Benson Investment Management Company, Inc.
CIK 1694896 · View on SEC EDGAR ↗
- Portfolio value
- $18.8M
- Positions
- 9
- As of
- June 30, 2026
#8,914 of 9,443 by 13F value · top 94.4%
Portfolio value QoQ: +66.8% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 9
- Effective number of positions
- 4.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $6,564,766 · sells $0
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 9.3% still held
- New positions
- 2
- Increased
- 2
- Decreased
- 0
- Closed
- 46
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 9 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $6,780,790 | 36.10% | 230,404 | $2,914,227 | Up ×1 | ||
| DFAI | $3,979,388 | 21.19% | 96,470 | $220,917 | |||
| IDEQ | $3,558,904 | 18.95% | 101,480 | Up ×1 | |||
| DISV | $1,711,344 | 9.11% | 42,645 | $29,425 | |||
| WFCPRL | $711,555 | 3.79% | 615 | $1,230 | |||
| AVUV | $648,752 | 3.45% | 5,200 | Up ×1 | |||
| BACPRL | $595,888 | 3.17% | 475 | $29,897 | |||
| SPY SPY | $424,912 | 2.26% | 569 | $54,869 | |||
| VOO | $372,251 | 1.98% | 542 | $60,927 | Up ×4 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VOO | $372,251 | 1.98% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IDEQ | $3,558,904 | 101,480 | 18.95% |
| AVUV | $648,752 | 5,200 | 3.45% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHX | Bought more | +80K | +$2.9M |
| DFAI | Price move only | +0 | +$221K |
| VOO | Bought more | +21 | +$61K |
| SPY | Price move only | +0 | +$55K |
| BACPRL | Price move only | +0 | +$30K |
| DISV | Price move only | +0 | +$29K |
| WFCPRL | Price move only | +0 | +$1K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GOOG | March 31, 2026 | 58,414 | $18,330,313 | 18.2% |
| GLD | Dec. 31, 2025 | 41,302 | $14,681,622 | No longer tracked |
| MSFT | March 31, 2026 | 25,490 | $12,327,474 | 30.2% |
| NVDA | March 31, 2026 | 61,705 | $11,507,983 | 24.4% |
| AMZN | March 31, 2026 | 43,422 | $10,022,666 | 23.8% |
| BRKB | March 31, 2026 | 17,367 | $8,729,523 | No longer tracked |
| META | March 31, 2026 | 12,501 | $8,251,785 | -4.1% |
| TSM | March 31, 2026 | 26,531 | $8,062,506 | 24.3% |
| GLW | Dec. 31, 2025 | 90,676 | $7,438,152 | 75.4% |
| BK | March 31, 2026 | 63,149 | $7,330,967 | No longer tracked |
| CSCO | March 31, 2026 | 92,330 | $7,112,180 | 43.1% |
| AZN | March 31, 2026 | 76,087 | $6,994,678 | -16.1% |
| HIG | March 31, 2026 | 49,726 | $6,852,243 | 1.9% |
| AAPL | March 31, 2026 | 24,981 | $6,791,270 | 21.4% |
| IBM | March 31, 2026 | 22,882 | $6,777,877 | -3.6% |
| GS | March 31, 2026 | 7,708 | $6,775,332 | 21.1% |
| AEM | June 30, 2025 | 62,476 | $6,773,023 | 82.3% |
| ASML | March 31, 2026 | 6,224 | $6,658,809 | 32.8% |
| COF | March 31, 2026 | 27,332 | $6,624,184 | 19.3% |
| L | March 31, 2026 | 61,480 | $6,474,459 | 4.2% |
| NEE | March 31, 2026 | 80,085 | $6,429,224 | -8.5% |
| KEYS | March 31, 2026 | 31,555 | $6,411,660 | 12.3% |
| USFD | March 31, 2025 | 94,780 | $6,393,859 | 66.0% |
| SW | March 31, 2026 | 164,665 | $6,367,596 | 22.6% |
| LHX | March 31, 2026 | 21,662 | $6,359,313 | -21.7% |
| DELL | Dec. 31, 2025 | 44,246 | $6,272,755 | 248.9% |
| LIN | March 31, 2026 | 14,498 | $6,181,802 | -1.6% |
| XYL | March 31, 2026 | 44,376 | $6,043,124 | -4.7% |
| CRH | March 31, 2025 | 65,213 | $6,033,507 | 7.5% |
| SSNC | March 31, 2026 | 68,782 | $6,012,922 | 21.7% |
| KDP | March 31, 2026 | 212,480 | $5,951,565 | 21.0% |
| CVS | March 31, 2026 | 74,870 | $5,941,683 | 30.3% |
| AMRZ | March 31, 2026 | 108,445 | $5,864,706 | -18.6% |
| BX | March 31, 2026 | 37,990 | $5,855,779 | 24.6% |
| JBL | March 31, 2026 | 25,241 | $5,755,453 | 20.1% |
| EQH | March 31, 2026 | 120,375 | $5,735,869 | 32.7% |
| TDY | March 31, 2026 | 11,099 | $5,668,592 | 4.6% |
| HPE | Dec. 31, 2025 | 229,496 | $5,636,422 | 123.0% |
| ORCL | Sept. 30, 2025 | 25,566 | $5,589,495 | -47.9% |
| ICE | Dec. 31, 2025 | 33,016 | $5,562,536 | -0.6% |
| SONY | March 31, 2026 | 217,150 | $5,559,040 | 15.0% |
| OKE | March 31, 2026 | 75,530 | $5,551,455 | 4.8% |
| BKH | March 31, 2026 | 79,555 | $5,522,708 | 5.2% |
| ADP | March 31, 2025 | 18,847 | $5,517,082 | -8.7% |
| SMFG | June 30, 2025 | 355,750 | $5,499,895 | 65.5% |
| MET | March 31, 2026 | 68,799 | $5,430,993 | 33.8% |
| SNY | March 31, 2026 | 111,920 | $5,423,643 | -5.3% |
| RGA | March 31, 2026 | 25,561 | $5,200,641 | 19.4% |
| HII | March 31, 2025 | 27,439 | $5,185,148 | 49.4% |
| ZBH | Dec. 31, 2025 | 50,430 | $4,967,355 | 10.5% |
| APH | Sept. 30, 2025 | 50,099 | $4,947,276 | 26.0% |
| FTV | June 30, 2025 | 67,385 | $4,931,234 | 15.0% |
| MSI | March 31, 2026 | 12,632 | $4,842,098 | 9.9% |
| LDOS | March 31, 2025 | 32,928 | $4,743,608 | 5.2% |
| ZTS | Dec. 31, 2025 | 32,318 | $4,728,770 | -39.1% |
| ABBV | March 31, 2025 | 26,496 | $4,708,339 | 25.9% |
| MRK | Sept. 30, 2025 | 59,175 | $4,684,293 | 80.7% |
| CMCSA | June 30, 2025 | 125,558 | $4,633,090 | -25.9% |
| NVO | June 30, 2025 | 65,019 | $4,514,919 | -32.3% |
| VRT | June 30, 2025 | 62,410 | $4,506,002 | 105.8% |
| GD | March 31, 2025 | 17,085 | $4,501,727 | 42.3% |
| JAZZ | March 31, 2025 | 36,512 | $4,496,453 | 101.7% |
| OC | Dec. 31, 2025 | 31,675 | $4,480,746 | 32.4% |
| FLUT | June 30, 2025 | 19,563 | $4,334,183 | -65.1% |
| NCLH | Dec. 31, 2025 | 175,765 | $4,329,092 | -22.8% |
| MU | March 31, 2025 | 49,640 | $4,177,702 | 1033.2% |
| HOLX | June 30, 2025 | 66,935 | $4,134,575 | No longer tracked |
| INTU | March 31, 2026 | 6,211 | $4,114,291 | -16.6% |
| PRIM | Sept. 30, 2025 | 52,342 | $4,079,535 | -42.1% |
| TMO | June 30, 2025 | 8,164 | $4,062,406 | 53.0% |
| TKR | Sept. 30, 2025 | 54,615 | $3,962,318 | 67.6% |
| SNX | March 31, 2025 | 33,360 | $3,912,461 | 143.0% |
| ACM | March 31, 2026 | 40,432 | $3,854,383 | -23.4% |
| AUB | March 31, 2026 | 109,055 | $3,849,642 | 15.6% |
| ALLE | March 31, 2025 | 27,756 | $3,627,154 | 24.1% |
| CHRD | June 30, 2025 | 31,517 | $3,552,596 | 54.2% |
| CSL | March 31, 2025 | 9,483 | $3,497,710 | 6.0% |
| DT | Dec. 31, 2025 | 71,693 | $3,473,526 | 11.2% |
| KEX | Dec. 31, 2025 | 39,575 | $3,302,534 | 28.6% |
| SON | Sept. 30, 2025 | 75,245 | $3,277,672 | 37.0% |
| EEFT | Dec. 31, 2025 | 36,538 | $3,208,402 | -8.9% |
| G | Dec. 31, 2025 | 60,428 | $2,531,329 | -20.2% |
| JPM | March 31, 2026 | 4,950 | $1,594,989 | 20.8% |
| BRKA | March 31, 2026 | 2 | $1,509,600 | No longer tracked |
| GOOGL | March 31, 2026 | 2,060 | $644,780 | 18.9% |
| QQQ | June 30, 2025 | 993 | $465,638 | |
| VFMF | March 31, 2026 | 2,729 | $411,322 | No longer tracked |
| PG | March 31, 2026 | 1,644 | $235,602 | -0.8% |