Latest Benson Investment Management Company, Inc. Stock Portfolio

Benson Investment Management Company, Inc. Performance:

2025 Q4: 2.73%YTD: 19.22%2024: 21.06%

Performance for 2025 Q4 is 2.73%, and YTD is 19.22%, and 2024 is 21.06%.

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 $286.5 Millions as of 31 Dec, 2025.

The top stock holdings of Benson Investment Management Company, Inc. are GOOG, MSFT, NVDA. The fund has invested 6.4% of it's portfolio in ALPHABET INC and 4.3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SPDR GOLD TR (GLD), CORNING INC (GLW) and DELL TECHNOLOGIES INC (DELL) stocks. Benson Investment Management Company, Inc. opened new stock positions in SMURFIT WESTROCK PLC, LINDE PLC (LIN) and KEURIG DR PEPPER INC (KDP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), DIMENSIONAL ETF TRUST (DFAC) and EQUITABLE HLDGS INC (EQH).

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 2.73% in the last quarter. In trailing 12 months, it's portfolio return was 19.22%.

Performance
S&P 500

New Buys

Ticker	$ Bought
smurfit westrock plc	6,367,600
linde plc	6,181,800
keurig dr pepper inc	5,951,560
cvs health corp	5,941,680
blackstone inc	5,855,780
jabil inc	5,755,450
sony group corp	5,559,040
sanofi sa	5,423,640

New stocks bought by Benson Investment Management Company, Inc.

Additions

Ticker	% Inc.
vanguard index fds	17.29
dimensional etf trust	16.68
equitable hldgs inc	15.48
hartford insurance group inc	14.98
ss&c technologies hldgs inc	14.39
microsoft corp	3.06
metlife inc	2.75
meta platforms inc	2.74

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

Ticker	$ Sold
hewlett packard enterprise c	-5,636,420
norwegian cruise line hldg l	-4,329,090
corning inc	-7,438,150
dynatrace inc	-3,473,530
genpact limited	-2,531,330
zimmer biomet holdings inc	-4,967,360
dell technologies inc	-6,272,760
spdr gold tr	-14,681,600

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

Sector Distribution

Benson Investment Management Company, Inc. has about 27.1% of it's holdings in Technology sector.

Sector	%
Technology	27.1
Financial Services	21.6
Others	20
Communication Services	9.5
Industrials	5.7
Utilities	4.2
Consumer Cyclical	3.5
Consumer Defensive	2.2
Basic Materials	2.2
Healthcare	2.1
Energy	1.9

Market Cap. Distribution

Benson Investment Management Company, Inc. has about 76.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	50.2
MEGA-CAP	26.6
UNALLOCATED	20
MID-CAP	3.3

Stocks belong to which Index?

About 70.7% of the stocks held by Benson Investment Management Company, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	67.4
Others	29.3
RUSSELL 2000	3.3

Top 5 Winners (%)		%
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.6 %
	astrazeneca plc	19.7 %
KEYS	keysight technologies inc	16.1 %
COF	capital one finl corp	13.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	4.1 M
	astrazeneca plc	1.2 M
KEYS	keysight technologies inc	0.9 M
COF	capital one finl corp	0.8 M
CSCO	cisco sys inc	0.8 M

Top 5 Losers (%)		%
ACM	aecom	-26.8 %
MSI	motorola solutions inc	-16.1 %
TDY	teledyne technologies inc	-12.8 %
META	meta platforms inc	-10.0 %
XYL	xylem inc	-7.6 %

Top 5 Losers ($)		$
ACM	aecom	-1.4 M
MSI	motorola solutions inc	-0.9 M
META	meta platforms inc	-0.9 M
MSFT	microsoft corp	-0.9 M
TDY	teledyne technologies inc	-0.8 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 49 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. ACM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Benson Investment Management Company, Inc. last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.37	24,981	6,791,270	added	1.08

ACM	aecom	1.34	40,432	3,854,380	added	1.51

AMZN	amazon com inc	3.50	43,422	10,022,700	added	1.5

AUB	atlantic un bankshares corp	1.34	109,055	3,849,640	added	1.29

BK	bank new york mellon corp	2.56	63,149	7,330,970	added	1.13

BKH	black hills corp	1.93	79,555	5,522,710	added	1.13

BX	blackstone inc	2.04	37,990	5,855,780	new

COF	capital one finl corp	2.31	27,332	6,624,180	added	2.23

CSCO	cisco sys inc	2.48	92,330	7,112,180	added	1.22

CVS	cvs health corp	2.07	74,870	5,941,680	new

DELL	dell technologies inc	0.00	0.00	0.00	sold off	-100

DFAC	dimensional etf trust	0.20	15,378	586,056	added	16.68

DT	dynatrace inc	0.00	0.00	0.00	sold off	-100

EEFT	euronet worldwide inc	0.00	0.00	0.00	sold off	-100

EQH	equitable hldgs inc	2.00	120,375	5,735,870	added	15.48

G	genpact limited	0.00	0.00	0.00	sold off	-100

GLD	spdr gold tr	0.00	0.00	0.00	sold off	-100

GLW	corning inc	0.00	0.00	0.00	sold off	-100

GOOG	alphabet inc	6.40	58,414	18,330,300	added	1.05

GOOG	alphabet inc	0.22	2,060	644,780	unchanged	0.00