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CIK: 0001694896
Total reported value
$18.8M
$18.8M
48 檔
244.0%
The Q1 2024 SEC filing reveals that Benson Investment Management Company, Inc. held a total portfolio value of $18.8M, covering 48 public equity positions.
During Q1 2024, Benson Investment Management Company, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | — | -9.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.98% | — | +1.74% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.85% | — | +16.90% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | — | +1.58% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.25% | — | +0.45% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | — | — | |
| 7 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.56% | — | +1.22% | |
| 8 | ADP | Automatic Data Processing | Stock-Tech | 2.55% | — | — | |
| 9 | PH | Parker Hannifin CORP | Stock-Industrials | 2.42% | — | +1.19% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.37% | — | -19.10% | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 2.31% | — | +18.02% | |
| 12 | VLO | Valero Energy CORP | Stock-Energy | 2.30% | — | -3.23% | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.27% | — | -5.72% | |
| 14 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.25% | — | — | |
| 15 | ITT | Itt Inc | Stock-Industrials | 2.25% | — | +1.47% | |
| 16 | GEHC | GE Healthcare Technology | Stock-Healthcare | 2.24% | — | +1.61% | |
| 17 | CRH | CRH plc | Stock-Materials | 2.16% | — | -10.73% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.16% | — | — | |
| 19 | AXP | American Express Co | Stock-Financials | 2.14% | — | -4.04% | |
| 20 | EQH | Equitable Holdings Inc | Stock-Financials | 2.12% | — | -11.97% | |
| 21 | MSI | Motorola Solutions Inc | Stock-Tech | 2.12% | — | +1.73% | |
| 22 | RGA | Reinsurance Group Of America | Stock-Financials | 2.08% | — | — | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.07% | — | — | |
| 24 | ENB | Enbridge Inc | Stock-Energy | 2.04% | — | +17.59% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 2.04% | — | -9.00% | |
| 26 | FOXA | Fox CORP - Class A | Stock-Comm Services | 2.03% | — | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 2.03% | — | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 2.02% | — | -14.80% | |
| 29 | APO | Apollo Global Management Inc | Stock-Financials | 1.99% | — | -14.18% | |
| 30 | GLW | Corning Inc | Stock-Tech | 1.99% | — | — | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.95% | — | -2.37% | |
| 32 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.91% | — | — | |
| 33 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.89% | — | +2.23% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.89% | — | +1.32% | |
| 35 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 1.88% | — | +0.72% | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 1.88% | — | -13.13% | |
| 37 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.86% | — | +1.28% | |
| 38 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.84% | — | +1.87% | |
| 39 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.75% | — | — | |
| 40 | RPM | Rpm International Inc | Stock-Materials | 1.72% | — | +1.85% | |
| 41 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.62% | — | — | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.59% | — | -27.11% | |
| 43 | KEX | Kirby CORP | Stock-Industrials | 1.56% | — | — | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | — | -50.00% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | — | +13.97% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — |
According to official SEC Form 13F filings, Benson Investment Management Company, Inc. reported a total U.S. public equity portfolio value of $18.8M across 48 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOG) accounted for 244.0% of total reported equity market value during Q1 2024.
During Q1 2024, Benson Investment Management Company, Inc.'s top holdings by market value included MSFT (5.0%)、AAPL (4.0%)、GOOG (3.9%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q1 2024, Benson Investment Management Company, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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