Benson Investment Management Company

Latest statistics and disclosures from Benson Investment Management Company's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GLD, GOOG, MSFT, NVDA, AMZN, and represent 21.30% of Benson Investment Management Company's stock portfolio.
  • Added to shares of these 10 stocks: IBM (+$6.4M), KEYS (+$5.5M), OKE (+$5.4M), AMRZ (+$5.2M), ZBH, NCLH, KEX, AZN, NEE, VFMF.
  • Started 8 new stock positions in NCLH, VFMF, ZBH, OKE, IBM, KEYS, AMRZ, KEX.
  • Reduced shares in these 10 stocks: , APH, , , TKR, SON, GS, TSM, GLW, ASML.
  • Sold out of its positions in APH, MRK, ORCL, PRIM, SON, TKR.
  • Benson Investment Management Company was a net buyer of stock by $4.7M.
  • Benson Investment Management Company has $293M in assets under management (AUM), dropping by 10.93%.
  • Central Index Key (CIK): 0001694896

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Portfolio Holdings for Benson Investment Management Company

Benson Investment Management Company holds 54 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 5.0 $15M 41k 355.47
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Alphabet Cap Stk Cl C (GOOG) 4.8 $14M 58k 243.55
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Microsoft Corporation (MSFT) 4.4 $13M 25k 517.95
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NVIDIA Corporation (NVDA) 3.9 $11M 61k 186.58
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Amazon (AMZN) 3.2 $9.4M 43k 219.57
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Meta Platforms Cl A (META) 3.1 $8.9M 12k 734.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $8.5M 17k 502.74
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Corning Incorporated (GLW) 2.5 $7.4M -11% 91k 82.03
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.5 $7.3M -19% 26k 279.29
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Bank of New York Mellon Corporation (BK) 2.3 $6.8M 62k 108.96
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L3harris Technologies (LHX) 2.2 $6.5M 21k 305.41
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Xylem (XYL) 2.2 $6.5M 44k 147.50
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Teledyne Technologies Incorporated (TDY) 2.2 $6.4M 11k 586.04
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International Business Machines (IBM) 2.2 $6.4M NEW 23k 282.16
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Apple (AAPL) 2.1 $6.3M 25k 254.63
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Dell Technologies CL C (DELL) 2.1 $6.3M 44k 141.77
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Cisco Systems (CSCO) 2.1 $6.2M 91k 68.42
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Loews Corporation (L) 2.1 $6.1M 61k 100.39
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Goldman Sachs (GS) 2.1 $6.1M -22% 7.6k 796.35
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Nextera Energy (NEE) 2.0 $6.0M +12% 79k 75.49
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Asml Holding N V N Y Registry Shs (ASML) 2.0 $6.0M -12% 6.1k 968.09
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Astrazeneca Sponsored Adr (AZN) 2.0 $5.8M +18% 75k 76.72
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Hartford Financial Services (HIG) 2.0 $5.8M 43k 133.39
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Motorola Solutions Com New (MSI) 1.9 $5.7M 12k 457.29
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Capital One Financial (COF) 1.9 $5.7M 27k 212.58
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Hewlett Packard Enterprise (HPE) 1.9 $5.6M 230k 24.56
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Intercontinental Exchange (ICE) 1.9 $5.6M 33k 168.48
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MetLife (MET) 1.9 $5.5M 67k 82.37
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Keysight Technologies (KEYS) 1.9 $5.5M NEW 31k 174.92
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Oneok (OKE) 1.8 $5.4M NEW 74k 72.97
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Ss&c Technologies Holding (SSNC) 1.8 $5.3M 60k 88.76
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Equitable Holdings (EQH) 1.8 $5.3M -6% 104k 50.78
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AECOM Technology Corporation (ACM) 1.8 $5.2M -13% 40k 130.47
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Amrize SHS (AMRZ) 1.8 $5.2M NEW 107k 48.53
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Zimmer Holdings (ZBH) 1.7 $5.0M NEW 50k 98.50
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Reinsurance Grp Of America I Com New (RGA) 1.7 $4.8M 25k 192.13
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Black Hills Corporation (BKH) 1.7 $4.8M 79k 61.59
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Zoetis Cl A (ZTS) 1.6 $4.7M 32k 146.32
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Owens Corning (OC) 1.5 $4.5M 32k 141.46
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Norwegian Cruise Line Hldg L SHS (NCLH) 1.5 $4.3M NEW 176k 24.63
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Atlantic Union B (AUB) 1.3 $3.8M 108k 35.29
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Dynatrace Com New (DT) 1.2 $3.5M 72k 48.45
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Kirby Corporation (KEX) 1.1 $3.3M NEW 40k 83.45
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Euronet Worldwide (EEFT) 1.1 $3.2M 37k 87.81
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Genpact SHS (G) 0.9 $2.5M 60k 41.89
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JPMorgan Chase & Co. (JPM) 0.5 $1.6M 5.0k 315.43
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 754200.00
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.4 $1.2M +2% 960.00 1234.29
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $501k 2.1k 243.10
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $479k 13k 36.35
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $474k 712.00 665.91
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Vanguard Wellington Us Multifactor (VFMF) 0.1 $394k NEW 2.7k 144.27
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $262k +4% 428.00 612.38
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Procter & Gamble Company (PG) 0.1 $253k 1.6k 153.65
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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

View all past filings