Benson Investment Management Company as of June 30, 2026
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 | 230k | 29.43 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 21.2 | $4.0M | 97k | 41.25 | |
| Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) | 18.9 | $3.6M | 102k | 35.07 | |
| Dimensional Etf Trust Intl Small Cap V (DISV) | 9.1 | $1.7M | 43k | 40.13 | |
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 3.8 | $712k | 615.00 | 1157.00 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.5 | $649k | 5.2k | 124.76 | |
| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 3.2 | $596k | 475.00 | 1254.50 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $425k | 569.00 | 746.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $372k | 542.00 | 686.81 |
