Benson Investment Management Company
Latest statistics and disclosures from Benson Investment Management Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, MSFT, NVDA, AMZN, BRK.B, and represent 21.26% of Benson Investment Management Company's stock portfolio.
- Added to shares of these 10 stocks: SW (+$6.4M), LIN (+$6.2M), KDP (+$6.0M), CVS (+$5.9M), BX (+$5.9M), JBL (+$5.8M), SONY (+$5.6M), SNY (+$5.4M), INTU, HIG.
- Started 9 new stock positions in JBL, INTU, CVS, SONY, BX, SW, LIN, SNY, KDP.
- Reduced shares in these 10 stocks: , GLW (-$7.4M), DELL (-$6.3M), HPE (-$5.6M), ICE (-$5.6M), ZBH, , OC, , DT.
- Sold out of its positions in GLW, DELL, DT, EEFT, HPE, ICE, KEX, OC, GLD, ZBH. ZTS, G, NCLH.
- Benson Investment Management Company was a net seller of stock by $-14M.
- Benson Investment Management Company has $287M in assets under management (AUM), dropping by -2.13%.
- Central Index Key (CIK): 0001694896
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Portfolio Holdings for Benson Investment Management Company
Benson Investment Management Company holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $18M | 58k | 313.80 |
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| Microsoft Corporation (MSFT) | 4.3 | $12M | +3% | 26k | 483.62 |
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| NVIDIA Corporation (NVDA) | 4.0 | $12M | 62k | 186.50 |
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| Amazon (AMZN) | 3.5 | $10M | 43k | 230.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $8.7M | +2% | 17k | 502.65 |
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| Meta Platforms Cl A (META) | 2.9 | $8.3M | +2% | 13k | 660.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.8 | $8.1M | 27k | 303.89 |
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| Bank of New York Mellon Corporation (BK) | 2.6 | $7.3M | 63k | 116.09 |
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| Cisco Systems (CSCO) | 2.5 | $7.1M | 92k | 77.03 |
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| Astrazeneca Sponsored Adr | 2.4 | $7.0M | 76k | 91.93 |
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| Hartford Financial Services (HIG) | 2.4 | $6.9M | +14% | 50k | 137.80 |
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| Apple (AAPL) | 2.4 | $6.8M | 25k | 271.86 |
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| International Business Machines (IBM) | 2.4 | $6.8M | 23k | 296.21 |
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| Goldman Sachs (GS) | 2.4 | $6.8M | 7.7k | 879.00 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.3 | $6.7M | 6.2k | 1069.86 |
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| Capital One Financial (COF) | 2.3 | $6.6M | +2% | 27k | 242.36 |
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| Loews Corporation (L) | 2.3 | $6.5M | 62k | 105.31 |
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| Nextera Energy (NEE) | 2.2 | $6.4M | 80k | 80.28 |
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| Keysight Technologies (KEYS) | 2.2 | $6.4M | 32k | 203.19 |
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| Smurfit Westrock SHS (SW) | 2.2 | $6.4M | NEW | 165k | 38.67 |
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| L3harris Technologies (LHX) | 2.2 | $6.4M | 22k | 293.57 |
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| Linde SHS (LIN) | 2.2 | $6.2M | NEW | 15k | 426.39 |
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| Xylem (XYL) | 2.1 | $6.0M | 44k | 136.18 |
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| Ss&c Technologies Holding (SSNC) | 2.1 | $6.0M | +14% | 69k | 87.42 |
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| Keurig Dr Pepper (KDP) | 2.1 | $6.0M | NEW | 213k | 28.01 |
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| CVS Caremark Corporation (CVS) | 2.1 | $5.9M | NEW | 75k | 79.36 |
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| Amrize SHS (AMRZ) | 2.0 | $5.9M | 108k | 54.08 |
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| Blackstone Group Inc Com Cl A (BX) | 2.0 | $5.9M | NEW | 38k | 154.14 |
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| Jabil Circuit (JBL) | 2.0 | $5.8M | NEW | 25k | 228.02 |
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| Equitable Holdings (EQH) | 2.0 | $5.7M | +15% | 120k | 47.65 |
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| Teledyne Technologies Incorporated (TDY) | 2.0 | $5.7M | 11k | 510.73 |
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| Sony Group Corp Sponsored Adr (SONY) | 1.9 | $5.6M | NEW | 217k | 25.60 |
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| Oneok (OKE) | 1.9 | $5.6M | +2% | 76k | 73.50 |
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| Black Hills Corporation (BKH) | 1.9 | $5.5M | 80k | 69.42 |
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| MetLife (MET) | 1.9 | $5.4M | +2% | 69k | 78.94 |
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| Sanofi Sa Sponsored Adr (SNY) | 1.9 | $5.4M | NEW | 112k | 48.46 |
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| Reinsurance Grp Of America I Com New (RGA) | 1.8 | $5.2M | 26k | 203.46 |
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| Motorola Solutions Com New (MSI) | 1.7 | $4.8M | 13k | 383.32 |
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| Intuit (INTU) | 1.4 | $4.1M | NEW | 6.2k | 662.42 |
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| AECOM Technology Corporation (ACM) | 1.3 | $3.9M | 40k | 95.33 |
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| Atlantic Union B (AUB) | 1.3 | $3.8M | 109k | 35.30 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.6M | 5.0k | 322.22 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.5M | 2.00 | 754800.00 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.4 | $1.2M | 960.00 | 1212.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $645k | 2.1k | 313.00 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $586k | +16% | 15k | 38.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $485k | 712.00 | 681.65 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.1 | $411k | 2.7k | 150.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $315k | +17% | 502.00 | 627.13 |
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| Procter & Gamble Company (PG) | 0.1 | $236k | 1.6k | 143.31 |
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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 2025 Q4 filed Jan. 27, 2026
- Benson Investment Management Company 2025 Q3 filed Oct. 10, 2025
- Benson Investment Management Company 2025 Q2 filed July 24, 2025
- Benson Investment Management Company 2025 Q1 filed April 10, 2025
- Benson Investment Management Company 2024 Q4 filed Jan. 13, 2025
- Benson Investment Management Company 2024 Q3 filed Oct. 11, 2024
- Benson Investment Management Company 2024 Q2 filed July 18, 2024
- 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