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CIK: 0001694896
Total reported value
$18.8M
$18.8M
49 檔
271.3%
During the Q3 2024 filing period, Benson Investment Management Company, Inc. (CIK: 0001694896) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $18.8M across 49 reported positions.
Benson Investment Management Company, Inc. executed strategic sector rebalancing during Q3 2024, establishing 14 new positions while fully exiting 13 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.00% | — | -0.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | — | -0.21% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.87% | — | -0.02% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.29% | — | -0.61% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | — | -0.02% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | — | +0.06% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 2.82% | — | -10.44% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.80% | — | +0.45% | |
| 9 | CRH | CRH plc | Stock-Materials | 2.40% | — | -1.91% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.36% | — | -6.49% | |
| 11 | HPE | Hewlett Packard Enterprise | Stock-Tech | 2.35% | — | — | |
| 12 | AXP | American Express Co | Stock-Financials | 2.35% | — | -0.06% | |
| 13 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 2.32% | — | +0.01% | |
| 14 | CEG | Constellation Energy | Stock-Utilities | 2.24% | — | — | |
| 15 | RGA | Reinsurance Group Of America | Stock-Financials | 2.17% | — | +0.00% | |
| 16 | EQH | Equitable Holdings Inc | Stock-Financials | 2.17% | — | -0.09% | |
| 17 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.15% | — | -20.27% | |
| 18 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.13% | — | +7.76% | |
| 19 | MET | Metlife Inc | Stock-Financials | 2.13% | — | — | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 2.13% | — | -0.19% | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.13% | — | +13.20% | |
| 22 | DELL | Dell Technologies -c | Stock-Tech | 2.09% | — | — | |
| 23 | SBLK | Star Bulk Carriers Corp. | Stock-Other | 2.08% | — | — | |
| 24 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.07% | — | -14.08% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 2.07% | — | -21.27% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.07% | — | — | |
| 27 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.06% | — | — | |
| 28 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.06% | — | -2.17% | |
| 29 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 2.06% | — | — | |
| 30 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.05% | — | — | |
| 31 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 2.05% | — | — | |
| 32 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.01% | — | -0.02% | |
| 33 | ACM | Aecom | Stock-Industrials | 1.99% | — | +0.01% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 1.98% | — | -2.09% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.98% | — | -11.07% | |
| 36 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.69% | — | -0.01% | |
| 37 | BALL | Ball CORP | Stock-Consumer Disc | 1.64% | — | +0.03% | |
| 38 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 1.61% | — | — | |
| 39 | ALLE | Allegion plc | Stock-Industrials | 1.61% | — | +0.02% | |
| 40 | SNX | TD Synnex CORP | Stock-Tech | 1.57% | — | +0.05% | |
| 41 | GTLS | Chart Industries Inc | Stock-Industrials | 1.45% | — | — | |
| 42 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.33% | — | +0.07% | |
| 43 | GFF | Griffon CORP | Stock-Industrials | 1.26% | — | — | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | -1.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HPE | Hewlett Packard Enterprise | +2.4% | NEW | New buy |
| 2 | CEG | Constellation Energy | +2.2% | NEW | New buy |
| 3 | MET | Metlife Inc | +2.1% | NEW | New buy |
| 4 | DELL | Dell Technologies -c | +2.1% | NEW | New buy |
| 5 | SBLK | Star Bulk Carriers Corp. | +2.1% | NEW | New buy |
| 6 | CMCSA | Comcast Corp-class A | +2.1% | NEW | New buy |
| 7 | MDLZ | Mondelez International Inc-a | +2.1% | NEW | New buy |
| 8 | ING | Ing Groep N.v.-sponsored Adr | +2.1% | NEW | New buy |
| 9 | LRCXEUR | Lam Research CORP | +2.1% | NEW | New buy |
| 10 | SMFG | Sumitomo Mitsui-spons Adr | +2.1% | NEW | New buy |
| 11 | JAZZ | Jazz Pharmaceuticals plc | +1.6% | NEW | New buy |
| 12 | GTLS | Chart Industries Inc | +1.5% | NEW | New buy |
| 13 | GFF | Griffon CORP | +1.3% | NEW | New buy |
| 14 | CRH | CRH plc | +0.3% | -1.91% | Trim |
| 15 | LDOS | Leidos Holdings Inc | +0.3% | +7.76% | Add |
| 16 | AAPL | Apple Inc | +0.3% | -0.24% | Trim |
| 17 | AXP | American Express Co | +0.3% | -0.06% | Trim |
| 18 | ALLE | Allegion plc | +0.3% | +0.02% | Add |
| 19 | IBM | Intl Business Machines CORP | +0.2% | -10.44% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.61% | Trim |
| 21 | META | Meta Platforms Inc-class A | +0.2% | +0.45% | Add |
| 22 | USFD | US Foods Holding CORP | +0.2% | +0.01% | Add |
| 23 | BDX | Becton Dickinson And Co | +0.2% | +13.20% | Add |
| 24 | ACM | Aecom | +0.2% | +0.01% | Add |
| 25 | BALL | Ball CORP | +0.1% | +0.03% | Add |
| 26 | GLW | Corning Inc | +0.1% | -6.49% | Trim |
| 27 | CSL | Carlisle Cos Inc | +0.1% | -0.01% | Trim |
| 28 | ACGL | Arch Capital Group Ltd. | +0.1% | -2.17% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 30 | RGA | Reinsurance Group Of America | 0% | +0.00% | Add |
| 31 | AEM | Agnico Eagle Mines LTD | 0% | -14.08% | Trim |
| 32 | LHX | L3harris Technologies Inc | 0% | -0.02% | Trim |
| 33 | HIG | Hartford Insurance Group Inc | -0.3% | -20.27% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.3% | -0.02% | Trim |
| 35 | ADP | Automatic Data Processing | -0.3% | -21.27% | Trim |
| 36 | MSFT | Microsoft CORP | -0.4% | -0.21% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.6% | -0.02% | Trim |
| 38 | ARE | Alexandria Real Estate Equit | -1.5% | EXIT | Sold out |
| 39 | KEX | Kirby CORP | -1.6% | EXIT | Sold out |
| 40 | GPC | Genuine Parts Co | -1.8% | EXIT | Sold out |
| 41 | GEHC | GE Healthcare Technology | -1.9% | EXIT | Sold out |
| 42 | EMR | Emerson Electric Co | -1.9% | EXIT | Sold out |
| 43 | BBY | Best Buy Co Inc | -1.9% | EXIT | Sold out |
| 44 | APO | Apollo Global Management Inc | -2% | EXIT | Sold out |
| 45 | VLO | Valero Energy CORP | -2% | EXIT | Sold out |
| 46 | ITT | Itt Inc | -2.1% | EXIT | Sold out |
| 47 | MSI | Motorola Solutions Inc | -2.2% | EXIT | Sold out |
| 48 | HON | Honeywell International Inc | -2.3% | EXIT | Sold out |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -2.5% | EXIT | Sold out |
| 50 | TSM | Taiwan Semiconductor-sp Adr | -2.6% | EXIT | Sold out |
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 49 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOG) accounted for 271.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
HPE
市值: $6.0M
Top Position Liquidated / Trimmed
TSM
前期市值: $6.3M
During Q3 2024, Benson Investment Management Company, Inc.'s top holdings by market value included AAPL (5.0%)、MSFT (4.7%)、GOOG (3.9%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q3 2024, Benson Investment Management Company, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 8 positions, trimming 15 holdings, and fully liquidating 13 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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