13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001694896
Total reported value
$18.8M
$18.8M
52 檔
287.8%
As reported in its official Q2 2025 Form 13F filing, Benson Investment Management Company, Inc.'s tracked investment portfolio stood at $18.8M with 52 total positions.
Benson Investment Management Company, Inc. executed strategic sector rebalancing during Q2 2025, establishing 14 new positions while fully exiting 11 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 4.74% | — | +83.27% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | — | -0.22% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.89% | — | +0.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.65% | — | -0.11% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.54% | — | -0.60% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.40% | — | +7.85% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.11% | — | -3.87% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.78% | — | -0.02% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.64% | — | -2.22% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.39% | — | — | |
| 11 | EQH | Equitable Holdings Inc | Stock-Financials | 2.38% | — | -9.83% | |
| 12 | ICE | Intercontinental Exchange In | Stock-Financials | 2.29% | — | -2.06% | |
| 13 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.16% | — | -0.35% | |
| 14 | COF | Capital One Financial CORP | Stock-Financials | 2.15% | — | — | |
| 15 | XYL | Xylem Inc | Stock-Industrials | 2.14% | — | -0.16% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 2.13% | — | — | |
| 17 | TDY | Teledyne Technologies Inc | Stock-Tech | 2.12% | — | — | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 2.12% | — | -17.40% | |
| 19 | L | Loews CORP | Stock-Financials | 2.10% | — | — | |
| 20 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.07% | — | -5.20% | |
| 21 | DELL | Dell Technologies -c | Stock-Tech | 2.06% | — | +0.19% | |
| 22 | GLW | Corning Inc | Stock-Tech | 2.04% | — | -0.07% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.03% | — | -0.05% | |
| 24 | MET | Metlife Inc | Stock-Financials | 2.02% | — | -0.15% | |
| 25 | MSI | Motorola Solutions Inc | Stock-Tech | 1.97% | — | -0.64% | |
| 26 | ACM | Aecom | Stock-Industrials | 1.97% | — | -3.21% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.91% | — | -48.84% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 1.90% | — | -0.23% | |
| 29 | RGA | Reinsurance Group Of America | Stock-Financials | 1.89% | — | -0.01% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 1.87% | — | -25.27% | |
| 31 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.86% | — | -0.08% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.85% | — | +12.60% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.78% | — | -0.31% | |
| 34 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.76% | — | +0.29% | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.68% | — | — | |
| 36 | BKH | Black Hills CORP | Stock-Utilities | 1.66% | — | — | |
| 37 | OC | Owens Corning | Stock-Industrials | 1.64% | — | — | |
| 38 | PRIM | Primoris Services CORP | Stock-Industrials | 1.55% | — | — | |
| 39 | TKR | Timken Co | Stock-Industrials | 1.50% | — | -0.18% | |
| 40 | DT | Dynatrace Inc | Stock-Tech | 1.50% | — | +2.82% | |
| 41 | EEFT | Euronet Worldwide Inc | Stock-Tech | 1.39% | — | — | |
| 42 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 1.27% | — | — | |
| 43 | SON | Sonoco Products Co | Stock-Consumer Disc | 1.24% | — | — | |
| 44 | G | Genpact Limited | Stock-Tech | 1.00% | — | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | — | |
| 47 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.42% | -2.52% | +116.09% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.17% | -12.18% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -1.02% | +91.40% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +2.4% | NEW | New buy |
| 2 | COF | Capital One Financial CORP | +2.2% | NEW | New buy |
| 3 | ASML | ASML Holding N.V. | +2.1% | NEW | New buy |
| 4 | TDY | Teledyne Technologies Inc | +2.1% | NEW | New buy |
| 5 | L | Loews CORP | +2.1% | NEW | New buy |
| 6 | GLD | Spdr Gold Shares | +1.9% | +83.27% | Add |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +1.7% | NEW | New buy |
| 8 | BKH | Black Hills CORP | +1.7% | NEW | New buy |
| 9 | OC | Owens Corning | +1.6% | NEW | New buy |
| 10 | PRIM | Primoris Services CORP | +1.6% | NEW | New buy |
| 11 | EEFT | Euronet Worldwide Inc | +1.4% | NEW | New buy |
| 12 | AUB | Atlantic Union Bankshares Co | +1.3% | NEW | New buy |
| 13 | SON | Sonoco Products Co | +1.2% | NEW | New buy |
| 14 | G | Genpact Limited | +1% | NEW | New buy |
| 15 | NVDA | Nvidia CORP | +0.8% | -0.11% | Trim |
| 16 | MSFT | Microsoft CORP | +0.6% | -0.22% | Trim |
| 17 | META | Meta Platforms Inc-class A | +0.6% | +7.85% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -0.02% | Trim |
| 19 | DELL | Dell Technologies -c | +0.3% | +0.19% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.3% | -2.22% | Trim |
| 21 | ORCL | Oracle CORP | +0.2% | -17.40% | Trim |
| 22 | HPE | Hewlett Packard Enterprise | +0.2% | +0.29% | Add |
| 23 | WFC 7.5 PERP LBond | Wells Fargo & Company | +0.2% | +116.09% | Add |
| 24 | DFAI | Dimensional International Co | +0.2% | NEW | New buy |
| 25 | LHX | L3harris Technologies Inc | +0.1% | -0.05% | Trim |
| 26 | DT | Dynatrace Inc | +0.1% | +2.82% | Add |
| 27 | ACM | Aecom | +0.1% | -3.21% | Trim |
| 28 | GLW | Corning Inc | — | -0.07% | Trim |
| 29 | AMZN | Amazon.com Inc | 0% | -0.60% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +0.05% | Add |
| 31 | APH | Amphenol Corp-cl A | 0% | -25.27% | Trim |
| 32 | NEE | Nextera Energy Inc | -0.1% | +12.60% | Add |
| 33 | BNY | Bank Of New York Mellon CORP | -0.1% | -0.35% | Trim |
| 34 | XYL | Xylem Inc | -0.1% | -0.16% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | EXIT | Sold out |
| 36 | MSI | Motorola Solutions Inc | -0.4% | -0.64% | Trim |
| 37 | ZTS | Zoetis Inc | -0.4% | -0.23% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.5% | -0.31% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -3.87% | Trim |
| 40 | CHRD | Chord Energy CORP | -1.6% | EXIT | Sold out |
| 41 | TMO | Thermo Fisher Scientific Inc | -1.8% | EXIT | Sold out |
| 42 | HO1 | Hologic Inc | -1.8% | EXIT | Sold out |
| 43 | FLUT | Flutter Entertainment plc | -1.9% | EXIT | Sold out |
| 44 | VRT | Vertiv Holdings Co-a | -2% | EXIT | Sold out |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -2% | EXIT | Sold out |
| 46 | CMCSA | Comcast Corp-class A | -2% | EXIT | Sold out |
| 47 | FTV | Fortive CORP | -2.2% | EXIT | Sold out |
| 48 | SMFG | Sumitomo Mitsui-spons Adr | -2.4% | EXIT | Sold out |
| 49 | AAPL | Apple Inc | -2.7% | -48.84% | Trim |
| 50 | AEM | Agnico Eagle Mines LTD | -3% | 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 52 disclosed positions in Q2 2025.
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 GLD, MSFT, GOOG) accounted for 287.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CSCO
市值: $6.3M
Top Position Liquidated / Trimmed
AEM
前期市值: $6.8M
During Q2 2025, Benson Investment Management Company, Inc.'s top holdings by market value included GLD (4.7%)、MSFT (4.7%)、GOOG (3.9%). The largest single position, GLD, represented 4.7% of total portfolio value.
In Q2 2025, Benson Investment Management Company, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 8 positions, trimming 17 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.