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, DISV, WFC.PL, BAC.PL, and represent 93.95% of Benson Investment Management Company's stock portfolio.
- Added to shares of these 5 stocks: SCHX, DFAI, DISV, BAC.PL, VOO.
- Started 3 new stock positions in DISV, BAC.PL, SCHX.
- Reduced shares in these 10 stocks: GOOG (-$18M), MSFT (-$12M), NVDA (-$12M), AMZN (-$10M), BRK.B (-$8.7M), , TSM (-$8.1M), BK (-$7.3M), , AstraZeneca (-$7.0M).
- Sold out of its positions in ACM, GOOG, GOOGL, AMZN, AAPL, AstraZeneca, AUB, BK, BRK.A, BRK.B.
- Benson Investment Management Company was a net seller of stock by $-275M.
- Benson Investment Management Company has $11M in assets under management (AUM), dropping by -96.07%.
- Central Index Key (CIK): 0001694896
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Portfolio Holdings for Benson Investment Management Company
Benson Investment Management Company holds 7 positions in its portfolio as reported in the March 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) | 34.3 | $3.9M | NEW | 151k | 25.64 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 33.4 | $3.8M | +527% | 97k | 38.96 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 14.9 | $1.7M | NEW | 43k | 39.44 |
|
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 6.3 | $710k | -35% | 615.00 | 1155.00 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 5.0 | $566k | NEW | 475.00 | 1191.56 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.3 | $370k | -20% | 569.00 | 650.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $311k | +3% | 521.00 | 597.55 |
|
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 2026 Q1 filed April 13, 2026
- 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