Benson Investment Management Company, Inc. Top Holdings and 13F Report (2026) About Benson Investment Management Company, Inc.Investment ActivityBenson Investment Management Company, Inc. has $11.26 million in total holdings as of March 31, 2026.Benson Investment Management Company, Inc. owns shares of 7 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 82.43% of the portfolio was purchased this quarter.About 2,525.07% of the portfolio was sold this quarter.This quarter, Benson Investment Management Company, Inc. has purchased 50 new stocks and bought additional shares in 2 stocks.Benson Investment Management Company, Inc. sold shares of 2 stocks and completely divested from 46 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $3,866,563Dimensional International Core Equity Market ETF $3,758,471Dimensional International Small Cap Value ETF $1,681,919Wells Fargo & Co. Pfd. Series L $710,325BANK AMERICA CORP $565,991 Largest New Holdings this Quarter 808524201 - Schwab US Large-Cap ETF $3,866,563 Holding25434V781 - Dimensional International Small Cap Value ETF $1,681,919 Holding060505682 - BANK AMERICA CORP $565,991 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 150,802 shares (about $3.87M)Dimensional International Core Equity Market ETF 81,092 shares (about $3.16M)Dimensional International Small Cap Value ETF 42,645 shares (about $1.68M)BANK AMERICA CORP 475 shares (about $565.99K)Vanguard S&P 500 ETF 19 shares (about $11.35K) Largest Sales this Quarter Wells Fargo & Co. Pfd. Series L 345 shares (about $398.48K)SPDR S&P 500 ETF Trust 143 shares (about $93.00K) 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$3,866,563$3,866,563 â–²New Holding150,80234.3%ETFDFAIDimensional International Core Equity Market ETF$3,758,471$3,159,344 â–²527.3%96,47033.4%ETFDISVDimensional International Small Cap Value ETF$1,681,919$1,681,919 â–²New Holding42,64514.9%ETFWFC.PLWells Fargo & Co. Pfd. Series L$710,325$398,475 â–¼-35.9%6156.3%FinanceBANK AMERICA CORP$565,991$565,991 â–²New Holding4755.0%7.25%CNV PFD LSPYSPDR S&P 500 ETF Trust$370,043$92,999 â–¼-20.1%5693.3%FinanceVOOVanguard S&P 500 ETF$311,324$11,353 â–²3.8%5212.8%ETFGOOGAlphabet$0$18,330,313 â–¼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$12,327,474 â–¼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$11,507,983 â–¼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$10,022,666 â–¼-100.0%00.0%Retail/WholesaleBRK.BBerkshire Hathaway$0$8,729,523 â–¼-100.0%00.0%FinanceMETAMeta Platforms$0$8,251,785 â–¼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$8,062,506 â–¼-100.0%00.0%Computer and TechnologyBANK NEW YORK MELLON CORP$0$7,330,967 â–¼-100.0%00.0%COMCSCOCisco Systems$0$7,112,180 â–¼-100.0%00.0%Computer and TechnologyASTRAZENECA PLC$0$6,994,678 â–¼-100.0%00.0%SPONSORED ADRHIGThe Hartford Insurance Group$0$6,852,243 â–¼-100.0%00.0%FinanceAAPLApple$0$6,791,270 â–¼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$6,777,877 â–¼-100.0%00.0%Computer and TechnologyGSThe Goldman Sachs Group$0$6,775,332 â–¼-100.0%00.0%FinanceASMLASML$0$6,658,809 â–¼-100.0%00.0%Computer and TechnologyCOFCapital One Financial$0$6,624,184 â–¼-100.0%00.0%FinanceLLoews$0$6,474,459 â–¼-100.0%00.0%FinanceNEENextEra Energy$0$6,429,224 â–¼-100.0%00.0%UtilitiesKEYSKeysight Technologies$0$6,411,660 â–¼-100.0%00.0%Computer and TechnologySMURFIT WESTROCK PLC$0$6,367,596 â–¼-100.0%00.0%SHSLHXL3Harris Technologies$0$6,359,313 â–¼-100.0%00.0%AerospaceLINDE PLC$0$6,181,802 â–¼-100.0%00.0%SHSXYLXylem$0$6,043,124 â–¼-100.0%00.0%Business ServicesSSNCSS&C Technologies$0$6,012,922 â–¼-100.0%00.0%Computer and TechnologyKDPKeurig Dr Pepper$0$5,951,565 â–¼-100.0%00.0%Consumer StaplesCVSCVS Health$0$5,941,683 â–¼-100.0%00.0%MedicalAMRIZE LTD$0$5,864,706 â–¼-100.0%00.0%SHSBXBlackstone$0$5,855,779 â–¼-100.0%00.0%FinanceJBLJabil$0$5,755,453 â–¼-100.0%00.0%Computer and TechnologyEQHEquitable$0$5,735,869 â–¼-100.0%00.0%FinanceTDYTeledyne Technologies$0$5,668,592 â–¼-100.0%00.0%AerospaceSONYSony$0$5,559,040 â–¼-100.0%00.0%Consumer DiscretionaryOKEONEOK$0$5,551,455 â–¼-100.0%00.0%EnergyBKHBlack Hills$0$5,522,708 â–¼-100.0%00.0%UtilitiesMETMetLife$0$5,430,993 â–¼-100.0%00.0%FinanceSNYSanofi$0$5,423,643 â–¼-100.0%00.0%MedicalRGAReinsurance Group of America$0$5,200,641 â–¼-100.0%00.0%FinanceMSIMotorola Solutions$0$4,842,098 â–¼-100.0%00.0%Computer and TechnologyINTUIntuit$0$4,114,291 â–¼-100.0%00.0%Computer and TechnologyACMAECOM$0$3,854,383 â–¼-100.0%00.0%ConstructionAUBAtlantic Union Bankshares$0$3,849,642 â–¼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$1,594,989 â–¼-100.0%00.0%FinanceBRK.ABerkshire Hathaway$0$1,509,600 â–¼-100.0%00.0%FinanceGOOGLAlphabet$0$644,780 â–¼-100.0%00.0%Computer and TechnologyVFMFVanguard US Multifactor ETF$0$411,322 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$235,602 â–¼-100.0%00.0%Consumer StaplesShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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