Latest Benson Investment Management Company, Inc. Stock Portfolio
$18.78Million | No. of Holdings #7
About Benson Investment Management Company, Inc. and 13F Hedge Fund Stock Holdings
On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benson Investment Management Company, Inc. reported an equity portfolio of $18.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Benson Investment Management Company, Inc. are FNDA, DFAC, . The fund has invested 36.1% of it's portfolio in SCHWAB STRATEGIC TR and 21.2% of portfolio in DIMENSIONAL ETF TRUST. <br><br> Benson Investment Management Company, Inc. opened new stock positions in LAZARD ACTIVE ETF TR and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).
Benson Investment Management Company, Inc. Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$18.78Million
as of Jul 14, 2026Benson Investment Management Company, Inc. Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| lazard active etf tr | 3,558,900 |
| american centy etf tr | 648,752 |
New stocks bought by Benson Investment Management Company, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 52.79 |
| vanguard index fds | 4.03 |
Additions to existing portfolio by Benson Investment Management Company, Inc.
Reductions
None of the existing positions were reduced by Benson Investment Management Company, Inc.
Sold off
None of the stocks were completely sold off by Benson Investment Management Company, Inc.
Sector Distribution
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| SPY | state str spdr s&p 500 etf t | 14.8 % |
| VB | vanguard index fds | 14.6 % |
| FNDA | schwab strategic tr | 11.9 % |
| DFAC | dimensional etf trust | 5.9 % |
| DFAC | dimensional etf trust | 1.8 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | 0.7 M |
| DFAC | dimensional etf trust | 0.2 M |
| SPY | state str spdr s&p 500 etf t | 0.1 M |
| VB | vanguard index fds | 0.0 M |
| DFAC | dimensional etf trust | 0.0 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Benson Investment Management Company, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Benson Investment Management Company, Inc.
$18.78MTotal Value
9.00Positions
14 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.45% | 5,200 | $648.8K 3.45% | Newnew position | |
 Bank Of Amer Corp Benson Investment Management Company, Inc.'s holding in Bank Of Amer Corp over time | 3.17% | 475 | $595.9K 3.17% | 0%unchanged 0 percentunchanged | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 21.18% | 96,470 | $3.98M 21.18% | 0%unchanged 0 percentunchanged | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 9.11% | 42,645 | $1.71M 9.11% | 0%unchanged 0 percentunchanged | |
 FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 36.1% | 230,404 | $6.78M 36.1% | 52.79%increased 52.79 percentadded | |
 SPY State Str Spdr S&P 500 Etf TState Str Spdr S&P 500 Etf TSPY | 2.26% | 569 | $424.9K 2.26% | 0%unchanged 0 percentunchanged | |
 VB Vanguard Index FdsVanguard Index FdsVB | 1.98% | 542 | $372.3K 1.98% | 4.03%increased 4.03 percentadded | |
 Wells Fargo & Co Benson Investment Management Company, Inc.'s holding in Wells Fargo & Co over time | 3.79% | 615 | $711.6K 3.79% | 0%unchanged 0 percentunchanged | |
Intl Dynamic Eqt Lazard Active Etf TrLazard Active Etf Tr | 18.95% | 101,480 | $3.56M 18.95% | Newnew position | |