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, AMZN, GOOG, ADP, and represent 24.37% of Benson Investment Management Company's stock portfolio.
- Added to shares of these 10 stocks: LMT, GPN, TFC, BBL, ADI, PKI, ITW, HWKN, LUNA, MMM.
- Started 8 new stock positions in ITW, BBL, TFC, LMT, GPN, PKI, ADI, HWKN.
- Reduced shares in these 10 stocks: V, NEE.PP, AMAT, AEPPZ, O, TECK, KLAC, GFF, CMCSA, CVS.
- Sold out of its positions in AEPPZ, GFF, NEE.PP, O, TECK.
- Benson Investment Management Company was a net seller of stock by $-680k.
- Benson Investment Management Company has $171M in assets under management (AUM), dropping by 4.74%.
- Central Index Key (CIK): 0001694896
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Portfolio Holdings for Benson Investment Management Company
Companies in the Benson Investment Management Company portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.1 | $11M | 44k | 235.78 | ||
| Apple (AAPL) | 5.8 | $10M | 82k | 122.16 | ||
| Amazon (AMZN) | 5.1 | $8.7M | 2.8k | 3093.94 | ||
| Alphabet Cl C Cap Stk Cl C (GOOG) | 4.1 | $7.0M | 3.4k | 2068.74 | ||
| Automatic Data Processing (ADP) | 3.3 | $5.6M | 30k | 188.46 | ||
| 3M Company (MMM) | 2.9 | $4.9M | +6% | 25k | 192.69 | |
| CVS Caremark Corporation (CVS) | 2.8 | $4.9M | -10% | 65k | 75.23 | |
| BlackRock (BLK) | 2.8 | $4.8M | 6.4k | 754.01 | ||
| UnitedHealth (UNH) | 2.8 | $4.8M | 13k | 372.03 | ||
| Medtronic SHS (MDT) | 2.8 | $4.8M | 41k | 118.13 | ||
| Wal-Mart Stores (WMT) | 2.8 | $4.8M | 35k | 135.84 | ||
| Comcast Corp New Class A Cl A (CMCSA) | 2.7 | $4.6M | -13% | 85k | 54.11 | |
| Abbott Laboratories (ABT) | 2.6 | $4.5M | 37k | 119.84 | ||
| Morgan Stanley Com New (MS) | 2.6 | $4.4M | 57k | 77.66 | ||
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| Applied Materials (AMAT) | 2.6 | $4.4M | -45% | 33k | 133.61 | |
| Berkshire Hathaway Cl B Cl B New (BRK.B) | 2.5 | $4.4M | 17k | 255.47 | ||
| Broadcom (AVGO) | 2.5 | $4.3M | 9.3k | 463.62 | ||
| Qualcomm (QCOM) | 2.5 | $4.3M | 32k | 132.58 | ||
| Newmont Mining Corporation (NEM) | 2.5 | $4.2M | 71k | 60.27 | ||
| Thermo Fisher Scientific (TMO) | 2.5 | $4.2M | 9.2k | 456.43 | ||
| Pulte (PHM) | 2.4 | $4.1M | 79k | 52.43 | ||
| Kla Corp Com New (KLAC) | 2.4 | $4.1M | -33% | 13k | 330.40 | |
| McDonald's Corporation (MCD) | 2.3 | $3.9M | -2% | 18k | 224.11 | |
| Marvell Technology Group Ord (MRVL) | 2.3 | $3.9M | 79k | 48.98 | ||
| Lockheed Martin Corporation (LMT) | 2.2 | $3.8M | NEW | 10k | 369.46 | |
| General Mills (GIS) | 2.2 | $3.8M | 62k | 61.31 | ||
| Global Payments (GPN) | 2.2 | $3.7M | NEW | 18k | 201.56 | |
| At&t (T) | 2.1 | $3.6M | 120k | 30.27 | ||
| Truist Financial Corp equities (TFC) | 2.1 | $3.6M | NEW | 61k | 58.31 | |
| Pepsi (PEP) | 2.1 | $3.5M | 25k | 141.45 | ||
| Merck & Co (MRK) | 2.0 | $3.4M | -8% | 45k | 77.08 | |
| Bhp Group Sponsored Adr (BBL) | 1.9 | $3.3M | NEW | 58k | 57.86 | |
| Analog Devices (ADI) | 1.9 | $3.3M | NEW | 21k | 155.07 | |
| PerkinElmer (PKI) | 1.9 | $3.2M | NEW | 25k | 128.29 | |
| Illinois Tool Works (ITW) | 1.6 | $2.8M | NEW | 13k | 221.52 | |
| Carlisle Companies (CSL) | 1.4 | $2.4M | 15k | 164.55 | ||
| Visa Com Cl A (V) | 0.6 | $1.0M | -78% | 4.9k | 211.68 | |
| Hawkins (HWKN) | 0.5 | $809k | NEW | 24k | 33.54 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $754k | 5.0k | 152.32 | ||
| Bank of America Corporation (BAC) | 0.3 | $583k | 15k | 38.67 | ||
| Luna Innovations Incorporated (LUNA) | 0.2 | $413k | +960% | 39k | 10.53 | |
| Bank of SC Corporation (BKSC) | 0.2 | $330k | 15k | 22.61 | ||
| Procter & Gamble Company (PG) | 0.1 | $223k | 1.6k | 135.64 | ||
| Alphabet Cl A Cap Stk Cl A (GOOGL) | 0.1 | $212k | 103.00 | 2058.25 | ||
| Union Pacific Corporation (UNP) | 0.1 | $145k | 660.00 | 219.70 | ||
| Sanofi Sponsored Adr (SNY) | 0.1 | $116k | 2.3k | 49.57 | ||
| Nextera Energy (NEE) | 0.1 | $105k | 1.4k | 75.87 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $74k | 2.1k | 35.90 | ||
| Pfizer (PFE) | 0.0 | $36k | 1.0k | 36.00 | ||
| Weyerhaeuser Com New (WY) | 0.0 | $31k | 877.00 | 35.35 | ||
| Dow (DOW) | 0.0 | $23k | 353.00 | 65.16 | ||
| Travelers Companies (TRV) | 0.0 | $8.0k | 56.00 | 142.86 | ||
| Snap Inc Class A Cl A (SNAP) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| Citigroup Com New (C) | 0.0 | $1.0k | 20.00 | 50.00 | ||
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 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
- Benson Investment Management Company 2020 Q1 filed April 22, 2020
- Benson Investment Management Company 2019 Q4 filed Jan. 22, 2020
- Benson Investment Management Company 2019 Q3 filed Oct. 17, 2019
- Benson Investment Management Company 2019 Q2 filed July 11, 2019
- Benson Investment Management Company 2019 Q1 filed April 4, 2019
- Benson Investment Management Company 2018 Q4 filed Jan. 15, 2019
- Benson Investment Management Company 2018 Q3 filed Oct. 4, 2018
- Benson Investment Management Company 2018 Q2 filed July 16, 2018
- Benson Investment Management Company 2018 Q1 filed April 6, 2018
- Benson Investment Management Company 2017 Q4 filed Jan. 12, 2018
- Benson Investment Management Company 2017 Q3 filed Oct. 16, 2017
- Benson Investment Management Company 2017 Q2 filed July 21, 2017