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CIK: 0001694896
Total reported value
$18.8M
$18.8M
46 檔
288.1%
The Q4 2024 SEC filing reveals that Benson Investment Management Company, Inc. held a total portfolio value of $18.8M, covering 46 public equity positions.
In Q4 2024, Benson Investment Management Company, Inc. adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.60% | — | -0.76% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | — | -0.34% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.61% | — | -0.41% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.00% | — | -0.60% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.41% | — | -0.33% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.39% | — | -0.53% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.99% | — | -0.66% | |
| 8 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 2.66% | — | -0.73% | |
| 9 | HPE | Hewlett Packard Enterprise | Stock-Tech | 2.57% | — | -0.65% | |
| 10 | EQH | Equitable Holdings Inc | Stock-Financials | 2.53% | — | -0.98% | |
| 11 | CRH | CRH plc | Stock-Materials | 2.51% | — | -0.61% | |
| 12 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 2.47% | — | +0.00% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.45% | — | — | |
| 14 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 2.32% | — | — | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 2.29% | — | -0.40% | |
| 16 | MET | Metlife Inc | Stock-Financials | 2.26% | — | +1.62% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 2.26% | — | — | |
| 18 | RGA | Reinsurance Group Of America | Stock-Financials | 2.23% | — | -0.40% | |
| 19 | GLW | Corning Inc | Stock-Tech | 2.23% | — | -14.51% | |
| 20 | HII | Huntington Ingalls Industrie | Stock-Industrials | 2.15% | — | — | |
| 21 | ICE | Intercontinental Exchange In | Stock-Financials | 2.15% | — | — | |
| 22 | ACM | Aecom | Stock-Industrials | 2.14% | — | -0.73% | |
| 23 | FTV | Fortive CORP | Stock-Tech | 2.14% | — | — | |
| 24 | DELL | Dell Technologies -c | Stock-Tech | 2.13% | — | -0.26% | |
| 25 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 2.12% | — | — | |
| 26 | XYL | Xylem Inc | Stock-Industrials | 2.12% | — | — | |
| 27 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.11% | — | -0.43% | |
| 28 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.11% | — | +0.07% | |
| 29 | HO1 | Hologic Inc | Stock-Other | 2.01% | — | — | |
| 30 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.97% | — | -0.62% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.96% | — | — | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.95% | — | -0.10% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 1.87% | — | +3.10% | |
| 34 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 1.87% | — | -0.35% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.87% | — | -0.19% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.76% | — | +0.65% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 1.74% | — | — | |
| 38 | SNX | TD Synnex CORP | Stock-Tech | 1.63% | — | +0.62% | |
| 39 | ALLE | Allegion plc | Stock-Industrials | 1.51% | — | -0.39% | |
| 40 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.45% | — | -0.45% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | — | +2.39% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | -1.02% | +4.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +2.5% | NEW | New buy |
| 2 | SSNC | Ss&c Technologies Holdings | +2.3% | NEW | New buy |
| 3 | GLD | Spdr Gold Shares | +2.3% | NEW | New buy |
| 4 | HII | Huntington Ingalls Industrie | +2.2% | NEW | New buy |
| 5 | ICE | Intercontinental Exchange In | +2.2% | NEW | New buy |
| 6 | FTV | Fortive CORP | +2.1% | NEW | New buy |
| 7 | FLUT | Flutter Entertainment plc | +2.1% | NEW | New buy |
| 8 | XYL | Xylem Inc | +2.1% | NEW | New buy |
| 9 | HO1 | Hologic Inc | +2% | NEW | New buy |
| 10 | ABBV | Abbvie Inc | +2% | NEW | New buy |
| 11 | MU | Micron Technology Inc | +1.7% | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | +0.8% | -0.60% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.7% | -0.41% | Trim |
| 14 | AAPL | Apple Inc | +0.6% | -0.76% | Trim |
| 15 | NVDA | Nvidia CORP | +0.5% | -0.33% | Trim |
| 16 | SMFG | Sumitomo Mitsui-spons Adr | +0.4% | +0.00% | Add |
| 17 | EQH | Equitable Holdings Inc | +0.4% | -0.98% | Trim |
| 18 | USFD | US Foods Holding CORP | +0.3% | -0.73% | Trim |
| 19 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | -0.35% | Trim |
| 20 | ADP | Automatic Data Processing | +0.2% | -0.40% | Trim |
| 21 | HPE | Hewlett Packard Enterprise | +0.2% | -0.65% | Trim |
| 22 | ACM | Aecom | +0.2% | -0.73% | Trim |
| 23 | MSFT | Microsoft CORP | +0.1% | -0.34% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.53% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 26 | AEM | Agnico Eagle Mines LTD | 0% | -0.43% | Trim |
| 27 | DELL | Dell Technologies -c | 0% | -0.26% | Trim |
| 28 | HIG | Hartford Insurance Group Inc | -0.1% | +0.07% | Add |
| 29 | ALLE | Allegion plc | -0.1% | -0.39% | Trim |
| 30 | GD | General Dynamics CORP | -0.1% | +3.10% | Add |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -0.10% | Trim |
| 32 | GLW | Corning Inc | -0.1% | -14.51% | Trim |
| 33 | LHX | L3harris Technologies Inc | -0.1% | -0.19% | Trim |
| 34 | LDOS | Leidos Holdings Inc | -0.2% | -0.62% | Trim |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.2% | +0.65% | Add |
| 36 | CSL | Carlisle Cos Inc | -0.2% | -0.45% | Trim |
| 37 | GFF | Griffon CORP | -1.3% | EXIT | Sold out |
| 38 | BECNUSD | Beacon Roofing Supply Inc | -1.3% | EXIT | Sold out |
| 39 | GTLS | Chart Industries Inc | -1.5% | EXIT | Sold out |
| 40 | BALL | Ball CORP | -1.6% | EXIT | Sold out |
| 41 | LRCXEUR | Lam Research CORP | -2.1% | EXIT | Sold out |
| 42 | MDLZ | Mondelez International Inc-a | -2.1% | EXIT | Sold out |
| 43 | ACGL | Arch Capital Group Ltd. | -2.1% | EXIT | Sold out |
| 44 | ING | Ing Groep N.v.-sponsored Adr | -2.1% | EXIT | Sold out |
| 45 | SBLK | Star Bulk Carriers Corp. | -2.1% | EXIT | Sold out |
| 46 | AMGN | Amgen Inc | -2.1% | EXIT | Sold out |
| 47 | BDX | Becton Dickinson And Co | -2.1% | EXIT | Sold out |
| 48 | CEG | Constellation Energy | -2.2% | EXIT | Sold out |
| 49 | AXP | American Express Co | -2.4% | EXIT | Sold out |
| 50 | IBM | Intl Business Machines CORP | -2.8% | 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 46 disclosed positions in Q4 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 288.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
GS
市值: $5.9M
Top Position Liquidated / Trimmed
IBM
前期市值: $7.1M
During Q4 2024, Benson Investment Management Company, Inc.'s top holdings by market value included AAPL (5.6%)、MSFT (4.9%)、GOOG (4.6%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q4 2024, Benson Investment Management Company, Inc. made 49 total portfolio adjustments, initiating 11 new buys, adding to 4 positions, trimming 20 holdings, and fully liquidating 14 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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