BI

Benson Investment Management Company, Inc.

High-turnover traderConcentrated strategySector-focused

Total reported value

$11.3M

Reporting period: 2026-03-31 · Number of holdings: 7

Benson Investment Management Company, Inc. disclosed 7 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $11.3M and a quarterly turnover rate of 197.3%.

Personality snowflake

Concentration
100
Portfolio Stability
100
Momentum/Contrarian
0
Sector conviction
100
Diversification
14
Sizing Uniformity
90.23

Recent moves

  • Add DFAI

    +527.3%　$3.2M

  • Add WFC 7.5 PERP L

    -35.9%　-$453.2K

  • Sold out GOOG

  • Sold out MSFT

  • Sold out NVDA

  • Sold out AMZN

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHXSchwab US Large-cap ETFETF-Other34.32%+34.32%NEW
2DFAIDimensional International CoETF-Other33.37%+33.17%+527.32%
3DISVDimensional International SmETF-Other14.93%+14.93%NEW
4WFC 7.5 PERP LWells Fargo & CompanyStock-Financials6.31%+5.90%-35.94%
5BAC 7.25 PERP LBank Of America CORPStock-Financials5.02%+5.02%NEW
6SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.28%—-20.08%
7VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.76%—+3.78%

Holding changes this quarter

Benson Investment Management Company, Inc.'s most significant position changes for 2026-03-31: Sold out: Alphabet Inc-cl C (GOOG); Sold out: Microsoft CORP (MSFT); Sold out: Nvidia CORP (NVDA); Sold out: Amazon.com INC (AMZN); Sold out: Berkshire Hathaway Inc-cl B (BRK-B).

Position changes disclosed by Benson Investment Management Company, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFAIDimensional International Co+33.2%+527.32%Add
2WFC 7.5 PERP LWells Fargo & Company+5.9%-35.94%Trim
3GOOGAlphabet Inc-cl C—EXITSold out
4MSFTMicrosoft CORP—EXITSold out
5NVDANvidia CORP—EXITSold out
6AMZNAmazon.com INC—EXITSold out
7BRK-BBerkshire Hathaway Inc-cl B—EXITSold out
8METAMeta Platforms Inc-class A—EXITSold out
9TSMTaiwan Semiconductor-sp Adr—EXITSold out
10BNYBank Of New York Mellon CORP—EXITSold out
11CSCOCisco Systems INC—EXITSold out
12AZNNAstrazeneca Plc-spons Adr—EXITSold out
13HIGHartford Insurance Group INC—EXITSold out
14AAPLApple INC—EXITSold out
15IBMIntl Business Machines CORP—EXITSold out
16GSGoldman Sachs Group INC—EXITSold out
17ASMLASML Holding N.V.—EXITSold out
18COFCapital One Financial CORP—EXITSold out
19LLoews CORP—EXITSold out
20NEENextera Energy INC—EXITSold out
21KEYSKeysight Technologies In—EXITSold out
22SWSmurfit Westrock Plc—EXITSold out
23LHXL3harris Technologies INC—EXITSold out
24LINLinde plc—EXITSold out
25XYLXylem INC—EXITSold out
26SSNCSs&c Technologies Holdings—EXITSold out
27KDPKeurig Dr Pepper INC—EXITSold out
28CVSCvs Health CORP—EXITSold out
29AMRZAmrize Ltd—EXITSold out
30BXBlackstone INC—EXITSold out
31JBLJabil INC—EXITSold out
32EQHEquitable Holdings INC—EXITSold out
33TDYTeledyne Technologies INC—EXITSold out
34SONYSony Group CORP - Sp Adr—EXITSold out
35OKEOneok INC—EXITSold out
36BKHBlack Hills CORP—EXITSold out
37METMetlife INC—EXITSold out
38SNYSanofi-adr—EXITSold out
39RGAReinsurance Group Of America—EXITSold out
40MSIMotorola Solutions INC—EXITSold out
41INTUIntuit INC—EXITSold out
42SCHXSchwab US Large-cap ETF—NEWNew buy
43ACMAecom—EXITSold out
44AUBAtlantic Union Bankshares Co—EXITSold out
45DISVDimensional International Sm—NEWNew buy
46JPMJpmorgan Chase & Co—EXITSold out
47BRK-ABerkshire Hathaway Inc-cl A—EXITSold out
48GOOGLAlphabet Inc-cl A—EXITSold out
49BAC 7.25 PERP LBank Of America CORP—NEWNew buy
50VFMFVanguard US Multifactor ETF—EXITSold out

FAQ

What is Benson Investment Management Company, Inc. and what type of investor is it?
Benson Investment Management Company, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $11.3M, spread across 7 disclosed positions.
What are Benson Investment Management Company, Inc.'s largest equity positions?
Based on the latest 13F filing, Benson Investment Management Company, Inc.'s top holdings by market value are: 1. Schwab US Large-cap ETF (SCHX) — $3.9M (34.3%) 2. Dimensional International Co (DFAI) — $3.8M (33.4%) 3. Dimensional International Sm (DISV) — $1.7M (14.9%) 4. Wells Fargo & Company (WFC 7.5 PERP L) — $710.3K (6.3%) 5. Bank Of America CORP (BAC 7.25 PERP L) — $566.0K (5.0%)
What changes did Benson Investment Management Company, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Benson Investment Management Company, Inc. made 50 notable position adjustments: 3 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 45 were completely exited. The largest of these moves: Sold out: Alphabet Inc-cl C (GOOG); Sold out: Microsoft CORP (MSFT); Sold out: Nvidia CORP (NVDA); Sold out: Amazon.com INC (AMZN); Sold out: Berkshire Hathaway Inc-cl B (BRK-B)
What sectors does Benson Investment Management Company, Inc. focus on?
Benson Investment Management Company, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%