Latest Benson Investment Management Company, Inc. Stock Portfolio
$235Million
Equity Portfolio Value
Last Reported on: 11 Apr, 2024
About Benson Investment Management Company, Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Benson Investment Management Company, Inc. reported an equity portfolio of $235.1 Millions as of 31 Mar, 2024.
The top stock holdings of Benson Investment Management Company, Inc. are MSFT, AAPL, GOOG. The fund has invested 5% of it's portfolio in MICROSOFT CORP and 4% of portfolio in APPLE INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), MARVELL TECHNOLOGY INC (MRVL) and MICROCHIP TECHNOLOGY INC. (MCHP) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, PALO ALTO NETWORKS INC (PANW) and INTERNATIONAL BUSINESS MACHS (IBM). Benson Investment Management Company, Inc. opened new stock positions in NVIDIA CORPORATION (NVDA), AUTOMATIC DATA PROCESSING IN (ADP) and AGNICO EAGLE MINES LTD (AEM). The fund showed a lot of confidence in some stocks as they added substantially to HONEYWELL INTL INC (HON), ENBRIDGE INC (ENB) and ALPHABET INC (GOOG).
The top stock holdings of Benson Investment Management Company, Inc. are MSFT, AAPL, GOOG. The fund has invested 5% of it's portfolio in MICROSOFT CORP and 4% of portfolio in APPLE INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), MARVELL TECHNOLOGY INC (MRVL) and MICROCHIP TECHNOLOGY INC. (MCHP) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, PALO ALTO NETWORKS INC (PANW) and INTERNATIONAL BUSINESS MACHS (IBM). Benson Investment Management Company, Inc. opened new stock positions in NVIDIA CORPORATION (NVDA), AUTOMATIC DATA PROCESSING IN (ADP) and AGNICO EAGLE MINES LTD (AEM). The fund showed a lot of confidence in some stocks as they added substantially to HONEYWELL INTL INC (HON), ENBRIDGE INC (ENB) and ALPHABET INC (GOOG).
New Buys
| Ticker | $ Bought |
|---|---|
| NVIDIA CORPORATION | 7,642,310 |
| AUTOMATIC DATA PROCESSING IN | 6,002,500 |
| AGNICO EAGLE MINES LTD | 5,286,660 |
| TAIWAN SEMICONDUCTOR MFG LTD | 5,068,270 |
| REINSURANCE GRP OF AMERICA I | 4,886,230 |
| BECTON DICKINSON & CO | 4,875,510 |
| FOX CORP | 4,784,150 |
| AMGEN INC | 4,772,310 |
New stocks bought by Benson Investment Management Company, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| HONEYWELL INTL INC | 18.02 |
| ENBRIDGE INC | 17.59 |
| ALPHABET INC | 16.9 |
| INVESCO QQQ TR | 13.97 |
| ARCH CAP GROUP LTD | 2.23 |
| SMUCKER J M CO | 1.87 |
| RPM INTL INC | 1.85 |
| APPLE INC | 1.74 |
Additions to existing portfolio by Benson Investment Management Company, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| BERKSHIRE HATHAWAY INC DEL | -50.00 |
| PALO ALTO NETWORKS INC | -27.11 |
| INTERNATIONAL BUSINESS MACHS | -19.1 |
| SALESFORCE INC | -14.8 |
| APOLLO GLOBAL MGMT INC | -14.18 |
| QUANTA SVCS INC | -13.13 |
| EQUITABLE HLDGS INC | -11.97 |
| CRH PLC | -10.73 |
Benson Investment Management Company, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| KENVUE INC | -3,956,650 |
| WELLS FARGO CO NEW | -4,435,160 |
| MARVELL TECHNOLOGY INC | -4,623,420 |
| SCHLUMBERGER LTD | -3,896,390 |
| MICROCHIP TECHNOLOGY INC. | -4,444,070 |
| CHART INDS INC | -3,316,640 |
| PEPSICO INC | -3,753,800 |
| TELEDYNE TECHNOLOGIES INC | -4,172,360 |
Benson Investment Management Company, Inc. got rid off the above stocks
Current Stock Holdings of Benson Investment Management Company, Inc.
Last Reported on: 11 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.98 | 54,623 | 9,366,710 | ADDED | 1.74 | |
| ACGL | ARCH CAP GROUP LTD | 1.89 | 48,140 | 4,450,060 | ADDED | 2.23 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 2.55 | 24,035 | 6,002,500 | NEW | ||
| AEM | AGNICO EAGLE MINES LTD | 2.25 | 88,628 | 5,286,660 | NEW | ||
| AMGN | AMGEN INC | 2.03 | 16,785 | 4,772,310 | NEW | ||
| AMZN | AMAZON COM INC | 3.41 | 44,453 | 8,018,430 | ADDED | 1.58 | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 1.75 | 31,879 | 4,109,520 | NEW | ||
| AXP | AMERICAN EXPRESS CO | 2.13 | 22,047 | 5,019,880 | REDUCED | -4.04 | |
| BDX | BECTON DICKINSON & CO | 2.07 | 19,703 | 4,875,510 | NEW | ||
| BECN | BEACON ROOFING SUPPLY INC | 1.62 | 38,836 | 3,806,700 | NEW | ||
| CRH | CRH PLC | 2.16 | 58,813 | 5,073,210 | REDUCED | -10.73 | |
| CRM | SALESFORCE INC | 2.02 | 15,797 | 4,757,740 | REDUCED | -14.8 | |
| CSL | CARLISLE COS INC | 1.86 | 11,152 | 4,369,910 | ADDED | 1.28 | |
| ENB | ENBRIDGE INC | 2.04 | 132,346 | 4,788,280 | ADDED | 17.59 | |
| EQH | EQUITABLE HLDGS INC | 2.12 | 131,121 | 4,983,910 | REDUCED | -11.97 | |
| FOX | FOX CORP | 2.04 | 152,995 | 4,784,150 | NEW | ||
| GD | GENERAL DYNAMICS CORP | 2.04 | 16,948 | 4,787,640 | REDUCED | -9.00 | |
| GLW | CORNING INC | 1.99 | 141,779 | 4,673,040 | NEW | ||
| GOOG | ALPHABET INC | 3.85 | 59,455 | 9,052,620 | ADDED | 16.9 | |
| GOOG | ALPHABET INC | 0.13 | 2,060 | 310,916 | UNCHANGED | 0.00 | |
| GTLS | CHART INDS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HIG | HARTFORD FINL SVCS GROUP INC | 2.56 | 58,461 | 6,024,410 | ADDED | 1.22 | |
| HON | HONEYWELL INTL INC | 2.31 | 26,465 | 5,431,940 | ADDED | 18.02 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.37 | 29,233 | 5,582,330 | REDUCED | -19.1 | |
| ITT | ITT INC | 2.25 | 38,819 | 5,280,550 | ADDED | 1.47 | |
| JPM | JPMORGAN CHASE & CO | 0.42 | 4,950 | 991,485 | UNCHANGED | 0.00 | |
| KEX | KIRBY CORP | 1.56 | 38,382 | 3,658,570 | NEW | ||
| LHX | L3HARRIS TECHNOLOGIES INC | 1.91 | 21,094 | 4,495,130 | NEW | ||
| MCD | MCDONALDS CORP | 1.89 | 15,774 | 4,447,480 | ADDED | 1.32 | |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MRVL | MARVELL TECHNOLOGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSFT | MICROSOFT CORP | 4.99 | 27,902 | 11,738,900 | REDUCED | -9.91 | |
| MSI | MOTOROLA SOLUTIONS INC | 2.12 | 14,024 | 4,978,240 | ADDED | 1.73 | |
| NVDA | NVIDIA CORPORATION | 3.25 | 8,458 | 7,642,310 | NEW | ||
| NVO | NOVO-NORDISK A S | 2.27 | 41,581 | 5,339,000 | REDUCED | -5.72 | |
| PANW | PALO ALTO NETWORKS INC | 1.58 | 13,118 | 3,727,220 | REDUCED | -27.11 | |
| PEP | PEPSICO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PG | PROCTER AND GAMBLE CO | 0.11 | 1,644 | 266,739 | UNCHANGED | 0.00 | |
| PH | PARKER-HANNIFIN CORP | 2.42 | 10,244 | 5,693,510 | ADDED | 1.19 | |
| PWR | QUANTA SVCS INC | 1.88 | 17,024 | 4,422,840 | REDUCED | -13.13 | |
| QQQ | INVESCO QQQ TR | 0.19 | 1,020 | 452,890 | ADDED | 13.97 | |
| RGA | REINSURANCE GRP OF AMERICA I | 2.08 | 25,333 | 4,886,230 | NEW | ||
| RPM | RPM INTL INC | 1.72 | 34,063 | 4,051,790 | ADDED | 1.85 | |
| SJM | SMUCKER J M CO | 1.84 | 34,432 | 4,333,960 | ADDED | 1.87 | |
| SLB | SCHLUMBERGER LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.95 | 7,895 | 4,588,650 | REDUCED | -2.37 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.16 | 37,253 | 5,068,270 | NEW | ||
| UNH | UNITEDHEALTH GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VLO | VALERO ENERGY CORP | 2.30 | 31,664 | 5,404,730 | REDUCED | -3.23 | |
| WFC | WELLS FARGO CO NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WH | WYNDHAM HOTELS & RESORTS INC | 1.88 | 57,684 | 4,427,250 | ADDED | 0.72 | |
| BERKSHIRE HATHAWAY INC DEL | 3.26 | 18,197 | 7,652,200 | ADDED | 0.45 | ||
| GE HEALTHCARE TECHNOLOGIES I | 2.24 | 57,966 | 5,269,690 | ADDED | 1.61 | ||
| APOLLO GLOBAL MGMT INC | 1.99 | 41,638 | 4,682,190 | REDUCED | -14.18 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.54 | 2.00 | 1,268,880 | REDUCED | -50.00 | ||
| KENVUE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |