Benson Investment Management Company, Inc. Top Holdings and 13F Report (2026) About Benson Investment Management Company, Inc.Investment ActivityBenson Investment Management Company, Inc. has $18.78 million in total holdings as of June 30, 2026.Benson Investment Management Company, Inc. owns shares of 9 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 34.95% of the portfolio was purchased this quarter.This quarter, Benson Investment Management Company, Inc. has purchased 7 new stocks and bought additional shares in 2 stocks.Benson Investment Management Company, Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $6,780,790Dimensional International Core Equity Market ETF $3,979,388LAZARD ACTIVE ETF TR $3,558,904Dimensional International Small Cap Value ETF $1,711,344WELLS FARGO & CO $711,555 Largest New Holdings this Quarter 52110K400 - LAZARD ACTIVE ETF TR $3,558,904 Holding025072877 - Avantis U.S. Small Cap Value ETF $648,752 Holding Largest Purchases this Quarter LAZARD ACTIVE ETF TR 101,480 shares (about $3.56M)Schwab US Large-Cap ETF 79,602 shares (about $2.34M)Avantis U.S. Small Cap Value ETF 5,200 shares (about $648.75K)Vanguard S&P 500 ETF 21 shares (about $14.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenson Investment Management Company, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$6,780,790$2,342,687 â–²52.8%230,40436.1%ETFDFAIDimensional International Core Equity Market ETF$3,979,3880.0%96,47021.2%ETFLAZARD ACTIVE ETF TR$3,558,904$3,558,904 â–²New Holding101,48018.9%INTL DYNAMIC EQTDISVDimensional International Small Cap Value ETF$1,711,3440.0%42,6459.1%ETFWELLS FARGO & CO$711,5550.0%6153.8%PERP PFD CNV AAVUVAvantis U.S. Small Cap Value ETF$648,752$648,752 â–²New Holding5,2003.5%ETFBANK OF AMER CORP$595,8880.0%4753.2%7.25%CNV PFD LSPYSPDR S&P 500 ETF Trust$424,9120.0%5692.3%ETFVOOVanguard S&P 500 ETF$372,251$14,423 â–²4.0%5422.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
