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CIK: 0001694896
Total reported value
$18.8M
$18.8M
7 檔
56.3%
The Q1 2026 SEC filing reveals that Benson Investment Management Company, Inc. held a total portfolio value of $18.8M, covering 7 public equity positions.
In Q1 2026, Benson Investment Management Company, Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 46 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 34.32% | +1.78% | — | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 33.37% | -12.18% | +527.32% | |
| 3 | DISV | Dimensional International Sm | ETF-Other | 14.93% | -5.82% | — | |
| 4 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 6.31% | -2.52% | -35.94% | |
| 5 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 5.02% | -1.85% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.28% | -1.02% | -20.08% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | -0.78% | +3.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +33.2% | +527.32% | Add |
| 2 | WFC 7.5 PERP LBond | Wells Fargo & Company | +5.9% | -35.94% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.1% | -20.08% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +2.7% | +3.78% | Add |
| 5 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 6 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 7 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 8 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 10 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 11 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 12 | BNY | Bank Of New York Mellon CORP | — | EXIT | Sold out |
| 13 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 14 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 15 | HIG | Hartford Insurance Group Inc | — | EXIT | Sold out |
| 16 | AAPL | Apple Inc | — | EXIT | Sold out |
| 17 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 18 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 19 | ASML | ASML Holding N.V. | — | EXIT | Sold out |
| 20 | COF | Capital One Financial CORP | — | EXIT | Sold out |
| 21 | L | Loews CORP | — | EXIT | Sold out |
| 22 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 23 | KEYS | Keysight Technologies In | — | EXIT | Sold out |
| 24 | SW | Smurfit Westrock Plc | — | EXIT | Sold out |
| 25 | LHX | L3harris Technologies Inc | — | EXIT | Sold out |
| 26 | LIN | Linde plc | — | EXIT | Sold out |
| 27 | XYL | Xylem Inc | — | EXIT | Sold out |
| 28 | SSNC | Ss&c Technologies Holdings | — | EXIT | Sold out |
| 29 | KDP | Keurig Dr Pepper Inc | — | EXIT | Sold out |
| 30 | CVS | Cvs Health CORP | — | EXIT | Sold out |
| 31 | AMRZ | Amrize Ltd | — | EXIT | Sold out |
| 32 | BX | Blackstone Inc | — | EXIT | Sold out |
| 33 | JBL | Jabil Inc | — | EXIT | Sold out |
| 34 | EQH | Equitable Holdings Inc | — | EXIT | Sold out |
| 35 | TDY | Teledyne Technologies Inc | — | EXIT | Sold out |
| 36 | SONY | Sony Group CORP - Sp Adr | — | EXIT | Sold out |
| 37 | OKE | Oneok Inc | — | EXIT | Sold out |
| 38 | BKH | Black Hills CORP | — | EXIT | Sold out |
| 39 | MET | Metlife Inc | — | EXIT | Sold out |
| 40 | SNY | Sanofi-adr | — | EXIT | Sold out |
| 41 | RGA | Reinsurance Group Of America | — | EXIT | Sold out |
| 42 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 43 | INTU | Intuit Inc | — | EXIT | Sold out |
| 44 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 45 | ACM | Aecom | — | EXIT | Sold out |
| 46 | AUB | Atlantic Union Bankshares Co | — | EXIT | Sold out |
| 47 | DISV | Dimensional International Sm | — | NEW | New buy |
| 48 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 50 | GOOGL | Alphabet Inc-cl A | — | 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 7 disclosed positions in Q1 2026.
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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 SCHX, DFAI, DISV) accounted for 56.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHX
市值: $3.9M
Top Position Liquidated / Trimmed
GOOG
前期市值: $18.3M
During Q1 2026, Benson Investment Management Company, Inc.'s top holdings by market value included SCHX (34.3%)、DFAI (33.4%)、DISV (14.9%). The largest single position, SCHX, represented 34.3% of total portfolio value.
In Q1 2026, Benson Investment Management Company, Inc. made 53 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 46 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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