Benson Investment Management Company
Latest statistics and disclosures from Benson Investment Management Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, GOOG, AMZN, BRK.B, and represent 19.49% of Benson Investment Management Company's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$7.6M), ADP (+$6.0M), AEM (+$5.3M), TSM (+$5.1M), RGA, BDX, FOXA, AMGN, GLW, LHX.
- Started 13 new stock positions in AEM, TSM, RGA, AMGN, ADP, ARE, BECN, BDX, LHX, GLW. FOXA, KEX, NVDA.
- Reduced shares in these 10 stocks: , MRVL, MCHP, WFC, TDY, KVUE, SLB, PEP, , PANW.
- Sold out of its positions in GTLS, KVUE, MRVL, MCHP, PEP, SLB, TDY, UNH, WFC.
- Benson Investment Management Company was a net buyer of stock by $21M.
- Benson Investment Management Company has $235M in assets under management (AUM), dropping by 20.27%.
- Central Index Key (CIK): 0001694896
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Portfolio Holdings for Benson Investment Management Company
Benson Investment Management Company holds 48 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $12M | -9% | 28k | 420.72 |
|
| Apple (AAPL) | 4.0 | $9.4M | 55k | 171.48 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $9.1M | +16% | 60k | 152.26 |
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| Amazon (AMZN) | 3.4 | $8.0M | 45k | 180.38 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $7.7M | 18k | 420.52 |
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| NVIDIA Corporation (NVDA) | 3.3 | $7.6M | NEW | 8.5k | 903.56 |
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| Hartford Financial Services (HIG) | 2.6 | $6.0M | 59k | 103.05 |
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| Automatic Data Processing (ADP) | 2.6 | $6.0M | NEW | 24k | 249.74 |
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| Parker-Hannifin Corporation (PH) | 2.4 | $5.7M | 10k | 555.79 |
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| International Business Machines (IBM) | 2.4 | $5.6M | -19% | 29k | 190.96 |
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| Honeywell International (HON) | 2.3 | $5.4M | +18% | 27k | 205.25 |
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| Valero Energy Corporation (VLO) | 2.3 | $5.4M | -3% | 32k | 170.69 |
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| Novo-nordisk A S Adr (NVO) | 2.3 | $5.3M | -5% | 42k | 128.40 |
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| Agnico (AEM) | 2.2 | $5.3M | NEW | 89k | 59.65 |
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| Itt (ITT) | 2.2 | $5.3M | 39k | 136.03 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 2.2 | $5.3M | 58k | 90.91 |
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| CRH Ord (CRH) | 2.2 | $5.1M | -10% | 59k | 86.26 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $5.1M | NEW | 37k | 136.05 |
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| American Express Company (AXP) | 2.1 | $5.0M | -4% | 22k | 227.69 |
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| Equitable Holdings (EQH) | 2.1 | $5.0M | -11% | 131k | 38.01 |
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| Motorola Solutions Com New (MSI) | 2.1 | $5.0M | 14k | 354.98 |
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| Reinsurance Grp Of America I Com New (RGA) | 2.1 | $4.9M | NEW | 25k | 192.88 |
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| Becton, Dickinson and (BDX) | 2.1 | $4.9M | NEW | 20k | 247.45 |
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| Enbridge (ENB) | 2.0 | $4.8M | +17% | 132k | 36.18 |
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| General Dynamics Corporation (GD) | 2.0 | $4.8M | -8% | 17k | 282.49 |
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| Fox Corp Cl A Com (FOXA) | 2.0 | $4.8M | NEW | 153k | 31.27 |
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| Amgen (AMGN) | 2.0 | $4.8M | NEW | 17k | 284.32 |
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| salesforce (CRM) | 2.0 | $4.8M | -14% | 16k | 301.18 |
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| Apollo Global Mgmt (APO) | 2.0 | $4.7M | -14% | 42k | 112.45 |
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| Corning Incorporated (GLW) | 2.0 | $4.7M | NEW | 142k | 32.96 |
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| Thermo Fisher Scientific (TMO) | 2.0 | $4.6M | -2% | 7.9k | 581.21 |
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| L3harris Technologies (LHX) | 1.9 | $4.5M | NEW | 21k | 213.10 |
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| Arch Cap Group Ord (ACGL) | 1.9 | $4.5M | +2% | 48k | 92.44 |
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| McDonald's Corporation (MCD) | 1.9 | $4.4M | 16k | 281.95 |
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| Wyndham Hotels And Resorts (WH) | 1.9 | $4.4M | 58k | 76.75 |
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| Quanta Services (PWR) | 1.9 | $4.4M | -13% | 17k | 259.80 |
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| Carlisle Companies (CSL) | 1.9 | $4.4M | 11k | 391.85 |
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| Smucker J M Com New (SJM) | 1.8 | $4.3M | 34k | 125.87 |
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| Alexandria Real Estate Equities (ARE) | 1.7 | $4.1M | NEW | 32k | 128.91 |
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| RPM International (RPM) | 1.7 | $4.1M | 34k | 118.95 |
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| Beacon Roofing Supply (BECN) | 1.6 | $3.8M | NEW | 39k | 98.02 |
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| Palo Alto Networks (PANW) | 1.6 | $3.7M | -27% | 13k | 284.13 |
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| Kirby Corporation (KEX) | 1.6 | $3.7M | NEW | 38k | 95.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.3M | -50% | 2.00 | 634440.00 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $992k | 5.0k | 200.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $453k | +13% | 1.0k | 444.01 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $311k | 2.1k | 150.93 |
|
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| Procter & Gamble Company (PG) | 0.1 | $267k | 1.6k | 162.25 |
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Past Filings by Benson Investment Management Company
SEC 13F filings are viewable for Benson Investment Management Company going back to 2016
- Benson Investment Management Company 2024 Q1 filed April 11, 2024
- Benson Investment Management Company 2023 Q4 filed Jan. 9, 2024
- Benson Investment Management Company 2023 Q3 filed Oct. 11, 2023
- Benson Investment Management Company 2023 Q2 filed July 18, 2023
- Benson Investment Management Company 2023 Q1 filed April 10, 2023
- Benson Investment Management Company 2022 Q4 filed Jan. 19, 2023
- Benson Investment Management Company 2022 Q3 filed Oct. 20, 2022
- Benson Investment Management Company 2022 Q2 filed July 13, 2022
- Benson Investment Management Company 2022 Q1 filed April 18, 2022
- Benson Investment Management Company 2021 Q4 filed Jan. 19, 2022
- Benson Investment Management Company 2021 Q3 filed Oct. 13, 2021
- Benson Investment Management Company 2021 Q2 filed July 19, 2021
- Benson Investment Management Company 2021 Q1 filed May 3, 2021
- Benson Investment Management Company 2020 Q4 filed Jan. 13, 2021
- Benson Investment Management Company 2020 Q3 filed Oct. 20, 2020
- Benson Investment Management Company 2020 Q2 filed Aug. 5, 2020