Benson Investment Management Company
Latest statistics and disclosures from Benson Investment Management Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.B, MSFT, GOOG, AMZN, and represent 20.26% of Benson Investment Management Company's stock portfolio.
- Added to shares of these 10 stocks: MSI (+$5.4M), TSM (+$5.4M), MRK (+$5.3M), ZTS (+$5.3M), BK (+$5.3M), NVO, VRT, NEE, APH, ORCL.
- Started 14 new stock positions in WFC.PL, CHRD, BK, ORCL, APH, MRK, TSM, VRT, NEE, TKR. MSI, NVO, DT, ZTS.
- Reduced shares in these 10 stocks: USFD (-$6.4M), , ADP (-$5.5M), HII (-$5.2M), LDOS, , GD, , MU, .
- Sold out of its positions in ABBV, ADP, CSL, GD, HII, LDOS, MU, SNX, USFD, ALLE. CRH, JAZZ.
- Benson Investment Management Company was a net seller of stock by $-4.8M.
- Benson Investment Management Company has $230M in assets under management (AUM), dropping by -4.58%.
- 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 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $11M | -10% | 48k | 222.13 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $9.4M | -2% | 18k | 532.58 |
|
| Microsoft Corporation (MSFT) | 4.1 | $9.3M | -10% | 25k | 375.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $9.0M | 58k | 156.23 |
|
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| Amazon (AMZN) | 3.5 | $8.1M | -2% | 43k | 190.26 |
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| Agnico (AEM) | 2.9 | $6.8M | -3% | 63k | 108.41 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $6.6M | 61k | 108.38 |
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| Meta Platforms Cl A (META) | 2.8 | $6.5M | -8% | 11k | 576.36 |
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| Equitable Holdings (EQH) | 2.8 | $6.5M | -3% | 124k | 52.09 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.8 | $6.5M | 22k | 288.14 |
|
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| Intercontinental Exchange (ICE) | 2.5 | $5.8M | -3% | 34k | 172.50 |
|
| Hartford Financial Services (HIG) | 2.5 | $5.6M | 46k | 124.00 |
|
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| Goldman Sachs (GS) | 2.4 | $5.5M | -2% | 10k | 546.29 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 2.4 | $5.5M | -13% | 356k | 15.46 |
|
| Motorola Solutions Com New (MSI) | 2.4 | $5.4M | NEW | 12k | 437.81 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $5.4M | NEW | 32k | 166.00 |
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| Merck & Co (MRK) | 2.3 | $5.3M | NEW | 59k | 89.76 |
|
| MetLife (MET) | 2.3 | $5.3M | 66k | 80.29 |
|
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| Zoetis Cl A (ZTS) | 2.3 | $5.3M | NEW | 32k | 164.65 |
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| Bank of New York Mellon Corporation (BK) | 2.3 | $5.3M | NEW | 63k | 83.87 |
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| Xylem (XYL) | 2.3 | $5.2M | 44k | 119.46 |
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| Ss&c Technologies Holding (SSNC) | 2.2 | $5.0M | -19% | 59k | 83.53 |
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| Reinsurance Grp Of America I Com New (RGA) | 2.2 | $4.9M | 25k | 196.90 |
|
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| Fortive (FTV) | 2.1 | $4.9M | 67k | 73.18 |
|
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| Corning Incorporated (GLW) | 2.0 | $4.7M | -9% | 102k | 45.78 |
|
| Comcast Corp Cl A (CMCSA) | 2.0 | $4.6M | 126k | 36.90 |
|
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| Novo-nordisk A S Adr (NVO) | 2.0 | $4.5M | NEW | 65k | 69.44 |
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| Vertiv Holdings Com Cl A (VRT) | 2.0 | $4.5M | NEW | 62k | 72.20 |
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| L3harris Technologies (LHX) | 2.0 | $4.5M | 21k | 209.31 |
|
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| Nextera Energy (NEE) | 1.9 | $4.4M | NEW | 62k | 70.89 |
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| AECOM Technology Corporation (ACM) | 1.9 | $4.4M | 48k | 92.73 |
|
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| Amphenol Corp Cl A (APH) | 1.9 | $4.4M | NEW | 67k | 65.59 |
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| Flutter Entmt SHS (FLUT) | 1.9 | $4.3M | 20k | 221.55 |
|
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| Oracle Corporation (ORCL) | 1.9 | $4.3M | NEW | 31k | 139.81 |
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| Hologic (HOLX) | 1.8 | $4.1M | 67k | 61.77 |
|
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| Thermo Fisher Scientific (TMO) | 1.8 | $4.1M | 8.2k | 497.60 |
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| Dell Technologies CL C (DELL) | 1.8 | $4.0M | 44k | 91.15 |
|
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| Timken Company (TKR) | 1.7 | $3.9M | NEW | 55k | 71.87 |
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| Chord Energy Corporation Com New (CHRD) | 1.5 | $3.6M | NEW | 32k | 112.72 |
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| Hewlett Packard Enterprise (HPE) | 1.5 | $3.5M | -21% | 227k | 15.43 |
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| Dynatrace Com New (DT) | 1.4 | $3.3M | NEW | 70k | 47.15 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.6M | 2.00 | 798441.50 |
|
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 5.0k | 245.30 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $522k | NEW | 435.00 | 1200.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $466k | -3% | 993.00 | 468.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $319k | 2.1k | 154.64 |
|
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| Procter & Gamble Company (PG) | 0.1 | $280k | 1.6k | 170.42 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $208k | 372.00 | 558.97 |
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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 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
- 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