Latest Benson Investment Management Company, Inc. Stock Portfolio

Benson Investment Management Company, Inc. Performance:

2025 Q2: 10.27%YTD: 4.68%2024: -1.77%

Performance for 2025 Q2 is 10.27%, and YTD is 4.68%, and 2024 is -1.77%.

About Benson Investment Management Company, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Benson Investment Management Company, Inc. reported an equity portfolio of $263.9 Millions as of 30 Jun, 2025.

The top stock holdings of Benson Investment Management Company, Inc. are GLD, MSFT, GOOG. The fund has invested 4.7% of it's portfolio in SPDR GOLD TR and 4.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off AGNICO EAGLE MINES LTD, SUMITOMO MITSUI FINL GROUP I (SMFG) and FORTIVE CORP (FTV) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), AMPHENOL CORP NEW (APH) and ORACLE CORP (ORCL). Benson Investment Management Company, Inc. opened new stock positions in CISCO SYS INC (CSCO), CAPITAL ONE FINL CORP (COF) and ASML HOLDING N V. The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 500 ETF TR (SPY), SPDR GOLD TR (GLD) and NEXTERA ENERGY INC (NEE).

Benson Investment Management Company, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Benson Investment Management Company, Inc. made a return of 10.27% in the last quarter. In trailing 12 months, it's portfolio return was -8.07%.

New Buys

Ticker	$ Bought
cisco sys inc	6,307,340
capital one finl corp	5,667,930
asml holding n v	5,612,130
teledyne technologies inc	5,603,650
loews corp	5,551,390
astrazeneca plc	4,436,120
black hills corp	4,383,370
owens corning new	4,336,690

New stocks bought by Benson Investment Management Company, Inc.

Additions

Ticker	% Inc.
wells fargo co new	116
spdr s&p 500 etf tr	91.4
spdr gold tr	83.27
nextera energy inc	12.6
meta platforms inc	7.85
dynatrace inc	2.82
hewlett packard enterprise c	0.29
dell technologies inc	0.19

Additions to existing portfolio by Benson Investment Management Company, Inc.

Reductions

Ticker	% Reduced
apple inc	-48.84
amphenol corp new	-25.27
oracle corp	-17.4
equitable hldgs inc	-9.83
hartford insurance group inc	-5.2
berkshire hathaway inc del	-3.87
aecom	-3.21
goldman sachs group inc	-2.22

Benson Investment Management Company, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
sumitomo mitsui finl group i	-5,499,900
comcast corp new	-4,633,090
fortive corp	-4,931,230
hologic inc	-4,134,580
novo-nordisk a s	-4,514,920
agnico eagle mines ltd	-6,773,020
vertiv holdings co	-4,506,000
chord energy corporation	-3,552,600

Benson Investment Management Company, Inc. got rid off the above stocks

Sector Distribution

Benson Investment Management Company, Inc. has about 32.4% of it's holdings in Technology sector.

Sector	%
Technology	32.4
Financial Services	21.6
Others	15.5
Industrials	10.9
Communication Services	7.5
Consumer Cyclical	4.8
Healthcare	3.7
Utilities	3.5

Market Cap. Distribution

Benson Investment Management Company, Inc. has about 74.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	49
MEGA-CAP	25.8
UNALLOCATED	15.5
MID-CAP	9.7

Stocks belong to which Index?

About 66% of the stocks held by Benson Investment Management Company, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.5
Others	34
RUSSELL 2000	4.5

Top 5 Winners (%)		%
ORCL	oracle corp	48.6 %
NVDA	nvidia corporation	45.8 %
APH	amphenol corp new	45.5 %
DELL	dell technologies inc	34.5 %
HPE	hewlett packard enterprise c	32.5 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	3.0 M
MSFT	microsoft corp	3.0 M
ORCL	oracle corp	2.1 M
APH	amphenol corp new	2.0 M
META	meta platforms inc	1.9 M

Top 5 Losers (%)		%
MRK	merck & co inc	-11.8 %
AAPL	apple inc	-8.6 %
PG	procter and gamble co	-6.5 %
ZTS	zoetis inc	-5.3 %
MSI	motorola solutions inc	-4.0 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.9 M
MRK	merck & co inc	-0.6 M
ZTS	zoetis inc	-0.3 M
MSI	motorola solutions inc	-0.2 M
BKH	black hills corp	-0.2 M

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.

Benson Investment Management Company, Inc. has 51 stocks in it's portfolio. About 34.8% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Benson Investment Management Company, Inc. last quarter.

Last Reported on: 24 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	GLD	spdr gold tr	4.74	41,062	12,516,900	added	83.27
Historical Trend of SPDR GOLD TR Position Held By Benson Investment Management Company, Inc. What % of Portfolio is GLD?: Number of GLD shares held: Change in No. of Shares Held:
	MSFT	microsoft corp	4.66	24,743	12,307,400	reduced	-0.22

	GOOG	alphabet inc	3.89	57,879	10,267,200	added	0.05

	NVDA	nvidia corporation	3.65	60,940	9,627,910	reduced	-0.11

	AMZN	amazon com inc	3.54	42,564	9,338,120	reduced	-0.6

	META	meta platforms inc	3.40	12,166	8,979,600	added	7.85

		berkshire hathaway inc del	3.11	16,902	8,210,480	reduced	-3.87

	TSM	taiwan semiconductor mfg ltd	2.78	32,411	7,340,770	reduced	-0.02

	GS	goldman sachs group inc	2.64	9,845	6,967,800	reduced	-2.22

	CSCO	cisco sys inc	2.39	90,910	6,307,340	new

	EQH	equitable hldgs inc	2.38	111,902	6,277,700	reduced	-9.83

	ICE	intercontinental exchange in	2.29	32,953	6,045,890	reduced	-2.06

	BK	bank new york mellon corp	2.16	62,483	5,692,830	reduced	-0.35

	COF	capital one finl corp	2.15	26,640	5,667,930	new

	XYL	xylem inc	2.14	43,749	5,659,370	reduced	-0.16

		asml holding n v	2.13	7,003	5,612,130	new

	ORCL	oracle corp	2.12	25,566	5,589,500	reduced	-17.4

	TDY	teledyne technologies inc	2.12	10,938	5,603,650	new

	L	loews corp	2.10	60,565	5,551,390	new

	HIG	hartford insurance group inc	2.07	43,101	5,468,220	reduced	-5.2