193 |
| IONQ INC | COM | 46222L108 |  | 274750 | 9530 | SH |  | SOLE |  | 0 | 0 | 9530 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 279313 | 7270 | SH |  | SOLE |  | 0 | 0 | 7270 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 406241 | 4608 | SH |  | SOLE |  | 0 | 0 | 4608 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 4819883 | 70735 | SH |  | SOLE |  | 0 | 0 | 70735 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1912599 | 2928 | SH |  | SOLE |  | 0 | 0 | 2928 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 277162 | 2792 | SH |  | SOLE |  | 0 | 0 | 2792 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 209039 | 990 | SH |  | SOLE |  | 0 | 0 | 990 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 8799729 | 101508 | SH |  | SOLE |  | 0 | 0 | 101508 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 551739 | 5781 | SH |  | SOLE |  | 0 | 0 | 5781 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 240150 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3387690 | 13859 | SH |  | SOLE |  | 0 | 0 | 13859 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 7155627 | 24326 | SH |  | SOLE |  | 0 | 0 | 24326 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 |  | 1807194 | 65956 | SH |  | SOLE |  | 0 | 0 | 65956 |
| LINDE PLC | SHS | G54950103 |  | 772394 | 1558 | SH |  | SOLE |  | 0 | 0 | 1558 |
| LOWES COS INC | COM | 548661107 |  | 1297921 | 5493 | SH |  | SOLE |  | 0 | 0 | 5493 |
| LPHABET INC | CAP STK CL C | 02079K107 |  | 9819656 | 34232 | SH |  | SOLE |  | 0 | 0 | 34232 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 213948 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 438701 | 878 | SH |  | SOLE |  | 0 | 0 | 878 |
| MCDONALDS CORP | COM | 580135101 |  | 903098 | 2906 | SH |  | SOLE |  | 0 | 0 | 2906 |
| ME GROUP INC | COM | 12572Q105 |  | 868329 | 2940 | SH |  | SOLE |  | 0 | 0 | 2940 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1306162 | 15074 | SH |  | SOLE |  | 0 | 0 | 15074 |
| MERCK  CO INC | COM | 58933Y105 |  | 505338 | 4201 | SH |  | SOLE |  | 0 | 0 | 4201 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2400371 | 4196 | SH |  | SOLE |  | 0 | 0 | 4196 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 236488 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| MICROSOFT CORP | COM | 594918104 |  | 28798497 | 77798 | SH |  | SOLE |  | 0 | 0 | 77798 |
| MOODYS CORP | COM | 615369105 |  | 995959 | 2283 | SH |  | SOLE |  | 0 | 0 | 2283 |
| MSCI INC | COM | 55354G100 |  | 861338 | 1598 | SH |  | SOLE |  | 0 | 0 | 1598 |
| NETFLIX INC. | COM | 64110L106 |  | 479789 | 4990 | SH |  | SOLE |  | 0 | 0 | 4990 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 864527 | 9308 | SH |  | SOLE |  | 0 | 0 | 9308 |
| NORTHERN TR CORP | COM | 665859104 |  | 307054 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6661906 | 38199 | SH |  | SOLE |  | 0 | 0 | 38199 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 301730 | 4642 | SH |  | SOLE |  | 0 | 0 | 4642 |
| OLDMAN SACHS GROUP INC | COM | 38141G104 |  | 438870 | 519 | SH |  | SOLE |  | 0 | 0 | 519 |
| ORACLE CORP | COM | 68389X105 |  | 1602399 | 10893 | SH |  | SOLE |  | 0 | 0 | 10893 |
| OVID THERAPEUTICS INC | COM | 690469101 |  | 42180 | 19000 | SH |  | SOLE |  | 0 | 0 | 19000 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 533922 | 3650 | SH |  | SOLE |  | 0 | 0 | 3650 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 664268 | 742 | SH |  | SOLE |  | 0 | 0 | 742 |
| PFIZER INC | COM | 717081103 |  | 666163 | 23724 | SH |  | SOLE |  | 0 | 0 | 23724 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 6015674 | 28909 | SH |  | SOLE |  | 0 | 0 | 28909 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 468572 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1888468 | 13074 | SH |  | SOLE |  | 0 | 0 | 13074 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 712917 | 6725 | SH |  | SOLE |  | 0 | 0 | 6725 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 1994634 | 20418 | SH |  | SOLE |  | 0 | 0 | 20418 |
| REEPORT MCMORAN INC | CL B | 35671D857 |  | 270135 | 4596 | SH |  | SOLE |  | 0 | 0 | 4596 |
| REPLIGEN CORP | COM | 759916109 |  | 589100 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| RICE T ROWE GROUP INC | COM | 74144T108 |  | 605651 | 6719 | SH |  | SOLE |  | 0 | 0 | 6719 |
| RTX CORPORATION | COM | 75513E101 |  | 1034716 | 5364 | SH |  | SOLE |  | 0 | 0 | 5364 |
| SALESFORCE INC | COM | 79466L302 |  | 386407 | 2070 | SH |  | SOLE |  | 0 | 0 | 2070 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 291620 | 3103 | SH |  | SOLE |  | 0 | 0 | 3103 |
| SHARES TR | RUS 1000 GRW ETF | 464287614 |  | 203393 | 477 | SH |  | SOLE |  | 0 | 0 | 477 |
| SLB LIMITED | COM STK | 806857108 |  | 1610996 | 31348 | SH |  | SOLE |  | 0 | 0 | 31348 |
| SONO TEK CORP | COM | 835483108 |  | 179277 | 44157 | SH |  | SOLE |  | 0 | 0 | 44157 |
| SOUTHERN CO | COM | 842587107 |  | 818779 | 8483 | SH |  | SOLE |  | 0 | 0 | 8483 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3712542 | 8628 | SH |  | SOLE |  | 0 | 0 | 8628 |
| SR BANCORP INC | COM | 85227J106 |  | 194677 | 11533 | SH |  | SOLE |  | 0 | 0 | 11533 |
| STARBUCKS CORP | COM | 855244109 |  | 1538708 | 17175 | SH |  | SOLE |  | 0 | 0 | 17175 |
| STATE STR CORP | COM | 857477103 |  | 1409246 | 11135 | SH |  | SOLE |  | 0 | 0 | 11135 |
| STEREOTAXIS INC | COM NEW | 85916J409 |  | 19320 | 10500 | SH |  | SOLE |  | 0 | 0 | 10500 |
| SYSCO CORP | COM | 871829107 |  | 2030266 | 28463 | SH |  | SOLE |  | 0 | 0 | 28463 |
| TATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 11536673 | 24907 | SH |  | SOLE |  | 0 | 0 | 24907 |
| TATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 138855843 | 213513 | SH |  | SOLE |  | 0 | 0 | 213513 |
| TESLA INC | COM | 88160R101 |  | 2955784 | 7951 | SH |  | SOLE |  | 0 | 0 | 7951 |
| TEXAS INSTRS INC | COM | 882508104 |  | 815388 | 4200 | SH |  | SOLE |  | 0 | 0 | 4200 |
| THE CIGNA GROUP | COM | 125523100 |  | 214734 | 805 | SH |  | SOLE |  | 0 | 0 | 805 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 380936 | 775 | SH |  | SOLE |  | 0 | 0 | 775 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 2586522 | 8868 | SH |  | SOLE |  | 0 | 0 | 8868 |
| UKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 397272 | 3034 | SH |  | SOLE |  | 0 | 0 | 3034 |
| UM BRANDS INC | COM | 988498101 |  | 328685 | 2114 | SH |  | SOLE |  | 0 | 0 | 2114 |
| UNION PAC CORP | COM | 907818108 |  | 237282 | 978 | SH |  | SOLE |  | 0 | 0 | 978 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 2419853 | 24597 | SH |  | SOLE |  | 0 | 0 | 24597 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 255166 | 943 | SH |  | SOLE |  | 0 | 0 | 943 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 |  | 242526 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 358530 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 659089 | 1509 | SH |  | SOLE |  | 0 | 0 | 1509 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1272974 | 3968 | SH |  | SOLE |  | 0 | 0 | 3968 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 510807 | 2692 | SH |  | SOLE |  | 0 | 0 | 2692 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 363080 | 7233 | SH |  | SOLE |  | 0 | 0 | 7233 |
| VISA INC | COM CL A | 92826C839 |  | 14039046 | 46450 | SH |  | SOLE |  | 0 | 0 | 46450 |
| WALMART INC | COM | 931142103 |  | 2295824 | 18473 | SH |  | SOLE |  | 0 | 0 | 18473 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 |  | 766998 | 28630 | SH |  | SOLE |  | 0 | 0 | 28630 |
| WEBSTER FINL CORP | COM | 947890109 |  | 277680 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| WEX INC | COM | 96208T104 |  | 465395 | 3041 | SH |  | SOLE |  | 0 | 0 | 3041 |
| ZOETIS INC | CL A | 98978V103 |  | 547903 | 4635 | SH |  | SOLE |  | 0 | 0 | 4635 |

---