Benson Investment Management Company

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

  • Top 5 stock holdings are SCHX, DFAI, IDEQ, DISV, WFC.PL, and represent 89.13% of Benson Investment Management Company's stock portfolio.
  • Added to shares of these 4 stocks: IDEQ, SCHX, AVUV, VOO.
  • Started 2 new stock positions in AVUV, IDEQ.
  • Benson Investment Management Company was a net buyer of stock by $6.6M.
  • Benson Investment Management Company has $19M in assets under management (AUM), dropping by 66.75%.
  • Central Index Key (CIK): 0001694896

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Portfolio Holdings for Benson Investment Management Company

Benson Investment Management Company holds 9 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 36.1 $6.8M +52% 230k 29.43
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 21.2 $4.0M 97k 41.25
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Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) 18.9 $3.6M NEW 102k 35.07
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Dimensional Etf Trust Intl Small Cap V (DISV) 9.1 $1.7M 43k 40.13
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Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 3.8 $712k 615.00 1157.00
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $649k NEW 5.2k 124.76
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Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) 3.2 $596k 475.00 1254.50
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.3 $425k 569.00 746.77
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $372k +4% 542.00 686.81
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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