Benson Investment Management Company as of March 31, 2026
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 | 151k | 25.64 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 33.4 | $3.8M | 97k | 38.96 | |
| Dimensional Etf Trust Intl Small Cap V (DISV) | 14.9 | $1.7M | 43k | 39.44 | |
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 6.3 | $710k | 615.00 | 1155.00 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 5.0 | $566k | 475.00 | 1191.56 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.3 | $370k | 569.00 | 650.34 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $311k | 521.00 | 597.55 |
