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Benson Investment Management Company, Inc. Top Holdings and 13F Report (2025)

About Benson Investment Management Company, Inc.

Investment Activity

  • Benson Investment Management Company, Inc. has $263.90 million in total holdings as of June 30, 2025.
  • Benson Investment Management Company, Inc. owns shares of 52 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 25.56% of the portfolio was purchased this quarter.
  • About 21.62% of the portfolio was sold this quarter.
  • This quarter, Benson Investment Management Company, Inc. has purchased 48 new stocks and bought additional shares in 9 stocks.
  • Benson Investment Management Company, Inc. sold shares of 24 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

SPDR Gold Shares
$12,516,929
Microsoft
$12,307,416
Alphabet
$10,267,156
NVIDIA
$9,627,911
Amazon.com
$9,338,116

Largest New Holdings this Quarter

17275R102 - Cisco Systems
$6,307,336 Holding
14040H105 - Capital One Financial
$5,667,926 Holding
N07059210 - ASML
$5,612,134 Holding
879360105 - Teledyne Technologies
$5,603,647 Holding
540424108 - Loews
$5,551,388 Holding

Largest Purchases this Quarter

Cisco Systems
90,910 shares (about $6.31M)
SPDR Gold Shares
18,657 shares (about $5.69M)
Capital One Financial
26,640 shares (about $5.67M)
ASML
7,003 shares (about $5.61M)
Teledyne Technologies
10,938 shares (about $5.60M)

Largest Sales this Quarter

Apple
23,483 shares (about $4.82M)
Amphenol
16,942 shares (about $1.67M)
Oracle
5,387 shares (about $1.18M)
Equitable
12,205 shares (about $684.70K)
Berkshire Hathaway
681 shares (about $330.81K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBenson Investment Management Company, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$12,516,929$5,687,213 83.3%41,0624.7%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$12,307,416$26,860 -0.2%24,7434.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$10,267,156$5,144 0.1%57,8793.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,627,911$11,059 -0.1%60,9403.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,338,116$55,944 -0.6%42,5643.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,979,603$653,948 7.9%12,1663.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,210,485$330,809 -3.9%16,9023.1%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,340,767$1,359 0.0%32,4112.8%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,967,799$158,536 -2.2%9,8452.6%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,307,336$6,307,336 New Holding90,9102.4%Computer and Technology
Equitable Holdings, Inc. stock logo
EQH
Equitable
$6,277,702$684,700 -9.8%111,9022.4%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$6,045,887$126,961 -2.1%32,9532.3%Finance
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$5,692,826$20,135 -0.4%62,4832.2%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$5,667,926$5,667,926 New Holding26,6402.1%Finance
Xylem Inc. stock logo
XYL
Xylem
$5,659,371$9,185 -0.2%43,7492.1%Business Services
ASML Holding N.V. stock logo
ASML
ASML
$5,612,134$5,612,134 New Holding7,0032.1%Computer and Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$5,603,647$5,603,647 New Holding10,9382.1%Aerospace
Oracle Corporation stock logo
ORCL
Oracle
$5,589,495$1,177,760 -17.4%25,5662.1%Computer and Technology
Loews Corporation stock logo
L
Loews
$5,551,388$5,551,388 New Holding60,5652.1%Finance
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$5,468,224$299,794 -5.2%43,1012.1%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$5,446,015$10,544 0.2%44,4212.1%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$5,376,328$3,734 -0.1%102,2312.0%Computer and Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$5,366,722$2,508 0.0%21,3952.0%Aerospace
MetLife, Inc. stock logo
MET
MetLife
$5,328,147$7,881 -0.1%66,2542.0%Finance
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$5,200,249$33,637 -0.6%12,3682.0%Computer and Technology
AECOM stock logo
ACM
AECOM
$5,192,124$172,450 -3.2%46,0052.0%Construction
Apple Inc. stock logo
AAPL
Apple
$5,046,928$4,817,960 -48.8%24,5991.9%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$5,018,159$11,696 -0.2%32,1781.9%Medical
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$4,980,026$595 0.0%25,1061.9%Finance
Amphenol Corporation stock logo
APH
Amphenol
$4,947,276$1,673,022 -25.3%50,0991.9%Computer and Technology
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$4,904,492$4,140 -0.1%59,2331.9%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,880,573$545,988 12.6%70,3051.8%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,684,293$14,645 -0.3%59,1751.8%Medical
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$4,648,101$13,293 0.3%227,2911.8%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$4,436,122$4,436,122 New Holding63,4821.7%Medical
Black Hills Corporation stock logo
BKH
Black Hills
$4,383,374$4,383,374 New Holding78,1351.7%Utilities
Owens Corning Inc stock logo
OC
Owens Corning
$4,336,693$4,336,693 New Holding31,5351.6%Construction
Primoris Services Co. stock logo
PRIM
Primoris Services
$4,079,535$4,079,535 New Holding52,3421.5%Construction
Timken Company (The) stock logo
TKR
Timken
$3,962,318$7,255 -0.2%54,6151.5%Computer and Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$3,950,441$108,212 2.8%71,5531.5%Computer and Technology
Euronet Worldwide, Inc. stock logo
EEFT
Euronet Worldwide
$3,673,808$3,673,808 New Holding36,2381.4%Finance
Atlantic Union Bankshares Co. stock logo
AUB
Atlantic Union Bankshares
$3,356,657$3,356,657 New Holding107,3101.3%Finance
Sonoco Products Company stock logo
SON
Sonoco Products
$3,277,672$3,277,672 New Holding75,2451.2%Industrials
Genpact Limited stock logo
G
Genpact
$2,643,813$2,643,813 New Holding60,0731.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,457,6000.0%20.6%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,435,0550.0%4,9500.5%Finance
WFC.PL
Wells Fargo & Co. Pfd. Series L
$1,103,682$592,936 116.1%9400.4%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$455,079$455,079 New Holding13,1640.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$439,737$209,987 91.4%7120.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$363,0340.0%2,0600.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$261,9220.0%1,6440.1%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$231,756$231,756 New Holding4080.1%ETF
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$0$6,773,023 -100.0%00.0%Basic Materials
Sumitomo Mitsui Financial Group Inc stock logo
SMFG
Sumitomo Mitsui Financial Group
$0$5,499,895 -100.0%00.0%Finance
Fortive Corporation stock logo
FTV
Fortive
$0$4,931,234 -100.0%00.0%Computer and Technology
Comcast Corporation stock logo
CMCSA
Comcast
$0$4,633,090 -100.0%00.0%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$4,514,919 -100.0%00.0%Medical
Vertiv Holdings Co. stock logo
VRT
Vertiv
$0$4,506,002 -100.0%00.0%Computer and Technology
FLUTTER ENTMT PLC
$0$4,334,183 -100.0%00.0%SHS
Hologic, Inc. stock logo
HOLX
Hologic
$0$4,134,575 -100.0%00.0%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$4,062,406 -100.0%00.0%Medical
Chord Energy Corporation stock logo
CHRD
Chord Energy
$0$3,552,596 -100.0%00.0%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$465,638 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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