HolderBook

BENNICAS & ASSOCIATES, INC.

Reported holdings as of Q4 2022, from 17 quarterly filings.

This filer last reported in Q4 2022; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1056821
Reported value
$173.0M
Positions
97
Top 10 weight
40.4%
Filed
2023-03-01
Days after quarter end
60

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
PROCTER & GAMBLE COPG$24.1M159,32413.96%+2.11pp17q+8.2%+$1.8M
PIMCO ETF TRSTPZ$7.9M158,8254.58%-1.54pp10q-18.2%-$1.8M
ProShares Short S&P 500$7.0M436,3744.04%-0.77pp17qHELD
NEWMONT CORPNEM$5.8M123,3133.36%-0.01pp17q-2.1%-$126.8K
ABBVIE INCABBV$5.7M35,3833.31%+0.20pp17q-2.5%-$149.5K
SPROTT ASSET MANAGEMENT LPCEF$4.3M240,5272.49%+0.09pp17q-0.7%-$28.7K
FRANCO NEV CORPFNV$4.1M30,3232.39%+0.05pp17q-1.3%-$54.6K
Merck & Co Inc$3.8M34,1002.19%+0.28pp17q-1.9%-$72.1K
AGNICO EAGLE MINES LTDAEM$3.6M69,2982.08%+0.21pp17qHELD
MICROSOFT CORPMSFT$3.4M14,3001.98%-0.14pp17qHELD
LOCKHEED MARTIN CORPLMT$3.3M6,8751.93%+0.18pp17q-3.2%-$109.5K
CHEVRON CORPORATIONCVX$3.3M18,1141.88%+0.21pp17q-0.8%-$26.9K
AMGEN INCAMGN$3.1M11,9051.81%+0.07pp9q-1.2%-$39.4K
CSX CORPCSX$3.1M99,4251.78%+0.08pp17qHELD
TOTALENERGIES SETTE$3.1M49,3831.77%+0.30pp17qHELD
MICROCHIP TECHNOLOGY INC.MCHP$2.9M41,5001.69%+0.06pp17q-0.7%-$21.1K
BUNGE LIMITEDBGXXXX$2.9M28,9001.67%+0.13pp17q-0.7%-$20.0K
ELI LILLY & COLLY$2.7M7,2931.54%-0.08pp17q-7.2%-$206.3K
SILVER WHEATON CORP$2.5M65,0161.47%+0.13pp17qHELD
SPROTT ASSET MANAGEMENT LPPHYS$2.5M179,5071.46%-0.01pp17q-0.7%-$16.9K
AMERICAN EXPRESS COAXP$2.4M15,9501.36%-0.02pp17q-0.6%-$14.8K
COPART INCCPRT$2.3M37,7001.33%+0.05pp17q+100.0%+$1.1M
YAMANA GOLD INCAUY$2.3M410,6201.32%+0.15pp17q+1.4%+$30.5K
FREEPORT-MCMORAN INCFCX$2.2M58,3001.28%+0.25pp10q-1.0%-$22.8K
PEPSICO INCPEP$2.1M11,7481.23%-0.02pp17q-2.1%-$45.2K
INVESCO EXCH TRADED FD TR IIPBTP$2.0M80,7001.14%-0.36pp10q-16.1%-$378.4K
CLOROX CO DELCLX$1.9M13,8601.12%-0.02pp17q-1.1%-$21.0K
SOUTHERN COSO$1.9M27,0661.12%-0.06pp17q-0.7%-$14.3K
PIMCO ETF TRMINT$1.9M19,0751.09%-0.25pp10q-10.0%-$209.6K
BRISTOL-MYERS SQUIBB COBMY$1.8M25,5061.06%-0.11pp17q-1.4%-$25.2K
PAN AMERN SILVER CORPPAAS$1.8M109,0311.03%-0.08pp17q-0.8%-$14.7K
PUBLIC STORAGEPSA$1.8M6,3331.03%-0.16pp17qHELD
HAWAIIAN ELEC INDS INC MTN BHE$1.7M41,6121.01%+0.08pp17qHELD
CONOCOPHILLIPSCOP$1.7M14,4660.99%+0.04pp17q-0.7%-$11.8K
GABELLI HEALTHCARE & WELLNESGRX$1.7M165,2000.98%-0.03pp15q-0.7%-$12.3K
Sprott Physical Silver Trust UNVERIFIED ID$1.6M198,6500.95%+0.08pp17q-3.4%-$57.7K
OCCIDENTAL PETE CORPOXY$1.6M25,0820.91%-0.15pp13q-7.8%-$133.9K
ABBOTT LABORATORIESABT$1.6M14,1410.90%+0.01pp17q-1.4%-$22.0K
DIREXION SHARES ETF TRUSTSPDN$1.5M92,4000.88%-0.19pp9q-1.6%-$24.8K
WP CAREY INCWPC$1.5M19,1950.87%+0.01pp17qHELD
NUCOR CORPNUE$1.5M11,3500.86%+0.09pp7qHELD
GILEAD SCIENCES INCGILD$1.5M17,1660.85%+0.17pp17q-0.6%-$8.6K
VERIZON COMMUNICATIONS INCVZ$1.4M34,8970.79%-0.14pp17q-9.9%-$150.7K
KIMBERLY-CLARK CORPKMB$1.4M10,0980.79%+0.06pp17q-1.5%-$20.4K
JOHNSON & JOHNSONJNJ$1.3M7,5760.77%-0.03pp17q-1.3%-$17.7K
ESSEX PPTY TR INCESS$1.3M6,2210.76%-0.20pp17qHELD
SANOFI SASNY$1.2M23,9950.67%+0.09pp17qHELD
ANHEUSER BUSCH INBEV SA/NVBUD$1.1M18,5500.64%+0.10pp10q-2.1%-$24.0K
APPLE INCAAPL$1.1M8,4460.63%-0.12pp17q-1.7%-$19.5K
WEYERHAEUSER COWY$1.1M34,6320.62%-0.01pp17qHELD
AT&T INCT$1.1M57,7520.61%flat17q-7.4%-$85.1K
UNILEVER PLCULXXXX$1.1M20,8740.61%+0.01pp17q-2.3%-$25.2K
SCHWAB STRATEGIC TRSCHP$1.0M19,4270.58%-0.31pp10q-28.2%-$395.5K
TARGET CORPTGT$1.0M6,7500.58%-0.07pp17q-1.5%-$14.9K
INTEL CORPINTC$984.0K37,2300.57%-0.24pp17q-24.4%-$317.2K
KELLOGG COK$920.7K12,9240.53%-0.05pp17q-1.5%-$14.2K
EQUINOR ASAEQNR$916.7K25,6000.53%-0.01pp17qHELD
REGENERON PHARMACEUTICALSREGN$909.1K1,2600.53%-0.03pp17qHELD
VALE S AVALE$884.1K52,1000.51%+0.02pp4q-9.1%-$88.2K
Vestas Wind Systems A/SVWDRY$844.8K88,0000.49%+0.15pp17qHELD
BHP BILLITON LIMITEDBHP$827.7K13,3400.48%+0.05pp10q-0.7%-$6.2K
DNP SELECT INCOME FD INCDNP$721.5K64,1330.42%-0.03pp17q-4.6%-$34.4K
ALAMOS GOLD INCAGI$648.1K64,1000.37%+0.07pp9qHELD
PHILLIPS 66PSX$634.9K6,1000.37%+0.05pp17q-1.6%-$10.4K
ORACLE CORPORCL$621.2K7,6000.36%+0.06pp17qHELD
SLB LIMITEDSLB$604.1K11,3000.35%+0.09pp13q-1.7%-$10.7K
PETROLEO BRASILEIRO S APBR$594.3K55,8000.34%-0.15pp6q-10.4%-$69.2K
ASA GOLD AND PRECIOUS MTLS LASA$565.3K39,5050.33%flat17q-4.8%-$28.3K
QUALCOMM INCQCOM$560.7K5,1000.32%-0.05pp17q-1.9%-$11.0K
PROLOGIS INC.PLD$508.5K4,5110.29%-newNEW
RAYONIER INCRYN$487.8K14,8000.28%flat10qHELD
HEALTHPEAK PROPERTIES INCDOC$487.2K19,4340.28%-0.01pp13q-4.0%-$20.1K
LEGGETT & PLATT INCLEG$460.9K14,3000.27%-0.04pp17qHELD
CAMPING WORLD HLDGS INCCWH$419.6K18,8000.24%-0.17pp2q-26.6%-$151.8K
Transocean, Ltd.$414.1K90,8200.24%+0.09pp4q-1.3%-$5.5K
ATLASSIAN CORP PLCTEAMXXXX$392.5K3,0500.23%-0.18pp17qHELD
CARDINAL HEALTH INCCAH$369.0K4,8000.21%+0.01pp4qHELD
SHELL PLCSHEL$367.3K6,4500.21%-newNEW
KINROSS GOLD CORPKGC$348.1K85,1160.20%-0.01pp17q-4.3%-$15.5K
CARRIER GLOBAL CORPORATIONCARR$321.4K7,7910.19%+0.01pp10q-1.3%-$4.1K
REGIONS FINANCIAL CORP NEWRF$310.5K14,4000.18%-0.01pp9q-1.4%-$4.3K
OTIS WORLDWIDE CORPOTIS$310.0K3,9580.18%+0.02pp11q-1.2%-$3.9K
Market Vectors Etf TRUST$298.1K10,4000.17%+0.01pp17qHELD
NETAPP INCNTAP$288.3K4,8000.17%-0.02pp9qHELD
DUKE ENERGYDUKU$264.8K2,5710.15%flat17qHELD
CATERPILLAR INCCAT$251.5K1,0500.15%-newNEW
ANGLOGOLD ASHANTI LIMITEDAUXXXX$229.7K11,8300.13%+0.03pp11qHELD
UNITED TECHNOLOGIES CORPUTX$222.0K2,2000.13%-newNEW
BARRICK GOLD CORPGOLD$220.8K12,8500.13%-newNEW
REALTY INCOME CORPO$218.8K3,4500.13%flat11qHELD
AVISTA CORPAVA$208.4K4,7000.12%-newNEW
TRIMBLE INCTRMB$206.7K4,0880.12%-0.02pp9qHELD
HECLA MINING COMPANYHL$171.1K30,7820.10%+0.02pp17qHELD
Newcrest Mining LimitedNCMGF$165.9K11,7950.10%flat4q-17.5%-$35.2K
NOVAGOLD RESOURCES INCNG$142.9K23,9000.08%+0.01pp13q-7.7%-$12.0K
IAMGOLD CORPIAG$130.1K50,4330.08%+0.03pp17q-18.3%-$29.2K
Medical Marijuana IncMJNA$12220,0000.00%flat17q-66.7%

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Chemicals 15.1%Mining & Metals 12.8%Biotech & Pharma 11.4%Energy 7.4%Real Estate 4.3%Capital Markets 4.0%Semiconductors & Electronics 2.8%Software & IT Services 2.3%Utilities 2.2%Retail & Consumer 2.2%Autos & Aerospace 1.9%Food, Drink & Tobacco 1.9%Other sectors 9.1%Not classified 22.7%
 
SectorValueShare
Chemicals$26.1M15.1%
Mining & Metals$22.2M12.8%
Biotech & Pharma$19.8M11.4%
Energy$12.7M7.4%
Real Estate$7.4M4.3%
Capital Markets$6.8M4.0%
Semiconductors & Electronics$4.8M2.8%
Software & IT Services$4.1M2.3%
Utilities$3.9M2.2%
Retail & Consumer$3.7M2.2%
Autos & Aerospace$3.3M1.9%
Food, Drink & Tobacco$3.2M1.9%
Other sectors$15.8M9.1%
Not classified$39.2M22.7%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2022$173.0M976359540.4%60
Q3 2022$156.8M961157439.9%13
Q2 2022$171.3M9911213839.8%12
Q1 2022$199.1M10692031438.1%15
Q4 2021$192.2M10131736138.4%14
Q3 2021$177.7M993833337.4%8
Q2 2021$181.8M99195137.6%9
Q1 2021$174.2M9921852237.9%15
Q4 2020$171.6M9911823638.7%15
Q3 2020$160.9M94121631041.5%15
Q2 2020$133.2M824320044.6%14
Q1 2020$113.2M780358746.5%15
Q4 2019$138.3M8551256339.6%17
Q3 2019$129.1M830916040.8%7
Q2 2019$119.9M832146140.2%12
Q1 2019$113.8M821221639.3%16
Q4 2018$108.6M87000038.1%18

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.