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Latest Benson Investment Management Company, Inc. Stock Portfolio

$17.77Million | No. of Holdings #7

Benson Investment Management Company, Inc. Performance

2026 Q3+1.50%
YTD+8.28%
2025+19.22%

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

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benson Investment Management Company, Inc. reported an equity portfolio of $17.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Benson Investment Management Company, Inc. are FNDA, DFAC, . The fund has invested 38.8% of it's portfolio in SCHWAB STRATEGIC TR and 22.5% of portfolio in DIMENSIONAL ETF TRUST. <br><br> They significantly reduced their stock positions in VANGUARD INDEX FDS (VB) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB) and LAZARD ACTIVE ETF TR.
Benson Investment Management Company, Inc. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$17.77Million
  as of Oct 13, 2026

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 1.5% in the last quarter. In trailing 12 months, it's portfolio return was 11.23%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Benson Investment Management Company, Inc.

Additions

Ticker% Inc.
american centy etf tr9.62
lazard active etf tr0.14
Additions to existing portfolio by Benson Investment Management Company, Inc.

Reductions

Ticker% Reduced
vanguard index fds-5.54
schwab strategic tr-0.14
Benson Investment Management Company, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
wells fargo & co-711,555
bank of amer corp-595,888
Benson Investment Management Company, Inc. got rid off the above stocks

Sector Distribution

Benson Investment Management Company, Inc. has about 100% of it's holdings in Others sector.

  • Others
Sector%
Others100

Market Cap. Distribution

Benson Investment Management Company, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

About 0% of the stocks held by Benson Investment Management Company, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others100
Top 5 Winners (%)%
DFAC
dimensional etf trust
7.9 %
VB
vanguard index fds
3.7 %
SPY
state str spdr s&p 500 etf t
2.1 %
FNDA
schwab strategic tr
1.9 %
DFAC
dimensional etf trust
0.4 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
0.1 M
FNDA
schwab strategic tr
0.1 M
DFAC
dimensional etf trust
0.0 M
VB
vanguard index fds
0.0 M
SPY
state str spdr s&p 500 etf t
0.0 M
Top 5 Losers (%)%
AEMB
american centy etf tr
-5.4 %
lazard active etf tr
-0.1 %
Top 5 Losers ($)$
AEMB
american centy etf tr
0.0 M
lazard active etf tr
0.0 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 7 stocks in it's portfolio. AEMB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Benson Investment Management Company, Inc. last quarter.

$17.77MTotal Value
9.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Benson Investment Management Company, Inc., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Benson Investment Management Company, Inc.'s holding in American Centy Etf Tr over time
3.78%5,700
$671.3K
3.78%
increased 9.62 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Benson Investment Management Company, Inc.'s holding in Dimensional Etf Trust over time
22.49%96,470
$4.00M
22.49%
unchanged 0 percentunchanged
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Benson Investment Management Company, Inc.'s holding in Dimensional Etf Trust over time
10.39%42,645
$1.85M
10.39%
unchanged 0 percentunchanged
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Benson Investment Management Company, Inc.'s holding in Schwab Strategic Tr over time
38.83%230,077
$6.90M
38.83%
decreased 0.14 percentreduced
SPY
State Str Spdr S&P 500 Etf T

State Str Spdr S&P 500 Etf T

SPY
Benson Investment Management Company, Inc.'s holding in State Str Spdr S&P 500 Etf T over time
2.44%569
$433.9K
2.44%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Benson Investment Management Company, Inc.'s holding in Vanguard Index Fds over time
2.05%512
$365.1K
2.05%
decreased 5.54 percentreduced
Intl Dynamic Eqt
Lazard Active Etf Tr

Lazard Active Etf Tr

Benson Investment Management Company, Inc.'s holding in Lazard Active Etf Tr over time
20.02%101,626
$3.56M
20.02%
increased 0.14 percentadded